Jenna Verbosky is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at UBS Financial Services since 2020 and previously spent 12 years at Ameriprise Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets solutions.

Darren Savikas is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in fundraising for the Seton La-Salle Alumni Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Eric Kondrit is a financial advisor with Osaic, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience and previously worked at Woodbury Financial Services, Inc. for 25 years. Kondrit also serves as an insurance agent with The Benefits Group, where he services life and health insurance policies. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Matthew Pustover Jr. is a CFP® professional with over 32 years of industry experience, currently with Cambridge Investment Research Advisors since 2021. He previously worked at H. Beck, Inc. for 19 years. Outside of his advisory role, he serves as chairman of the West Allegheny Athletic Hall of Fame. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, tailored to client objectives across multiple platform arrangements.

Kevin Testa is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Osaic since 2025 and previously spent 25 years with Lincoln Financial Advisors Corp. He is also licensed as an insurance agent, offering products such as disability insurance, fixed and indexed annuities, life settlements, long-term care insurance, and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers and utilizes various asset-allocation tools, third-party managers, and unified managed accounts.

Brian Sava is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights to support its advisory process.

Tara Barker is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Previously, she was with PNC Investments from 2011 to 2017 and has also been affiliated with Bank of America since 2022. 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.

Mark Perilman is a CFP® and ChFC® with 33 years of industry experience, currently serving at Osaic Wealth, Inc. since 2025. He previously spent 32 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as Treasurer and board member for the Robert M. Rodrigues Fund through the Pittsburgh Foundation. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs a range of advisory platforms and investment strategies incorporating asset allocation tools, risk assessments, and third-party money managers.

Robert Macwhinnie is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including 22 years at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he is also an agent involved in life insurance, health, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Stephanie Ferry is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she focuses on ensuring clients feel confident and comfortable with their overall financial plans. She aims to support clients in achieving their financial objectives through building trusted relationships centered on their unique values and preferences. Stephanie has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans multiple aspects of wealth management and client relationship management. Outside of her professional work, Stephanie's personal interests include beach activities, concerts, family activities, fitness, parenthood, and spending time with pets.

Christopher Graham is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding a Series 66 designation and bringing seven years of industry experience. He has worked at RBC Capital Markets since 2017 and previously held roles at PNC Bank from 2014 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers.

Melanie Arner is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Nationwide Securities LLC and Nationwide Insurance from 2013 to 2018, and at Donner-Farber & Associates, Inc. from 2013 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management options and access to research and model portfolios.

Tyler Petley is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank in roles including AML compliance and investment advisory. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Timothy Cummings is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has been with Mass Mutual and its affiliated life insurance company since 2015. Outside of advising, he is involved in the sales and service of fixed life, annuity, accident, and health insurance products. 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 ongoing financial planning and offers asset management, wrap and money-manager programs, as well as educational seminars.

Ashley Pogel is a financial advisor at Merrill with Series 63 and Series 65 licenses and eight years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she owns Ashley Pogel Photography, an LLC through which she manages all aspects of her photography business. Additionally, she is a silent partner in a joint LLC that owns The Goddard School in Pittsburgh. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Charles Ferguson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to understand their financial goals and collaborates with them to develop tailored plans aimed at achieving those objectives. Prior to his current position, Charles served as a Financial Representative at Fidelity Investments from 2023 to 2025 and as a Financial Services Representative in 2023. He began his career as a Student Intern at Legend Financial Advisors LLC from 2018 to 2020. Throughout his career, Charles has focused on building strong, durable relationships with clients, emphasizing trust and availability as key components of his professional approach. His experience spans various aspects of financial planning and client service within the financial industry. Outside of his professional life, Charles has interests in comedy, football, social events with friends, golf, movies, and music.

William Gullborg is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His previous roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is involved in several nonprofit insurance-related organizations, including the Greater Beneficial Union and the National Slovak Society. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients such as individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting with access to model portfolios, third-party research, and technology-driven portfolio management solutions.

Jennifer Yocca is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and DB Root & Co. She is based in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kelsey Jah is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities LLC for ten years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

John Quinlan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab in Mt. Lebanon, PA. His prior experience includes positions at TIAA-CREF and Tiaa from 2013 to 2017. Outside of advising, he co-owns rental properties near Penn State University that have been professionally managed for over two decades. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.