Laurie Harriger is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance alongside discretionary separately managed accounts, supported by in-house research and a centralized operational structure.

Owen Ross is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at DPR Construction, Allegheny Financial Group, R.L. Hill Management, Inc., and worked in education at Hopewell Area School District. Outside of finance, he has experience running a lawn care and landscaping business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors.

Ronald Prasad is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley, JPMorgan Chase Bank, and other firms. Outside of his advisory role, he works as an independent contractor providing rideshare transportation services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Mark Vuono is a Series 66-licensed financial advisor with Raymond James Financial in Pittsburgh, PA, bringing 12 years of industry experience. His career includes roles at Park Avenue Securities and a current position at D'Angelo Financial Services, where he assists with mutual fund due diligence and insurance opportunities. Outside of his financial work, he coaches high school and middle school wrestling teams at his alma mater. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs with tools that include risk profiling and probability modeling.

John Castello is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked in various roles including positions at Lantern Point Taverna and ThinkEquity LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory services, including tailored financial planning using structured discovery processes and firm-approved planning tools.

Talitha Esterhuysen is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, with prior experience at Hefren-Tillotson Inc. and United Exports. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Wei Meng is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior positions at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Antonio Loffreda Mancinelli is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wealth Management Partners, LLC and Commonwealth Financial Network for nine years each before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various account types.

Matthew Reynolds is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and previously worked at Hefren Tillotson, Inc. for eight years before joining Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and tools including artificial intelligence in client advice.

Frederick Christof is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at PNC, M&T Bank, and BNY Mellon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

John Tosatto is a CFP® professional with 16 years of industry experience, currently serving at Mass Mutual Investors Services since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is also licensed as a life and disability insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborative relationships using firm-approved software to analyze client goals and provide written recommendations.

Arabella Sargent is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera Investment Advisors LLC, she has held roles at various organizations including Move Studio PGH and First National Bank. Outside of her financial advisory work, she has experience in the yoga and wellness industry, having been involved with Pure Power Yoga, Corepower Yoga, and North Loft Yoga. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting diverse program structures and custodial relationships.

Jacob Saltzman is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Taxmax LP and Planet Fitness for nine years and had brief roles at UPMC and Penn Hills School District. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory solutions.

Brian Griffin is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at City National Bank since 2019 and at RBC Capital Markets since 2009. Outside of his advisory role, he is an active owner of a rental property. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Christian Kelly is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a managing partner of The Kelly Group, where he focuses on helping clients grow and preserve their wealth through customized strategies in investment selection, portfolio design, and risk management. Christian also leverages resources across Merrill Lynch and Bank of America to assist clients with home financing, securities-based lending, refinancing, and small business needs as part of comprehensive financial planning. Christian brings technical experience from his previous role in Merrill's investment banking division in New York City, where he concentrated on mergers and acquisitions, raising capital for corporate clients, and valuing companies through extensive market research. He holds multiple FINRA registrations (Series 7, 63, 65, and 79) and carries an insurance license. He has earned the Certified Plan Fiduciary Advisor® (CPFA®), Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™) designations, and is a Retirement Accredited Financial Advisor (RAFA). Mr. Kelly graduated Magna Cum Laude from Claremont McKenna College with a bachelor's degree in Economics, receiving the Robert Day Scholarship. He lives in Pittsburgh and enjoys eating good food in the company of good people. Christian is also involved in the community through ethics-related activities.

Kevin Daeschner is a financial advisor at Cetera with Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank from 2010 to 2026, as well as Fragasso Wealth Advisors from 2002 to 2010. He is currently based in Pittsburgh, PA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment programs and third-party managers.

Amanda Battaglia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings a family-focused approach to financial advising, developed through early exposure to the profession as the daughter of Mark Battaglia, a longtime Merrill financial advisor. Amanda and her father provide comprehensive goals-based strategies that address clients' desires for themselves, their families, and their communities. Her expertise includes areas such as executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Amanda works closely with accomplished individuals and multigenerational clients, including business owners and active and retired athletes, often collaborating with specialists from Bank of America Private Bank and Bank of America. Amanda holds a Bachelor's degree from Pennsylvania State University and certifications including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). She is involved with the Brew House Association and the Western Pennsylvania Humane Society. Amanda lives in Mount Lebanon and enjoys activities such as football, hiking, horseback riding, ice hockey, music, reading, rock climbing, skiing, spending time with family, and traveling.

Shane Quinlan is a financial advisor at Charles Schwab in Mt. Lebanon, PA, with four years of industry experience. He has held roles at Charles Schwab since 2021 and previously worked at Lincoln Financial Distributors. Outside of finance, Quinlan has worked in hospitality and retail, including positions at Shandygaff Saloon and Target. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Costas Grekis is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently with LPL Financial, having joined in 2022 and returned to the firm in 2025 after a two-year tenure at CUSO Financial Services. Prior to that, he spent 22 years at Cuna Mutual Group and its affiliate, Cuna Brokerage 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 portfolio programs, third-party asset management, and institutional platforms.

Sullivan Conway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked primarily with Raymond James since 2017 and is also associated with Dukovich & Associates Financial Services Support in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.