Joseph Yezovich is a CFP®, CFA®, and Series 66-certified financial advisor with 11 years of industry experience. He has worked at Robert Baird & Co. since 2022 and Hefren Tillotson since 2016. He serves as a board member of the Norwin Chamber of Commerce in Irwin, PA. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

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 credentials and having 29 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Premier Bank & Trust. Outside of advising, he is a partner in RDSC AMICI LLC and serves as an independent insurance agent. 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, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Linda Herman is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Her prior work includes positions at Kohl's and Tri Rivers Electric. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services utilizing discretionary and non-discretionary management supported by in-house and third-party research.

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 and was affiliated with Allegheny College. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored platforms and third-party managers to deliver a variety of advisory and brokerage solutions.

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.

Jerome Boring Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Waddell & Reed, INC. and various insurance carriers. His career also includes a period operating under his own name from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Bethany Kelley is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Federated Global Investment Management Corp. and Duquesne University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Markus Williams is a financial advisor with Raymond James Financial Services Advisors Inc. in Pittsburgh, PA, holding a Series 65 credential and one year of industry experience. He has also worked with iHeart Media and Touchstone Capital Inc. outside of his advisory role. Additionally, he serves as a valet at the Allegheny Country Club. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports its clients through a broad network of advisors and affiliated firms.

Susan Fritsch is a financial advisor with Merrill in Upper Saint Clair, PA, holding a Series 63 designation and 29 years of industry experience. She has been with Merrill since 1995. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with services that include trade execution, account administration, and custody support.

Thomas Conway is a financial advisor with OSAIC based in Pittsburgh, PA. He holds the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. His prior work includes extensive tenures at Everbank and Securities America Advisors. Outside of advisory work, he is involved with Conway Financial, a business focused on the sale of fixed and equity index annuities and term life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and investment platforms to provide customized portfolio solutions to its clients.

Jonathan Smith is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. In his role, he partners closely with individuals and families to serve as their primary contact for banking, lending, investment, and financial planning needs. His work focuses on simplifying complex financial issues, particularly retirement planning, addressing challenges such as longer life expectancies, Social Security uncertainty, declining employer benefits, rising healthcare costs, taxes, inflation, and estate considerations. Jonathan aims to build trust and develop personalized plans that help clients implement strategies toward their financial goals and desired lifestyles. Jonathan holds a High School Diploma/GED from the California State University System and is a member of Merrill Lynch Wealth Management.

Fallon Kiefer is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA. She holds Series 66 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at UPMC East and Wells Fargo Clearing Services, LLC. 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 combines research from Wells Fargo Investment Institute with modern portfolio theory and offers a range of brokerage and advisory solutions.

Christopher Dulovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at East Suburban Networkers, Waddell & Reed, and PNC Investments. Dulovich also managed Dulo Enterprises LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios and research from multiple sources.

Nikoloz Vasadze is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, entrepreneurs, and business leaders to provide tailored wealth management strategies. His expertise includes college education planning, corporate benefits, executive and equity compensation, services for endowments and non-profits, international wealth management, portfolio management, tax minimization, retirement income, and serving clients in sports and entertainment. Nikoloz holds a Bachelor's Degree from Saint Olaf College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes understanding clients' priorities to create personalized plans that align with their goals and aspirations. Outside of his professional work, Nikoloz enjoys basketball, chess, cooking, football, golfing, running, soccer, tennis, traveling, and spending time with his family.

Alex Costa is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at City National Bank and Specialty Consultants Inc., and earlier in his career, he was involved with the Shady Grove Restaurant and Bar as well as the Fox Chapel Golf Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm employs tailored investment strategies implemented through a mix of in-house and third-party managers, supported by a robust capital-markets platform and affiliated asset management capabilities.

Gianni Dinello is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021. Prior to joining LPL, he was affiliated with GVD Borsa LLC and held roles at Charles Previs, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Kristyn O Meara is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in 2015. She works closely with clients to develop goals-based financial strategies that address their specific needs for income generation, growth, or a tailored blend of solutions. Kristyn focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Kristyn brings to her role an artistic background and years of experience in the service industry, which inform her approach to delivering personalized attention and sharing fresh ideas with clients. She holds a Bachelor's degree from Point Park University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, she is involved with the Washington Area Humane Society. Residing in Canonsburg, Pennsylvania, Kristyn lives with her husband, Bill, and their son and daughter.