Brian Sava is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights to support its advisory process.

Sean Barbour is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and currently owns a tax practice, Fox Chapel Tax Advisors. Barbour is also a member of the Northern Allegheny Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a wide range of program options and access to third-party money managers.

Tara Barker is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, with prior experience at PNC Investments and Bank of America. 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 plans, corporations, and charitable organizations.

Andrea Mc Kinley is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Ameriprise and previously worked at Huntington Investment Company, PNC Investments, TIAA-CREF, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Robert Macwhinnie is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including 22 years at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he is also an agent involved in life insurance, health, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Christopher Graham is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding a Series 66 designation and bringing seven years of industry experience. He has worked at RBC Capital Markets since 2017 and previously held roles at PNC Bank from 2014 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers.

Melanie Arner is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Nationwide Securities LLC and Nationwide Insurance from 2013 to 2018, and concurrently at Donner-Farber & Associates, Inc. from 2013 to 2020. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory strategies supported by research and technology tools.

Donald McDade is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 21 years and Veravest Investment Advisors, Inc. for eight years. McDade is also involved in fixed insurance product sales and runs his own financial planning and investment management practice under the name Mosaic Wealth Consulting. OSAIC serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process is model-based and emphasizes portfolio optimization, with access to multiple custodial arrangements, alternative investments, and a diverse set of managed programs.

Timothy Cummings is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Outside of advising, he is involved in the sales and service of fixed life, annuity, and accident and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations as part of collaborative, ongoing annual planning engagements.

Edward Gaskey is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of advising, he is involved in managing businesses related to commercial property development and administrative support for his financial planning practice. Ameriprise serves clients primarily through its retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide non-discretionary, written recommendations delivered in partnership with its financial advisors.

Nicholas Zapatka is a financial advisor at Ameriprise with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2026. Prior to that, he was employed by The Huntington National Bank and related investment companies from 2016 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning and tax-aware withdrawal strategies.

Jennifer Yocca is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and DB Root & Co. She is based in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kassandra Krason is a financial advisor with Ameriprise in Verona, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Merrill and involvement in the performing arts education sector. She has worked with Siri's School of the Performing Arts and The Performing Arts Academy with Darin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vincent Kianese is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at PNC Investments and also owned a cleaning business for ten years. Outside of finance, he hosts a YouTube podcast focused on cooking videos. Fidelity’s Strategic Advisers LLC, where Vincent works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee fund advisory services.

Lori Brinker serves as a Senior Resident Director at Merrill, where she offers a comprehensive approach to wealth management that begins with understanding each client's individual needs and goals. She leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of her clients' financial lives across areas such as college education planning, family wealth management, legacy planning, retirement income, and more. Her professional expertise is supported by multiple designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lori holds a bachelor's degree from Grove City College and completed her high school education at Plum High School. Committed to the Merrill tradition of community involvement, Lori is actively engaged in volunteering with local organizations. Outside of her professional role, she enjoys activities such as biking, boating, hiking, reading, singing, spending time with her family, tennis, and yoga.

Robert Mccalmont is a CFP® professional with 34 years of industry experience. He is currently affiliated with Duncan Financial Planning Advisors and Cambridge Investment Research Advisors, serving clients since 2011. In addition to his advisory roles, he serves as a church trustee and religious volunteer at Pennsville Baptist Church. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

David Riehl is a CFP® with 14 years of industry experience currently with Robert W. Baird & Co. He joined Baird in 2022 after 11 years at Hefren Tillotson, Inc. He serves as a board member for Jeremaiah's Place and the ACME Family Endowment, and is an adjunct instructor at Saint Vincent College. He is also involved with St. Edmund's Academy PTA and Calvary Episcopal Church's Investment Committee. David is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services supported by home-office research and a variety of separately managed account strategies.

Zachary Bach is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2010 and with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its comprehensive investment approach.

Emmett Licastri is a financial advisor at Equitable Advisors with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Gregory Wilson and Franklin & Marshall College. He serves as vice president of the Diplomat Wrestling Club, Inc., a non-investment-related community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm’s advisory approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Steven Trinkala is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm uses structured financial planning tools and delivers services through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.