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.

Toni Sacco is a Wealth Management Advisor and First Vice President with the Larsen Group at Merrill Lynch Wealth Management in Sewickley, Pennsylvania. She has been with Merrill since 2001, beginning her career as a Registered Client Associate before becoming a financial advisor. Toni specializes in assisting high-net-worth individuals, families, business owners, and corporate executives with a wide range of financial strategies, including college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, and socially responsible investing. She has particular expertise in working with women business owners and clients experiencing significant life transitions such as marriage, divorce, retirement, or loss of a loved one. Toni holds a Bachelor's degree in Finance from Robert Morris University. She is a CERTIFIED FINANCIAL PLANNER4 certificant, a Certified Divorce Financial Analyst4, and holds the Chartered Retirement Planning Counselor4 designation. She is affiliated with several professional organizations, including the Association of Divorce Financial Planners, Financial Planning Association, Institute for Divorce Financial Analysts, and the International Academy of Collaborative Professionals. Toni's client service approach emphasizes a disciplined wealth management process that evolves with clients' changing lives and priorities. She is known for providing clear explanations of strategies to help clients become informed and confident stewards of their wealth. Originally from Pittsburgh, Toni remains active in her community through volunteer work with organizations such as the Junior League of Pittsburgh and the Make-A-Wish Foundation. She has been recognized by the Junior League of Pittsburgh as Junior Leaguer of the Year in 2020. Outside of work, Toni enjoys gardening, genealogy, reading, running marathons, and spending time with her family and her dogs, Reggie and Maxwell.

Daniel Riley is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following roles at PNC Investments and PNC Bank from 2013 to 2018. Stifel serves a wide array of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended to inform client decisions while allowing clients discretion over implementation.

Louis Sforza is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Prudential Investment Management Services LLC and The Prudential Insurance Company of America for 12 years. Sforza serves on the board of directors for the YMCA in Bradford, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through comprehensive recommendation reports and ongoing support.

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 Series 66-licensed financial advisor with eight years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at JP Morgan Chase Bank, JP Morgan Securities, and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies across multiple custody platforms with both proprietary and third-party investment models.

Kristine Gutkowski is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1984, including her current role at Bank of America since 2022. 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.