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 at Charles Schwab with 21 years of industry experience. She holds a Series 63 designation and 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 wrap fee program and related services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts, delivering investment guidance through multi-asset model portfolios and centralized operational support.

Ronald Prasad is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Chase Bank, and Fidelity National Financial. Outside of his advisory work, he has provided rideshare transportation services as an independent contractor for Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a diverse range of investment products.

Mark Vuono is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, LLC. Outside of his advisory work, Vuono coaches wrestling teams at his alma mater’s high school and middle school. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized offerings in municipal and public finance.

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. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Antonio Loffreda Mancinelli is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wealth Management Partners, LLC and Commonwealth Financial Network for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Jacob Saltzman is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Taxmax LP, Planet Fitness, UPMC, and Penn Hills School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing programs sponsored by LPL and other endorsed TAMPs to deliver advisory and brokerage 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.

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. He previously worked for SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advisory work, he serves as treasurer and board member of the Drake Family Foundation, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a variety of investment types.

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.

Matthew Dukovich is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of his advisory role, he owns LVL Up LLC, a streetwear business focused on buying and selling shoes and clothing. 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, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Zachary Floberg is a Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of the Bohn, Brinker, Floberg, and Gleason Group. Since joining Merrill Lynch in 2013, he has focused on serving business owners, executives, and entrepreneurs by developing tailored wealth management strategies that address their unique professional and personal financial goals. Along with his partners, he aims to build integrated wealth management plans that help clients pursue both short and long-term objectives while managing investment risk. Zach leverages investment insights from Merrill Lynch combined with banking services from Bank of America to provide comprehensive financial solutions. His areas of expertise include education planning, executive compensation, family wealth management, personal retirement planning, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) designations. He earned a bachelor's degree from the University of California system. Outside of his professional work, Zach is involved in his community as a volunteer soccer coach and participates in recreational activities such as biking, cooking, hiking, scuba diving, and soccer. He is a member of the professional organization PGH Dynamo.

Beth Mc Gough is a financial advisor at Merrill with Series 65 and Series 63 licenses and two years of industry experience. Her prior roles include nearly two decades at Pershing LLC and positions at Northwestern Mutual Investment Services and Kevin Miller. Outside of her advisory work, she serves as a power of attorney, trustee, and executor in a personal capacity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Irwin Jackson is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He has held long-term roles at Heritage Financial Partners Inc. and Heritage Financial Group, and has also worked with Manufacturers Life Insurance Co. since 1981. Jackson serves as a board member of the Diamond Run Home Owners Association in Sewickley, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, allowing clients to receive tailored recommendations using Wells Fargo’s research and planning tools.

James Leslie is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, Leslie serves as an officer of the Pittsburgh North Optimist Club, an organization that supports underprivileged children, and is a board member of Senca Valley EMS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers in its approach.