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.

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.

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.

Michael Bogdan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He worked at Fortis Investors, Inc./Woodbury Financial Services, Inc. for 29 years before joining OSAIC in 2024. Outside of his advisory role, he is president of The Nest Egg Financial Group LLC, which provides general accounting and financial organization services, and he operates a financial education YouTube channel called "Financial Soup." He also offers notary services related to legal document witnessing. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers. The firm provides integrated brokerage and advisory services, using asset allocation tools and a range of investment options to construct portfolios on discretionary or non-discretionary bases.

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.

Jack Cody is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, serving in various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Jack's approach focuses on understanding clients' values to develop personalized financial plans. His experience spans multiple facets of financial consulting, enabling him to assist clients in making informed financial decisions. Outside of his professional work, Jack enjoys biking, camping, fitness, skiing, and volunteering.

Gregory Walsh is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Eaton Vance for over two decades. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

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.

Ashley Ek is a financial advisor with Merrill who holds a Series 66 designation and has 10 years of industry experience. She has worked at Merrill since 2017 and previously held positions at PNC Investments and PNC Bank. Ek is based in Pittsburgh, PA. 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.

Vincent Thornton is an Investment Consultant at Fidelity Investments, where he works to understand his clients both personally and financially to align them with appropriate tools and resources. He has held this position since 2024. Prior to joining Fidelity Investments, Vincent gained experience in financial services through roles at Citizens Bank as a Financial Advisor from 2023 to 2024 and as a Premier Advisor from 2018 to 2021. He also worked as a Private Client Banker at JP Morgan Chase Bank from 2021 to 2023. Outside of his professional work, Vincent enjoys camping, family activities, golf, hiking, motorcycles, and outdoor adventures.

Toni Sacco is a Wealth Management Advisor and First Vice President with the Larsen Group at Merrill Lynch Wealth Management in Sewickley, Pennsylvania. She has been with Merrill since 2001, beginning her career as a Registered Client Associate before becoming a financial advisor. Toni specializes in assisting high-net-worth individuals, families, business owners, and corporate executives with a wide range of financial strategies, including college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, and socially responsible investing. She has particular expertise in working with women business owners and clients experiencing significant life transitions such as marriage, divorce, retirement, or loss of a loved one. Toni holds a Bachelor's degree in Finance from Robert Morris University. She is a CERTIFIED FINANCIAL PLANNER4 certificant, a Certified Divorce Financial Analyst4, and holds the Chartered Retirement Planning Counselor4 designation. She is affiliated with several professional organizations, including the Association of Divorce Financial Planners, Financial Planning Association, Institute for Divorce Financial Analysts, and the International Academy of Collaborative Professionals. Toni's client service approach emphasizes a disciplined wealth management process that evolves with clients' changing lives and priorities. She is known for providing clear explanations of strategies to help clients become informed and confident stewards of their wealth. Originally from Pittsburgh, Toni remains active in her community through volunteer work with organizations such as the Junior League of Pittsburgh and the Make-A-Wish Foundation. She has been recognized by the Junior League of Pittsburgh as Junior Leaguer of the Year in 2020. Outside of work, Toni enjoys gardening, genealogy, reading, running marathons, and spending time with her family and her dogs, Reggie and Maxwell.

Daniel Riley is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following roles at PNC Investments and PNC Bank from 2013 to 2018. Stifel serves a wide array of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended to inform client decisions while allowing clients discretion over implementation.

Louis Sforza is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. Prior to joining Ameriprise in 2021, he worked for Prudential Investment Management Services LLC and The Prudential Insurance Company of America from 2009 to 2021. He serves on the Board of Directors for the YMCA and has ownership roles in several business entities related to managing his advisory practice. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic automation overseen by a Retirement Income Oversight Committee.

Paul Mcbeth III is a financial professional with 31 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2020. He is also a partner at Lewis, McBeth & D'Ambrosio, a firm involved in expense management, a role he has held since 1995. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary authorities and multiple program structures.

Wade Wilson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading a team of advisors with a combined 100+ years of experience. The team manages approximately $877 million as of March 2023 for families, corporations, and foundations. Wade specializes in high net worth client services, focusing on areas such as multi-generational legacy planning, philanthropic giving, retirement income, tax minimization, and socially responsible investing. With 24 years of planning experience, Wade holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Edinboro University. Wade’s expertise includes coordinating with clients' external legal and accounting professionals to integrate financial and legacy plans, as well as providing access to trust, estate planning, credit, lending, and banking services through Bank of America Private Bank. Wade resides in Upper St. Clair with his wife and three children and is actively involved in his community. He serves on multiple nonprofit boards, including the Pittsburgh Cultural Trust, Quantum Theater, and Fortis Future. Additionally, he dedicates time to youth sports coaching and enjoys football, golfing, hiking, softball, and traveling.

Linda Elliott is a Series 66-registered financial advisor with Morgan Stanley in Pittsburgh, PA, where she has worked since 2009. She has 4 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured discovery processes and firm-approved tools to model financial outcomes.

Robert Barmen is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, N.A. from 2016 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Brian Simon is a financial advisor with LPL Enterprise, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform that combines advisory programs with active sales of financial products.

Ryan Kramer is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Cardinal Management Group and The University of Alabama. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping these services separate.