Andrew Koch is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and four years of industry experience. He has worked at LPL Financial since 2024 and has prior experience with Cetera and Compass Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Tracy Derouin is a financial advisor with Edward Jones in New Kensington, PA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and operates under a fiduciary standard.

Payton Verzilli is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to joining Equitable Advisors in 2022, Verzilli's work history includes roles in athletics and recreational organizations, as well as positions at Duquesne University and various local businesses. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and a range of endorsed TAMPs to provide advisory and brokerage solutions.

Jonathan Heller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010. Outside of his advisory role, he is the owner of JG Heller Litigation Consulting, where he serves as an expert witness. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers various portfolio management options and employs both proprietary and third-party strategies, supporting a range of custody platforms and discretionary or non-discretionary investment approaches.

Brendan Whelan is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2021. His prior roles include positions at Wells Fargo and experience working at the University of Dayton and Fox Chapel Area High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Michael McGrath is a CFP® designated financial advisor with over 22 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously at Hefren-Tillotson, Inc. since 2004. He is part of The DDK Group at Robert W. Baird & Co., which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing internal research, manager-traded and model-traded strategies, and employs both discretionary and non-discretionary approaches.

Thomas Nee Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is also licensed as an agent for several insurance carriers, including non-variable life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Nicholas Ng is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Citi and PNC. Outside of his advisory role, he serves on the board of directors and finance committee for the Greater Pittsburgh Arts Council, a nonprofit arts advocacy organization, and he advises Carnegie Foundry, a technology firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Klein is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. His work history includes roles at PNC Bank from 2013 to 2019 and Bank of America since 2022. 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. The firm offers model-based and discretionary investment strategies for individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Frank Carlini Jr. is a financial advisor at Cetera with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors for seven years. Outside of his advisory role, he operates as a notary public and an independent insurance agent. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management services and operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets through its extensive advisor network.

Ryan Hutchison is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 2004. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of advisory strategies and affiliated investment products under a fiduciary standard.

Jameson Viljaste is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor financial plans.

Edmund Foster is a financial advisor with RBC Capital Markets who holds the Series 63 designation and has 30 years of industry experience. His prior work includes roles at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies based on each client’s Advisory Risk Profile.

Bernadette Brown is a financial advisor with OSAIC holding a Series 63 designation and 43 years of industry experience. Her prior experience includes 14 years with Securities America Advisors, Inc. She is also involved as a registered representative with Canella Financial Group, a financial advisory firm operating as an S corporation. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by multiple platforms and analytical tools to construct diversified portfolios that may incorporate various asset classes and management options.

Apryle Davis is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has been with Primerica in various capacities since 2010 and owns One Accord Group, LLC, an investment-related business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary portfolio management primarily for non-institutional investors.

George Batyko is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 approach is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Lisa Hohman is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Gregory Ohl is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors Financial Network since 2011. Outside of his advisory role, he is involved in managing several investment-related entities, including ownership of a commercial real estate LLC and a financial practice support company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations across various specialized planning needs.

Katherine Morris is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its predecessor firm since 1988. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies.

Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.