Chelsey Spiller is a financial advisor with LPL Financial in Monroeville, PA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at The Ohio State University Wexner Medical Center and CVS Health. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors and substantial discretionary assets.

Janine Hauck is a financial advisor at Robert Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked at Hefren Tillotson, Inc. since 1999 before joining Robert Baird in 2022. Hauck participates in giving presentations for PALyme Resource Network. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and municipal advisory services.

Matthew Vanek is a financial advisor with LPL Financial in Carnegie, PA, holding Series 63 and 65 licenses and 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Vanek prepares a limited number of tax returns for friends and family and is involved in selling Medicare Advantage plans through Yuvan Senior Options, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Adam Check is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021 and was previously employed at PNC Bank from 2019 to 2021. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and provides non-discretionary advisory services through a select group of Wealth Advisors.

Michael Speakman is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 license. He has 14 years of industry experience, including five years at The Vanguard Group, Inc., and briefly operated The Speakman Financial Group as a DBA for his LPL business. He has also participated in paid video interviews for Pacific Life. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Kerrie Morris is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera and Foresters Financial Services. Outside of her advisory role, Morris is a senior Tae Kwon Do instructor at Moke’s Martial Arts and is actively involved in community organizations including Cub Scouts and a local church, where she serves as treasurer and secretary. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple third-party platforms.

Karen Osborn is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 registrations and nine years of industry experience. She has worked at several firms, including Grove Point Investments, Sentinel Financial Management, and H. Beck, Inc. Outside of financial advising, she is the owner of Inspired Interiors, a business she has operated since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supporting advisors with advanced research and operational tools.

Andrew Pricener is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors in 2021, he worked for six years at Spencer Family YMCA. He also serves as an independent agent outside his fixed insurance appointment. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models, often implemented through third-party asset managers, and offers ERISA fiduciary services to qualified plans.

Richard Lewis is a CFP® professional with 36 years of experience in the financial industry. He is currently affiliated with LPL Financial, where he has worked since 2020, following an 11-year tenure at SagePoint Financial, Inc. Based in Pittsburgh, PA, Lewis holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, portfolio management, and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Patrick Wiethorn is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has held positions at Morgan Stanley Private Bank, Bank of America, Merrill, and PNC over his career. Outside of his advisory work, he serves on the advisory board and finance committee for the Sisters of St. Joseph, a nonprofit organization focused on community and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside estate planning and corporate financial planning services.

Robert Ruby is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Citizens Securities, Bank of America, Merrill, and the Financial Planning Association of Pittsburgh. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Scheer is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, following his tenure at Morgan Stanley Smith Barney starting in 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Barry Numerick is a financial advisor with Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Terrence Mcallister Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2010. Outside his advisory role, he owns and manages a landscaping and excavation business. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual client relationships using firm-approved analytical tools.

Eric Martin is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2002 to 2020. Martin serves on the boards of the Lake Colony Homeowners Association and Caring for Kids - The Carrie Martin Fund. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver customized recommendation reports through a centralized consulting team.

Allison Daube is a financial advisor with UBS Financial Services in Canonsburg, PA. She holds Series 63 and Series 66 licenses and has 14 years of industry experience, including over a decade with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary market research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Thomas Keiser is a financial advisor at RBC Capital Markets with 37 years of industry experience. He has previously worked at UBS Financial Services and City National Bank. Keiser serves as a director of the Little Beaver Historical Society, a nonprofit organization, and holds an officer position at the Misingwa Land Trust, a nonprofit land trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs combining in-house and third-party investment managers with tailored strategies based on each client's risk profile.

Aaron Kingston is a CFP® with 24 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2019. Prior to this, he worked at UBS Financial Services for 10 years. He is based in Pittsburgh, PA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with tailored strategies implemented through a mix of in-house and third-party managers.

Kaitlyn Leap is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 registrations and four years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at PNC Investments and PNC Bank from 2015 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.

Andrea Cipriani is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Ellevest and Wells Fargo Advisors, among other roles. Morgan Stanley Wealth Management serves individual and institutional clients through a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer financial planning agreements.