Katherine Markowski is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Watermark Financial and SagePoint Financial. In addition to her advisory role, she provides tax preparation and divorce consulting services, and serves as an executrix for an estate. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation. The firm is notable for its scale, complex affiliate network, and integration of alternative investments and multiple program offerings.

Christopher Radke is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank segment since 2018, with prior roles at Cohen & Steers Securities and Cohen & Steers Capital Management from 2014 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, serving clients directly and through employer agreements.

Michael Clark is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company, Schneider Downs Wealth Management Advisors, and PNC Investments. Cetera Investment Advisers LLC is a nationally registered SEC adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program options.

Emma Sarnese is a CFP® professional with eight years of experience in the financial services industry. She currently works at Osaic Wealth Inc and previously held roles at Hornor Townsend & Kent LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. She also served in a non-investment capacity at South Hills Community Baptist Church for ten years. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a wide array of investment and planning programs.

Kerry Kelly Jr. is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has previously worked at firms including Babb Inc, Fragasso Financial Advisors, LPL Financial LLC, and Private Client Services. Kelly serves as a board member of the Penn State New Kensington Alumni Association, a nonprofit that provides scholarships to Penn State students. 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 is supported by a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Isaacson is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and 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 and provides both brokerage and advisory solutions.

Lawrence Gleason is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1996, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Larocco is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2020 before joining Fisher Investments in 2020. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services and manages a range of separate accounts and pooled investment vehicles.

Richard Hofmann is a financial advisor with Fidelity Investments in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Burgatory and educational positions within North Allegheny School District and Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles and structures.

Joseph Dambrosio is a financial advisor with LPL Financial in Monroeville, PA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Sagepoint Financial, INC for 11 years before joining LPL Financial in 2020. Outside of his advisory role, he owns a Fantastic Sams hair salon franchise. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology, and diverse investment options.

Robert Spagiare is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. He is also involved in a life settlements business focused on fixed and traditional contracts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs that encompass a range of investment vehicles and ERISA fiduciary services.

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.

Christian Cardello is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Premier Bank & Trust. Outside of advising, he is a partner in RDSC AMICI LLC and owns CSG Properties, LLC, and also serves as an independent insurance agent. 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 through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple investment approaches.

Thomas Stroyne is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with OSAIC since 2024 and previously spent over two decades with Golden Strategies Financial Group and Securities America Advisors, Inc. Stroyne also serves as an officer for a local homeowners association in Venetia, PA. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs, employing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and advanced portfolio tools.

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.