Edward Turk is a CFP® with 31 years of experience in the financial industry. He is currently with RBC Capital Markets, where he has worked since 2024, following eight years at Wells Fargo Clearing. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management services that incorporate a mix of in-house and third-party investment managers, supporting various rebalancing, tax management, and responsible investing options.

Scott Lauer is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Co. Outside of his advisory role, he serves as secretary of his homeowner's association. OSAIC serves a broad range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Chase Katterman is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, following a tenure at AXA Advisors and roles at Highmark Stadium and Duquesne University. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a process that assesses client information and risk tolerance to match clients with appropriate investment programs, often utilizing third-party managers and advisory platforms.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Nicole Conway is a Series 66 licensed financial advisor with Merrill in Greensburg, PA, and has three years of industry experience. Prior to joining Merrill in 2021, she worked at Penn State University and Clarksburg High School. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Free is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mason Classical Academy, St. Martin's Academy, Ymca Of The Rockies, Ave Maria University, and Marian Service Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Michael Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Louie Maser is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Belmont Logistics, Elliot Community Federal Credit Union, Dollar Bank, JC Penney, and Seton Hill University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party investment models delivered through its network of Investment Adviser Representatives.

Michael Divito is a CFP®-certified financial advisor with Equitable Advisors, based in Pittsburgh, PA, and has 21 years of industry experience. He has been with Equitable Advisors since 2005, following his time at Axa Advisors. Divito serves as a board director for Vibrant Pittsburgh. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and needs.

Andrew Wilk is a Financial Advisor at Merrill Lynch Wealth Management in the Pittsburgh office. He specializes in developing personalized investment and financial strategies for individuals, families, and business owners, focusing on wealth growth, preservation, and transfer. Andrew combines disciplined portfolio management with financial planning to support clients in making informed decisions aligned with their long-term goals. He has experience in college education planning, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, and working with sports and entertainment clients. Andrew's approach is informed by his background in economics, data analytics, and competitive athletics. He earned his bachelor's degree from Chatham University, where he competed in NCAA ice hockey and baseball. He holds the Personal Investment Advisor (PIA) designation. Outside of work, Andrew coaches youth hockey and is involved with his family's hockey business. He serves on the boards of the Alzheimer's Association, Chatham University Alumni Association, and North Hills Community Outreach Young Leaders. He enjoys hockey, golf, tennis, and spending time with his family. Andrew resides in the North Hills of Pittsburgh and is originally from Frisco, Texas.

Kevin Broom is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank for 14 years. Outside of his advisory role, he owns Ergon Gaming PCs in Sutersville, Pennsylvania. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers, emphasizing personalized risk assessment and model matching.

Nathan Kramm is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Cambridge Investment Research, NYLIFE Securities LLC, and New York Life Insurance Co. He serves as president of a local Toastmasters International chapter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Mark Battaglia serves as a Senior Resident Director and Wealth Management Advisor at Merrill. With nearly four decades of experience in financial advising, Mark has built a client base that includes families, business owners, active and retired athletes, and corporations, focusing on comprehensive wealth management and retirement planning strategies. Mark earned a Bachelor's degree in Business Management from Pennsylvania State University and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He draws on his extensive background and the resources of a major financial institution to manage client portfolios holistically, emphasizing risk management and transparency. Originally from Upper St. Clair, Mark lives in Mt. Lebanon with his wife Diane. They have three daughters, all Penn State graduates. Mark supports community organizations such as Girls Hope of Pittsburgh and Cast in Traditions and represents his firm in events that benefit local veterans. His personal interests include golf, fly fishing, and spending time with his family.

William Mc Laughlin is a financial advisor with Merrill in Greensburg, PA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Merrill since 1984 and has also worked at Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Kejas is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Ameriprise Financial Services and its affiliates since 1989. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Scott Tovissi is a financial advisor with Osaic Wealth, holding a Series 63 designation and accumulating 35 years of industry experience. He previously worked for Lincoln Financial Advisors for 11 years and has been involved with Builders Exchange Benefits, Inc. since 1989, where he is engaged in insurance-related activities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services with a model-based investment approach that incorporates asset allocation and portfolio optimization.

Kevin Rose is a financial advisor with LPL Financial based in Finleyville, PA. He holds CFP® certification and has 31 years of industry experience. His prior experience includes roles at Triad Advisors, Inc. and Tower Square Securities, Inc. In addition to his advisory work, he prepares tax returns and is a licensed notary in 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 financial planning and investment management services supported by technology and a broad platform that includes advisory and non-advisory financial activities.

Robert Raposa is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Raposa owns and manages a retail store specializing in new and used Legos. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software, with implementation of recommendations conducted through separate arrangements.

Giovanni Giambanco is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. He has been with Equitable Advisors since 2022 and has prior experience that includes roles at Clarion University and Weis Markets. Outside of his financial advisory work, he is active as a self-employed sales vendor on multiple online marketplaces including eBay, Facebook Marketplace, Mercari, and Depop. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to match clients to advisory program models or discretionary managers, utilizing both proprietary and third-party solutions.

Stephen Pepmeyer is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and has prior involvement with St. Sebastian Church from 2010 to 2017. In addition to his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a percentage-based wrap fee structure rather than fixed fees.