Derek Herrington is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market modeling techniques.

Anna Machin is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. She has worked at several firms including Federated Investment Counseling and Commonwealth Financial Network. Outside of her advisory work, she serves as president of the Pittsburgh Stock and Bond Association, organizing educational events for the local financial community. UBS Financial Services offers brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Anthony Romani III is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation and having nine years of industry experience. He previously worked at Merrill and Bank of America and has been with J.P. Morgan entities since 2019. Outside of his advisory role, he is involved in managing several personal rental properties. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria, with implementation supported by affiliated wealth management entities.

Christopher Hart is a financial advisor with J.P. Morgan Securities based in Pittsburgh, PA. He holds a Series 66 designation and has four years of industry experience, including roles at JPMorgan Chase Bank and JPMorgan Securities. His prior work history also includes positions at Johnson Controls and Olde Stonewall Golf Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Adam Riggle is a CFP® with 14 years of industry experience, all with Edward Jones where he has worked since 2012. He holds a Series 66 designation and is based in Greensburg, 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 strategies, including discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Sarah Rigatti is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including financial planning and estate planning strategies. The firm’s investment approach involves structured discovery, firm-approved planning tools, and modeling techniques such as Monte Carlo simulations, while generally acting in an advisory capacity.

Edward Turk is a CFP® with 31 years of experience in the financial industry. He is currently with RBC Capital Markets, where he has worked since 2024, following eight years at Wells Fargo Clearing. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management services that incorporate a mix of in-house and third-party investment managers, supporting various rebalancing, tax management, and responsible investing options.

Joseph Malego Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fortis Investors, Inc. since 1992. Outside of his advisory role, he is involved in the insurance business and provides tax preparation services through his Mount Pleasant Insurance Center. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process and supporting multiple account types and third-party managers.

Scott Lauer is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Co. Outside of his advisory role, he serves as secretary of his homeowner's association. OSAIC serves a broad range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Chase Katterman is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, following a tenure at AXA Advisors and roles at Highmark Stadium and Duquesne University. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a process that assesses client information and risk tolerance to match clients with appropriate investment programs, often utilizing third-party managers and advisory platforms.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Nicole Conway is a Series 66 licensed financial advisor with Merrill in Greensburg, PA, and has three years of industry experience. Prior to joining Merrill in 2021, she worked at Penn State University and Clarksburg High School. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Free is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mason Classical Academy, St. Martin's Academy, Ymca Of The Rockies, Ave Maria University, and Marian Service Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Michael Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Louie Maser is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Belmont Logistics, Elliot Community Federal Credit Union, Dollar Bank, JC Penney, and Seton Hill University. 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, utilizing a range of proprietary and third-party investment models delivered through its network of Investment Adviser Representatives.

Michael Divito is a CFP®-certified financial advisor with Equitable Advisors, based in Pittsburgh, PA, and has 21 years of industry experience. He has been with Equitable Advisors since 2005, following his time at Axa Advisors. Divito serves as a board director for Vibrant Pittsburgh. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and needs.

Andrew Wilk is a Financial Advisor at Merrill Lynch Wealth Management in the Pittsburgh office. He specializes in developing personalized investment and financial strategies for individuals, families, and business owners, focusing on wealth growth, preservation, and transfer. Andrew combines disciplined portfolio management with financial planning to support clients in making informed decisions aligned with their long-term goals. He has experience in college education planning, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, and working with sports and entertainment clients. Andrew's approach is informed by his background in economics, data analytics, and competitive athletics. He earned his bachelor's degree from Chatham University, where he competed in NCAA ice hockey and baseball. He holds the Personal Investment Advisor (PIA) designation. Outside of work, Andrew coaches youth hockey and is involved with his family's hockey business. He serves on the boards of the Alzheimer's Association, Chatham University Alumni Association, and North Hills Community Outreach Young Leaders. He enjoys hockey, golf, tennis, and spending time with his family. Andrew resides in the North Hills of Pittsburgh and is originally from Frisco, Texas.

Kevin Broom is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank for 14 years. Outside of his advisory role, he owns Ergon Gaming PCs in Sutersville, Pennsylvania. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers, emphasizing personalized risk assessment and model matching.

Nathan Kramm is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Cambridge Investment Research, NYLIFE Securities LLC, and New York Life Insurance Co. He serves as president of a local Toastmasters International chapter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Mark Battaglia serves as a Senior Resident Director and Wealth Management Advisor at Merrill. With nearly four decades of experience in financial advising, Mark has built a client base that includes families, business owners, active and retired athletes, and corporations, focusing on comprehensive wealth management and retirement planning strategies. Mark earned a Bachelor's degree in Business Management from Pennsylvania State University and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He draws on his extensive background and the resources of a major financial institution to manage client portfolios holistically, emphasizing risk management and transparency. Originally from Upper St. Clair, Mark lives in Mt. Lebanon with his wife Diane. They have three daughters, all Penn State graduates. Mark supports community organizations such as Girls Hope of Pittsburgh and Cast in Traditions and represents his firm in events that benefit local veterans. His personal interests include golf, fly fishing, and spending time with his family.