Christopher Cole is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Equitable Advisors since 2011 and also has experience with Axa Advisors, LLC. Outside of his advisory role, he is involved as a sales associate for Realty Benefit Services and Dergalis Associates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Richard Samolovitch is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant boys middle school volleyball coach. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Megan Mckinley is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and having 14 years of industry experience. She has worked with Pfs Investments Inc since 2012 and Primerica Financial Services since 2011. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and relying on third-party asset managers for portfolio strategies.

Glenn Kolod is a financial advisor with Edward Jones in Monroeville, PA, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients through a nationwide network of financial advisors. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Licia Mclaughlin is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Zachary Laniewicz is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop financial plans tailored to their individual lifestyles and goals. He emphasizes understanding each client's unique personal and financial circumstances. Zachary has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Peter Greb is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined his mother's practice in 2012. He specializes in developing wealth management strategies that help clients achieve their financial goals, with a focus on family wealth management, legacy planning, managing new wealth, and personal retirement planning. Additionally, Peter manages 401(k) plans for business owners and conducts employee education meetings. Peter graduated from John Carroll University with a bachelor's degree in accountancy. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He was born and raised in Pittsburgh and attended Central Catholic High School. Outside of his professional career, Peter serves on the Partners Board of the Pittsburgh Cultural Trust and the Pittsburgh chapter of the John Carroll University Alumni Association. He lives in Mt. Lebanon with his wife, Emily, their children Julia and Connor, and their dog Reilly. His personal interests include ice hockey, music, spending time with family, and watching movies.

Kerri Llewellyn is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Cetera since 2014 and also works with FNB. Outside of Cetera, she engages in fixed life insurance sales and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform that includes affiliated and third-party managers.

Adam Goetz is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services, Inc. since 2000. Outside of advisory services, he is also involved in sales of life and fixed annuities. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs, including wrap accounts and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved tools to analyze client goals.

Thomas Miller is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds the Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and economic modeling.

Robert Kanters is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Elliot Coffey is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory role, Coffey serves as a radio host and on-air panelist for Baylor University football broadcasts. Fisher Investments provides discretionary portfolio management services to institutional and private clients worldwide, utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios. The firm offers sub-advisory and retirement plan services and manages a variety of separate accounts and pooled investment vehicles.

Jared Kean is a financial advisor with Equitable Advisors in Trafford, PA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked for Dedicated Nursing Associates, Inc. for five years and has a background that includes positions at Dunkin and the Franklin Regional School District. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.

Theodore Lund is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He is also the owner of TKL Solutions Inc., a firm established for Primerica business purposes. Lund has worked with Primerica Advisors and Primerica Financial Services since the mid-1990s. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies and third-party managers to provide diversified portfolio management solutions.

David Fink is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved as a non-variable insurance agent through his firm, Fink Financial Services, offering life, health, long-term care, and disability insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by both in-house and third-party research.

Anthony Marciano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011 and is also affiliated with Duncan Financial Group LLC. In addition to his advisory roles, Marciano serves as a commissioned pastor in Greensburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Colleen Tirpak is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at The Hilf Tirpak Group LLC and Waddell & Reed, Inc. for over 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, incorporating model portfolios, research, and various investment strategies.

Lindsey Wedner is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of her advisory role, Wedner consults for Coldwell Bankers Realtors on insurance and financial products and is involved with Eugene Cohen and Associates offering life, disability, and long-term care insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Joshua Charles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and more than 30 years of industry experience. He has been with Raymond James since 2005 and served on the board of an investment club since 2016. Outside of his advisory role, he owns Financial-360, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Gina Harbison is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Robert Baird & Co. since 2022 and has concurrently been with Hefren Tillotson, Inc. since 2013. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and complex investment strategies.