Jared Dykes is a financial professional with 16 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at notable firms including Avantax and LPL Financial. He is also involved with CEC Financial Group. Cetera Investment Advisers LLC serves individual and institutional clients through a large network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Richard Rose is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 51 years of industry experience. His prior roles include positions at Triad Advisors and Tower Square Securities. In addition to his advisory work, he is involved in tax preparation and accounting services. 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 wide range of financial planning and investment solutions through a large network of investment adviser representatives.

James Wyman is a CFP®-certified financial advisor with 35 years of industry experience. He is affiliated with RBC Capital Markets and has worked at City National Bank since 2019. Outside of his advisory role, he serves as an expert witness and securities valuation consultant on a limited, non-business hours basis. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies. The firm offers various advisory programs that combine in-house and third-party managers, featuring discretionary portfolio management and options for tax management and responsible investing.

Joseph Piszczor is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial and has previously worked at firms including NewEdge Advisors, Mid Atlantic Financial Management, and ILG Private Wealth. Outside of his advisory role, he is involved with Apparent Media Group LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both in-house research and third-party strategies.

David Russo is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial and has prior experience at Pittsburgh Financial Consultants, Inc., and Royal Alliance Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning, asset management, and institutional platforms.

Andrew Hanson is a financial advisor with UBS Financial Services in Canonsburg, PA, holding a Series 66 designation and over 20 years of industry experience. He has been with UBS since 2004. Hanson also serves as a trustee for irrevocable life insurance trusts and teaches personal finance at the University of Pittsburgh. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research.

Adam Rekasie is a financial advisor with Cetera based in Canonsburg, PA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Cetera in 2023, he worked at Citizens Securities, Inc. from 2016 to 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Derek Brown is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.

Lisa Fera is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2001. Her prior experience includes roles at Rockwell Forest Products, Inc. and Newlin Investment Company. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Hayden Pascoe is a financial advisor with LPL Enterprise holding a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he is involved in selling Medicare advantage and supplement plans through Health Benefits Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Emily Jordheim is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked in the restaurant and hospitality sectors before joining Merrill. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Quinlan is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2017, following two years as a full-time student. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary SMAs, offering multi-asset model portfolios and a centralized operational structure.

Maeve Murray is a financial advisor with Morgan Stanley in Pittsburgh, PA. She holds Series 65 and Series 63 licenses and has been in the industry since 2023. Her background includes roles at Principal Securities Inc, Principal Life Insurance Company, and experience in nonprofit and hospitality sectors, including GirlsUp INC and Queen Bee Restaurant Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Lisa Lucas is a financial advisor at UBS Financial Services with 24 years of industry experience. She has worked at UBS since 2016 and previously spent seven years at Morgan Stanley, including two years at Morgan Stanley & Co. LLC, as well as three years at PNC Wealth Management. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Nicholas Bailey is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Wealth Management and PNC Investments for over a decade. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and TAMPs for many advisory models and provides ERISA fiduciary services to qualified plans.

Stephen Wolff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and PNC Wealth Management. Outside of his advisory work, he is involved with SAE Wealth Management LLC, a business entity for tax and investment purposes not related to investment advisory. 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 advisory and brokerage services, including financial planning and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Craig Cacini is a CFP®-credentialed financial advisor with 12 years of industry experience. He currently works at Raymond James & Associates and has previously been with Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is the owner and CEO of Beautiful Green Enterprises, LLC, a company involved in the acquisition and renovation of residential real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser force and a range of portfolio management styles.

Perry Ninness is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2015, with a two-year tenure at Bank of New York Mellon in between. He also has been affiliated with the University of Pittsburgh for ten years. Perry previously held a real estate sales license with Keller Williams Realty but is no longer active in that capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets functions.

Vincent Strangio is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at PNC Private Bank for eight years before joining Merrill in 2024. Outside of finance, he receives royalties from the use of his photographs. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Michael Foster is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 credentials and 14 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked for The Bank of New York Mellon Corp for 16 years. Outside of his advisory role, he co-manages a private investment partnership with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.