Lisa Brooks is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of her advisory role, Brooks co-owns A.B. Strategic Partners, LLC, and serves as Fundraising and Social Media Chair on the Board of Directors for the North Catholic Girls Volleyball Boosters. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

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.

Kelly Harrington is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has worked with UBS since 2020 and concurrently with Bill Few Securities since 2015. She is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

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.

Joshua Staph is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at JP Morgan Chase Bank, JP Morgan Securities, and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies across multiple custody platforms with both proprietary and third-party investment models.

Kristine Gutkowski is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1984, including her current role at 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Pikras Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 29 years of industry experience. He worked at Citizens Securities, Inc. for 10 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management strategies.

William Place is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He previously worked at Kestra Investment Services, LLC for 13 years and has been associated with Jacobson Associates, Inc. for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial 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, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

James Wyman is a CFP®-certified financial advisor with 35 years of industry experience. He is affiliated with RBC Capital Markets and has worked at City National Bank since 2019. Outside of his advisory role, he serves as an expert witness and securities valuation consultant on a limited, non-business hours basis. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies. The firm offers various advisory programs that combine in-house and third-party managers, featuring discretionary portfolio management and options for tax management and responsible investing.

David Russo is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Royal Alliance Associates, Inc., where he spent 21 years. Russo also operates Pittsburgh Financial Consultants, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Andrew Hanson is a financial advisor with UBS Financial Services in Canonsburg, PA, holding a Series 66 designation and over 20 years of industry experience. He has been with UBS since 2004. Hanson also serves as a trustee for irrevocable life insurance trusts and teaches personal finance at the University of Pittsburgh. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning and portfolio management supported by proprietary research.