Louis Rizzo is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he is involved with a family business entity used for administrative purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutional entities. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Wiles is a CFA® charterholder with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held roles at The AYCO Company, L.P./Mercer Allied and Rockhaven Capital Management, LLC. He is also a board member of the Mt. Lebanon Pension Investment Board and has been affiliated with Duquesne University since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a mix of proprietary and third-party strategies tailored to client objectives.

David Headrick is a financial advisor at Ameriprise with 40 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor firms since 1985. Headrick also operates HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Craig is a financial advisor with Primerica Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Primerica Advisors since 2014 and also operates a bookkeeping and tax preparation business, as well as an eCommerce retail business specializing in outdoor grills and smokers. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Winfield Smathers IV is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as trustee for his grandfather’s irrevocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical and risk-profiling tools, alongside specialized municipal advisory services and employer consulting programs.

Mary Feduska is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Before joining LPL Financial in 2023, she spent 14 years at Harvest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Drew Linarelli is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors and Raymond James Financial Services. Outside of advising, he operates a business offering insurance products, including accident, health, disability, and life insurance. OSAIC Wealth, Inc. serves a diverse clientele including individual, high-net-worth, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party partnerships to construct and manage portfolios across a wide range of asset classes.

Kristina Pockl is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Tillotson is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 66 designations. He has 42 years of industry experience, including long-term service at Hefren-Tillotson, Inc. and self-employment. Tillotson has been with Robert Baird since 2022. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm combines manager-traded and model-traded strategies with ongoing investment monitoring and incorporates internal research and tools, including artificial intelligence, in client advice.

Michael Headrick is a financial advisor with Ameriprise Financial Services in Pittsburgh, PA, holding a Series 66 credential and seven years of industry experience. His work history includes roles at Ameriprise since 2013 and a position at Walmart from 2017 to 2018. He is also the owner of HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jean Roccon Rohm is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, he serves as Executive Vice President and Treasurer of The Johnny Mercer Foundation, which promotes educational programs introducing the Great American Songbook to younger generations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

John Reba is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Hefren-Tillotson, Inc. for 13 years before joining RBC Capital Markets in 2022. Reba serves as a voting member of the investment and finance committees on the board of the Brothers Brother Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management, responsible investing, and alternative investments.

Jackson Geisler is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and founding Geisler & Company Financial Planning. Outside of finance, he has experience in the food and beverage sector, including time at I Love Juice Bar and Fresh From the Farm Juice. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Melissa O'Malley is a CFP®-certified financial advisor with 26 years of industry experience. She currently works at Robert Baird & Co., where she has been since 2022, and previously spent over 30 years at Hefren-Tillotson, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of services including financial planning, portfolio management, and custody and brokerage services.

Christine Saitta is a CFP®-certified financial advisor with 29 years of industry experience. She is currently with Raymond James & Associates and has previously worked at City National Bank and RBC Capital Markets. Outside of her advisory role, she manages bookkeeping duties for a family-owned contracting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary services, supported by diverse portfolio management styles and in-house research.

Mark O'Leary is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is a 25% owner of Station Place LLC, an entity that owns mixed-use rental property in Beaver, PA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Zachary Ross is a financial advisor with LPL Financial who holds the Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Northwestern Mutual Wealth Management Company and affiliated entities from 2019 to 2022 and had an earlier role at Edward Jones. Before entering the financial industry, he spent eleven years at JetBlue Airways. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

Kevin Murray is a financial advisor with Equitable Advisors in Cranberry Township, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Gary Klobchar Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at LPL Financial since 2020 and previously spent seven years at Woodbury Financial Services, Inc. He has also been self-employed since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven research to support both discretionary and non-discretionary management.

Kirk Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2003. He leads J&D Associates in efforts to provide value to clients' wealth and those they care about. Kirk emphasizes friendly discussions with clients and their families to address financial concerns, capitalize on opportunities, and manage expectations. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® certificant, Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kirk earned a Bachelor of Science degree from Purdue University. Kirk is involved in community organizations such as The Pittsburgh Promise, where he serves as a board member, The Frick Art & Historical Center as a trustee and chair of the Collections & Exhibitions committee, and Café Momentum in Pittsburgh as board chair. Originally from California, he resides in Pittsburgh with his husband, Henry.