Kaitlyn Dizon is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Baird since 2022, following roles at Hefren Tillotson and FlexScreen. Outside of her advisory work, she coaches varsity girls basketball at Belle Vernon Area High School. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations using a range of portfolio management and financial planning services. The firm employs a combination of manager-traded and model-traded strategies alongside tax management and internal research tools.

David Priore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2013 and also works with Century Heritage Federal Credit Union, where he assists with marketing initiatives. His background includes ten years at CUNA Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technological tools to support its extensive network of advisors.

Joseph Ford III is a Series 66-credentialed financial advisor with Edward Jones, based in Allison Park, PA, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Deborah Brent is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Motif Investing, Wells Fargo Clearing, and Citigroup Global Markets. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Danielle Slacker is a CFP® with 11 years of industry experience, currently affiliated with Cetera. She has held roles at multiple firms, including Avantax and Cambridge Investment Research Advisors, and serves as Senior Tax Manager at Mercadante & Company, P.C., where she provides tax planning, preparation, and consultation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and at Duncan Financial Planning Advisors since 2026. Outside of advisory roles, Waite is president and owner of FLEX SOURCE, INC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolios and model-based solutions.

Kira Napolitano is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored strategies using a combination of in-house and third-party investment managers and tools.

Anthony Anater is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab & Co., Inc. in Pittsburgh, PA, where he has worked for ten years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

John Wojtowicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at Harvest Financial Corporation for 35 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of representatives, providing access to model portfolios, third-party asset management, and institutional platforms.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 12 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves as a board member for Al's Bike Drive, supporting the Toys for Tots program in Western Pennsylvania, and is the chair and president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Michael Smith is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Vantage Financial Group and Walnut Street Securities. He also serves as secretary of a nonprofit organization where he manages communications and event announcements. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Carly Seneca is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior roles include positions at Pensionmark Securities, Harvest Financial, and BNY Mellon. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based solutions tailored to client objectives.

Matthew Mezmar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 57 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating insurance-related products and bank deposit sweep options alongside traditional investment choices.

Bryan Byrd is a financial advisor with LPL Financial and holds a Series 66 designation, bringing nine years of industry experience. He has worked at Lincoln Financial Securities Corporation and has been involved with Robert Morris University as a coach since 2018. Outside of advising, he coaches sports and fitness at Robert Morris University. 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 and access to third-party asset management, utilizing various portfolio strategies through a large network of investment adviser representatives.

Victoria Klacik is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel since 2019 and previously spent thirteen years at UPMC. Klacik serves as a board member for the Baldwin Manor Association, a local neighborhood park in Pittsburgh. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Micah Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors. Outside of advising, he serves as Treasurer on the Advisory Board of the Trade Institute of Pittsburgh and works as a life coach and consultant. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party asset managers.

Scott Maidman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with financial planning and portfolio management services, helping them pursue their objectives through both traditional guidance and discretionary management of personalized or defined investment strategies. Scott has been with Merrill since 2007 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Finance from Kent State University and a Master of Business Administration in Corporate Finance from Robert Morris University. Outside of work, Scott enjoys participating in adventure sports, football, golfing, ice hockey, and skiing. When not in the office or meeting with clients, he is often attending youth sporting events for his children.

Eric Fetterman is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Christopher Clackson is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is involved in coaching youth and high school hockey teams. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.