Wei Meng is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Antonio Loffreda Mancinelli is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wealth Management Partners, LLC and Commonwealth Financial Network for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Reynolds is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2022 and at Hefren-Tillotson, Inc. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Frederick Christof is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at PNC, M&T Bank, and BNY Mellon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Kristen Gratton is a financial advisor with Mass Mutual Investors Services in Beaver Falls, PA, holding the CFP® and ChFC® designations and with 15 years of industry experience. She has worked with MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of her advisory role, Gratton is involved as a sales agent for health and property/casualty insurance through The Kerr Agency, Inc., and is an owner of Gratton & Kerr Financial Group LLC, which provides insurance, advisory, and financial services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing annual, collaborative client relationships and goal-based planning using firm-approved analytical tools.

John Tosatto is a CFP® professional with 16 years of industry experience, currently serving at Mass Mutual Investors Services since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is also licensed as a life and disability insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborative relationships using firm-approved software to analyze client goals and provide written recommendations.

Jacob Saltzman is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Taxmax LP, Planet Fitness, UPMC, and Penn Hills School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing programs sponsored by LPL and other endorsed TAMPs to deliver advisory and brokerage solutions.

Brian Griffin is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at City National Bank since 2019 and at RBC Capital Markets since 2009. Outside of his advisory role, he is an active owner of a rental property. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Matthew Foglia is a financial advisor with Cambridge Investment Research Advisors who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Outside of his advisory role, he serves as an independent insurance agent and is a board member of the Chagrin Falls Townhouse Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management approaches across multiple custody and platform arrangements.

Costas Grekis is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include over two decades at Cuna Mutual Group and Cuna Brokerage Services, with recent engagements at CUSO Financial Services. Outside of his advisory work, he is involved with Xiropigado, LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and uses both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Sullivan Conway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked primarily with Raymond James since 2017 and is also associated with Dukovich & Associates Financial Services Support in a non-investment capacity. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.

Andrew Patterson is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson, Inc. since 1995. He is a member of the Curb Club investment group. Robert Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a blend of manager-traded and model-traded strategies supported by internal research and technology.

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.

Neil Pettes is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 credentials and with 31 years of industry experience. His career includes prior roles at IFS Wealth Management, Cambridge Investment Research, and Raymond James Financial Services. He is a commissioned notary public in Pennsylvania and has experience as an insurance agent selling term life, whole life, universal life, disability, long-term care, and immediate fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios, third-party subadvisors, and technology-driven strategies.

Matthew Dukovich is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of his advisory role, he owns LVL Up LLC, a streetwear business focused on buying and selling shoes and clothing. 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, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Jason Fischer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is also associated with Uber since 2016. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

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.

Carla Pollice is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked with LPL Financial since 2022, with prior experience at CUSO Financial Services and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Ryan Whelan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held various roles including positions at Dr. Robert Coufal & Associates and Carlow University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.