Theresa Hutchinson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 34 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and also has experience with Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is involved with Medallion Wealth Management, where she works with credit union clients on fixed income products and insurance-related services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies, supporting a multi-billion dollar asset base.

Erin Weber is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to joining Raymond James, she worked at Hefren Tillotson for six years. She is involved with Women, Wisdom & Wealth, an educational initiative focused on helping women better understand finances through speaking engagements and written materials. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with diverse portfolio management styles supported by affiliated research and model managers.

Lisa Delisio is a financial advisor with LPL Financial holding Series 63 and 65 designations and 19 years of industry experience. Her prior work includes roles at Fort Pitt Capital Group, PWA Wealth Management, BNY Mellon Securities Corporation, and PNC Wealth Management. 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 portfolio programs, third-party asset management access, and institutional platforms.

Ryan Larkin is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird in 2022. He holds a Series 66 designation. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of services including financial planning, portfolio management, and brokerage. The firm integrates manager-traded and model-traded strategies, tax-management, and the use of internal research and artificial intelligence in its advisory process.

Richard D'amico is a financial advisor with RBC Capital Markets in Sewickley, PA. He holds Series 65 and Series 63 licenses and has 29 years of industry experience, including 13 years with DWS Distributors, Inc. prior to joining RBC in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Brian Giffin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 33 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Outside of his advisory work, he owns Gripstah LLC, a company he created to support a new direct pay system. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through various advisory programs and has specialized municipal and SIMPLE IRA consulting services.

Daniel Spencer is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise Financial Services and Fort Frederica Capital. Outside of his advisory role, he is employed by the Pennsylvania Interscholastic Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Rita Endler is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott LLC. Outside of her advisory role, she is involved with Waymaker Wealth Management, a separate business in Beaver, PA. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports advisory programs and institutional portfolio management across a large network.

Nicholas Merandi is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. He has worked at various Charles Schwab entities since 2022 and previously held positions outside the financial industry, including roles with Green Cherry Organics and Meticulous Painting LLC. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research and alternative investment due diligence.

Michael Priola is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he owns and manages a small investment-related business, MBP OF CW LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services spanning from retirement and education planning to specialized areas such as business-owner transition and special-needs analysis.

Jason Fowkes is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at PNC Investments for nine years and held positions at Citizens Bank, Citizens Securities, and Fifth Third Securities. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cara Thomas is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She has worked at Equitable Advisors since 2019, following brief tenures at AXA Advisors. Prior to her financial advisory career, her work history includes roles at Subway and TJ Maxx. 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 through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and proprietary tools.

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.

Robert George is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009 and concurrently maintains a professional role with Robert A. George, M.D., P.C. since 1990. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.

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.

Ethan Kirsch is an advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at the Peters Township School District and South Hills Country Club. Outside of financial advising, he is involved in clothing reselling. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services.

Marta Merchant is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1984, concurrently working with Bank of America since 2009. Outside of her advisory role, she is an officer in a family-held, for-profit business, MIC Holdings, based in Pittsburgh. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

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.