Rebecca Dehainaut is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at John Hancock Distributors LLC for eight years. She is based in Sewickley, PA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tevin Gibson is a financial advisor with Primerica Advisors in Coraopolis, PA, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at firms such as PFS Investments Inc., New York Life Insurance Company, and Bankers Life Advisory Services. Outside of his advisory work, Gibson is a YouTuber focused on video creation and is involved in brand marketing through a staffing agency in Pittsburgh. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and offers a range of portfolio models including strategic, tactical, tax-managed, and income-distribution approaches.

Christopher Butsko is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding the Series 66 designation and bringing 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

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.

Stephen Gagne is a financial advisor with Wells Fargo Clearing in Canonsburg, PA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 10 years with Wells Fargo Clearing. 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.

Daniel Bejster is a CFP® with 14 years of industry experience, currently affiliated with Wells Fargo Clearing since 2024. Prior to this, he spent nine years at The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Mickey Dudish is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at M&T Securities and M&T Bank, where he spent over a decade before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

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 36 years of industry experience. He worked at Commonwealth Financial Network for 17 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing various financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Colin Tooey is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including New York Life Insurance Company and MML Investors Services. Outside of his advisory role, Colin serves as president of the BNI Networking Three Rivers Chapter. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes both affiliated and third-party managers.

Laura Capan is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory role, she is involved in tax preparation and accounting through her work managing marketing and client relations for Ivana G Liberatore CPA, CFP & Associates. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Jacqueline Scalise is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network, LPL Financial, Waddell & Reed, The Huntington Investment Company, and National Planning Corporation. Scalise is also involved with Duncan Financial Group in Pittsburgh as an investment representative. Cambridge Investment Research Advisors serves a diverse client base of both individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms, supporting both discretionary and non-discretionary management with proprietary and third-party model strategies.

Beaux Delattre is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Equitable Advisors since 2011, including time spent under its prior name, Axa Advisors. Delattre Financial Services, a non-investment business, is owned by him in Canonsburg, Pennsylvania. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm delivers services through Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

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.