Christopher Vactor is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Outside of finance, he was involved with II Pizzaiolo for ten years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party program sponsors to deliver investment solutions tailored to client needs.

Robert Dunbar is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory work, he serves on the Board of Directors for Little Big Horn Associates, a historical association, where he oversees conference site decisions and leads conferences. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individual and institutional clients, including portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

James Verlato is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 designations and has a background as a CPA through his sole proprietorship, James Verlato CPA, which he has maintained since 1994. His prior work includes roles at Avantax Advisory Services and 1st Global Advisor Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with diverse program options and over $256 billion in assets under management.

David Liguori is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at UBS Financial Services for 14 years. Outside of his advisory role, he is the sole proprietor of Liguori Properties, LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm‑approved tools without providing individual security recommendations as part of standalone plans.

Jason Curran is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at BNY Mellon Investor Solutions, LLC and spent over a decade at Morgan Stanley Alternative Investment Partners. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Johnathan Miller is a financial advisor with Robert W. Baird & Co. in Pittsburgh - Wexford, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird, he worked at BNY Mellon and CNB Bank. Miller also has experience with Pro Football Focus. He 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 brokerage services, utilizing internal research and a mix of manager- and model-traded strategies.

Michael Mc Kee is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 10 years of industry experience. He has worked with Robert Baird & Co. since 2022 and previously with Hefren-Tillotson, Inc. from 2015. He serves as an investment committee member for the Marsha Mae Foundation’s scholarship fund. Baird’s DDK Group, where Mc Kee is based, offers a range of wealth management services including financial planning, portfolio management, and custody services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a mix of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools to deliver client advice.

Joseph Maker is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Waldron Private Wealth and PwC. Outside of advising, he is president of Lobo One LLC, a business in which he holds signing and tax authority responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supporting a broad advisor network with a range of advisory programs and institutional services.

Blaze Tatananni is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Private Bank, National Association from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services, with notable inclusion of insurance-related investment options and bank deposit sweep programs.

Austin Miller is a financial advisor with LPL Enterprise, holding the Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he has experience working in education at Gannon University and Knoch High School and Middle School, as well as involvement with Miller Farms for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

Kristopher Nuttall is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner support and online tools, providing diversified portfolios and a range of management options across multiple account types.

William Evancho is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes positions at UBS Financial Services Inc. and City National Bank. 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 featuring discretionary and non-discretionary portfolio management tailored to client risk profiles.

Kees Van Der Zee is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Penn State, Stenson, Ripplematch, and Bobs Subs. 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 variety of advisory models and third-party asset managers, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Timothy Ungarean Jr. is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. His prior roles include work at JKS Financial and The Pittsburgh Golf Club, as well as studies at the University of Pittsburgh. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Aaron Marks is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for six years and Precision Garage Doors for four years. Marks is also involved in insurance activities through a licensed agency in Pittsburgh, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Daniel Crawford is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Katherine Lust is a CFP® and holds a Series 66 designation with five years of industry experience. She is currently with Robert Baird & Co. and previously worked at Hefren-Tillotson, Inc. for ten years. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations using a range of portfolio management and financial planning services.

Joshua Dobi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Sagepoint Financial, Inc. and operated Dobi Financial Group, LLC. His non-investment activities include serving on the boards of the North Mecklenburg Rotary Club, Novant Health Foundation, Charlotte Independence Soccer Club, and the Cain Center for the Arts. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Thomas Farrington is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and was previously with Bay Crest Partners LLC from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

James Marnell is a Series 66 credentialed financial advisor with 14 years of industry experience. He has worked at UBS Financial Services since 2018 and previously spent six years at Nationwide Securities, LLC. Based in Sewickley, PA, he provides advisory services through UBS’s platform. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.