John Maggio is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of The Maggio Group. He works closely with clients to help them define and pursue their unique financial goals and manages relationships by designing tailored offerings that align with client priorities and needs. His expertise includes portfolio design and evaluation, wealth strategy, financial modeling, and facilitating access to banking services through Bank of America, N.A. John began his financial career at BNY Mellon in the corporate trust department, focusing on Tender Option Bonds. He joined Merrill Lynch Wealth Management in 2011 and has held several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree in Finance from Virginia Polytechnic Institute and State University, earned in 2009. John lives in Pittsburgh with his wife Kaitlin and their two children. In his free time, he enjoys golfing, skiing, and spending time with his family.

Kaitlyn Dizon is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Baird since 2022, following roles at Hefren Tillotson and FlexScreen. Outside of her advisory work, she coaches varsity girls basketball at Belle Vernon Area High School. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations using a range of portfolio management and financial planning services. The firm employs a combination of manager-traded and model-traded strategies alongside tax management and internal research tools.

David Priore is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at LPL Financial since 2013 and has been affiliated with Century Heritage Federal Credit Union since 2006, where he assists with marketing initiatives and provides non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and technology solutions.

Joseph Ford III is a Series 66-credentialed financial advisor with Edward Jones, based in Allison Park, PA, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Deborah Brent is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Motif Investing, Wells Fargo Clearing, and Citigroup Global Markets. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Danielle Slacker is a CFP® with 11 years of industry experience, currently affiliated with Cetera. She has held roles at multiple firms, including Avantax and Cambridge Investment Research Advisors, and serves as Senior Tax Manager at Mercadante & Company, P.C., where she provides tax planning, preparation, and consultation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and at Duncan Financial Planning Advisors since 2026. Outside of advisory roles, Waite is president and owner of FLEX SOURCE, INC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolios and model-based solutions.

Kira Napolitano is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored strategies using a combination of in-house and third-party investment managers and tools.

Anthony Anater is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab & Co., Inc. in Pittsburgh, PA, where he has worked for ten years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

John Wojtowicz is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2023, he spent 35 years at Harvest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and corporations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, Joslyne serves as a board member for Al's Bike Drive, supporting the Toys for Tots program by organizing bicycle donations, and as chair/president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers clients integrated planning and managed-account solutions with periodic reviews through a network of financial advisors.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Michael Smith is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has worked with Cetera and its affiliated entities since 2011. Smith serves as secretary for a nonprofit organization, where he handles communications and event announcements. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Mezmar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 57 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating insurance-related products and bank deposit sweep options alongside traditional investment choices.

Bryan Byrd is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. He has worked at Lincoln Financial Securities Corporation and currently maintains a coaching role in sports and fitness at Robert Morris University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and advanced portfolio management technologies.

Victoria Klacik is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel since 2019 and previously spent thirteen years at UPMC. Klacik serves as a board member for the Baldwin Manor Association, a local neighborhood park in Pittsburgh. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Micah Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors. Outside of advising, he serves as Treasurer on the Advisory Board of the Trade Institute of Pittsburgh and works as a life coach and consultant. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party asset managers.

Scott Maidman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with financial planning and portfolio management services, helping them pursue their objectives through both traditional guidance and discretionary management of personalized or defined investment strategies. Scott has been with Merrill since 2007 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Finance from Kent State University and a Master of Business Administration in Corporate Finance from Robert Morris University. Outside of work, Scott enjoys participating in adventure sports, football, golfing, ice hockey, and skiing. When not in the office or meeting with clients, he is often attending youth sporting events for his children.

Gopalsamy Manoharan is a financial advisor at Stifel with 39 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2007. Outside of his advisory role, he serves on the investment committee for the Sri Venkateswara Temple trust fund, overseeing the selection and monitoring of outside money managers. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Eric Fetterman is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.