Kevin Gang is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the Maggio Group in 2023, bringing extensive experience from his long-standing career in the financial industry. Since beginning his career in 1998, Kevin has worked with firms such as J.P. Morgan, AllianceBernstein, Federated Hermes, and most recently served as Senior Vice President at Strive Asset Management. He holds a bachelor's degree in Economics from Allegheny College and is a Certified Investment Management Analyst (CIMA) as well as a Personal Investment Advisor (PIA). Kevin lives in Peters Township with his wife Jamie and their five children. Outside of work, he spends time with his family, participates in church activities, enjoys reading, and watching college football.

Kathleen Favorite is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, she serves as president of Favorite Properties Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and manages third-party asset managers with oversight from an independent due-diligence consultant.

Brandon Pruss is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Charles Schwab. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supported by institutional consulting and municipal finance capabilities.

Dustin Thompson is a financial advisor with Robert Baird & Co. and Hefren-Tillotson, Inc., holding Series 63 and Series 66 licenses with 21 years of industry experience. He serves as a board member and participates on the Investment Finance Committee of the Seneca Valley Foundation. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, providing financial planning, portfolio management, and advisory services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, internal research including AI tools, and offers municipal advisory services alongside brokerage and custody services.

Richard Petro is a financial advisor at OSAIC with 35 years of industry experience. He has held positions at Securities America Advisors, Inc. and SECURITIES AMERICA Inc. from 2010 to 2024. Outside of his advisory role, he is an agent with Canella Financial Group, engaged in fixed annuity and life insurance sales since 1991. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to manage portfolios across various asset classes.

Marc Canovali is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has worked with firms including Private Advisor Group, LPL Financial, and The Advisor Group, where he is an owner. Outside of advising, he is an insurance agent specializing in life, health, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party money managers.

Nathaniel Sepe is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Federated Global Investment Management Corp., Carson Wealth, and USI Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Matthew Hurray is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 26 years of experience to his role. He specializes in addressing a range of client needs, including corporate executive services, equity compensation, retirement planning, portfolio management, and small business strategies. Matthew works with senior executives, business owners, and multi-generational families to develop financial plans that adapt to evolving client priorities and goals. Joining Merrill in 1996, Matthew has extensive experience advising clients on complex financial decisions such as stock option strategies, deferred compensation, retirement planning, and business transitions. He focuses on tailoring investment portfolios that align with individual goals, risk profiles, and timelines, utilizing both traditional and alternative investments as appropriate to pursue growth in varying market environments. Matthew holds a Bachelor's degree in economics and finance from the University of Dayton and a Master's degree in Business Administration from Duquesne University. He is a Personal Investment Advisor (PIA) and is actively involved in community organizations, serving as a committee member for the Duquesne University Student Athletic Fund. Matthew resides in Cranberry Township, Pennsylvania with his wife, Julie, and their twins.

Eric Werner is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2019 before joining Morgan Stanley. Outside of his advisory role, he serves as a trustee and holds power of attorney responsibilities in investment-related capacities. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tammy Neff is a financial advisor at Robert Baird & Co. with 21 years of industry experience. She holds the CFA® designation along with Series 63, 65, and 66 licenses. Her career includes roles at Hefren Tillotson and Mühlenkamp & Company prior to joining Robert Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary portfolio management, separately managed accounts, and utilizes internal research and technology, including artificial intelligence, to inform client advice.

Jessica Leto is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brian Liptak is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Cetera Investment Services, Northwest Advisors, and Northwest Bank, where he has worked since 2004. Outside of his advisory practice, Liptak holds a 30% ownership interest in Brokers Services Marketing Group, a non-variable insurance business. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and innovative technologies such as machine learning.

Jack Burton is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at KPMG LLP and several financial institutions including Bank of America and Merrill. His background also includes multiple roles at John Carroll University. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Kelli Cerra is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. She previously worked at Lincoln Financial Securities and BCR Financial Services, LLC. Cerra is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nicholas Simakas is a financial advisor at Morgan Stanley in Sewickley, PA, holding a Series 66 designation with 15 years of industry experience. His career includes seven years at MDT Advisers, a Division of Federated MDTA LLC, before joining Morgan Stanley Private Bank and Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating firm-approved tools and modeling techniques.

Brent Stein is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 21 years of industry experience. Since 2015, he has worked with Rivertowne Advisors and Raymond James Financial Services entities. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by firm research and various implementation options.

Corey Di Pietro is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 designations and eight years of industry experience. His prior work includes roles at Citizens Bank and Citizens Securities, Inc., as well as a five-year tenure at Robert Morris University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

James Kartsonas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. His background includes roles at Raymond James, Erie Insurance, and John Carroll University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a focus on non-discretionary planning and portfolio recommendations.

Erin Weber is a CFP® professional with nine years of industry experience, currently with Raymond James & Associates. She worked previously at Hefren Tillotson for six years before joining Raymond James. Outside of her advisory role, Weber educates women through speaking engagements and books aimed at improving financial understanding. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, providing advice on a non-discretionary basis with integrated affiliate capabilities.

Lisa Delisio is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Her prior experience includes positions at JCpenney and Fort Pitt Capital Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a nationwide network of investment adviser representatives.