Peter Gialames is a financial advisor at LPL Financial with over 50 years of industry experience. He has held roles at Cambridge Investment Research Advisors and operated his own firms, including Peter Gialames Associates, Inc., where he serves as President and CEO. In addition to advisory work, he is involved in payroll services through Amalgam Benefit Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides a range of financial planning and asset management solutions, combining extensive resources with a large network of investment advisor representatives.

John Lisowski is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007, following two years at Ryan Beck & Co. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm provides fee-based financial planning and operates alongside affiliated trust companies and banks.

Marybeth Abbiatici is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird & Co. in 2022. She 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 a range of services including financial planning, portfolio management, and custody and brokerage, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Steven Wilde is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through a structured process that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Kathryn Williams is a financial advisor at Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. She previously worked at PNC Investments from 2016 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning arrangements.

Aris Pantelas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley, Cetera Advisor Networks, and Aptus Wealth Planning. Outside of finance, he is the owner of the Aris Paul Band, a musical group based in Gibsonia, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Joshua King is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, Merrill Lynch, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing firm-approved tools and methodologies to support client goals.

James Galitsis is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank for over eight years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Davis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include two decades at LPL Financial and ownership of The Advisors, LLC. He is also involved as an insurance agent selling life, health, disability, and long-term care policies. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform with access to both affiliated and third-party managers across discretionary and non-discretionary program options.

Tyler Stone is a Series 66-licensed advisor at Robert Baird & Co. in Pittsburgh, PA, with six years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent four years at Hefren-Tillotson, Inc. Outside of his advisory roles, he has experience working in educational settings, including Grove City College and Butler High School. Tyler is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm provides a wide range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with tax management and direct indexing capabilities.

Gary Merge is a CFP® with 38 years of industry experience, currently serving at Raymond James Financial. His career includes roles at Vissman Management LLC and Allegheny Capital Management, as well as longstanding involvement with Merge & Associates, Inc., where he is the owner. He serves on the advisory board of Avalotis Corporation, advising on business decisions and strategy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and encourages implementation through its advisory programs, supporting a broad client base with specialized services including municipal and public-finance consulting.

Michael Bogdan is a financial advisor at OSAIC with 38 years of industry experience. He previously worked for Fortis Investors, Inc./Woodbury Financial Services, Inc. for 29 years. Outside of his advisory role, he serves as president of The Nest Egg Financial Group LLC, which provides general accounting services and financial organization for families and small businesses, and he operates a financial education YouTube channel called "Financial Soup." OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, including portfolio management and access to third-party money managers, utilizing firm-provided tools and multiple platforms to deliver tailored investment solutions.

Steven Wagner is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at Cetera since 2025 and is also associated with Bray Farm Income Advisory LLC, where he provides administrative support to the principal investment adviser. Prior to his financial advisory roles, Steven held positions at various organizations including the City of New York Office of Management and Budget and Columbia University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment managers.

Jack Cody is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, serving in various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Jack's approach focuses on understanding clients' values to develop personalized financial plans. His experience spans multiple facets of financial consulting, enabling him to assist clients in making informed financial decisions. Outside of his professional work, Jack enjoys biking, camping, fitness, skiing, and volunteering.

Gregory Walsh is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and Eaton Vance prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Brian Spencer is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill Lynch since 2002 and holds Series 65 and Series 66 licenses. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Lawrence is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves as a board member of the Hiawatha Sportsmans Club HOA in Engadine, Michigan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Lisa Brooks is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of her advisory role, Brooks co-owns A.B. Strategic Partners, LLC, and serves as Fundraising and Social Media Chair on the Board of Directors for the North Catholic Girls Volleyball Boosters. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Ashley Ek is a financial advisor with Merrill who holds a Series 66 designation and has 10 years of industry experience. She has worked at Merrill since 2017 and previously held positions at PNC Investments and PNC Bank. Ek is based in Pittsburgh, PA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Thornton is an Investment Consultant at Fidelity Investments, where he works to understand his clients both personally and financially to align them with appropriate tools and resources. He has held this position since 2024. Prior to joining Fidelity Investments, Vincent gained experience in financial services through roles at Citizens Bank as a Financial Advisor from 2023 to 2024 and as a Premier Advisor from 2018 to 2021. He also worked as a Private Client Banker at JP Morgan Chase Bank from 2021 to 2023. Outside of his professional work, Vincent enjoys camping, family activities, golf, hiking, motorcycles, and outdoor adventures.