Madison Mortimer is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining RBC, Madison worked at Fidelity Investments, Bank of America, Merrill, and Jackson National Life Distributors. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.

Zachary Gallagher is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions, including LPL Financial and Northwest Bank. Prior to his advisory career, he spent seven years with ZMC Foods Division. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and alternative products.

Kathleen Corrales is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she works as a driver for transportation services including Uber, Lyft, and Amazon Flex. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored portfolio management and financial planning through various wrap fee programs. The firm utilizes both in-house and third-party investment managers and emphasizes customizable investment strategies and integrated capital markets capabilities.

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.

Payton Verzilli is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions with the Duquesne University Athletic Department and the Pittsburgh Riverhounds. Equitable Advisors provides financial planning, retirement consulting, and asset management programs to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, including third-party managers and discretionary portfolio advisors, and does not sponsor its own wrap fee program.

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 with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo and prior positions in education at the University of Dayton and Fox Chapel Area High School. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

John Zalewski is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America since 2009, following three years at UBS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nathan Woods is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for Lincoln Financial Securities Corporation for ten years. Outside of his advisory role, Woods is the owner of an insurance agency, Jefferson Financial Group LLC, based in Bethel Park, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Douglas Raible is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Nationwide Securities LLC and New York Life Insurance Company. Raible is also involved in consulting services as an owner of Pittsburgh Investor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Timothy Bywalski is a financial advisor with Edward Jones in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 1997. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Matthew Klein is a Series 66-licensed advisor with Merrill in Pittsburgh, PA, with four years of industry experience. He has previously worked at PNC Bank and Bank of America. 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 and profit-sharing 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.

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.