James Reed is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held positions at LPL Financial since 2021 and previously worked with Gradient Securities and Five Points Frontier. Reed is part owner and agent at George A. Reed Insurance Agency, an insurance business he has been involved with since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, and supports advisors with research and operational tools across various investment strategies.

Joseph Betten Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cco Investment Services Corp for seven years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Matthew Oxenreiter is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at Cetera Advisor Networks, Walnut Street Securities, and Vicus Capital. 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, model portfolios, third-party asset management, and institutional platforms, utilizing a range of advisory strategies and operational tools.

Grant Mellon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He worked at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s approach includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leah Laurent is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation with 19 years of industry experience. She previously worked at JP Morgan Institutional Investments Inc. for seven years before joining Edward Jones in 2019. Outside of her advisory role, she has been involved with Pittsburgh Posh Petals since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

John Jones III is a financial advisor at Morgan Stanley with 17 years of experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Mark Sekera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Prior to joining Schwab in 2020, he worked at TIAA and TIAA-CREF from 2013 to 2020. Outside of his advisory work, Sekera serves as a firefighter for the Cranberry Township Fire Department. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios, formal alternative-investment processes, and integrated brokerage, custody, and advisory services.

Justin Lloyd is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Heiser is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Her prior roles include positions at Equitable Advisors, Ally Financial, and Clark Hill, PLC. She also has experience working in education and retail sectors. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, and offers both discretionary and non-discretionary management options.

Eric Theoret is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career at Morgan Stanley-affiliated entities spans over 18 years, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to create tailored plans.

Ben Spagiare is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2010. Outside of his advisory role, he is involved in an outside insurance business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and provides ERISA fiduciary services, delivering a range of investment solutions including mutual funds, ETFs, and alternative investments.

Justin Grubisha is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 13 years at Hefren Tillotson, Inc. The DDK Group, where Grubisha is a team member, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services supported by internal research and advanced tools, including artificial intelligence.

Olivia Brinker is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she provides wealth planning strategies to local female business owners, families, and retirees. She became a partner in the Bohn, Brinker, Floberg, and Gleason Group in 2022 and serves as President of the Western PA Women's Exchange for Merrill Lynch Bank of America, a forum for women in wealth management divisions to share ideas and support personal, career, and leadership development. Since joining Merrill Lynch in 2015, Olivia has held various roles including Client Associate and Financial Advisor, building practices from the ground up. She focuses on client needs by actively listening to their goals and delivering tailored wealth management support through collaboration with team members and specialists. Her approach emphasizes quality, timeliness, and a disciplined process. Olivia holds a Bachelor's Degree from Slippery Rock University and an MBA from Chatham University. She has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). She is involved with professional organizations such as the Accounting & Financial Women's Alliance and the Chatham Alumni Advisory Board, and supports community organizations including Autism Speaks, Sampson Family YMCA of Greater Pittsburgh, Special Olympics, and Wesley Family Services.

Michael Lynn is a financial advisor with Cambridge Investment Research Advisors who holds Series 63, 65, and 66 licenses and has 31 years of industry experience. He has been with Cambridge since 2010 and is also involved with The Talent Group. Lynn operates an independent insurance agency as a side business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of platforms, proprietary model strategies, and access to third-party advisers.

Michael Priola is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and was previously with Wells Fargo Clearing from 2016 to 2023. He is based in Cranberry Township, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Richard Deitrick Jr. is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models.

Lynn Hyde is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2022, following an 11-year tenure at Hefren Tillotson, Inc. Lynn is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

Randee Baer is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022, following a decade at Hefren Tillotson, Inc. Randee is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and access to separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

David Maniet is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining LPL Financial in 2022, he spent 20 years with Triad Advisors, Inc. In addition to his advisory work, he is involved in automotive restoration and runs a hobby retail business focused on estate merchandise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 diverse investment strategies and technology tools.

Joseph Dressel is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He joined Baird in 2025 after 12 years at PNC Financial Services Group Inc. and is based in Pittsburgh, PA. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.