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 financial advisor with RBC Capital Markets, holding CFP®, Series 63, and Series 65 designations. He has 31 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital-markets capabilities.

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.

Joseph Free is a financial advisor with J.P. Morgan Securities in Homestead, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as positions in educational and nonprofit organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

William Stroyne is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Securities America Advisors, Inc. and OSAIC, with a combined tenure of over 22 years. Outside of his advisory career, he is involved as a board member for the McKnight East Building 500 Association and leads a band that performs live music at wedding receptions. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Louie Maser is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Belmont Logistics, Elliot Community Federal Credit Union, Dollar Bank, JC Penney, and Seton Hill University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party investment models delivered through its network of Investment Adviser Representatives.

Michael Divito is a CFP®-certified financial advisor with Equitable Advisors, based in Pittsburgh, PA, and has 21 years of industry experience. He has been with Equitable Advisors since 2005, following his time at Axa Advisors. Divito serves as a board director for Vibrant Pittsburgh. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and needs.

Andrew Wilk is a Financial Advisor at Merrill Lynch Wealth Management in the Pittsburgh office. He specializes in developing personalized investment and financial strategies for individuals, families, and business owners, focusing on wealth growth, preservation, and transfer. Andrew combines disciplined portfolio management with financial planning to support clients in making informed decisions aligned with their long-term goals. He has experience in college education planning, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, and working with sports and entertainment clients. Andrew's approach is informed by his background in economics, data analytics, and competitive athletics. He earned his bachelor's degree from Chatham University, where he competed in NCAA ice hockey and baseball. He holds the Personal Investment Advisor (PIA) designation. Outside of work, Andrew coaches youth hockey and is involved with his family's hockey business. He serves on the boards of the Alzheimer's Association, Chatham University Alumni Association, and North Hills Community Outreach Young Leaders. He enjoys hockey, golf, tennis, and spending time with his family. Andrew resides in the North Hills of Pittsburgh and is originally from Frisco, Texas.

Kevin Broom is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank for 14 years. Outside of his advisory role, he owns Ergon Gaming PCs in Sutersville, Pennsylvania. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers, emphasizing personalized risk assessment and model matching.