Joseph Yezovich is a CFP® and CFA® charterholder with 11 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2022 and previously spent six years at Hefren Tillotson. Yezovich serves as a board member of the Norwin Chamber of Commerce in Irwin, PA. He is part of The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, including separately managed accounts and tax-managed strategies.

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.

Linda Herman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her background includes roles at Kohl's, Tri Rivers Electric, Oppenheimer, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

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. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house services and third-party advisory platforms.

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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include work with various insurance carriers and Waddell & Reed, Inc. from 1995 to 2021, as well as managing his own practice for a brief period. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Susan Fritsch is a financial advisor with Merrill in Upper Saint Clair, PA, holding a Series 63 designation and 29 years of industry experience. She has been with Merrill since 1995. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with services that include trade execution, account administration, and custody support.

Thomas Conway is a ChFC® with 33 years of experience in the financial services industry. He is currently with OSAIC since 2024 and has held prior roles at Everbank and Securities America Advisors, Inc. Since 2002, he has also operated Conway Financial, where he is involved in the sale of fixed and equity index annuities as well as term life insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm utilizes a model-based investment approach with portfolio optimization tools and offers a variety of advisory and brokerage services across multiple platforms.

Jonathan Smith is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Clarfeld Financial Advisors, Citizens Bank, and BNY Mellon. Smith serves on the fundraising committee of the Carnegie Library of Pittsburgh’s Board of Trustees in a non-voting advisory capacity. Merrill provides managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services to a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm emphasizes multiple investment program strategies with both client and advisor discretion and integrates tax-efficient capabilities alongside its affiliation with Bank of America’s broader financial platform.

Fallon Kiefer is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 66 and Series 63 designations. She has two years of industry experience and has worked at Wells Fargo Clearing since 2021. Prior to that, her work history includes roles outside of the financial industry. 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 uses research and analytics to guide its investment approach, offering both brokerage and advisory solutions.

Alex Costa is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at City National Bank and Specialty Consultants Inc., as well as work experience outside finance at Shady Grove Restaurant and Bar and Fox Chapel Golf Club. 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 multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and features a broad range of portfolio management, financial planning, and brokerage services.

Gianni Dinello is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at GVD Borsa LLC and Charles Previs, as well as positions at Waddell & Reed and various insurance carriers. He is based in Pittsburgh, PA. 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 model portfolios, supported by proprietary research and third-party subadvisors.

Kristyn O Meara is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in 2015. She works closely with clients to develop goals-based financial strategies that address their specific needs for income generation, growth, or a tailored blend of solutions. Kristyn focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Kristyn brings to her role an artistic background and years of experience in the service industry, which inform her approach to delivering personalized attention and sharing fresh ideas with clients. She holds a Bachelor's degree from Point Park University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, she is involved with the Washington Area Humane Society. Residing in Canonsburg, Pennsylvania, Kristyn lives with her husband, Bill, and their son and daughter.

Brian Debbis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He holds partial ownership interests in Heritage Financial Partners Inc. and Heritage Seubert Financial LLC, both investment-related businesses in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Richard Vozel Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Vice-President of the Winchester Lakes Homeowners Association and is involved with Rotary. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and scenario modeling to support client engagements.

Alex Sebastian is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Covenant Annuity and Insurance, Covenant Financial Advisors, Covenant Partners LLC, and 1N1 Enterprises. Outside of his advisory work, Sebastian has a 50% ownership stake in Sebastian Enterprises Inc., which operates two restaurants. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and planning tools to develop customized recommendations.

Jay Palamides is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 credential and three years of industry experience. He has been with Merrill since 2020 and previously worked at Lehigh University from 2014 to 2018. Outside of his advisory role, he serves as chair of the Emerging Leaders Committee at Breakthrough T1D, a nonprofit focused on advocacy and support for those affected by Type 1 diabetes. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.