Charlene Logan is a financial advisor with LPL Financial in Pittsburgh, PA, holding a ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including prior roles at National Planning Corporation and operating The Speakman Financial Group since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management options.

Karen Greb is a Wealth Management Advisor and the founder and senior partner of Greb Wealth Management. She began her career at Merrill in 1978 and has dedicated her professional life to providing wealth management services to multiple generations of clients. Many of her clients have maintained their relationship with her firm for over four decades, which has contributed to her extensive understanding of the financial issues that affect her clients' lives. Karen holds a bachelor's degree from Duquesne University and has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Financial Planning Association and the Investments & Wealth Institute. Her expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. In addition to her professional commitments, Karen is involved in community service and serves on boards related to arts, culture, and education, including the Carnegie Museum of Natural History Advisory Board and the Central Catholic High School of Pittsburgh Board. She is also part of the Women's Leadership Council of the United Way of SW PA. Her personal interests include drawing and sketching, gardening, hiking, painting, photography, reading, spending time with family, traveling, writing, and yoga.

Jonathan Martin is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Martin serves on the Board of Directors for the nonprofit Caring for Kids - The Carrie Martin Fund and is a council member of the Duquesne University Business School Investment Strategy Institute Advisory Council. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver non-discretionary, research-based retirement recommendations.

Anthony Vargo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2019 and previously worked for The Coury Firm and related entities for over 15 years. 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 brokerage, distribution, and investment management capabilities.

Staci Black is a financial advisor with UBS Financial Services in Canonsburg, PA, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Tyler Blake is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, following prior roles at Citizens Financial Group and Pruco Securities. Outside of his advisory work, he serves as an assistant coach for the Moon Area High School boys soccer team. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies within the broader J.P. Morgan organization.

Paul Yuna is a financial advisor with Osaic in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years and has been associated with Sagemark Consulting, Inc. for over three decades. Outside of advisory work, he is involved as an agent in the sale of fixed annuities and life, disability income, and long-term health care insurance through Mosaic Consulting. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account platforms, using firm-provided tools to construct and manage portfolios across multiple asset classes.

Anthony Rosato is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has worked in various roles within Morgan Stanley and its affiliates since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Campbell Mc Farlane is a financial advisor with Morgan Stanley in Pittsburgh, PA. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2023, including his current role starting in 2025. Prior to entering the financial industry, his experience includes work in retail and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Richard Zalakar is a financial advisor at Stifel in Pittsburgh, PA, with 35 years of industry experience. He has been with Stifel since 2007 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Robert Mac Whinnie III is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his advisory career, he was a professional golfer for 12 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative, annual planning engagements.

Kristin Dennis is a financial advisor at Merrill with 27 years of industry experience and holds a Series 63 designation. She has previously worked at Morgan Stanley, Anthem Securities, Inc., and Hardin Compliance Consulting LLC. Outside of her advisory role, she works part-time as a sales associate at Ann Taylor. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients, including individuals, high-net-worth clients, and institutional investors.

Patrick Garbinsky is a CFP® with 40 years of experience in the financial industry. He currently serves as an advisor with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Mutual Benefit Life. He is also involved in fiduciary activities related to the Estate of Mary Lou Stewart. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with model portfolios and research from LPL and third-party providers.

Henry Bernacki is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

William Minor is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously at UBS Financial Services Inc. from 2016 to 2020. Outside of his advisory role, Minor serves as an executive officer in the United States Marine Corps Reserve. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Jeffrey Mills is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Waddell & Reed, Inc. Outside of his advisory role, Mills is an independent insurance agent and a college funding aid counselor. 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 of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house research and third-party model portfolios.

Donald Detts is a CFP® credentialed financial advisor with 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. Detts is based in Washington, PA, and holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Marielise Fraioli is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in legal practice and held positions at Pilgrim Christakis, LLP, Lawrence Kamin, LLC, and Kaplan & Associates, LTD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alon Goldblum is a financial advisor at RBC Capital Markets with a Series 66 credential and two years of industry experience. Prior to his current role beginning in 2023, he has worked in various capacities including stints at Wigle Whiskey and as a college instructor at Drexel University, the University of Pittsburgh, and Duquesne University. Outside of finance, he contributes regularly to his family's restaurant business, The Forge, assisting with bartending and administrative tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized investment strategies utilizing both in-house and third-party managers, along with access to alternative investments and integrated lending services.

Jason Seibert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2019. In his role, he focuses on helping clients develop potential solutions and providing investment guidance tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. Jason holds the CERTIFIED FINANCIAL PLANNER® certification and a Personal Investment Advisor designation. He graduated from The University of Pittsburgh with a bachelor's degree in Political Science and a minor in Economics. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, philanthropic planning, portfolio management services, and sports and entertainment. He lives in Pittsburgh with his wife Charlene and their two daughters. The family is active in the community, supporting Special Olympics Pennsylvania and other local causes. Jason participates in community volunteer work as part of Merrill Lynch's tradition of engagement.