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.

Lance Cunningham is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of advising, he is co-owner of an oil and gas leasing business, owner of a tax preparation firm, and serves as an elder on the board of Unity Presbyterian Church. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christine Dobis is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at BNY Mellon and S&T Bank and has a background that includes ownership interests in a sales consulting firm and a family investment holding company. 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 a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Floberg is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2002. Outside of his advisory role, he serves as a raft guide for River Riders, a for-profit corporation. 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.

Christopher Fletcher is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors and Kestler Financial Group. Fletcher also operates 6'6 Financial, a financial services firm through which he prospects for new clients and potentially offers insurance sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with both brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools.

David Estatico is a financial advisor with OSAIC holding Series 63 and Series 65 licenses and has 43 years of industry experience. His prior roles include 21 years at Lincoln Financial Advisors Corporation and six years at Veravest Investment Advisors, Inc. Outside of his advisory work, he is involved in multiple insurance-related agencies offering life, disability, and long-term care insurance, and he operates a business managing employee benefits websites. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services across various programs that emphasize model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Mitchell Mercer is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at THE O.N. Equity Sales Company, Ohio National Financial Services, and Federated MDTA LLC. Mercer is also involved in selling life insurance and operates a business entity related to his LPL work. 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 utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Lattimore is a Private Wealth Advisor with Merrill Private Wealth Management. He has over 15 years of experience, including five years in real estate finance prior to joining Merrill Lynch Wealth Management in 2008. He specializes in offering financial guidance, education, and wealth management strategies to families and individuals addressing financial challenges. Chris holds a bachelor's degree in mathematics and economics from the University of California, Santa Barbara, and completed an accredited certificate program at the London School of Economics and Political Science. He holds the CERTIFIED FINANCIAL PLANNER® certification and also serves as an adjunct faculty member teaching financial planning at Duquesne University. He was named to Forbes' list of "America's Top Next-Generation Wealth Advisors" in 2018 and their "Best-in-State Next-Generation Wealth Advisors" list in 2019. Chris lives in Allison Park with his wife and four daughters, and his personal interests include reading, running, and spending time with his family.

Jonathan Mack is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and First National Bank of Pennsylvania. He serves as a board member of the South Side Chamber of Commerce, a community organization focused on supporting business development in Pittsburgh’s South Side neighborhood. 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 strategies for a variety of individual and institutional investors.

Jesse Best is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cetera in Oakmont, PA. His prior roles include positions at The Huntington Investment Company, Avantax, PNC Investments, and Ameriprise Financial. Outside his advisory work, he serves as a board member for the Oakmont Boulevard Project, a city improvement initiative focused on local safety and holiday decorations. Cetera Investment Advisers LLC provides services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across diverse program structures.

Karen Marshall is a Series 66-licensed financial advisor with one year of industry experience. She has worked with Cetera and related entities since 2026 and previously spent 14 years at PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.