Dominick Eisaman is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he worked at Bank of New York Mellon and has held various roles in multiple organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party sponsors.

Jeffrey Lowden is a Certified Financial Planner (CFP®) with 37 years of experience, currently serving at UBS Financial Services since 1989. He is based in Pittsburgh, PA, and holds a Series 63 license. Outside of his advisory work, he serves as president of the Tall Trees Homeowners Association, where he leads meetings and oversees community activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based allocations to tailor financial plans according to clients’ goals and risk tolerances.

John Bentley is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2021, following six years at Voya Financial Advisers. Outside of advising, he is involved in coaching soccer and participates in event planning through Bentley Events LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management programs and access to third-party managers, overseeing more than $256 billion in assets across a nationwide network of over 10,000 advisors.

Beth Boyce is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. She previously worked at KeyCorp and The Coury Firm LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process supported by an ESG eligibility framework.

Kristen Davis is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010, also working with Bank of America since 2015. Merrill, in partnership 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Stephen Bender is a financial advisor with Stifel in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he manages rental properties in Nags Head, North Carolina. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses designed to support client decision-making.

James Wallisch is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior firms include Raymond James Financial and Raymond James Financial Services, where he worked for over two decades. He serves on the endowment committee of Fox Chapel Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other entities. The firm offers a range of investment solutions including financial planning, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Katherine Markowski is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Watermark Financial since 2011 and SagePoint Financial from 2011 to 2023. She also provides tax preparation services and consulting on financial matters related to divorce. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers and managed-account solutions.

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 who holds Series 63 and Series 66 credentials and has four years of industry experience. He has worked with several firms, including Northwestern Mutual and Schneider Downs Wealth Management Advisors, before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides advisors with various tools and program options.

Emma Sarnese is a CFP® professional with eight years of industry experience, currently with Osaic Wealth Inc. She has held positions at Hornor Townsend & Kent LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Additionally, she serves as Director of Investment Services for Axias Wealth Advisors. Osaic Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client preferences.

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.

William Esposito is a financial advisor with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 14 years. Outside of his advisory role, he officiates high school and summer league baseball and softball as an independent contractor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering comprehensive brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple investment platforms, including managed accounts and alternative investments.

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.

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.