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.

Benjamin Minor is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at UBS from 2012 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Koch is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at multiple firms including Cetera and Compass Wealth Management and maintains an ongoing business activity through Compass Wealth Management. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and operational resources.

Payton Verzilli is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2022, Verzilli held roles at Duquesne University and was involved with organizations including the Pittsburgh Riverhounds and Lake Mansfield Trout Club. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs a model-driven approach and relies on third-party asset managers and advisory programs for implementation.

Jonathan Heller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Cambridge since 2010 and previously spent two years at UBS Financial Services. Outside of his advisory role, he is the owner of JG Heller Litigation Consulting, serving as an expert witness. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Brendan Whelan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo and prior positions in education at the University of Dayton and Fox Chapel Area High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Nee Jr. is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at MSI Financial Services, Inc. and Principal Financial Services before joining LPL Financial in 2013. Nee also serves as an insurance agent offering various non-variable insurance products including life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Nicholas Ng is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Citi and PNC, and serves on the board of directors and finance committee for the Greater Pittsburgh Arts Council, a nonprofit arts advocacy group. He also advises Carnegie Foundry, a technology firm, as a member of its Board of Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary, customized asset allocation advice and investment manager searches supported by centralized due diligence and incorporates a broader range of regulatory registrations including futures and swap dealer roles.

John Zalewski is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America since 2009, following three years at UBS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nathan Woods is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2024, he spent 10 years at Lincoln Financial Securities Corporation. He is also the owner of an insurance agency specializing in life insurance in Bethel Park, PA. 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 portfolio programs, and institutional platforms.

Douglas Raible is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Nationwide Securities, Nationwide Insurance, NYlife Securities, and New York Life Insurance. Outside his advisory work, he owns Pittsburgh Investor, a consulting services business. 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, model portfolios, third-party asset management, and institutional platforms.

Timothy Bywalski is a financial advisor with Edward Jones in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 1997. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Matthew Klein is a Series 66-licensed advisor with Merrill in Pittsburgh, PA, with four years of industry experience. He has previously worked at PNC Bank and Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.

Frank Carlini Jr. is a financial advisor at Cetera with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors for seven years. Outside of his advisory role, he operates as a notary public and an independent insurance agent. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management services and operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets through its extensive advisor network.

Jameson Viljaste is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor financial plans.

Edmund Foster is a financial advisor with RBC Capital Markets who holds the Series 63 designation and has 30 years of industry experience. His prior work includes roles at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies based on each client’s Advisory Risk Profile.

Bernadette Brown is a financial advisor at Osaic with 44 years of industry experience. She holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and Securities America Inc. from 2010 to 2024. Brown is also engaged in insurance sales through a registered agent position and operates as a registered representative with Canella Financial Group. Osaic Wealth serves a diverse range of clients, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and managing complex affiliate relationships.

Apryle Davis is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 credentials and five years of industry experience. She has been associated with Primerica Advisors since 2020 and also has experience with Primerica Financial Services dating back to 2010. Outside of advisory work, she owns One Accord Group, LLC, an investment-related business based in Johnstown, PA. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports clients primarily through a large network of financial advisors.

George Batyko is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Lisa Hohman is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.