Anthony Capriotti is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2021. Capriotti serves on the Board of Directors for the St Clair Country Club, where he leads the membership committee, and participates on the board of the Mother's Hope Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and advisory programs. The firm combines in-house and third-party investment managers and provides various options for portfolio structuring, tax management, and responsible investing.

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.

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 with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Lincoln Financial Advisors for 22 years before joining Osaic in 2025. Outside of his advisory role, he is also licensed as an insurance agent, offering and servicing fixed insurance products such as fixed and indexed annuities, SPIAs, long-term care, and traditional life insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, with options for discretionary or non-discretionary management and reasonable client-imposed restrictions.

Angela Otero is a financial advisor at Edward Jones in Pittsburgh, PA, holding Series 63 and Series 66 licenses with eight years of industry experience. Her prior roles include positions at Bank of America Merrill Lynch, JPMorgan Chase Bank, and Mariva Capital Markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Craig Baum is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2011 and also has a long history with Wealth Preservation And Management, Inc. and Wilson Baum Agency, Inc. Outside of his financial advising work, Baum is a freelance photographer and serves as a ski instructor at Hidden Valley Resort. He is also an executive board member of the Mon-Yough Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers these services through a network of independent Financial Professionals using a range of portfolio management approaches, including proprietary model strategies and access to unaffiliated strategists.

Adam Hubert is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has previously worked at Hefren-Tillotson, Saint Vincent College, and with the Pittsburgh Steelers. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business 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 advanced investment strategies.

Devin Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in wealth management. She works with a team of advisors to assist clients through all stages of life, focusing on accumulation, distribution, and preservation of wealth. Devin specializes in family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. Devin holds a Bachelor's Degree from Westminster College and is designated as a Personal Investment Advisor (PIA). She emphasizes understanding clients' life priorities to develop comprehensive financial strategies that align with their goals and passions. Devin is also involved in professional organizations including the United Way Bridges Society and the United Way Women's Leadership Council. Outside of her professional role, Devin is active in her local community in Pittsburgh, volunteering through various local channels. She enjoys spending time with family and friends, traveling, and cooking.

Arthur Hazen Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory work, he serves as a board member and secretary for Big Brothers Big Sisters of Greater Pittsburgh, where he is involved in operations, fundraising, and event planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Matthew Nichter is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has managed Nichter Wealth Management since 2012 and has been affiliated with Cetera since 2000. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering various portfolio management and financial planning services through a large network of independent advisors.

Mary Meiman is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of experience in the industry. Her prior work includes roles at Propel Schools and Wheeling Jesuit University. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services and manages approximately $394 billion in assets as of December 31, 2025.

Gregory Swickline is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2017 and previously was involved with Cooper's Hawk Winery & Restaurant from 2015 to 2017. He is currently based in Pittsburgh, PA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Clark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Strategic Pension and Financial Partners, Princor Financial Services Corp, and Principal Life Ins Co. Outside of his advisory role, Clark serves as a poll worker in Allegheny County. 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 a large network of investment adviser representatives.

Megan Spear is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Ameriprise and its affiliate since 1998. In addition to her advisory role, she owns and operates MTMS Group, a financial advisory business based in Pittsburgh, PA. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Matthew Lichtenstein is a financial advisor at Edward Jones in Bridgeville, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Selip is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and has 16 years of industry experience. He has been with Cambridge since 2013 and also has a longstanding career in medical practice. Outside of his advisory role, Selip serves on the board of a political action committee affiliated with the Pennsylvania Medical Society, holds leadership positions with local medical societies and civil service commissions, and practices as a physician treating patients with opioid use disorder. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Terry Burton is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His background includes roles at Amazon and his own firm, Burton Wealth Management, where he serves as president. He also works as a fixed insurance agent, specializing in life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and employs a multi-manager platform with discretionary and non-discretionary options.

Dante Docchio is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds the Series 66 designation and began his career in the industry in 2026. Prior to his current role, he has work experience with SSB Bank and completed an internship at Osaic Wealth/Service Wealth. Outside of finance, he is involved with McDowell's Inn. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a model-based approach that incorporates third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Tyler Lambert is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held roles at PNC Bank and PNC Investments from 2014 to 2018. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.