Jesse Bowman is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Financial, Eagle Strategies (NY Life), and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ronald Esposito is a financial advisor with Ameriprise in New Castle, PA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and has prior experience in tax preparation through his seasonal employment at Matter of Tax. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate tax-efficient retirement income recommendations.

Audrey Webb is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Merrill since 2019 and previously was with Northwestern Mutual Investment Management and Kevin Miller. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Foreman is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at MassMutual Life Insurance Co and Northwestern Mutual Investment Services, LLC. Prior to entering the financial services industry, he worked eight years at Digital Promise. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through collaborative, goal-based engagements.

Brian Linville is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior roles at McKinsey & Company, Harvard Business School, and service in the United States Navy. Outside of his advisory work, Linville has ownership interests in several technology and consumer startups, including an AI-enabled video company, a robotics technology firm, and a health-focused beverage company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria when recommending strategies, delivering services on a non-discretionary basis through a select group of Wealth Advisors.

Amanda Blount is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 16 years of industry experience, including roles at Hefren-Tillotson, Inc. and Robert Baird & Co. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning and portfolio management services, utilizing a combination of internally managed strategies and external partnerships.

William Ravotti is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding the CFP® designation and Series 63 and 66 licenses. He has 36 years of industry experience, including over three decades with Northwestern Mutual and eight years at Northwestern Mutual Wealth Management Company before joining Mass Mutual in 2020. He is also active as an agent involved in the sales and service of fixed life, annuity, accident, and health insurance products. 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 ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools to develop written recommendations.

Russell Sherred III is a CFP®-credentialed financial advisor with 49 years of industry experience, currently with RBC Capital Markets since 2013. He is based in Pittsburgh, PA, and 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, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ advisory risk profiles.

Marc Mccarey is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers plans that utilize firm-approved tools such as Secular Return Estimates and Monte Carlo simulations.

Margaret Rimmel Galant is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has a background that includes several years of full-time education along with roles at Emory University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Evan Frazier Jr. is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes five years at Henderson Brothers, Inc. and roles at the University of Dayton. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

William Willett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023, following a tenure at Morgan Stanley Smith Barney LLC beginning in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and advanced modeling tools to support client decision-making.

Adri Bleier is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Royal Alliance Associates and operates the Bleier Insurance Group. Outside of advising, she is involved in podcasting through the Wiz Bleier Show and works as a website and technology consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Cathy Buck is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following positions at RBC Capital Markets and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning solutions. The firm’s approach includes structured planning tools and modeling techniques developed by its Global Investment Committee.

Joseph Lantz is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has six years of industry experience and is currently a financial advisor at Raymond James Financial Services Advisors, Inc., where he has worked since 2022. Prior to this, he spent 15 years with Federated Hermes. Outside of his advisory role, he serves on the investment committees of two nonprofits, Achieva Family Trust and United Way of Southwestern PA. 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 institutions. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs through a large network of advisors.

Jenna Madigan is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has previously worked at Hefren-Tillotson, Inc. and Mine Safety Appliances. Outside of her advisory role, she serves as head volleyball coach at Greensburg Central Catholic High School and is involved with the Westmoreland Elite Volleyball Club. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and technology, including artificial intelligence, in client advising.

John Walter is a Series 66-licensed financial advisor with Edward Jones in Pittsburgh, PA, where he has been practicing since 2019. He has six years of industry experience, including prior roles at Bobby Rahal Motorcar Company and Pep Boys. Outside of his financial advisory work, John serves as a firefighter with the Cranberry Volunteer Fire Department and is a co-owner of JPWS LLC, under which he published a book on online dating. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Porter is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked briefly at Hefren-Tillotson Wealth Management and The Oven Pizza Co., and has a background in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research, model-based asset allocation, and institutional trading capabilities to deliver tailored financial planning and portfolio management.

Maxwell Hine is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His work history includes roles at JPMorgan Chase Bank, UBS Financial Services, Goldman Sachs & Co. LLC, and Waldron Private Wealth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework in its recommendations.

Gavin Mullen is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of Craig-Goodworth-Mullen & Associates, a wealth management group within Merrill Lynch. He specializes in multigenerational planning for individuals, families, and businesses. Gavin joined Merrill in 2012 and provides comprehensive wealth management services, including education planning, retirement income strategies, and small business strategies. Gavin earned both his Bachelor's and Master's degrees from the State University of New York at Plattsburgh and holds an Accredited Certificate from the College for Financial Planning. He holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), along with FINRA Series 7 and Series 66 registrations. Prior to his career in wealth management, Gavin taught mathematics in New York City. He lives in the Highland Park neighborhood of Pittsburgh with his wife and three children. In his personal time, Gavin enjoys golfing, racquetball, running, and table tennis.