Myah Irick is a Private Wealth Advisor at Merrill Private Wealth Management, where she founded the Irick Group in January 2020. She specializes in providing wealth planning strategies to successful executives, sports and entertainment professionals, individuals and families navigating sudden wealth, as well as nonprofits and foundations. Myah leads a team dedicated to helping clients manage significant wealth through customized investment and wealth planning, with a focus on aligning wealth with clients' values. Before joining Merrill, Myah held positions as an Executive Director at JPMorgan Private Bank and a relationship manager at PNC Wealth Management. She also served in senior roles at Columbia University advising families on philanthropy and estate planning. Her professional credentials include the Chartered Financial Consultant (ChFC) designation, Chartered Advisor in Philanthropy (CAP), and Personal Investment Advisor (PIA), along with specialized focus in Sports & Entertainment. Myah holds a Bachelor of Arts from Lewis & Clark College, a Master of Arts from Columbia University, and a joint international MBA from Brown University and Instituto de Empresa. She has a certificate in Financial Planning from Northwestern University. Beyond her professional work, Myah serves on the boards of organizations such as the Carnegie Science Center, Girls Inc., The Advanced Leadership Institute, and United Way. Her experience as Miss Oregon in 2003 has inspired her commitment to promoting educational opportunities for women. She is also active as a speaker on topics including sudden wealth management, values-aligned investing, family governance, multigenerational wealth, and strategic philanthropy.

Michael Duckworth is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He is a founding member of The Duckworth Haggerty Group, a seventeen-person team serving approximately 100 core families. Michael and his team provide specialized support and planning services to clients, focusing on areas such as investment management, liquidity event strategies, trust and estate planning services, customized credit and lending, philanthropy, and family wealth dynamics and governance. They also have significant experience addressing financial planning for families with members who have medical disabilities, severe illnesses, or special needs. Michael joined Merrill in 2008, bringing with him 15 years of experience from the private client advisory group of a large commercial bank. He earned his bachelor's degree from the University of Pittsburgh and holds the Personal Investment Advisor (PIA) designation. His client base includes successful business executives and entrepreneurs managing complex wealth and liquidity events. He has been recognized by Barron's as a Top Financial Advisor from 2011 through 2026 and named to Forbes's Best-in-State Wealth Advisors list multiple times between 2018 and 2026. Michael serves on the board of directors for the Children's Museum of Pittsburgh. He lives north of Pittsburgh with his wife Tracy and their three children.

Christopher Moyer is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previous work experience at Giant Eagle and academic roles at James Madison University, Hood College, and Governor Thomas Johnson High School. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and a range of third-party and proprietary advisory solutions.

Katelynn Powell is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she gained experience in various roles including digital agency work and real estate, and she is co-owner of The OnCue Collective, a musical theater workshop business for children. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Matthew Gunther is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Citizens Securities, Ivy Funds Distributor, and Waddell & Reed. Outside of his advisory work, he is the owner of White Sand Investments, a real estate holding company. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Jessica Bilby is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent 10 years at Janney Montgomery Scott. 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 a broad range of brokerage and advisory solutions.

Nicholas Sandusky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and BNY Mellon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many institutional advisers.

Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 17 years at Commonwealth Financial Network. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, and supports its advisors with research and operational tools.

Jacqueline Scalise is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior work includes roles at Commonwealth Financial Network and LPL Financial. She is also involved with Duncan Financial Group in Pittsburgh under a DBA name. Cambridge Investment Research Advisors serves a broad mix of clients—including individuals, retirement plans, charitable organizations, and trusts—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and strategies, including proprietary models and third-party solutions, with unique institutional features such as advisor transition loans and equity participation arrangements.

Patrick Eastburn is a Series 66-licensed advisor at Robert Baird & Co. with one year of industry experience. His prior roles include positions at Hunter Associates, American Eagle Outfitters, and First National Bank Corporation. He is also involved with The Turn Club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines manager-traded and model-traded strategies, uses internal research and AI tools, and offers municipal advisory services.

Justin Baierl is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His career includes roles at Hornor Townsend and Kent, LLC, Kades-Margolis, and Washington & Jefferson College. He is also a commissioned notary in the state of Pennsylvania. 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 and access to model portfolios, employing both discretionary and non-discretionary strategies supported by proprietary research tools.

Barry Courson is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Robert Hilf, and Waddell & Reed. Courson is also co-owner of No Status Quo, LLC, where he manages an advisory business. 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 retirement planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Allen Williams Jr. is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding a Series 66 license and two years of industry experience. Prior to joining the firm, he spent eight years at S.E. Schultz Electric, Inc. Outside of his advisory role, he works as an assistant varsity wrestling coach for Chartiers Houston School District. Mass Mutual Investors Services 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.

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 31 years of industry experience. She has been with Ameriprise since 2005 and holds the Series 63 and Series 66 registrations. Outside of her advisory role, she has involvement in a business focused on bill payment and protection services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a structured service that emphasizes dependable income and tax-aware withdrawal strategies.

William Riley is a financial advisor with Wells Fargo Advisors in Monroeville, PA, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Riley is co-owner of Riley Financial Strategies Group LLC and serves as a trustee for related family and employee benefit trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients who meet certain net-worth criteria. The firm provides tailored financial recommendations supported by proprietary research and planning tools, with optional implementation through brokerage or advisory programs.

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.