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.

Nicholas Bailey is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Wealth Management and PNC Investments for over a decade. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and TAMPs for many advisory models and provides ERISA fiduciary services to qualified plans.

Bryan Greenawalt is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Representative, and Private Client Specialist. Prior to joining Fidelity, Bryan worked as a Financial Advisor at Waddell & Reed from 2005 to 2007. With over a decade of experience in the financial services industry, Bryan focuses on creating client-centric strategies that emphasize exceptional client service and personalized guidance. His expertise lies in developing tailored financial plans to support the needs of families. Bryan's career reflects a steady progression through roles of increasing responsibility within the financial planning sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

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.

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.

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.

Donald Edmunds is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mariner Wealth Advisors and Wilshire Associates. His background also includes experience with the US Postal Service and Air Star Trans & Limousine Service Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Michael Wiedt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Cambridge in 2017, he worked at Janney Montgomery Scott for 12 years and Parker/Hunter Incorporated for one year. His outside activities include working as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

Craig Thompson is a financial advisor at Charles Schwab with 32 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2005. He holds the Series 63 designation and is based in Cranberry Township, PA. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.