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.

Wesley Nicholson is a CFP®-certified financial advisor with 43 years of industry experience, currently associated with Wells Fargo Advisors. He previously worked at Laurel Financial Group and Commonwealth Financial Network, where he spent over three decades. Nicholson is also a co-owner of Laurel Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial product offerings and uses proprietary research and tools to develop tailored client recommendations.

Nicholas Troha is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and DSF Wealth Management Group, as well as experience in higher education at Ursinus College. Outside of finance, he has involvement with community organizations including youth sports leagues. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party investment options.

Nathan Paschel is Vice President, Wealth Planner at Fidelity Investments, where he works with high-net-worth families to provide organization, accountability, education, and partnership around their financial goals. He holds the CERTIFIED FINANCIAL PLANNER designation and brings knowledge that includes an in-depth understanding of financial markets as well as holistic financial planning. His professional experience includes roles at Fidelity Investments since 2019, previously serving as a Financial Consultant before his current position. Prior to that, he worked as an Associate in Fixed Income at JP Morgan Investment Management from 2017 to 2019, a Senior Financial Consultant at TD Ameritrade from 2015 to 2017, and a Retirement Plan Consultant at ADP Broker-Dealer from 2013 to 2015. Nathan holds a California Insurance License. Outside of his professional work, Nathan enjoys camping, golf, hiking, parenthood, and traveling.

Theresa Hutchinson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 34 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and also has experience with Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is involved with Medallion Wealth Management, where she works with credit union clients on fixed income products and insurance-related services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies, supporting a multi-billion dollar asset base.

Lisa Delisio is a financial advisor with LPL Financial holding Series 63 and 65 designations and 19 years of industry experience. Her prior work includes roles at Fort Pitt Capital Group, PWA Wealth Management, BNY Mellon Securities Corporation, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Ryan Larkin is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird in 2022. He holds a Series 66 designation. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of services including financial planning, portfolio management, and brokerage. The firm integrates manager-traded and model-traded strategies, tax-management, and the use of internal research and artificial intelligence in its advisory process.

Richard D'amico is a financial advisor with RBC Capital Markets in Sewickley, PA. He holds Series 65 and Series 63 licenses and has 29 years of industry experience, including 13 years with DWS Distributors, Inc. prior to joining RBC in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Daniel Spencer is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise Financial Services and Fort Frederica Capital. Outside of his advisory role, he is employed by the Pennsylvania Interscholastic Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Jason Fowkes is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at PNC Investments for nine years and held positions at Citizens Bank, Citizens Securities, and Fifth Third Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cara Thomas is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She has worked at Equitable Advisors since 2019, following brief tenures at AXA Advisors. Prior to her financial advisory career, her work history includes roles at Subway and TJ Maxx. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and proprietary tools.

Amit Grover is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Grover serves on the board of Girls Hope of Pittsburgh, a nonprofit focused on education and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by its Global Investment Committee’s analyses and manages approximately $2.74 trillion in client assets.

Earl Brooks Jr. is a CFP® professional affiliated with OSAIC, based in Pittsburgh, PA, with 31 years of experience in the financial services industry. He previously worked at Triad Advisors, Inc. for 19 years and has been self-employed since 1988. In addition to his advisory role, he owns Earl Brooks Services, a tax preparation and planning business. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money managers.

Robert George is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009 and concurrently maintains a professional role with Robert A. George, M.D., P.C. since 1990. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.

Jesse Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Nationwide Financial, The Huntington Investment Company, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co, and PNC Wealth Management. Outside of his advisory work, Bowman is involved with non-variable insurance businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Ronald Esposito is a financial advisor with Ameriprise in New Castle, PA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and has prior experience in tax preparation through his seasonal employment at Matter of Tax. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate tax-efficient retirement income recommendations.

Ross Tomer is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he joined the Brown, Hurray, Plantz group in 2018. He works with corporate executives and closely-held businesses, focusing on creating financial strategies that build and preserve retirement assets. Ross adopts a consultative approach tailored to each client’s specific needs and goals, and his expertise includes cash management, retirement planning, insurance strategies, portfolio management, and retirement income. Ross holds a bachelor’s degree in economics from Colorado State University in Fort Collins, Colorado, and holds the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys biking, boxing, football, and skiing.

Bryan Procaccini is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Certified 401(k) Professional (C(k)P®) designation from Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. Bryan has over seventeen years of experience in investment management. He works closely with plan sponsor clients, providing a broad range of services including retirement plan investment committee support, fiduciary assistance, corporate executive services, family wealth management strategies, institutional consulting, personal retirement planning, portfolio management, and small business strategies. Bryan and his team manage over $1 billion for select families, corporations, and non-profit entities. Bryan is a graduate of Baldwin Wallace University with a Bachelor's Degree in Business Administration and Finance. He serves as a director at Ward Home, Inc. and is involved with Children's Hospital's Camp Chihopi. His personal interests include adventure sports, golfing, music, reading, spending time with family, and traveling.

Marta Merchant is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1984, concurrently working with Bank of America since 2009. Outside of her advisory role, she is an officer in a family-held, for-profit business, MIC Holdings, based in Pittsburgh. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Traci Conlon is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2014, accumulating 12 years of industry experience. She is based in Sewickley, PA. Outside of her financial advisory role, she is an owner of a rental property in Cranberry Township, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.