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.

Ryan Larkin is a financial advisor with Robert Baird & Co., holding a Series 66 credential and bringing 18 years of industry experience. He has worked at Hefren Tillotson, Inc. since 2008 and joined Robert Baird & Co. in 2022. Ryan is based in Pittsburgh - Wexford, PA. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm provides a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Richard D'amico is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for DWS Distributors, Inc. for 13 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Anton Plantz serves as an Associate Resident Director at Merrill, where he began his career in 2007. He specializes in wealth management with a focus on closely-held businesses, assisting owners with critical financial decisions throughout the phases of their business lifecycle. His expertise includes cash management, retirement strategies and funding, and business monetization such as strategic sales or transfers. Anton earned a bachelor's degree in economics from Allegheny College in Meadville, Pennsylvania. He holds multiple professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Anton enjoys golfing and skeet shooting. He resides in the Warrendale area with his wife, Katelyn, and their three children.

Brian Giffin is a financial advisor with Raymond James Financial Services Advisors in Beaver, PA, holding a Series 63 designation and 32 years of industry experience. He has been affiliated with Raymond James since 2013 and is involved with Covenant Partners LLC and Covenant Financial Advisors in a non-compensated support capacity. Giffin is also the owner of Gripstah LLC, a business created for a direct pay system. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a notable linkage to municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Daniel Spencer is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and with 22 years of industry experience. He previously worked at Ameriprise and Fort Frederica Capital before joining LPL Financial in 2025. Outside of his advisory role, he is involved with the Pennsylvania Interscholastic Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and a variety of investment strategies.

Rita Endler is a financial advisor at Raymond James Financial with a Series 66 designation and seven years of industry experience. She previously worked at Janney Montgomery Scott LLC and is involved in several wellness-related activities outside of finance, including Meko Yoga and Wellness, Wake Up Warriors, and BWell Nation Fitness Center. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans, charitable organizations, and state and municipal entities. The firm offers tailored, non-discretionary advice and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Nicholas Merandi is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Northwestern Mutual and various entrepreneurial ventures such as Meticulous Painting LLC and Green Cherry Organics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments.

Cara Thomas is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. She has been with Equitable Advisors since 2019, following prior roles at AXA Advisors and experience outside the financial industry. 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 third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Richard Palmer is a Financial Consultant currently working at Fidelity Investments. He specializes in retirement planning and investment management, assisting clients in developing actionable financial plans. Richard has gathered diverse experience at Fidelity, progressing through roles including Investment Consultant from 2021 to 2023, Relationship Manager from 2019 to 2021, Investment Solutions Representative from 2017 to 2019, and Work Place Associate from 2016 to 2017. Outside of his professional commitments, Richard enjoys activities such as boating, fishing, painting, traveling, and spending time with family.

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.

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.

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.

Nicholas Toy is a CFP® and CFA® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and is a 40% owner of Early Bird Learning Center, a business unrelated to investments where he participates in business decisions and reviews records. Wells Fargo Clearing provides retirement plan consulting and fiduciary investment advice to qualified ERISA and non-qualified deferred compensation plans, employing an IPS-driven process grounded in modern portfolio theory and offering a range of investment options including insurance-related vehicles.

Jeremy Draskovich is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining LPL Financial in 2023. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Logan Dietz is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Robert Baird & Co. and has previously worked at Hefren-Tillotson and Bowling Green State University. The DDK Group at Robert W. Baird & Co., where he works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of wealth management and advisory services, utilizing both discretionary and non-discretionary portfolio management and incorporating internal research and advanced tools.

Stephanie Mckay is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked for 15 years at Hefren Tillotson, Inc. before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, leveraging a combination of in-house and third-party investment managers.