Andrea Cipriani is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Ellevest and Wells Fargo Advisors, among other roles. Morgan Stanley Wealth Management serves individual and institutional clients through a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer financial planning agreements.

Andrew Wehler is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AxA Advisors. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Adam Davidson is a financial advisor with Robert Baird & Co. and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including nearly three decades at Hefren-Tillotson, Inc. and four years with Robert Baird & Co. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research, manager selection, and strategic partnerships.

Jonathon Wilson is a financial advisor at Osaic Wealth, Inc. based in Sewickley, PA. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Kent State University and the University of Pittsburgh. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing across a broad range of investment options.

Anthony Delahan is a Series 66 licensed financial advisor with Merrill, based in Cranberry Township, PA, and has one year of industry experience. His prior work includes roles at Bank of America, Giant Eagle, the U.S. Army, and Macy's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America 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.

Justin Simakas is a financial advisor at Morgan Stanley in Sewickley, PA, holding a Series 66 license. He has prior work experience at Jones Lang LaSalle and Indiana University - Bloomington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Melissa Gutherie is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021, following four years at PNC Investments. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Lisowski is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Marybeth Abbiatici is a financial advisor at Robert Baird & Co. with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Robert Baird & Co. since 2022, following an 18-year tenure at Hefren-Tillotson, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional equity and fixed income to more complex investments.

Steven Wilde is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through a structured process that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Kathryn Williams is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at PNC Investments for seven years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Aris Pantelas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley, Cetera Advisor Networks, and Aptus Wealth Planning. Outside of finance, he is the owner of the Aris Paul Band, a musical group based in Gibsonia, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Joshua King is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, Merrill Lynch, and Bank of America. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

James Galitsis is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank for over eight years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tyler Stone is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds a Series 66 credential and has worked at Robert Baird & Co. since 2022, with prior experience at Hefren-Tillotson, Inc. from 2017 to 2018. Robert Baird & Co. is an institutional firm serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Gary Merge is a CFP® professional with 37 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at several firms including Merge & Associates, Inc., which he owns and operates, and has been involved with Kline, Keppel, Koryak, Pc since 2012. Outside of his advisory work, he serves on the advisory board of Avalotis Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal finance through a unique affiliation with a municipal advisor.

Steven Wagner is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at Cetera since 2025 and is also associated with Bray Farm Income Advisory LLC, where he provides administrative support to the principal investment adviser. Prior to his financial advisory roles, Steven held positions at various organizations including the City of New York Office of Management and Budget and Columbia University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment managers.

Eric Hansen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Since 2013, he has been associated with Raymond James Financial Services and also owns several companies including Covenant Annuity and Insurance and Covenant Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Brian Spencer is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill Lynch since 2002 and holds Series 65 and Series 66 licenses. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristopher Rhodes is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Indiana University of Pennsylvania, and Oak View Group, LLC. Rhodes has also been involved with the Kovalchick Convention and Athletic Complex. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund‑of‑funds.