Linda Herman is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Her prior work includes positions at Kohl's and Tri Rivers Electric. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Adam Mascio is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in medical equipment and information technology services and was affiliated with Allegheny College. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored platforms and third-party managers to deliver a variety of advisory and brokerage solutions.

Leanna Klett is a Series 66-credentialed financial advisor with Morgan Stanley in Pittsburgh, PA, where she has worked since 2014. She has 13 years of industry experience. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including wrap programs, private fund relationships, and structured product activities.

Jacob Greenberg is a Series 66-licensed financial advisor with UBS Financial Services in Pittsburgh, PA, where he has worked since 2013. He has 14 years of experience in the industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Bethany Kelley is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Federated Global Investment Management Corp. and Duquesne University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Markus Williams is a financial advisor with Raymond James Financial Services Advisors Inc. in Pittsburgh, PA, holding a Series 65 credential and one year of industry experience. He has also worked with iHeart Media and Touchstone Capital Inc. outside of his advisory role. Additionally, he serves as a valet at the Allegheny Country Club. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports its clients through a broad network of advisors and affiliated firms.

Thomas Conway is a financial advisor with OSAIC based in Pittsburgh, PA. He holds the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. His prior work includes extensive tenures at Everbank and Securities America Advisors. Outside of advisory work, he is involved with Conway Financial, a business focused on the sale of fixed and equity index annuities and term life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and investment platforms to provide customized portfolio solutions to its clients.

Jonathan Smith is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. In his role, he partners closely with individuals and families to serve as their primary contact for banking, lending, investment, and financial planning needs. His work focuses on simplifying complex financial issues, particularly retirement planning, addressing challenges such as longer life expectancies, Social Security uncertainty, declining employer benefits, rising healthcare costs, taxes, inflation, and estate considerations. Jonathan aims to build trust and develop personalized plans that help clients implement strategies toward their financial goals and desired lifestyles. Jonathan holds a High School Diploma/GED from the California State University System and is a member of Merrill Lynch Wealth Management.

Fallon Kiefer is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA. She holds Series 66 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at UPMC East and Wells Fargo Clearing Services, LLC. 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 combines research from Wells Fargo Investment Institute with modern portfolio theory and offers a range of brokerage and advisory solutions.

Christopher Dulovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at East Suburban Networkers, Waddell & Reed, and PNC Investments. Dulovich also managed Dulo Enterprises LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios and research from multiple sources.

Nikoloz Vasadze is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, entrepreneurs, and business leaders to provide tailored wealth management strategies. His expertise includes college education planning, corporate benefits, executive and equity compensation, services for endowments and non-profits, international wealth management, portfolio management, tax minimization, retirement income, and serving clients in sports and entertainment. Nikoloz holds a Bachelor's Degree from Saint Olaf College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes understanding clients' priorities to create personalized plans that align with their goals and aspirations. Outside of his professional work, Nikoloz enjoys basketball, chess, cooking, football, golfing, running, soccer, tennis, traveling, and spending time with his family.

Alex Costa is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at City National Bank and Specialty Consultants Inc., and earlier in his career, he was involved with the Shady Grove Restaurant and Bar as well as the Fox Chapel Golf Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm employs tailored investment strategies implemented through a mix of in-house and third-party managers, supported by a robust capital-markets platform and affiliated asset management capabilities.

Gianni Dinello is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021. Prior to joining LPL, he was affiliated with GVD Borsa LLC and held roles at Charles Previs, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Eric Spiker is a financial advisor with Thrivent Investment Management based in Allison Park, PA. He holds the Series 66 designation and has five years of industry experience. Prior to joining Thrivent, he worked at Kevin Kilfoyle Insurance Agency and has held various roles including positions at the University of Pittsburgh and the Town of Ocean City. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across multiple topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Richard Vozel Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Vice-President of the Winchester Lakes Homeowners Association and is involved with Rotary. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and scenario modeling to support client engagements.

Thomas Tornow is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Outside of his advisory work, he has involvement with Mademoiselle spanning over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Jay Palamides is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 credential and three years of industry experience. He has been with Merrill since 2020 and previously worked at Lehigh University from 2014 to 2018. Outside of his advisory role, he serves as chair of the Emerging Leaders Committee at Breakthrough T1D, a nonprofit focused on advocacy and support for those affected by Type 1 diabetes. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sheryl Klutch is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2007. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and a range of investment programs.

Jonathan Weiss is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of advisory work, he is involved in fixed insurance sales and manages several small business entities related to insurance commissions and business expenses. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and multiple advisory platforms. The firm offers a range of brokerage and advisory services utilizing firm-provided asset-allocation tools, third-party money managers, and integrated portfolio solutions.

Won Son Erdman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 11 years of industry experience. Prior to joining Raymond James in 2022, Erdman worked at Waldron Private Wealth and BNY Mellon Wealth Management. He serves as a committee member on the Executive Committee of the Alliance of Merger and Acquisition Advisors, where he helps plan educational events for members nationwide. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports municipal and public-finance work, and features advisory programs including a SIMPLE IRA Employer Advisory & Consulting Services program.