Jaime Croissant is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Touchstone Capital, Robert W. Baird & Company, and Hefren-Tillotson. Outside of finance, he teaches personal art lessons once a week. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Tracey Smith is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2005. Outside of advising, she is involved with LFS Management, a business focused on bill payment and protection services. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, delivered through a centralized consulting team in partnership with client advisors.

William Riley is a financial advisor with Wells Fargo Advisors in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Riley is also the owner of Riley Financial Strategies Group LLC and serves as a trustee for associated family and employee benefit trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations for clients.

Douglas Schreck is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 17 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Huma Mohiuddin is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has previously worked at BNY Mellon, J.P. Morgan Securities, Northern Trust Securities, and Morgan Stanley Dw Inc. Mohiuddin serves as a board member for the American Heart Association and the Pittsburgh Ballet Theatre. Merrill, together with 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 for a range of individual and institutional clients.

David Foster is a financial advisor at Merrill with the Series 66 designation and 19 years of industry experience. He has worked at Bank of America, N.A. since 2009 and has been affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by its investment platform and tax-efficient strategies.

Micah Delo is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves as a trustee and treasurer at the First Presbyterian Church of Pittsburgh and is a board member of the Shannopin Country Club. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of investment strategies and platforms tailored to client objectives.

Daniel Swiderski is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. 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. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Scott Holmes II is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Goodwill of SWPA & NCWV and Everett & Hurite, as well as experience in both educational and corporate settings. Holmes has also been involved in the sale of non-investment products related to home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing custody services.

Anna Rodgers is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Co. Incorporated from 2006 to 2022 and UBS Financial Services from 2022 to 2024 before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether to implement recommendations through brokerage or advisory programs.

Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Before joining LPL Financial in 2023, he spent 36 years at Harvest Financial Corporation. He is also involved with Fuhrer’s, Inc., an insurance agency offering life, health, disability, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and model portfolio programs, supported by a large network of advisors and utilizing various investment strategies.

Robert O'Korn is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cetera and Community Capital Group. Outside of his advisory role, he is involved with a revocable living trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives and offers various investment programs, including model portfolios, third-party management, and institutional platforms.

Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Brad Chiesa is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in complex wealth management strategies for individuals, families, and institutions. He has extensive experience addressing challenges such as tax minimization, multi-generational wealth planning, aspirational investing, and philanthropic planning. Prior to his current role, Brad served as a Senior Vice President at Bank of America, where he provided financial services and lending solutions to businesses and real estate investors in Western Pennsylvania. Brad's background includes 12 years as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, which has equipped him with expertise in lending, distribution strategies, and managing liquidity events such as sales and dividend recaps. His professional designations include Certified Exit Planning Advisor (CEPA), and he holds a Bachelor of Science in Business Administration with a focus in Finance and Accounting from the University of Pittsburgh. Outside of his professional work, Brad is engaged in community service and has held leadership roles in various nonprofit organizations. He currently serves on the board of The Challenge Program in Western Pennsylvania. Brad resides in the South Hills with his wife, Monika, and their two daughters.

Jason Fox is a Financial Consultant currently working at Fidelity Investments since 2024. He assists clients and their families in identifying, organizing, and prioritizing their financial goals. Jason's professional experience spans over a decade in the financial services industry, having held positions including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley and Edward Jones between 2015 and 2017, and Investment Services Partner at PNC Investments from 2013 to 2015. Throughout his career, Jason has developed expertise in financial consulting across multiple firms. Outside of his professional life, he engages in activities such as baseball, football, golf, family activities, parenthood, and volunteering.

Susan Delfine is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1982. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Susco is a CFP® professional with 18 years of industry experience, currently affiliated with UBS Financial Services in Pittsburgh, PA. She previously worked at RBC Capital Markets, LLC and has spent the majority of her career at UBS. Outside of her advisory role, she serves as vice president and treasurer of a Georgetown University alumni club, assisting alumni and students with career development. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Matthew Metzger is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Ashley Bennett is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation, Bon-Ton, Ameritas Investment Corp, and Western PA Financial Center. Outside of advising, she is a commissioned notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of financial advisors. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and access to third-party money managers.

Elizabeth Kline is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and seven years of industry experience. She has previously worked at Federated Global Investment Management Company and Duncan Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering various portfolio management solutions and fiduciary options tailored to client objectives.