Perry Ninness is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2015, with a two-year tenure at Bank of New York Mellon in between. He also has been affiliated with the University of Pittsburgh for ten years. Perry previously held a real estate sales license with Keller Williams Realty but is no longer active in that capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets functions.

Vincent Strangio is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at PNC Private Bank for eight years before joining Merrill in 2024. Outside of finance, he receives royalties from the use of his photographs. 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 to individuals, high-net-worth clients, and institutional investors.

Michael Foster is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at The Bank of New York Mellon Corp for 16 years before joining J.P. Morgan in 2019. Foster and his wife jointly manage private investments through a partnership called Three Forks, LP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a team of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with a combination of quantitative and qualitative analysis, including ESG considerations, and supports broader derivatives and commodities capabilities.

Domenic Mangieri is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ian Mayhaus is a financial advisor with Edward Jones in Pittsburgh, PA, holding CFP®, ChFC®, and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of more than 23,700 advisors.

William Howley V is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Equitable Advisors since 2018, following a prior role at AXA Advisors, LLC, and work in packaging and academia at Babcor Packaging and Penn State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Alec Lacinski is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he was employed at Global Titanium Products Inc. and the University of Pittsburgh. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Oblock is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research since 2012 and also has a long-standing career as a professional musician. Oblock participates as a board member and officer in several private companies. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors as well as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians to provide both discretionary and non-discretionary management, and it maintains proprietary model strategies under the Founders Gate Capital brand.

Kyle Wagner is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at Merrill since 2022 and previously worked at Bank of America, Luttner Financial Group, and KeyBank. 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.

Donald Edmunds is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mariner Wealth Advisors and Wilshire Associates. His background also includes experience with the US Postal Service and Air Star Trans & Limousine Service Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Michael Wiedt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Cambridge in 2017, he worked at Janney Montgomery Scott for 12 years and Parker/Hunter Incorporated for one year. His outside activities include working as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

Gerald Barkley is a financial advisor at RBC Capital Markets with 25 years of industry experience. He has held positions at Janney Montgomery Scott and has been with RBC Capital Markets since 2017. Barkley holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies to clients’ risk profiles using a mix of in-house and third-party managers.

Darren Morningstar is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been associated with Morgan Stanley and its related entities since 2009. Outside of his advisory role, Morningstar is involved in organizing sports memorabilia and autograph shows as a former professional athlete. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that utilizes firm-approved tools and market simulations.

Steven Russo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 16 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms with a combination of technology and diversified investment strategies.

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.

Brett Pechersky is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and Berer Financial Management since 2001. Outside of his advisory work, he teaches a non-credit adult education course called Seasoned Investors and serves as comptroller for Temple David Synagogue. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platforms for discretionary and non-discretionary management, as well as proprietary model strategies under the Founders Gate Capital brand.

Christa Lehmeier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Ruffing is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation, MSI Financial Services, Inc., and Ameriprise. Outside of advising, he is involved in insurance services, offering a variety of health, disability, annuity, and life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides a wide range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

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.