Lucas Boyd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at PNC Private Bank for three years and BNY Mellon for seven years. Based in Pittsburgh, PA, Boyd joined Merrill in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tory Larson is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Larson worked in various engineering roles and is involved with Northman Investments, LLC. Outside of his advisory work, he volunteers as a ski patrol member at Seven Springs Mountain Resort. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm employs a range of advisory models and third-party asset managers to tailor investment solutions based on client risk profiles.

Christian Friday is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets, LLC since 2015. Outside of his advisory role, he serves as an assistant track coach for both Keystone Oaks School District and Chatham University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Earl Brooks Jr. is a CFP® certificant with over 31 years of industry experience, currently serving at Osaic since 2024. He previously worked at Triad Advisors, Inc. for 19 years and has been self-employed since 1988. Brooks also owns a sole proprietorship focused on tax preparation and planning, and he operates Riverspointe Wealth Advisors, an LLC providing financial planning, life insurance, and fixed income annuities advice. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to various managed account solutions, utilizing asset-allocation tools and risk assessments to construct diversified portfolios.

Robert George is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009 and concurrently maintains a professional role with Robert A. George, M.D., P.C. since 1990. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.

Jesse Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Nationwide Financial, The Huntington Investment Company, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co, and PNC Wealth Management. Outside of his advisory work, Bowman is involved with non-variable insurance businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Audrey Webb is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Merrill since 2019 and previously was with Northwestern Mutual Investment Management and Kevin Miller. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Procaccini is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Certified 401(k) Professional (C(k)P®) designation from Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. Bryan has over seventeen years of experience in investment management. He works closely with plan sponsor clients, providing a broad range of services including retirement plan investment committee support, fiduciary assistance, corporate executive services, family wealth management strategies, institutional consulting, personal retirement planning, portfolio management, and small business strategies. Bryan and his team manage over $1 billion for select families, corporations, and non-profit entities. Bryan is a graduate of Baldwin Wallace University with a Bachelor's Degree in Business Administration and Finance. He serves as a director at Ward Home, Inc. and is involved with Children's Hospital's Camp Chihopi. His personal interests include adventure sports, golfing, music, reading, spending time with family, and traveling.

Daniel Foreman is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at MassMutual Life Insurance Co and Northwestern Mutual Investment Services, LLC. Prior to entering the financial services industry, he worked eight years at Digital Promise. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through collaborative, goal-based engagements.

Marta Merchant is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1984, concurrently working with Bank of America since 2009. Outside of her advisory role, she is an officer in a family-held, for-profit business, MIC Holdings, based in Pittsburgh. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Brian Linville is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior roles at McKinsey & Company, Harvard Business School, and service in the United States Navy. Outside of his advisory work, Linville has ownership interests in several technology and consumer startups, including an AI-enabled video company, a robotics technology firm, and a health-focused beverage company. J.P. Morgan Securities LLC 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 incorporates ESG criteria when recommending strategies, delivering services on a non-discretionary basis through a select group of Wealth Advisors.

Traci Conlon is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2014, accumulating 12 years of industry experience. She is based in Sewickley, PA. Outside of her financial advisory role, she is an owner of a rental property in Cranberry Township, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Anthony Mascioli is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015, as well as at Citigroup Global Markets from 2014 to 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Amanda Blount is a financial advisor with Robert W. Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Hefren Tillotson, Inc. for 11 years and J.J.B. Hilliard, W.L. Lyons, LLC for one year before joining Baird in 2022. Baird’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research, and advanced tools including artificial intelligence to support client advice, and manages approximately $394 billion in assets as of December 2025.

William Ravotti is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding the CFP® designation and Series 63 and 66 licenses. He has 36 years of industry experience, including over three decades with Northwestern Mutual and eight years at Northwestern Mutual Wealth Management Company before joining Mass Mutual in 2020. He is also active as an agent involved in the sales and service of fixed life, annuity, accident, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools to develop written recommendations.

Justin Newbauer is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His prior roles include positions at Triad Advisors and several entities within Federated Investors from 2015 to 2019. Outside of his advisory work, he is involved with 1st Phorm, a nutrition and health supplements company. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a broad platform and a large network of investment adviser representatives.

Russell Sherred III is a CFP®-credentialed financial advisor at RBC Capital Markets with 50 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously spent two years at Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and portfolio management services supported by a combination of internal and external investment managers.

Marc Mccarey is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers plans that utilize firm-approved tools such as Secular Return Estimates and Monte Carlo simulations.

Margaret Rimmel Galant is a CFP®-certified financial advisor with five years of industry experience, currently serving clients at UBS Financial Services in Pittsburgh, PA. Her background includes roles at UBS since 2021 and prior engagements at Emory University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management services with institutional trading capabilities, including futures commission merchant activities and underwriting.

Evan Frazier Jr. is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes five years at Henderson Brothers, Inc. and roles at the University of Dayton. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.