Wendy Lukitsch is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and outcome modeling as part of its financial planning process.

Brendan York is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Merrill, Bank of America, First Republic Securities, and various divisions of J.P. Morgan since 2018. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Kozar is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 33 years of industry experience. Prior to joining LPL Financial in 2020, he worked with Michael Sullivan, The Cypher Group, and Waddell & Reed, Inc. Outside of his advisory role, he is employed as a caregiver with BIG HEART HEALTH CARE LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with a focus on both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Brian Friday is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with RBC Wealth Management, a division of RBC Capital Markets, where he has worked since 2015. Prior to that, he was employed at City National Bank from 2019 to 2023. Outside of his advisory work, he volunteers on the Advisory Communications Committee at the Spencer Family YMCA in Bethel Park, PA. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients' risk profiles through both in-house and third-party managers.

Thomas Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Robert Baird & Co., Hefren-Tillotson, Avantax Investment Services, and Raymond James Financial Services. Outside of advisory work, he is involved in retail sales as Treasurer-Member of Best Feeds Garden Centers and operates as a CPA through Thomas C Pfeifer CPA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various investment implementation options across multiple custody platforms with discretionary and non-discretionary strategies, maintaining both proprietary model strategies and access to unaffiliated strategists.

Robert Cowan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Avantax in various capacities since 1992 and has been self-employed since 1976. Outside of his advisory work, Cowan owns and operates a tax preparation and accounting practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Omar Chatha is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and was previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he is involved in real estate development through co-managing RRK, LLC and holds a minority interest in Pluto Holdings, which focuses on residential real estate development and rental. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and offers a variety of tailored investment programs supported by structured planning tools and firm-approved methodologies.

Cassandra Finley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2019. Outside of her advisory work, she serves as Treasurer and Dual Signor for the ZTA Wheeling Alumnae Chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Kyle Baker is a Certified Financial Planner® with 25 years of industry experience, currently serving at Edward Jones since 2002. He holds the Series 66 designation and is based in Oakmont, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Holleran is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ronald Prasad is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Chase Bank, and Fidelity National Financial. Outside of his advisory work, he has provided rideshare transportation services as an independent contractor for Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a diverse range of investment products.

John Castello is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked in various roles including positions at Lantern Point Taverna and ThinkEquity LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory services, including tailored financial planning using structured discovery processes and firm-approved planning tools.

Wei Meng is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Antonio Loffreda Mancinelli is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wealth Management Partners, LLC and Commonwealth Financial Network for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kaitlyn Colditz is a CFP® professional with 10 years of industry experience, currently advising at Osaic Wealth, Inc. since 2024. She previously worked at Securities America Advisors and CVS Health. Colditz is also registered as a Notary Public in Pennsylvania, providing notary services to clients. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers a range of services including brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

John Tosatto is a CFP® professional with 16 years of industry experience, currently serving at Mass Mutual Investors Services since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is also licensed as a life and disability insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborative relationships using firm-approved software to analyze client goals and provide written recommendations.

Jacob Saltzman is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Taxmax LP, Planet Fitness, UPMC, and Penn Hills School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing programs sponsored by LPL and other endorsed TAMPs to deliver advisory and brokerage solutions.

Brian Griffin is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at City National Bank since 2019 and at RBC Capital Markets since 2009. Outside of his advisory role, he is an active owner of a rental property. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Christian Kelly is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. As a managing partner of The Kelly Group, he specializes in helping clients grow and preserve their wealth through customized strategies, focusing on investment selection, portfolio design, and risk management. Christian leverages the resources of Merrill Lynch and Bank of America to assist clients with various financial needs including lending, small business, and everyday banking, complementing their long-term financial plans. Prior to his current role, Christian gained technical experience working in Merrill's investment banking division in New York City, focusing on mergers and acquisitions, capital raising for corporate clients, and company valuation through market research. He holds multiple FINRA registrations, an insurance license, and several professional designations including Certified Plan Fiduciary Advisor®, Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Retirement Accredited Financial Advisor (RAFA). Christian graduated Magna Cum Laude from Claremont McKenna College with a bachelor's degree in Economics and received the Robert Day Scholarship. He currently resides in Pittsburgh and is involved with ethics-related community activities.

Amanda Battaglia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings a family-focused approach to financial advising, developed through early exposure to the profession as the daughter of Mark Battaglia, a longtime Merrill financial advisor. Amanda and her father provide comprehensive goals-based strategies that address clients' desires for themselves, their families, and their communities. Her expertise includes areas such as executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Amanda works closely with accomplished individuals and multigenerational clients, including business owners and active and retired athletes, often collaborating with specialists from Bank of America Private Bank and Bank of America. Amanda holds a Bachelor's degree from Pennsylvania State University and certifications including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). She is involved with the Brew House Association and the Western Pennsylvania Humane Society. Amanda lives in Mount Lebanon and enjoys activities such as football, hiking, horseback riding, ice hockey, music, reading, rock climbing, skiing, spending time with family, and traveling.