Jordan Dunsmore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at RBC Capital Markets, First Trust Portfolios, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

John Lamberson III is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its related entities since 2007. Outside of his advisory role, he serves on the board of directors for the Western Pennsylvania Hugh O'Brian Youth Leadership and writes art-related articles for Pittsburgh Metropolitan Magazine. He is also the founder and coach of the Steel City Outlaws, a youth basketball organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates in its financial planning process.

Raymond Nepa is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He previously worked at RBC Capital Markets, LLC, and has been with UBS Financial Services since 2010. Nepa serves on the advisory board for Duquesne University's CFP program, advising and reviewing its educational curriculum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Tracy Solan is a financial advisor at Morgan Stanley in Pittsburgh, PA, with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2019 to 2026 and Bank of America, N.A. from 2025 to 2026. Prior to her advisory career, she was involved with Steelton Enterprises for 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Susan Reasinger is a financial advisor with Merrill in Upper Saint Clair, PA, holding Series 63 and Series 65 credentials and with 32 years of industry experience. She has been with Merrill since 2010. 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 plans, corporations, and charitable organizations.

Nicholas Carretta is a financial advisor with Ameriprise in Irwin, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BNY Mellon and American Income Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Lisette King is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She worked at Morgan Stanley for three years before joining Merrill in 2018. Outside of her advisory role, she operates a small retail business selling vintage, new, and handmade items through a local antique mall and online. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Kania is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Generational Transfer Entrepreneurs, Capital Foundry, and involvement with The Pittsburgh Golf Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Carlos Youssef is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill since 2010. 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 strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Chelsey Spiller is a financial advisor with LPL Financial in Monroeville, PA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at The Ohio State University Wexner Medical Center and CVS Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors and substantial discretionary assets.

Timothy Feola is a CFP®-certified financial advisor with three years of industry experience, currently with Mass Mutual Investors Services. His prior roles include positions at Key Investment Services LLC and AE Wealth Management, LLC. He is also licensed to recommend, sell, deliver, and service life insurance and annuity contracts through Alto Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars while structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Kirk Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2003. He leads J&D Associates in efforts to provide value to clients' wealth and those they care about. Kirk emphasizes friendly discussions with clients and their families to address financial concerns, capitalize on opportunities, and manage expectations. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® certificant, Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kirk earned a Bachelor of Science degree from Purdue University. Kirk is involved in community organizations such as The Pittsburgh Promise, where he serves as a board member, The Frick Art & Historical Center as a trustee and chair of the Collections & Exhibitions committee, and Café Momentum in Pittsburgh as board chair. Originally from California, he resides in Pittsburgh with his husband, Henry.

Matthew Vanek is a financial advisor with LPL Financial in Carnegie, PA, holding Series 63 and 65 licenses and 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Vanek prepares a limited number of tax returns for friends and family and is involved in selling Medicare Advantage plans through Yuvan Senior Options, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michael Dukovich is a Series 66-licensed financial advisor with LPL Financial, based in Aspinwall, PA, and has 17 years of industry experience. He previously worked at City National Bank, RBC Capital Markets, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of advisors and technology tools.

Adam Check is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and PNC Bank prior to his current role, spanning a total of five years with J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide investment recommendations.

Karen Osborn is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked with Grove Point Investments, Grove Point Advisors, Sentinel Financial Management, and other firms. Outside of finance, she is the owner of Inspired Interiors, a business she has operated since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of advisors and advanced operational tools.

Andrew Pricener is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors in 2021, he worked for six years at Spencer Family YMCA. He also serves as an independent agent outside his fixed insurance appointment. 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 employs a range of advisory models, often implemented through third-party asset managers, and offers ERISA fiduciary services to qualified plans.

Angela Foster is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including First Allied Securities and First Allied Advisory Services. Outside of her advisory role, she owns a 25% interest in gas and mineral rights through DL RESOURCES and serves as a secondary power of attorney for her elderly parents. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, incorporating both affiliated and third-party model strategies.