Alec Lacinski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and the University of Pittsburgh. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kyle Wagner is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at Merrill since 2022 and previously worked at Bank of America, Luttner Financial Group, and KeyBank. 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.

Philip Wosotowsky is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously spent 39 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Donald Edmunds is a financial advisor with Edelman Financial Engines in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Wilshire Associates, as well as experience with Air Star Trans & Limousine Service Inc. and the US Postal Service. He also served The Avalo Foundation, Inc. for six years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary programs overseen by a firm Investment Committee.

Michael Wiedt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at Janney Montgomery Scott for 12 years before joining Cambridge Investment Research in 2017. Wiedt is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Craig Thompson is a financial advisor at Charles Schwab with 32 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2005. He holds the Series 63 designation and is based in Cranberry Township, PA. Charles Schwab & Co., Inc. serves a large client base, primarily 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, supported by multi-asset model portfolios and a centralized operational structure.

Eric Geary is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. 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 planning menu covering cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.

Gerald Barkley is a financial advisor at RBC Capital Markets with 25 years of industry experience. He has held positions at Janney Montgomery Scott and has been with RBC Capital Markets since 2017. Barkley holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies to clients’ risk profiles using a mix of in-house and third-party managers.

Darren Morningstar is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been associated with Morgan Stanley and its related entities since 2009. Outside of his advisory role, Morningstar is involved in organizing sports memorabilia and autograph shows as a former professional athlete. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that utilizes firm-approved tools and market simulations.

Madison Mortimer is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining RBC, Madison worked at Fidelity Investments, Bank of America, Merrill, and Jackson National Life Distributors. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.

Kathleen Corrales is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she works as a driver for transportation services including Uber, Lyft, and Amazon Flex. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored portfolio management and financial planning through various wrap fee programs. The firm utilizes both in-house and third-party investment managers and emphasizes customizable investment strategies and integrated capital markets capabilities.

Andrew Koch is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and four years of industry experience. He has worked at LPL Financial since 2024 and has prior experience with Cetera and Compass Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Payton Verzilli is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to joining Equitable Advisors in 2022, Verzilli's work history includes roles in athletics and recreational organizations, as well as positions at Duquesne University and various local businesses. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and a range of endorsed TAMPs to provide advisory and brokerage solutions.

Jonathan Heller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010. Outside of his advisory role, he is the owner of JG Heller Litigation Consulting, where he serves as an expert witness. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers various portfolio management options and employs both proprietary and third-party strategies, supporting a range of custody platforms and discretionary or non-discretionary investment approaches.

Brendan Whelan is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2021. His prior roles include positions at Wells Fargo and experience working at the University of Dayton and Fox Chapel Area High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Michael McGrath is a CFP® designated financial advisor with over 22 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously at Hefren-Tillotson, Inc. since 2004. He is part of The DDK Group at Robert W. Baird & Co., which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing internal research, manager-traded and model-traded strategies, and employs both discretionary and non-discretionary approaches.

Thomas Nee Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is also licensed as an agent for several insurance carriers, including non-variable life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Nicholas Ng is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Citi and PNC. Outside of his advisory role, he serves on the board of directors and finance committee for the Greater Pittsburgh Arts Council, a nonprofit arts advocacy organization, and he advises Carnegie Foundry, a technology firm. J.P. Morgan Securities 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.

Douglas Raible is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Nationwide Securities LLC and New York Life Insurance Company. Raible is also involved in consulting services as an owner of Pittsburgh Investor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Timothy Bywalski is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.