Chad Restori is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. Restori serves on the finance committee of Central Catholic High School in Pittsburgh. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of strategies including separately managed accounts, overlay management, and tax-efficient investing, supported by internal research and technology such as artificial intelligence.

Justin Wegley is a financial advisor at LPL Financial with five years of industry experience. Prior to joining LPL in 2022, he worked at Trustmont Financial Group and Bayer US LLC. He also operates a tax preparation and accounting service under Puzak Wegley Tax Services. LPL Financial provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by research and technology tools.

Tammy Graybill is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, she serves as treasurer for a homeowner’s association and is an independent consultant purchasing wellness and skincare products for personal use. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm provides a variety of advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers.

Lisa Fera is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2001. Her prior experience includes roles at Rockwell Forest Products, Inc. and Newlin Investment Company. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Michael Franklin is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. Franklin is also president of Patrick Financial Co., where he is involved in fixed insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a model-based investment process and operates a large multi-advisor platform with various program offerings.

Emily Jordheim is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked in the restaurant and hospitality sectors before joining Merrill. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Quinlan is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2017, following two years as a full-time student. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a centralized operational structure.

Maeve Murray is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 65 and Series 63 licenses. She has been in the financial industry for about one year and has prior experience with several organizations, including Principal Securities Inc, Principal Life Insurance Company, and Queens Bee Restaurant Group. Outside of finance, her background includes work with GirlsUp INC and educational roles at Georgetown Visitation Preparatory School and Blessed Sacrament School. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages substantial client assets and offers both direct and employer-sponsored financial planning solutions.

Lisa Lucas is a financial advisor at UBS Financial Services with 24 years of industry experience. She has worked at UBS since 2016 and previously spent seven years at Morgan Stanley, including two years at Morgan Stanley & Co. LLC, as well as three years at PNC Wealth Management. She holds Series 63 and Series 65 licenses. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Timothy Kunkle is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Principal Financial Services and Duncan Financial Planning Advisors. He serves on the advisory board of BC3@Cranberry. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, pension funds, and charitable organizations. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Danielle Hines is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Hefren Tillotson and Clarion University of PA. Danielle is based in Pittsburgh - Wexford, PA. Robert Baird & Co.’s DDK Group serves individuals, including high-net-worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager-traded and model-traded strategies, and tax-management techniques.

Craig Cacini is a CFP®-credentialed financial advisor with Raymond James & Associates, bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC for six years before joining Raymond James in 2022. Outside of his advisory role, he is the owner and CEO of Beautiful Green Enterprises, LLC, a company involved in the purchase, renovation, and rental of residential real estate properties. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by extensive research and model manager options.

Perry Ninness is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2015, with a two-year tenure at Bank of New York Mellon in between. He also has been affiliated with the University of Pittsburgh for ten years. Perry previously held a real estate sales license with Keller Williams Realty but is no longer active in that capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets functions.

Vincent Strangio is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at PNC Private Bank for eight years before joining Merrill in 2024. Outside of finance, he receives royalties from the use of his photographs. 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 to individuals, high-net-worth clients, and institutional investors.

Michael Foster is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at The Bank of New York Mellon Corp for 16 years before joining J.P. Morgan in 2019. Foster and his wife jointly manage private investments through a partnership called Three Forks, LP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a team of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with a combination of quantitative and qualitative analysis, including ESG considerations, and supports broader derivatives and commodities capabilities.

Domenic Mangieri is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

William Howley V is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Equitable Advisors since 2018, following a prior role at AXA Advisors, LLC, and work in packaging and academia at Babcor Packaging and Penn State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Alec Lacinski is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he was employed at Global Titanium Products Inc. and the University of Pittsburgh. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Oblock is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research since 2012 and also has a long-standing career as a professional musician. Oblock participates as a board member and officer in several private companies. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors as well as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians to provide both discretionary and non-discretionary management, and it maintains proprietary model strategies under the Founders Gate Capital brand.

Kyle Wagner is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at Merrill since 2022 and previously worked at Bank of America, Luttner Financial Group, and KeyBank. 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.