Winfield Smathers IV is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as trustee for his grandfather’s irrevocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical and risk-profiling tools, alongside specialized municipal advisory services and employer consulting programs.

John Monahan is a CFP®-certified financial advisor with Wells Fargo Clearing, based in Pittsburgh, PA. He has one year of industry experience, including prior roles at BNY Mellon and involvement with Mystic Barrels. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mary Feduska is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She worked for Harvest Financial Corporation for 14 years before joining LPL Financial in 2023. 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, third-party asset management, and institutional platforms.

Michael Klems is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016 and Metlife Securities since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services, structuring planning engagements as annual, collaborative relationships using firm-approved software and detailed client information.

Iesha Thomas is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dollar Bank, Citizens Securities, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to various model portfolios and program options.

Thomas Brook is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA for three years. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

John Lamberson III is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its related entities since 2007. Outside of his advisory role, he serves on the board of directors for the Western Pennsylvania Hugh O'Brian Youth Leadership and writes art-related articles for Pittsburgh Metropolitan Magazine. He is also the founder and coach of the Steel City Outlaws, a youth basketball organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates in its financial planning process.

Drew Linarelli is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors and Raymond James Financial Services. Outside of advising, he operates a business offering insurance products, including accident, health, disability, and life insurance. OSAIC Wealth, Inc. serves a diverse clientele including individual, high-net-worth, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party partnerships to construct and manage portfolios across a wide range of asset classes.

Raymond Nepa is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He previously worked at RBC Capital Markets, LLC, and has been with UBS Financial Services since 2010. Nepa serves on the advisory board for Duquesne University's CFP program, advising and reviewing its educational curriculum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Tracy Solan is a financial advisor at Morgan Stanley in Pittsburgh, PA, with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2019 to 2026 and Bank of America, N.A. from 2025 to 2026. Prior to her advisory career, she was involved with Steelton Enterprises for 17 years. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Kristina Pockl is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2007. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Reasinger is a financial advisor with Merrill in Upper Saint Clair, PA, holding Series 63 and Series 65 credentials and with 32 years of industry experience. She has been with Merrill since 2010. Merrill, along 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.

Alexandria Jackson is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at BNY Mellon Securities Corp and Mellon Capital. Jackson also serves as a financial advisor at DSF Wealth Management Group, a financial planning firm. Cetera is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, featuring a multi-manager platform with access to both affiliated and third-party investment strategies.

Eric Mcmahon is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services Advisors, Inc. since 2009. Prior to this, he worked in insurance and has been involved with the Canon McMillan School District since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Nicholas Carretta is a financial advisor with Ameriprise in Irwin, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BNY Mellon and American Income Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Craig Tillotson is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 38 years at Hefren Tillotson, Inc. and over four decades of self-employment. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, employing various separately managed account strategies and combining internal research and technology in client advice.

Robert Kania is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Generational Transfer Entrepreneurs, Capital Foundry, and involvement with The Pittsburgh Golf Club. 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.

Michael Headrick is a financial advisor with Ameriprise Financial Services in Pittsburgh, PA, holding a Series 66 credential and seven years of industry experience. His work history includes roles at Ameriprise since 2013 and a position at Walmart from 2017 to 2018. He is also the owner of HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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.