Stephen Mcgalla IV is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Chad Edwards is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Baird in 2022, he worked for seven years at Hefren Tillotson, Inc. Edwards serves as Treasurer of Lodge 45 Free & Accepted Masons of Pennsylvania and is a board member of the Masonic Fund Society’s Investment/Finance Committee. The DDK Group at Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of advanced tools in delivering financial advice.

Daniel Mackey is a ChFC® and Series 63 licensed financial advisor at LPL Financial with 44 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Mackey also operates a separate business selling life and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Mark Speedy is a financial advisor at Osaic Wealth with 16 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at SagePoint Financial, Inc. He serves on the Pine Springs Camp Golf Committee, assisting in the planning and execution of an annual golf outing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Jack Friedman is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He joined the firm in 2004, bringing extensive experience from his background as a technology entrepreneur and business leader. Jack started CCA Technologies, Inc. in 1982 and grew the company to over $50 million in sales before selling it to Westcon Group in 2000. While at Westcon, he expanded the business to become one of the nation’s largest networking technology and Voice Over IP distributors, increasing its size fourfold compared to his original company. In addition to running the business, Jack managed his own assets as well as those of employees through the company Profit Sharing Plan. His areas of expertise combine technological entrepreneurship with financial asset management. He holds a Bachelor of Science degree in Engineering and an MBA in Finance, both from Syracuse University. Jack also holds the Personal Investment Advisor (PIA) designation.

Brian Dieckmann is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 66 designation and is based in Pittsburgh, PA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that clients use to make informed decisions.

Joaquin Lopez is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Investments for 23 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Stewart is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, employing a combination of firm-offered programs and third-party advisory models.

Amy Bonetto is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone planning.

Olimpio Grieco is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Allianz Global Investors and SG Americas Securities, LLC. Outside of finance, he has worked in the outdoor recreation industry with Laurel Highlands Whitewater Rafting. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform.

Paul Rudoy is a financial advisor with LPL Financial based in Pittsburgh, PA, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has previously worked at Raymond James Financial and has been a part-owner of the CPA firm H2R CPA since 2005. Rudoy also serves as a trustee and is a for-profit board member of CPA Associates International, Inc. 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, supported by extensive technology and a large network of advisors.

Steven Sheffler 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 Wealth Management since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Hadobas is a financial advisor with Cambridge Investment Research Advisors in Wexford, PA, holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013 and previously worked at Equitable Advisors from 2005 to 2013. Outside of his financial advisory role, he serves as a finance council member for St. Patrick/St. Stanislaus Kostka Parish in Pittsburgh and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians and develops proprietary model strategies under the Founders Gate Capital brand.

Michael Maglio is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 66, 63, and 65 licenses with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following five years at BNY Mellon Wealth Management and one year at PNC Wealth Management. Maglio serves as a board member for the Pittsburgh Venture Capital Association, a nonprofit organization focused on investor services. 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, investment manager searches, and customized performance reporting. The program integrates quantitative and qualitative manager due diligence and incorporates an ESG eligibility framework where applicable.

Quan Le is a financial advisor at Ameriprise with a Series 66 designation. He has four years of experience, including prior roles at J.P. Morgan and Comerica Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Heather Tollis is a financial advisor at UBS Financial Services with 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and Rivertowne Advisors. Outside of her advisory role, she is a partner in MT Plates Catering LLC, a business she co-owns with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and Global Research teams to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

Maxwell Freed is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he held positions at UBS Financial Services, Inc., and has diverse work experience including roles in education and the hospitality and brewing industries. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies, incorporating both in-house and third-party managers, along with features such as tax management and responsible investing.

Daniel Pessy is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

David Nader is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1982, focusing on developing financial strategies and recommendations tailored to the short- and long-term goals of individuals, families, and businesses. His approach centers on building relationships grounded in trust, integrity, and confidentiality. He specializes in Family Wealth Management Strategies, Personal Retirement Planning, and Women and Wealth. David holds a bachelor's degree in Business Administration from Duquesne University and carries the Professional Investment Advisor (PIA) designation. He is also associated with the Porsche Club of America. Outside of his professional responsibilities, David volunteers at his church. He resides in Murrysville, PA with his wife, Beth, and their two children.

Samuel Dippold is a CFP® and holds a Series 66 designation with 16 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of services including financial planning, portfolio management, and custody with an investment approach that combines manager-traded and model-traded strategies, tax management, and the use of internal research and technology.