William Constantine is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Cetera since 2014 and also has experience with the First National Bank of Pennsylvania. Outside of his advisory role, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Paul Linn is a financial advisor at J.P. Morgan Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Citizens Securities, Inc., PNC Investments, and Valic Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Elizabeth Gladden is a CFP® and holds a Series 66 license with Robert Baird & Co. She has four years of industry experience, including prior roles at Hefren-Tillotson, Inc. and Denison University. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches.

Benjamin Guffey is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, having worked at Equitable Advisors and its associated entities since 2025. Prior to his advisory role, he was involved with the Washington Wild Things and Shoot 360 in Pittsburgh. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm uses a combination of proprietary and third-party advisory models to tailor investment solutions based on client risk tolerance and goals.

Jake Nader is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and personal retirement planning. He works closely with individuals and families to understand their financial goals and provides tailored wealth planning strategies to help clients achieve meaningful financial outcomes. Jake and his team facilitate investment management, financial planning, and customized wealth strategies aligned with clients' priorities. Jake joined Merrill Lynch Wealth Management in 2025. Prior to this, he worked at an Elite Boutique Investment Bank and two Private Equity firms, focusing on investment procurement, financial due diligence, growth equity injections, and mergers and acquisitions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jake earned a Bachelor's degree in Finance and Economics from the University of Pittsburgh. Residing in Murrysville, Pennsylvania, Jake enjoys spending time with friends and family, as well as participating in activities such as basketball, chess, golfing, music, reading, running, scuba diving, skiing, and skydiving.

Simler Batcheler is a financial advisor with LPL Financial based in Aspinwall, PA, holding CFP® and ChFC® designations and over 40 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Trustmont Advisory Group and Trustmont Financial Group from 2012 to 2024, as well as at Osaic FS and Independent Advisers Group Corp. He also owns BAI TAX GROUP, a tax preparation and accounting business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Jennifer Haggerty serves as a Private Wealth Advisor at Merrill Lynch Wealth Management. She is a founding member of the Duckworth Haggerty Group, a team she co-established in 2008 that now includes 17 professionals. Jennifer focuses on family wealth management strategies, legacy planning, and tax minimization, drawing from nearly 30 years of experience in the financial services industry. Prior to joining Merrill Lynch, Jennifer provided financial and tax advisory services at Ernst & Young and worked in the private trust department of a large commercial bank. She holds a Bachelor's degree in Economics from Indiana University of Pennsylvania and a Juris Doctorate from The Dickinson School of Law. Her professional designations include Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Jennifer is active with the Women's Leadership Council of the United Way of Southwestern Pennsylvania. She resides in the South Hills area of Pittsburgh with her husband, who is also a Financial Advisor at Merrill. They have five adult children and enjoy hiking, reading, spending time with family, and traveling.

Richard Smith Jr. is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously spent 10 years at Lincoln Financial Advisors. Outside of advisory work, he offers accident and health insurance, disability insurance, annuities, life settlements, and traditional life insurance as an agent. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a wide range of investment types.

Francis Aiello is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at Edward Jones, Merrill Lynch, and Fisher Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides tailored retirement planning with ongoing advice focused on income sources and tax-aware withdrawal strategies.

Anna Machin is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. She has worked at several firms including Federated Investment Counseling and Commonwealth Financial Network. Outside of her advisory work, she serves as president of the Pittsburgh Stock and Bond Association, organizing educational events for the local financial community. UBS Financial Services offers brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Anthony Romani III is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Merrill and Bank of America prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing several rental real estate properties in the Pittsburgh area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates ESG criteria in its investment recommendations.

Christopher Hart is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, NA, and JPMorgan Securities LLC since 2021. Prior to his current role, he had experience at Johnson Controls and Olde Stonewall Golf Club. 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 broker-dealer and investment adviser functions, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Adam Riggle is a CFP® with 14 years of industry experience, all with Edward Jones where he has worked since 2012. He holds a Series 66 designation and is based in Greensburg, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Sarah Rigatti is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including financial planning and estate planning strategies. The firm’s investment approach involves structured discovery, firm-approved planning tools, and modeling techniques such as Monte Carlo simulations, while generally acting in an advisory capacity.

Edward Turk is a CFP® with 31 years of experience in the financial industry. He is currently with RBC Capital Markets, where he has worked since 2024, following eight years at Wells Fargo Clearing. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management services that incorporate a mix of in-house and third-party investment managers, supporting various rebalancing, tax management, and responsible investing options.

Chase Katterman is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, following a tenure at AXA Advisors and roles at Highmark Stadium and Duquesne University. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a process that assesses client information and risk tolerance to match clients with appropriate investment programs, often utilizing third-party managers and advisory platforms.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Kevin Gallagher is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Stifel since 2007 and is based in Bethel Park, PA. Outside of his advisory role, he serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individual and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Nicole Conway is a Series 66 licensed financial advisor with Merrill in Greensburg, PA, and has three years of industry experience. Prior to joining Merrill in 2021, she worked at Penn State University and Clarksburg High School. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Blicha is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ financial goals and priorities to develop tailored strategies that address short-, mid-, and long-term objectives. He provides guidance on a range of financial topics, including investing, retirement planning, and emergency savings. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Nicholas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Robert Morris University. His approach centers on gaining a comprehensive understanding of each client’s financial picture to design personalized strategies that align with their priorities and vision for the future.