James Leslie is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, Leslie serves as an officer of the Pittsburgh North Optimist Club, an organization that supports underprivileged children, and is a board member of Senca Valley EMS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers in its approach.

Jack Driscoll is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior work includes 14 years at Sagepoint Financial and long-term involvement with Travelers Insurance and his own family insurance and financial services firms. He also owns and operates several related businesses, including entities focused on tax preparation, accounting, and insurance services. OSAIC Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a varied investment approach that includes automated portfolio management tools and access to third-party money managers.

Peter Elers is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 11 years at PNC Investments. He is also the owner of Briarcliff Wealth Management, LLC, an investment-related business based in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored through Wells Fargo’s research and tools, with clients able to choose if and how to implement recommendations via the firm's brokerage or advisory programs.

Jeffrey Zora is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process employs modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options as part of its investment menu.

Jennifer Makowski is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She focuses on helping clients develop financial plans that align with their unique values and preferences, aiming to build trusting relationships that support clients' financial goals. Her experience in the financial services industry includes previous positions as a Planning Consultant at Fidelity Investments, Wealth Counselor Coordinator at Waldron Wealth Management, Relationship Manager at BPU Investments, and Investment Consultant at Fidelity Investments. This diverse background has equipped her with expertise in financial planning and client relationship management. Outside of her professional work, Jennifer's personal interests include fitness, Pilates, traveling, and spending time with her pets.

Constance Bettis is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cambridge-related firms since 2015. Outside of her advisory role, she serves as treasurer for the Pittsburgh chapter of the nonprofit organization Girlfriends Inc. and works as an independent travel agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and both proprietary and third-party investment strategies.

Louis Rizzo is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he is involved with a family business entity used for administrative purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutional entities. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Wiles is a CFA® charterholder with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held roles at The AYCO Company, L.P./Mercer Allied and Rockhaven Capital Management, LLC. He is also a board member of the Mt. Lebanon Pension Investment Board and has been affiliated with Duquesne University since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a mix of proprietary and third-party strategies tailored to client objectives.

Ryan Kircher is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he held positions at Coastal Energy and Water, Rent Right LLC, and has been involved with educational institutions including Florida Gold Coast University, Kent State University, and Plum Senior High School. Outside of his advisory work, he also has experience with Jr Upholstery and Blinds. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, partnering extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

David Headrick is a financial advisor at Ameriprise with 40 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor firms since 1985. Headrick also operates HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Carissa Larson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Equitable Advisors in 2023, she worked at PNC Bank, NA and PNC Capital Markets. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, leveraging external asset managers and offering both advisory and brokerage channels.

Winfield Smathers IV is a financial advisor at Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Smathers serves as trustee for his grandfather's irrevocable trust. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

John Monahan is a CFP®-certified financial advisor with Wells Fargo Clearing, based in Pittsburgh, PA. He has one year of industry experience, including prior roles at BNY Mellon and involvement with Mystic Barrels. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Meyers is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at Grove Point Advisors, LLC and H. Beck, Inc. Outside of advising, he serves as a notary and has experience in non-variable insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Iesha Thomas is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dollar Bank, Citizens Securities, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to various model portfolios and program options.

Thomas Brook is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 65 and Series 63 licenses and with two years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services ranging from planning to investment management through multiple channels.

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 licenses and bringing 43 years of industry experience. He has been with UBS since 2010. He serves on the CFP Advisory Board for Duquesne University, advising and reviewing the educational program for their CFP certification. 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 and utilizes proprietary research and model-based asset allocations in its advisory approach.

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, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and corporate fiduciaries. The firm integrates with Bank of America's platform to provide access to a wide range of products and services.