Ashley Dyer is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Dyer worked at Prudential Insurance Company of America and Pruco Securities, LLC, with over a decade of experience in financial services including insurance. Outside of advisory work, Dyer is involved in insurance and health benefits through business activities with Three Rivers Health Benefits, LLC and Health Benefits Group, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional clients. The firm’s investment approach is generally model-driven, utilizing model portfolios and third-party managers, and it offers a range of financial planning, consulting, and insurance product services through affiliated entities.

Conor Hutchison is a financial advisor at Edward Jones in Murrysville, PA, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at PSERS and McKnight Development Corporation, as well as work with The Pitt News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and provides advisory services under a fiduciary standard.

Kyle Baker is a Certified Financial Planner® with 25 years of industry experience, currently serving at Edward Jones since 2002. He holds the Series 66 designation and is based in Oakmont, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Derouin is a financial advisor with Edward Jones in New Kensington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

John Holleran is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jonathan Emrock is a CFP®-credentialed financial advisor with Edward Jones in Irwin, PA, bringing 19 years of industry experience. He has been with Edward Jones Investments since 2007. Outside of his advisory role, he is associated with DEFG 21 LLC, a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Laurie Harriger is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance alongside discretionary separately managed accounts, supported by in-house research and a centralized operational structure.

Ronald Prasad is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley, JPMorgan Chase Bank, and other firms. Outside of his advisory role, he works as an independent contractor providing rideshare transportation services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

John Castello is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked in various roles including positions at Lantern Point Taverna and ThinkEquity LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory services, including tailored financial planning using structured discovery processes and firm-approved planning tools.

Wei Meng is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior positions at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Antonio Loffreda Mancinelli is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wealth Management Partners, LLC and Commonwealth Financial Network for nine years each before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various account types.

John Tosatto is a CFP® professional with 16 years of industry experience, currently serving at Mass Mutual Investors Services since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is also licensed as a life and disability insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborative relationships using firm-approved software to analyze client goals and provide written recommendations.

Arabella Sargent is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera Investment Advisors LLC, she has held roles at various organizations including Move Studio PGH and First National Bank. Outside of her financial advisory work, she has experience in the yoga and wellness industry, having been involved with Pure Power Yoga, Corepower Yoga, and North Loft Yoga. 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 multi-manager platform with a range of portfolio management and financial planning services, supporting diverse program structures and custodial relationships.

Jacob Saltzman is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Taxmax LP and Planet Fitness for nine years and had brief roles at UPMC and Penn Hills School District. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory solutions.

Brian Griffin is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at City National Bank since 2019 and at RBC Capital Markets since 2009. Outside of his advisory role, he is an active owner of a rental property. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Kevin Daeschner is a financial advisor at Cetera with Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank from 2010 to 2026, as well as Fragasso Wealth Advisors from 2002 to 2010. He is currently based in Pittsburgh, PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment programs and third-party managers.

Sullivan Conway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked primarily with Raymond James since 2017 and is also associated with Dukovich & Associates Financial Services Support in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.

Laura Kuechler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. Since 2019, she has also served as a board member for Franklin Park Borough in Pittsburgh, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized groups such as its Estate Planning Strategies Group.

Thomas Drake is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at SagePoint Financial, Inc. Drake serves as treasurer and board member of the Drake Family Foundation, a nonprofit organization. Osaic Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Susan Cruz is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill and Bank of America since 2018, following two years at Fifth Third Securities. Outside of her advisory role, she serves as an advisory board member for the Parkinson Foundation Western PA and holds board positions with Catholic Charities Diocese of Pittsburgh and the Catholic Foundation for Greater Pittsburgh. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional and charitable organizations.