Jason Roney is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2004, following a tenure at Axa Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party asset managers and advisory platforms.

Alena Ilyushyna is a Financial Advisor at Merrill Lynch Wealth Management. She has over 10 years of experience at Merrill, working with professional practice clients, nonprofit organizations, and high net worth families. Alena guides clients across various investment products, portfolio strategies, and appropriate financial goals depending on their life stage and vision for their lifestyle and legacy. She works one-on-one with clients to define goals and choose portfolio strategies designed to reach them, providing ongoing advice and adapting portfolios as client situations change. Alena holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, as well as the Personal Investment Advisor (PIA) designation. She earned her Bachelor of Science and Master of Science degrees from Belarus State Economic University. Alena has expertise in managing market risk and suggesting suitable investment allocations that may include individual stocks, bonds, or custom portfolios. She has a special interest in investments related to innovative market niches such as generative AI, internet-of-things, cloud-based computing, and electric vehicles. As a first-generation American, Alena is committed to empowering others and is involved in environmental causes, animal welfare, and the arts. She has served multiple terms on the Lubbock Symphony Board of Directors and is a member of the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra. Additionally, she supports the Dress for Success organization. Alena is multilingual, speaking English and Russian.

Steven Trinkala is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm uses structured financial planning tools and delivers services through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Hiede Broccoli is a Series 66-credentialed financial advisor with 23 years of industry experience, currently with Wells Fargo Advisors since 2026. Prior to this, Broccoli worked at Wells Fargo Clearing for 10 years and PNC Wealth Management for 3 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

John Poppert is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he has worked as an independent contractor in graphic design. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Eric N. Dunn is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the president of the Greencroft Condominium Association board and coaches a fitness program with Beachbody. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Nils Nolan is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Sagepoint Financial, ILG Private Wealth, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Guardian Life. Nolan also has involvement in related insurance activities and operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment models and tools while supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Deborah Hughes is the Senior Resident Director at Merrill. She joined Merrill in 2012 after over a decade in corporate finance and financial services, including eight years at Edward Jones. In her role, Deborah focuses on creating strategies designed to help clients meet their short- and long-term financial goals, specializing in retirement and estate planning services. Her approach to wealth management is consultative, objective, and client-focused. Deborah listens to and interprets clients' financial situations, preferences, and goals to explore a wide range of possible strategies using Merrill's resources. She is a qualified Portfolio Manager and manages her own Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Deborah holds a Bachelor of Science degree in Electrical Engineering from the University of South Carolina and a Master of Business Administration in Finance from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA). Outside of work, Deborah enjoys spending time with her family, gardening, cooking, golfing, and traveling. She also serves on the board of the PERSAD Center.

Anita Manning is a financial advisor at Merrill with a Series 66 designation and over 36 years of industry experience, primarily at PNC before joining Merrill in 2025. She is based in Pittsburgh, PA. 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 and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jacob Hancher is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has held positions at Micah Larson and Tapped Taphouse & Kitchen prior to his current role. His background includes a mix of financial and non-financial roles in the Pittsburgh, PA area. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisory models through third-party sponsors and proprietary programs.

Brian Beal is a Planning Consultant at Fidelity Investments, where he works with clients to assess their financial situations and identify opportunities that align their plans with their goals. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role in 2024. Outside of his professional work, Brian enjoys recreational activities including baseball, camping, hiking, running, soccer, and traveling.

John Kautz is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, following five years at Hefren-Tillotson, Inc. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

Richard Matthews is a Series 66 licensed financial advisor at Ameriprise with 8 years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company, The Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, LLC, and PNC Investments. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Karen Greb is a Wealth Management Advisor and the founder and senior partner of Greb Wealth Management. She began her career at Merrill in 1978 and has dedicated her professional life to providing wealth management services to multiple generations of clients. Many of her clients have maintained their relationship with her firm for over four decades, which has contributed to her extensive understanding of the financial issues that affect her clients' lives. Karen holds a bachelor's degree from Duquesne University and has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Financial Planning Association and the Investments & Wealth Institute. Her expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. In addition to her professional commitments, Karen is involved in community service and serves on boards related to arts, culture, and education, including the Carnegie Museum of Natural History Advisory Board and the Central Catholic High School of Pittsburgh Board. She is also part of the Women's Leadership Council of the United Way of SW PA. Her personal interests include drawing and sketching, gardening, hiking, painting, photography, reading, spending time with family, traveling, writing, and yoga.

Jonathan Martin is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Martin serves on the Board of Directors for the nonprofit Caring for Kids - The Carrie Martin Fund and is a council member of the Duquesne University Business School Investment Strategy Institute Advisory Council. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver non-discretionary, research-based retirement recommendations.

Anthony Vargo is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at The Coury Firm and FSC Securities Corporation before joining J.P. Morgan in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process leverages centralized due diligence and incorporates systematic quantitative and qualitative research to build model asset allocations.

Mark Kuehn is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Thrivent and its predecessor entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial topics without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining these as separate services.

Louis Sforza Jr. is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Wendy Semkus serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Wendy's expertise includes helping clients manage various financial priorities such as buying a home, saving for college, caregiving for elderly parents, and preparing for healthcare needs. She works one-on-one with clients to define their goals and develop portfolio strategies designed to achieve them, providing ongoing advice and adjusting portfolios as clients' situations evolve. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Wendy earned her Bachelor's Degree from Mount St Mary's University.

Anthony Rosato is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has worked in various roles within Morgan Stanley and its affiliates since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.