Christopher Radke is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank segment since 2018, with prior roles at Cohen & Steers Securities and Cohen & Steers Capital Management from 2014 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, serving clients directly and through employer agreements.

Michael Clark is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management, Schneider Downs Wealth Management Advisors, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, providing access to multiple program structures, third-party managers, and bespoke investment strategies.

Emma Sarnese is a CFP® professional with eight years of industry experience, currently with Osaic Wealth Inc. She has held positions at Hornor Townsend & Kent LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Additionally, she serves as Director of Investment Services for Axias Wealth Advisors. Osaic Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Kerry Kelly Jr. is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has previously worked at firms including Babb Inc, Fragasso Financial Advisors, LPL Financial LLC, and Private Client Services. Kelly serves as a board member of the Penn State New Kensington Alumni Association, a nonprofit that provides scholarships to Penn State students. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Isaacson is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 63 designation and 39 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with an expanded investment menu that includes insurance-related vehicles and bank deposit sweep options.

William Esposito is a financial advisor with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 14 years. Outside of his advisory role, he officiates high school and summer league baseball and softball as an independent contractor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering comprehensive brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple investment platforms, including managed accounts and alternative investments.

Lawrence Gleason is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1996, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Joseph Larocco is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2020 before joining Fisher Investments in 2020. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services and manages a range of separate accounts and pooled investment vehicles.

Joseph Dambrosio is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2020, previously spending 11 years at Sagepoint Financial, Inc. Outside of advising, he is a franchise owner of Fantastic Sams hair salons. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and advanced portfolio solutions.

Robert Spagiare is a financial advisor at Equitable Advisors with 45 years of industry experience. He has held Series 63 and Series 65 designations and has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of his advisory role, he is involved in life settlements for fixed and traditional contracts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage channels.

Joseph Yezovich is a CFP®, CFA®, and Series 66-certified financial advisor with 11 years of industry experience. He has worked at Robert Baird & Co. since 2022 and Hefren Tillotson since 2016. He serves as a board member of the Norwin Chamber of Commerce in Irwin, PA. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Wes Morgan currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he leads a team of financial professionals focused on creating financial plans tailored to individual client needs, emphasizing clarity, confidence, and care. Prior to his current role, Wes was a Regional Sales Manager at Citizens Securities from 2013 to 2023, where he gained extensive experience in financial services and client relationship management. Outside of his professional career, Wes has personal interests in fitness, football, golf, and parenthood.

Christian Cardello is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Premier Bank & Trust. Outside of advising, he is a partner in RDSC AMICI LLC and serves as an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Linda Herman is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Her prior work includes positions at Kohl's and Tri Rivers Electric. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Adam Mascio is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in medical equipment and information technology services and was affiliated with Allegheny College. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored platforms and third-party managers to deliver a variety of advisory and brokerage solutions.

Leanna Klett is a Series 66-credentialed financial advisor with Morgan Stanley in Pittsburgh, PA, where she has worked since 2014. She has 13 years of industry experience. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including wrap programs, private fund relationships, and structured product activities.

Samuel Whalen is an Investment Consultant currently working at Fidelity. He collaborates with clients to develop customized financial plans by understanding their values and goals, utilizing Fidelity's resources to support their financial future. Samuel has experience in financial services, having worked as an Investment Consultant at Charles Schwab from 2021 to 2024 and as a Personal Banker 2 at Wells Fargo from 2017 to 2021. Outside of his professional work, Samuel's personal interests include hiking, parenthood, running, and skiing.

Jacob Greenberg is a Series 66-licensed financial advisor with UBS Financial Services in Pittsburgh, PA, where he has worked since 2013. He has 14 years of experience in the industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Jerome Boring Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Waddell & Reed, INC. and various insurance carriers. His career also includes a period operating under his own name from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Bethany Kelley is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Federated Global Investment Management Corp. and Duquesne University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.