Eric Mcmahon is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services Advisors, Inc. since 2009. Prior to this, he worked in insurance and has been involved with the Canon McMillan School District since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Nicholas Carretta is a financial advisor with Ameriprise in Irwin, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BNY Mellon and American Income Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Craig Tillotson is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 66 designations. He has 42 years of industry experience, including long-term service at Hefren-Tillotson, Inc. and self-employment. Tillotson has been with Robert Baird since 2022. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm combines manager-traded and model-traded strategies with ongoing investment monitoring and incorporates internal research and tools, including artificial intelligence, in client advice.

Robert Kania is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Generational Transfer Entrepreneurs, Capital Foundry, and involvement with The Pittsburgh Golf Club. 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.

Michael Headrick is a financial advisor with Ameriprise Financial Services in Pittsburgh, PA, holding a Series 66 credential and seven years of industry experience. His work history includes roles at Ameriprise since 2013 and a position at Walmart from 2017 to 2018. He is also the owner of HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jean Roccon Rohm is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, he serves as Executive Vice President and Treasurer of The Johnny Mercer Foundation, which promotes educational programs introducing the Great American Songbook to younger generations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

John Reba is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Hefren-Tillotson, Inc. for 13 years before joining RBC Capital Markets in 2022. Reba serves as a voting member of the investment and finance committees on the board of the Brothers Brother Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management, responsible investing, and alternative investments.

Thomas Brook is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a volunteer board member for the Forest Hills Borough Recreational Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Jackson Geisler is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and founding Geisler & Company Financial Planning. Outside of finance, he has experience in the food and beverage sector, including time at I Love Juice Bar and Fresh From the Farm Juice. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Carlos Youssef is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill since 2010. 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 strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melissa O'Malley is a CFP®-certified financial advisor with 26 years of industry experience. She currently works at Robert Baird & Co., where she has been since 2022, and previously spent over 30 years at Hefren-Tillotson, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of services including financial planning, portfolio management, and custody and brokerage services.

Jayson Angus is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been involved in financial planning and client advisory roles at Fidelity Investments since 2019, with previous positions including Planning Consultant and Financial Representative. His professional experience encompasses guiding clients through their financial planning needs by developing trusted relationships and employing a tailored approach. Jayson emphasizes ensuring clients feel confident in their financial plans to help them work toward achieving their goals. Outside of his professional life, Jayson has interests in fitness, social events with friends, golf, lake activities, and outdoor adventures.

Chelsey Spiller is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at The Ohio State University Wexner Medical Center and CVS Health. She is also affiliated with D'Ambrosio Financial Advisors, a related business activity. 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 advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Kirk Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2003. He leads J&D Associates in efforts to provide value to clients' wealth and those they care about. Kirk emphasizes friendly discussions with clients and their families to address financial concerns, capitalize on opportunities, and manage expectations. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® certificant, Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kirk earned a Bachelor of Science degree from Purdue University. Kirk is involved in community organizations such as The Pittsburgh Promise, where he serves as a board member, The Frick Art & Historical Center as a trustee and chair of the Collections & Exhibitions committee, and Café Momentum in Pittsburgh as board chair. Originally from California, he resides in Pittsburgh with his husband, Henry.

Antonia Podgorski is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. Outside of her advisory role, she owns and manages a sole proprietorship involved in barrel racing competitions, where she is responsible for the care and management of the horse. 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 for individuals, high-net-worth clients, and various institutional investors.

Matthew Vanek is a financial advisor with LPL Financial in Carnegie, PA, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he prepares a limited number of tax returns for friends and family and acts as a master broker for Medicare replacement products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Michael Dukovich is a financial advisor with LPL Financial in Aspinwall, PA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at City National Bank, RBC Capital Markets, Raymond James Financial Services, and operating Dukovich & Associates Financial Services Inc. He is also involved in several business activities related to wealth management and insurance under the LPL umbrella. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing a range of discretionary and non-discretionary management strategies supported by in-house research and third-party subadvisors.

Adam Check is a financial advisor with J.P. Morgan Securities holding Series 65 and Series 63 licenses and has four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and PNC Bank prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Speakman is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked at The Vanguard Group, Inc. for five years and established The Speakman Financial Group in 2017. He has also participated in paid video interviews with Pacific Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and various technology-driven investment strategies.

Stacy Mchugh is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial, Cambridge Investment Research Advisors, and United Capital Financial Advisers. Stacy is also a commissioned notary public. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and specialized account programs, using a combination of internal research, manager selection, and advanced portfolio strategies.