Edward Turk is a financial advisor with RBC Capital Markets, holding CFP®, Series 63, and Series 65 designations. He has 31 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Chase Katterman is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and was previously affiliated with AXA Advisors, LLC. Outside of financial advising, he was involved with Highmark Stadium for nine years and held a role at Duquesne University for four years. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that relies on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Beth Deklewa is a financial advisor with LPL Financial in Bridgeville, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with LPL Financial since 2014. Deklewa is also a notary public, a role she assumed in 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of representatives, offering both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Kevin Gallagher is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Stifel since 2007 and is based in Bethel Park, PA. Outside of his advisory role, he serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individual and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Nicholas Blicha is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ financial goals and priorities to develop tailored strategies that address short-, mid-, and long-term objectives. He provides guidance on a range of financial topics, including investing, retirement planning, and emergency savings. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Nicholas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Robert Morris University. His approach centers on gaining a comprehensive understanding of each client’s financial picture to design personalized strategies that align with their priorities and vision for the future.

Joseph Free is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to his current role, he worked at institutions including Jpmorgan Chase Bank, N.A., Mason Classical Academy, and Ave Maria University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joseph Ferguson is a financial advisor at Merrill with Series 65 and Series 66 licenses. He is based in Pittsburgh, PA, and has been in the industry since 2025. His prior work experience includes roles at Bank of America, Harris Teeter, Virginia Tech Dining Services, and several other organizations. 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 a range of individual and institutional clients.

Michael Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

William Stroyne is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His previous roles include two decades at Securities America Advisors, Inc. and OSAIC. Outside of advising, he serves on the board of the McKnight East Building 500 Association and is a band leader and musician for the InTransit Band, which performs at wedding receptions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research and technology-driven portfolio management solutions.

Louie Maser is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Belmont Logistics, Elliot Community Federal Credit Union, and Dollar Bank. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor financial plans and advisory programs, operating a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels.

Michael Divito is a CFP® professional with 21 years of experience in the financial services industry, currently affiliated with Equitable Advisors since 2005. He previously worked at Axa Advisors, LLC, overlapping with his tenure at Equitable. Divito serves as a board director for Vibrant Pittsburgh. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and utilizes various program sponsors and third-party managers to deliver advisory and brokerage solutions.

Andrew Wilk is a Financial Advisor at Merrill Lynch Wealth Management in the Pittsburgh office. He specializes in developing personalized investment and financial strategies for individuals, families, and business owners, focusing on wealth growth, preservation, and transfer. Andrew combines disciplined portfolio management with financial planning to support clients in making informed decisions aligned with their long-term goals. He has experience in college education planning, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, and working with sports and entertainment clients. Andrew's approach is informed by his background in economics, data analytics, and competitive athletics. He earned his bachelor's degree from Chatham University, where he competed in NCAA ice hockey and baseball. He holds the Personal Investment Advisor (PIA) designation. Outside of work, Andrew coaches youth hockey and is involved with his family's hockey business. He serves on the boards of the Alzheimer's Association, Chatham University Alumni Association, and North Hills Community Outreach Young Leaders. He enjoys hockey, golf, tennis, and spending time with his family. Andrew resides in the North Hills of Pittsburgh and is originally from Frisco, Texas.

Nathan Kramm is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Cambridge Investment Research, NYLIFE Securities LLC, and New York Life Insurance Co. He serves as president of a local Toastmasters International chapter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Mark Battaglia serves as a Senior Resident Director and Wealth Management Advisor at Merrill. With nearly four decades of experience in financial advising, Mark has built a client base that includes families, business owners, active and retired athletes, and corporations, focusing on comprehensive wealth management and retirement planning strategies. Mark earned a Bachelor's degree in Business Management from Pennsylvania State University and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He draws on his extensive background and the resources of a major financial institution to manage client portfolios holistically, emphasizing risk management and transparency. Originally from Upper St. Clair, Mark lives in Mt. Lebanon with his wife Diane. They have three daughters, all Penn State graduates. Mark supports community organizations such as Girls Hope of Pittsburgh and Cast in Traditions and represents his firm in events that benefit local veterans. His personal interests include golf, fly fishing, and spending time with his family.

John Kejas is a financial advisor with Ameriprise in Allison Park, PA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Scott Tovissi is a financial advisor at OSAIC with 35 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 11 years. Outside of his advisory role, he is co-owner and partner of Lucy Duke LLC, a real estate management entity. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers through multiple advisory platforms. The firm employs a range of asset-allocation and portfolio management tools and supports various account management approaches.

Kevin Rose is a CFP®-certified financial advisor with LPL Financial, based in Finleyville, PA, bringing 31 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years before joining LPL Financial and Rose Financial Group in 2023. Outside of advisory work, he is involved in tax preparation and holds a notary public commission in Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Kathleen Cavataio is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Raposa is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Raposa owns and manages a retail store specializing in new and used Legos. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software, with implementation of recommendations conducted through separate arrangements.