Christopher Grieco is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and Keystone Benefits Group. Grieco is also involved with an insurance agency, ONE2ONE Insurance Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Daniel Schwabauer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at R.W. Baird & Co. and Varsity Tutors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Nathan Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at PNC Investments for 10 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Barbara Virany is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools without providing individual security recommendations as part of standalone planning.

Thomas Martin is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015 and serves concurrently with the D.C. Air National Guard since 1993. Outside of his advisory work, Martin is involved with Project Star, a respite foster care organization in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling aimed at guiding asset allocation and financial planning decisions.

John Cunningham is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms including DSF Wealth Management Group and Cetera Wealth Services. Outside of his advisory role, he is involved in selling life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with access to various investment strategies and program structures.

Daniel Mackey is a ChFC® credentialed financial advisor with 43 years of industry experience. He has been with LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in life and disability insurance sales through his longstanding business, Daniel A. Mackey CLU ChFC Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and proprietary research.

Mark Speedy is a CFP® professional with 15 years of industry experience, currently serving at OSAIC since 2023. He has also held roles at T & D Advisors, Inc. and Sagepoint Financial, Inc. since 2010. Outside of his advisory work, he serves as a committee member for the Pine Springs Camp Golf Committee, assisting in planning an annual golf outing. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options managed through multiple platforms and technology tools.

John Kesich is a financial advisor with Cetera, holding a Series 63 license and 29 years of industry experience. He has worked with Avantax in various capacities from 1997 to 2025 before joining Cetera in 2025. Outside of his advisory role, he is a partner in Kesich Consulting Group, LLP, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and third-party managers.

Jack Friedman is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He joined the firm in 2004, bringing extensive experience from his background as a technology entrepreneur and business leader. Jack started CCA Technologies, Inc. in 1982 and grew the company to over $50 million in sales before selling it to Westcon Group in 2000. While at Westcon, he expanded the business to become one of the nation’s largest networking technology and Voice Over IP distributors, increasing its size fourfold compared to his original company. In addition to running the business, Jack managed his own assets as well as those of employees through the company Profit Sharing Plan. His areas of expertise combine technological entrepreneurship with financial asset management. He holds a Bachelor of Science degree in Engineering and an MBA in Finance, both from Syracuse University. Jack also holds the Personal Investment Advisor (PIA) designation.

James Stewart is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, 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 employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Louis Civitarese is a financial advisor with LPL Financial, holding the Series 66 and Series 63 designations and bringing nine years of industry experience. He has previously worked at Stratos Wealth Advisors, Merrill, and as an independent options on futures trader. Outside of his advisory role, Civitarese serves as an adjunct professor at Duquesne University and holds nonprofit board positions with the Pennsylvania Trolley Museum and the Pittsburgh North Regional Chamber. 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Thatcher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation. He has experience in real estate and government roles, including eight years with the Commonwealth of Pennsylvania and two years at Jeffrey Costa Select Realty. Michael serves in the United States Marine Corps Reserve and is involved with MB2K Development, Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm employs a large network of advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

John Kiblin is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning and allows clients to combine these services with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and portfolio management separate.

Amy Bonetto is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone planning.

Andrew Wilbert is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has prior experience at South Hills Financial Group, where he is involved in administrative, customer service, and marketing responsibilities. He also serves as an insurance agent for Fixed Insurance. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individual, corporate, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Paul Rudoy is a financial advisor at LPL Financial with 27 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes 11 years at Raymond James Financial and over 20 years as part owner of the CPA firm H2R CPA. He serves as a trustee and is a board member of CPA Associates International, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Steven Sheffler is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Wealth Management since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Michael Maglio is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 66, Series 63, and Series 65 registrations and having seven years of industry experience. He previously worked at BNY Mellon Wealth Management before joining J.P. Morgan Securities in 2020. Maglio serves as a board member for the Pittsburgh Venture Capital Association, a nonprofit organization. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Heather Tollis is a financial advisor at UBS Financial Services with 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and Rivertowne Advisors. Outside of her advisory role, she is a partner in MT Plates Catering LLC, a business she co-owns with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and Global Research teams to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.