David Nader is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 1982, he has focused on developing financial strategies and recommendations tailored to the needs of individuals, families, and businesses. His approach emphasizes building relationships grounded in trust, integrity, and confidentiality, taking into account clients’ short- and long-term financial objectives. His client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. David holds a bachelor's degree in Business Administration from Duquesne University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is a member of the Porsche Club of America and participates in volunteering activities at his church. David resides in Murrysville, PA with his wife Beth and their two children. His personal interests include cooking, music, photography, and scuba diving.

Michael Forney is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 1998. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Anthony Capriotti is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2021. Capriotti serves on the Board of Directors for the St Clair Country Club, where he leads the membership committee, and participates on the board of the Mother's Hope Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and advisory programs. The firm combines in-house and third-party investment managers and provides various options for portfolio structuring, tax management, and responsible investing.

Bradley Root is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at TriState Capital Bank and the Pittsburgh Field Club. 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 offers model-based and discretionary investment strategies supported by internal CIO teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Morrow is a financial advisor at Ameriprise with 43 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 23 years at Lincoln Financial Advisors Corporation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored advice primarily for clients with Ameriprise-managed accounts.

Angela Otero is a financial advisor at Edward Jones in Pittsburgh, PA, holding Series 66 and Series 63 licenses with eight years of industry experience. Her prior roles include positions at Bank of America (Merrill Lynch), JPMorgan Chase Bank, and Mariva Capital Markets. She has also worked in legal and academic settings earlier in her career. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Lippert Jr. is a CFP® professional with ten years of experience in financial services, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Carnegie Mellon University and Centerview Wealth Advisors, along with consulting work at HKS Financial Partners. He is involved in providing valuation and consulting services to small businesses and owns a leasing company that purchases vehicles for business use. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools, with optional implementation through brokerage or insurance arrangements.

Craig Baum is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2011 and also has a long history with Wealth Preservation And Management, Inc. and Wilson Baum Agency, Inc. Outside of his financial advising work, Baum is a freelance photographer and serves as a ski instructor at Hidden Valley Resort. He is also an executive board member of the Mon-Yough Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers these services through a network of independent Financial Professionals using a range of portfolio management approaches, including proprietary model strategies and access to unaffiliated strategists.

Christopher Scoletti is a financial advisor with Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as immediate past president and board member of Catholic Charities of Pittsburgh. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Adam Hubert is a financial advisor at Robert Baird & Co. with a Series 66 designation and five years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Inc., Saint Vincent College, and the Pittsburgh Steelers. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies alongside internal research and technology in its advisory process.

Devin Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in wealth management. She works with a team of advisors to assist clients through all stages of life, focusing on accumulation, distribution, and preservation of wealth. Devin specializes in family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. Devin holds a Bachelor's Degree from Westminster College and is designated as a Personal Investment Advisor (PIA). She emphasizes understanding clients' life priorities to develop comprehensive financial strategies that align with their goals and passions. Devin is also involved in professional organizations including the United Way Bridges Society and the United Way Women's Leadership Council. Outside of her professional role, Devin is active in her local community in Pittsburgh, volunteering through various local channels. She enjoys spending time with family and friends, traveling, and cooking.

Arthur Hazen Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory work, he serves as a board member and secretary for Big Brothers Big Sisters of Greater Pittsburgh, where he is involved in operations, fundraising, and event planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Matthew Nichter is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has managed Nichter Wealth Management since 2012 and has been affiliated with Cetera since 2000. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering various portfolio management and financial planning services through a large network of independent advisors.

Richard Kappel is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services since 2006, as well as at Cornerstone since 2004. Outside of his advisory work, he serves on the board of directors for the Tau Phi Delta Fraternity at Pennsylvania State University and leads the preschool division at Cornerstone Ministries. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Mary Meiman is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of experience in the industry. Her prior work includes roles at Propel Schools and Wheeling Jesuit University. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services and manages approximately $394 billion in assets as of December 31, 2025.

Gregory Swickline is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2017 and previously was involved with Cooper's Hawk Winery & Restaurant from 2015 to 2017. He is currently based in Pittsburgh, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James McCrorey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He previously worked at Citizens Securities, Inc. for 17 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kara Elledge is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Pruco Securities, The Prudential Insurance Company of America, The Huntington Investment Company, Wells Fargo Advisors, and McKinley Carter Wealth Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Matthew Lichtenstein is a financial advisor at Edward Jones in Bridgeville, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Burton is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 40 years of industry experience. His prior roles include positions at Amazon and Investors Capital Corporation, and he has operated Burton Wealth Management since 2016. He is also an agent for fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple investment management programs and access to third-party money managers through a nationwide network of independent advisors.