Karac Davis is a financial advisor with Edward Jones in Irwin, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to this, he worked at Chatham University and Shady Side Academy and has experience running KD Hockey LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors nationwide.

Anton Plantz serves as an Associate Resident Director at Merrill, where he began his career in 2007. He specializes in wealth management with a focus on closely-held businesses, assisting owners with critical financial decisions throughout the phases of their business lifecycle. His expertise includes cash management, retirement strategies and funding, and business monetization such as strategic sales or transfers. Anton earned a bachelor's degree in economics from Allegheny College in Meadville, Pennsylvania. He holds multiple professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Anton enjoys golfing and skeet shooting. He resides in the Warrendale area with his wife, Katelyn, and their three children.

Shawn Helman is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Cetera and has held senior roles at C.B. Tracy & Associates, Inc., including CEO and Senior Executive. Outside of advisory work, he is a partner in a commercial real estate venture and sells life, health, and disability insurance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Christian Vadas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and has prior experience at Lithia Motors, Ken Ganley Toyota, Fitness International DBA L.A. Fitness, and American Pool. 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 model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katrina Saylor is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2017 and previously worked at PNC Investments. 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 Martin is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Royal Alliance Associates for five years and The Monteverde Group for 21 years, a firm he has maintained involvement with alongside his current role. 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 financial planning, wrap and model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, with a broad range of investment options and operational support tools.

Lucas Boyd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at PNC Private Bank for three years and BNY Mellon for seven years. Based in Pittsburgh, PA, Boyd joined Merrill in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tory Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked in various engineering and construction positions and is involved as a volunteer ski patrol member at Seven Springs Mountain Resort. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions according to client risk tolerance and needs.

Christian Friday is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets, LLC since 2015. Outside of his advisory role, he serves as an assistant track coach for both Keystone Oaks School District and Chatham University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, 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’ risk profiles.

Robert George is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009 and concurrently maintains a professional role with Robert A. George, M.D., P.C. since 1990. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.

Megan Paull is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation.

Jesse Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Nationwide Financial, The Huntington Investment Company, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co, and PNC Wealth Management. Outside of his advisory work, Bowman is involved with non-variable insurance businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by technology tools for operational and research purposes.

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.

Brian Linville is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has prior roles including work at McKinsey & Company and military service in the United States Navy. Outside of his advisory role, Linville has ownership interests in several technology and consumer startups, primarily in passive capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and offers access to a range of investment strategies with the inclusion of ESG considerations.

Amanda Blount is a financial advisor with Robert W. Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Hefren Tillotson, Inc. for 11 years and J.J.B. Hilliard, W.L. Lyons, LLC for one year before joining Baird in 2022. Baird’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research, and advanced tools including artificial intelligence to support client advice, and manages approximately $394 billion in assets as of December 2025.

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 at RBC Capital Markets with 50 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously spent two years at Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and portfolio management services supported by a combination of internal and external investment managers.

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.