Jean Roccon Rohm is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, he serves as Executive Vice President and Treasurer of The Johnny Mercer Foundation, which promotes educational programs introducing the Great American Songbook to younger generations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

John Reba is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Hefren-Tillotson, Inc. for 13 years before joining RBC Capital Markets in 2022. Reba serves as a voting member of the investment and finance committees on the board of the Brothers Brother Foundation, a nonprofit organization. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management, responsible investing, and alternative investments.

Thomas Brook is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a volunteer board member for the Forest Hills Borough Recreational Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Jackson Geisler is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and founding Geisler & Company Financial Planning. Outside of finance, he has experience in the food and beverage sector, including time at I Love Juice Bar and Fresh From the Farm Juice. 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 combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Carlos Youssef is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill since 2010. 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 model-based and discretionary strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melissa O’Malley is a CFP® professional with 26 years of experience in financial advising. She has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 26 years. She is based in Pittsburgh - Wexford, PA. Melissa is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies alongside internal research and tools.

Christine Saitta is a CFP®-certified financial advisor with 29 years of industry experience. She is currently with Raymond James & Associates and has previously worked at City National Bank and RBC Capital Markets. Outside of her advisory role, she manages bookkeeping duties for a family-owned contracting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary services, supported by diverse portfolio management styles and in-house research.

Mark O'Leary is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2014 and previously held positions at Merrill from 2005 to 2011 and 2013 to 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Chelsey Spiller is a financial advisor with LPL Financial in Monroeville, PA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at The Ohio State University Wexner Medical Center and CVS Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a network of over 22,800 advisors and substantial discretionary assets.

Zachary Ross is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. He has previously worked at Northwestern Mutual and Edward Jones and spent over a decade with JetBlue Airways. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Kevin Murray is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party asset managers and advisory models to deliver tailored investment solutions.

Gary Klobchar Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services, Inc. He also operates Milestones Financial Group, a DBA focused on investment and non-variable insurance services. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kirk Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2003. He leads J&D Associates in efforts to provide value to clients' wealth and those they care about. Kirk emphasizes friendly discussions with clients and their families to address financial concerns, capitalize on opportunities, and manage expectations. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® certificant, Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kirk earned a Bachelor of Science degree from Purdue University. Kirk is involved in community organizations such as The Pittsburgh Promise, where he serves as a board member, The Frick Art & Historical Center as a trustee and chair of the Collections & Exhibitions committee, and Café Momentum in Pittsburgh as board chair. Originally from California, he resides in Pittsburgh with his husband, Henry.

Matthew Vanek is a financial advisor with LPL Financial in Carnegie, PA, holding Series 63 and 65 licenses and 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Vanek prepares a limited number of tax returns for friends and family and is involved in selling Medicare Advantage plans through Yuvan Senior Options, LLC. 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 financial planning and asset management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michael Dukovich is a Series 66-licensed financial advisor with LPL Financial, based in Aspinwall, PA, and has 17 years of industry experience. He previously worked at City National Bank, RBC Capital Markets, and Raymond James Financial Services. 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 institutional platforms, supported by a large network of advisors and technology tools.

Michael Speakman is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 license. He has 14 years of industry experience, including five years at The Vanguard Group, Inc., and briefly operated The Speakman Financial Group as a DBA for his LPL business. He has also participated in paid video interviews for Pacific Life. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Stacy Mchugh is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Cambridge Investment Research Advisors, and United Capital Financial Advisers. Outside of her advisory role, she is a commissioned notary in Gibsonia, PA. The DDK Group at Robert W. Baird & Co., where she is based, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Michael Gielarowski is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and PNC Wealth Management. 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, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Karen Osborn is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked with Grove Point Investments, Sentinel Financial Management, and H. Beck, among others. Outside of advisory work, she is the owner of Inspired Interiors, a business she has operated since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Andrew Pricener is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors in 2021, he worked for six years at Spencer Family YMCA. He also serves as an independent agent outside his fixed insurance appointment. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models, often implemented through third-party asset managers, and offers ERISA fiduciary services to qualified plans.