Laura Kuechler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. Since 2019, she has also served as a board member for Franklin Park Borough in Pittsburgh, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized groups such as its Estate Planning Strategies Group.

Thomas Drake is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advisory work, he serves as treasurer and board member of the Drake Family Foundation, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a variety of investment types.

Susan Cruz is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill and Bank of America since 2018, following two years at Fifth Third Securities. Outside of her advisory role, she serves as an advisory board member for the Parkinson Foundation Western PA and holds board positions with Catholic Charities Diocese of Pittsburgh and the Catholic Foundation for Greater Pittsburgh. 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 and third-party managers, serving individuals, high-net-worth clients, and various institutional and charitable organizations.

Zachary Floberg is a Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of the Bohn, Brinker, Floberg, and Gleason Group. Since joining Merrill Lynch in 2013, he has focused on serving business owners, executives, and entrepreneurs by developing tailored wealth management strategies that address their unique professional and personal financial goals. Along with his partners, he aims to build integrated wealth management plans that help clients pursue both short and long-term objectives while managing investment risk. Zach leverages investment insights from Merrill Lynch combined with banking services from Bank of America to provide comprehensive financial solutions. His areas of expertise include education planning, executive compensation, family wealth management, personal retirement planning, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) designations. He earned a bachelor's degree from the University of California system. Outside of his professional work, Zach is involved in his community as a volunteer soccer coach and participates in recreational activities such as biking, cooking, hiking, scuba diving, and soccer. He is a member of the professional organization PGH Dynamo.

Beth Mc Gough is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill in 2025, she worked at Northwestern Mutual Investment Services LLC and Pershing LLC, and has a background that includes 18 years at Eat'n Park Hospitality Group, Inc. She also serves as a power of attorney, trustee, and executor. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Irwin Jackson is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He has held long-term roles at Heritage Financial Partners Inc. and Heritage Financial Group, and has also worked with Manufacturers Life Insurance Co. since 1981. Jackson serves as a board member of the Diamond Run Home Owners Association in Sewickley, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, allowing clients to receive tailored recommendations using Wells Fargo’s research and planning tools.

James Leslie is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, Leslie serves as an officer of the Pittsburgh North Optimist Club, an organization that supports underprivileged children, and is a board member of Senca Valley EMS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers in its approach.

Robert Ricker is a financial advisor at Edward Jones in Irwin, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the United States Department of Veterans Affairs and served with the Blendon Township Police Department. He is also involved with Nostalgic Toys and Collectibles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jack Driscoll is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior work includes 14 years at Sagepoint Financial and long-term involvement with Travelers Insurance and his own family insurance and financial services firms. He also owns and operates several related businesses, including entities focused on tax preparation, accounting, and insurance services. OSAIC Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a varied investment approach that includes automated portfolio management tools and access to third-party money managers.

Peter Elers is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 11 years at PNC Investments. He is also the owner of Briarcliff Wealth Management, LLC, an investment-related business based in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored through Wells Fargo’s research and tools, with clients able to choose if and how to implement recommendations via the firm's brokerage or advisory programs.

Jennifer Makowski is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She focuses on helping clients develop financial plans that align with their unique values and preferences, aiming to build trusting relationships that support clients' financial goals. Her experience in the financial services industry includes previous positions as a Planning Consultant at Fidelity Investments, Wealth Counselor Coordinator at Waldron Wealth Management, Relationship Manager at BPU Investments, and Investment Consultant at Fidelity Investments. This diverse background has equipped her with expertise in financial planning and client relationship management. Outside of her professional work, Jennifer's personal interests include fitness, Pilates, traveling, and spending time with her pets.

Constance Bettis is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Bettis has worked with Cambridge Investment Research Advisors since 2025 and has been affiliated with Cambridge Investment Research, Inc. and Guardian Life Insurance Company for over a decade. Outside of her advisory role, she is involved as an independent travel agent and serves as treasurer of the Pittsburgh chapter of the Girlfriends Inc., a nonprofit social organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm employs a variety of portfolio management strategies through a network of independent financial professionals and provides both proprietary and third-party investment solutions tailored to client objectives.

Louis Rizzo is a CFP® professional affiliated with LPL Financial in Pittsburgh, PA, with 36 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he has involvement with non-variable insurance products and operates a related business entity used primarily for office expense management. 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 financial planning and investment services, utilizing both proprietary and third-party portfolio options across various strategies.

Ryan Sikora is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked at Cambridge Investment Research since 2017 and also operates the Ryan Sikora Insurance Agency, where he serves as an independent insurance agent. Prior to his current roles, he worked at State Farm Management Corp. from 2015 to 2017. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements tailored to client objectives.

Ryan Kircher is a Series 66-registered financial advisor with Equitable Advisors in Pittsburgh, PA, with two years of industry experience. His prior work includes roles at Coastal Energy and Water, Rent Right LLC, and academic positions at Florida Gold Coast University and Kent State University. He has also been involved with Jr Upholstery and Blinds for seven years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services to qualified plans.

Carissa Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at PNC Capital Markets and PNC Bank, NA before joining Equitable Advisors. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Winfield Smathers IV is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as trustee for his grandfather’s irrevocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical and risk-profiling tools, alongside specialized municipal advisory services and employer consulting programs.

John Monahan is a CFP®-certified financial advisor with Wells Fargo Clearing, based in Pittsburgh, PA. He has one year of industry experience, including prior roles at BNY Mellon and involvement with Mystic Barrels. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Iesha Thomas is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dollar Bank, Citizens Securities, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to various model portfolios and program options.

Thomas Brook is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA for three years. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.