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.

Michael Forney is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 1998. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Karen Hartley is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 20 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns KH Strategic Initiatives, LLC, a consulting business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Patrick Byrne Jr. is a CFP® with 26 years of industry experience, currently serving at Edward Jones since 1999. He is based in Pittsburgh, PA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Anthony Capriotti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. He serves on the Board of Directors at St Clair Country Club, where he leads the membership committee, and is involved with the Mother's Hope Foundation as a board member. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs that combine in-house and third-party managers, with a range of advisory and portfolio management services.

Lara Stunkel is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she was involved with PSquare Scents, LLC and volunteered with Animal Friends. The DDK Group at Robert W. Baird & Co., where Lara works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Nicholas Mitchell is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 credential and previously worked at Hefren Tillotson and Minnotte Contracting Corp. He has been with Robert Baird & Co. since 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and ongoing investment research to support client advisory needs.

Frank Emmerling Jr. is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on each client’s risk profile, using a combination of in-house and third-party managers.

Richard Dameron is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Dameron is a Vietnam veteran who served in the United States Army Security Agency from 1962 to 1966 and owns Fernwood Enterprises LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Bradley Root is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at TriState Capital Bank and the Pittsburgh Field Club. 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 supported by internal CIO teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dylan Patel is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. He has been with Morgan Stanley since 2026 and has prior experience that includes roles at Osaic Wealth Inc and RKL Private Wealth, along with various positions outside the financial sector. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Jared Wegley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Trustmont Financial Group, PWR Planners, Trustmont Advisory Group, Highmark, and Fidelity National Financial. Outside of advising, Jared is involved with Puzak Wegley Tax Services, which provides tax preparation and accounting services. 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 and third-party asset management, supported by advanced technology and a large network of advisors.

Chelsea Harless is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Outside of her advisory role, she is the sole proprietor of Woods & Spice LLC, a retail and online store based in West Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling in its financial planning process.

Kevin Tatar is a financial advisor at OSAIC with 23 years of industry experience. He previously worked for Lincoln Financial Advisors for 22 years. He holds Series 63 and Series 65 designations, and his outside activities include offering and servicing fixed insurance products such as annuities and life insurance. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various client types, including high-net-worth households, retirement plans, charities, and corporate clients.