Robert George is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also maintains his medical practice, Robert A. George, M.D., P.C., which he has operated since 1990. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, serving clients who meet specific net-worth criteria with tailored recommendations.

Ronald Esposito is a financial advisor with Ameriprise in New Castle, PA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and has prior experience in tax preparation through his seasonal employment at Matter of Tax. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate tax-efficient retirement income recommendations.

Ross Tomer is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he joined the Brown, Hurray, Plantz group in 2018. He works with corporate executives and closely-held businesses, focusing on creating financial strategies that build and preserve retirement assets. Ross adopts a consultative approach tailored to each client’s specific needs and goals, and his expertise includes cash management, retirement planning, insurance strategies, portfolio management, and retirement income. Ross holds a bachelor’s degree in economics from Colorado State University in Fort Collins, Colorado, and holds the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys biking, boxing, football, and skiing.

Audrey Webb is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Merrill since 2019 and previously was with Northwestern Mutual Investment Management and Kevin Miller. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Foreman is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at MassMutual Life Insurance Co and Northwestern Mutual Investment Services, LLC. Prior to entering the financial services industry, he worked eight years at Digital Promise. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through collaborative, goal-based engagements.

Marta Merchant is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1984, concurrently working with Bank of America since 2009. Outside of her advisory role, she is an officer in a family-held, for-profit business, MIC Holdings, based in Pittsburgh. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Brian Linville is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior roles at McKinsey & Company, Harvard Business School, and service in the United States Navy. Outside of his advisory work, Linville has ownership interests in several technology and consumer startups, including an AI-enabled video company, a robotics technology firm, and a health-focused beverage company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria when recommending strategies, delivering services on a non-discretionary basis through a select group of Wealth Advisors.

Traci Conlon is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2014, accumulating 12 years of industry experience. She is based in Sewickley, PA. Outside of her financial advisory role, she is an owner of a rental property in Cranberry Township, 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 programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Amanda Blount is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 16 years of industry experience, including roles at Hefren-Tillotson, Inc. and Robert Baird & Co. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning and portfolio management services, utilizing a combination of internally managed strategies and external partnerships.

William Ravotti is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding the CFP® designation and Series 63 and 66 licenses. He has 36 years of industry experience, including over three decades with Northwestern Mutual and eight years at Northwestern Mutual Wealth Management Company before joining Mass Mutual in 2020. He is also active as an agent involved in the sales and service of fixed life, annuity, accident, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools to develop written recommendations.

Nicholas Toy is a CFP® and CFA® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and is a 40% owner of Early Bird Learning Center, a business unrelated to investments where he participates in business decisions and reviews records. Wells Fargo Clearing provides retirement plan consulting and fiduciary investment advice to qualified ERISA and non-qualified deferred compensation plans, employing an IPS-driven process grounded in modern portfolio theory and offering a range of investment options including insurance-related vehicles.

Jeremy Draskovich is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 license and previously worked at Citizens Securities, Inc. for seven years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Russell Sherred III is a CFP®-credentialed financial advisor with 49 years of industry experience, currently with RBC Capital Markets since 2013. He is based in Pittsburgh, PA, and 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, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ advisory risk profiles.

Marc Mccarey is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers plans that utilize firm-approved tools such as Secular Return Estimates and Monte Carlo simulations.

Evan Frazier Jr. is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes five years at Henderson Brothers, Inc. and roles at the University of Dayton. J.P. Morgan Securities 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Logan Dietz is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Robert Baird & Co. and has previously worked at Hefren-Tillotson and Bowling Green State University. The DDK Group at Robert W. Baird & Co., where he works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of wealth management and advisory services, utilizing both discretionary and non-discretionary portfolio management and incorporating internal research and advanced tools.

Stephanie Mckay is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked for 15 years at Hefren Tillotson, Inc. before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, leveraging a combination of in-house and third-party investment managers.

Adri Bleier is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Royal Alliance Associates and operates the Bleier Insurance Group. Outside of advising, she is involved in podcasting through the Wiz Bleier Show and works as a website and technology consultant. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michaele Mcnelis is a financial advisor at Osaic with 24 years of industry experience. She previously worked for Lincoln Financial Advisors for 23 years before joining Osaic in 2025. Mcnelis holds Series 63 and Series 65 licenses. Outside of advisory work, she co-manages a real estate partnership and serves as a trustee for a family trust that receives royalty income from oil and gas leases. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to provide a range of investment solutions.

Constantine Mavrogianis is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with The ASA Group in a non-variable insurance capacity and serves as an independent agent for several life and health insurance providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.