Bryan Procaccini is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Certified 401(k) Professional (C(k)P®) designation from Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. Bryan has over seventeen years of experience in investment management. He works closely with plan sponsor clients, providing a broad range of services including retirement plan investment committee support, fiduciary assistance, corporate executive services, family wealth management strategies, institutional consulting, personal retirement planning, portfolio management, and small business strategies. Bryan and his team manage over $1 billion for select families, corporations, and non-profit entities. Bryan is a graduate of Baldwin Wallace University with a Bachelor's Degree in Business Administration and Finance. He serves as a director at Ward Home, Inc. and is involved with Children's Hospital's Camp Chihopi. His personal interests include adventure sports, golfing, music, reading, spending time with family, and traveling.

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.

Anthony Mascioli is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked within several Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers discretionary and non-discretionary advisory services.

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.

Justin Newbauer is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His prior roles include positions at Triad Advisors and several entities within Federated Investors from 2015 to 2019. Outside of his advisory work, he is involved with 1st Phorm, a nutrition and health supplements company. 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 access to model portfolios and third-party asset management, supported by a broad platform and a large network of investment adviser representatives.

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 CFP®-certified financial advisor with five years of industry experience, currently serving clients at UBS Financial Services in Pittsburgh, PA. Her background includes roles at UBS since 2021 and prior engagements at Emory University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management services with institutional trading capabilities, including futures commission merchant activities and underwriting.

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.

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.

Matthew Wilson is a financial advisor with Primerica Advisors in Washington, PA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His career includes roles at Primerica Financial Services since 2015, PFS Investments Inc. since 2014, and AT&T from 1999 to 2017. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies developed by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

John Mcshane is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked previously at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he is a managing partner in Cheddar Pointe LLC, a real estate investment venture. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

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.

Brendan Gallagher is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Financial Network and Edward Jones. 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, model portfolios, third-party asset management, and institutional platforms.

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.

Jacob Cuthbert is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Waddell & Reed, Educo Advisor Group, and FPA of Pittsburgh. He serves as a part-time instructor at the College for Financial Planning and sits on the board of the Mon Valley Alliance, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both firm research and third-party strategies, supported by extensive operational tools.

David Smarrelli is a financial advisor with MassMutual Investors Services in Pittsburgh, PA. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 23 years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2002, where he is also involved in life, property/casualty, health, and group insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using analytical tools such as Monte Carlo simulations and automated asset allocation in its planning engagements.

Mercedes Mc Farland is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at JP Morgan Securities and Federated Investment Counseling. She is also involved with DSF Wealth Management Group, LLC, where she provides financial planning services. Cetera operates as a large-scale SEC-registered platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager approach, combining affiliated and third-party strategies across various program structures.