Rishi Anand is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Morgan Stanley, where he worked from 2016 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, supporting advisors with research and technology tools.

Paul Mcbeth III is a financial professional with 31 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2020. He is also a partner at Lewis, McBeth & D'Ambrosio, a firm involved in expense management, a role he has held since 1995. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary authorities and multiple program structures.

Wade Wilson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading a team of advisors with a combined 100+ years of experience. The team manages approximately $877 million as of March 2023 for families, corporations, and foundations. Wade specializes in high net worth client services, focusing on areas such as multi-generational legacy planning, philanthropic giving, retirement income, tax minimization, and socially responsible investing. With 24 years of planning experience, Wade holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Edinboro University. Wade’s expertise includes coordinating with clients' external legal and accounting professionals to integrate financial and legacy plans, as well as providing access to trust, estate planning, credit, lending, and banking services through Bank of America Private Bank. Wade resides in Upper St. Clair with his wife and three children and is actively involved in his community. He serves on multiple nonprofit boards, including the Pittsburgh Cultural Trust, Quantum Theater, and Fortis Future. Additionally, he dedicates time to youth sports coaching and enjoys football, golfing, hiking, softball, and traveling.

Kelly Harrington is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has worked with UBS since 2020 and concurrently with Bill Few Securities since 2015. She is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 investment strategies.

Linda Elliott is a Series 66-registered financial advisor with Morgan Stanley in Pittsburgh, PA, where she has worked since 2009. She has 4 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured discovery processes and firm-approved tools to model financial outcomes.

Robert Barmen is a financial advisor with Wells Fargo Clearing based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Dunmoyle Capital Advisors, UBS Financial Services, and several other firms. 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 uses research and analytics to guide its investment approach and offers both brokerage and advisory solutions across a large platform.

Justin Yasko is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent six years at Hefren Tillotson. He is based in Pittsburgh - Wexford, PA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies, tax-management, and internal research, including the use of artificial intelligence.

Brian Simon is a financial advisor at LPL Enterprise with 23 years of industry experience. He has held roles at Prudential Insurance Company of America since 2003 and at Pruco Securities, LLC from 2003 to 2024. He holds a Series 66 designation and is based in Pittsburgh, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and also offers affiliated trust custody, insurance sales, and collateralized lending programs.

Ryan Kramer is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Cardinal Management Group and The University of Alabama. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Joshua Staph is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience, including prior roles at JP Morgan Chase Bank, JP Morgan Securities, and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management approaches including proprietary and third-party model strategies.

Kristine Gutkowski is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1984, also practicing at Bank of America since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutions.

John Pikras Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Citizens Securities, Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Jared Dykes is a financial professional with 16 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at notable firms including Avantax and LPL Financial. He is also involved with CEC Financial Group. Cetera Investment Advisers LLC serves individual and institutional clients through a large network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

William Place is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. He previously worked at Kestra Investment Services, LLC for 13 years and has been associated with Jacobson Associates, Inc. for 16 years. Based in Pittsburgh, PA, he joined LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

James Wyman is a CFP®-certified financial advisor with 35 years of industry experience. He is affiliated with RBC Capital Markets and has worked at City National Bank since 2019. Outside of his advisory role, he serves as an expert witness and securities valuation consultant on a limited, non-business hours basis. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies. The firm offers various advisory programs that combine in-house and third-party managers, featuring discretionary portfolio management and options for tax management and responsible investing.

Mary Ann Ernette is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, Fifth Third Securities, Inc., Citizens Securities, Inc., and Uvest Financial Services Group, Inc. Since 2012, she has also been associated with the AVS Foundation and is involved with The Eamon Foundation as an outside employment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by extensive operational tools and a broad network of over 22,800 advisors.

Matthew Smallidge is a financial advisor with J.P. Morgan Securities in Monroeville, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Cincinnati Life Insurance Company, GBU Financial Life, Royal Alliance, and Citizens Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Michael Law is a financial advisor with LPL Financial, holding CFP®, Series 65, and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Good Life Advisors, LLC and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment programs and utilizes technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of advisors.

Matthew Wirtz is a CFP® professional with 19 years of industry experience, all spent at Edward Jones since 2007. He holds a Series 66 license and is based in Irwin, PA. Outside of his advisory role, he owns an LLC focused on real estate investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.