Robert Kania is a financial advisor at Merrill based in Pittsburgh, PA. He holds the Series 66 designation and has less than one year of industry experience. His prior work history includes positions at Generational Transfer Entrepreneurs, Capital Foundry, and The Pittsburgh Golf Club. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Headrick is a financial advisor with Ameriprise Financial Services in Pittsburgh, PA, holding a Series 66 credential and seven years of industry experience. His work history includes roles at Ameriprise since 2013 and a position at Walmart from 2017 to 2018. He is also the owner of HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jean Roccon Rohm is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, he serves as Executive Vice President and Treasurer of The Johnny Mercer Foundation, which promotes educational programs introducing the Great American Songbook to younger generations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Thomas Brook is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a volunteer board member for the Forest Hills Borough Recreational Board. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Paige Myers is a financial advisor with Robert W. Baird & Co. based in Pittsburgh - South Hills, PA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at Totum Realty Advisors LLC and held various roles in hospitality and real estate-related positions. The DDK Group at Robert W. Baird & Co., where Myers is a team member, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing a mix of managed account strategies, tax management, and internal research capabilities.

Carlos Youssef is a financial advisor at Merrill with 16 years at the firm and 4 years of industry experience. He holds a Series 66 designation and is based in Pittsburgh, PA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to provide access to a broad set of products and services.

Jayson Angus is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been involved in financial planning and client advisory roles at Fidelity Investments since 2019, with previous positions including Planning Consultant and Financial Representative. His professional experience encompasses guiding clients through their financial planning needs by developing trusted relationships and employing a tailored approach. Jayson emphasizes ensuring clients feel confident in their financial plans to help them work toward achieving their goals. Outside of his professional life, Jayson has interests in fitness, social events with friends, golf, lake activities, and outdoor adventures.

Janine Hauck is a financial advisor at Robert Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked at Hefren Tillotson, Inc. since 1999 before joining Robert Baird in 2022. Hauck participates in giving presentations for PALyme Resource Network. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and municipal advisory services.

Gary Klobchar Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at LPL Financial since 2020 and previously spent seven years at Woodbury Financial Services, Inc. He has also been self-employed since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven research to support both discretionary and non-discretionary management.

Antonia Podgorski is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. Outside of her advisory role, she owns and cares for a horse entered in barrel racing competitions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Matthew Vanek is a financial advisor with LPL Financial in Carnegie, PA, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he prepares a limited number of tax returns for friends and family and acts as a master broker for Medicare replacement products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Adam Check is a financial advisor with J.P. Morgan Securities holding Series 65 and Series 63 licenses and has four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and PNC Bank prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Speakman is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked at The Vanguard Group, Inc. for five years and established The Speakman Financial Group in 2017. He has also participated in paid video interviews with Pacific Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and various technology-driven investment strategies.

Kerrie Morris is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cetera and Foresters Financial Services. Outside of her advisory role, she is a senior instructor at Moke's Martial Arts and is actively involved in community organizations including the Cub Scouts and her local church, where she serves as secretary and treasurer. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and third-party money management solutions.

Karen Osborn is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her prior roles include positions at Grove Point Investments, Sentinel Financial Management, and Summit Advisors. Outside of her advisory work, she owns Inspired Interiors, LLC, a business she has operated since 2004. LPL Financial is a national investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio management strategies.

Andrew Pricener is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Equitable Advisors since 2021 and previously worked at Spencer Family YMCA from 2015 to 2021. Outside of advising, he acts as an independent agent outside fixed insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that includes both advisory and brokerage channels to implement client recommendations.

Richard Lewis is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at SagePoint Financial, Inc. for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting with access to model portfolios and research from multiple sources.

Patrick Wiethorn is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has held positions at Morgan Stanley Private Bank, Bank of America, Merrill, and PNC over his career. Outside of his advisory work, he serves on the advisory board and finance committee for the Sisters of St. Joseph, a nonprofit organization focused on community and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside estate planning and corporate financial planning services.

Robert Ruby is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Citizens Securities, Bank of America, Merrill, and the Financial Planning Association of Pittsburgh. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s 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.

Terrence Mcallister Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2010. Outside his advisory role, he owns and manages a landscaping and excavation business. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual client relationships using firm-approved analytical tools.