Iesha Thomas is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dollar Bank, Citizens Securities, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to various model portfolios and program options.

Thomas Brook is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 65 and Series 63 licenses and with two years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services ranging from planning to investment management through multiple channels.

John Lamberson III is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its related entities since 2007. Outside of his advisory role, he serves on the board of directors for the Western Pennsylvania Hugh O'Brian Youth Leadership and writes art-related articles for Pittsburgh Metropolitan Magazine. He is also the founder and coach of the Steel City Outlaws, a youth basketball organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates in its financial planning process.

Drew Linarelli is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors and Raymond James Financial Services. Outside of advising, he operates a business offering insurance products, including accident, health, disability, and life insurance. OSAIC Wealth, Inc. serves a diverse clientele including individual, high-net-worth, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party partnerships to construct and manage portfolios across a wide range of asset classes.

Raymond Nepa is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2010. He serves on the CFP Advisory Board for Duquesne University, advising and reviewing the educational program for their CFP certification. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Tracy Solan is a financial advisor at Morgan Stanley in Pittsburgh, PA, with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2019 to 2026 and Bank of America, N.A. from 2025 to 2026. Prior to her advisory career, she was involved with Steelton Enterprises for 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Kristina Pockl is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2007. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Reasinger is a financial advisor with Merrill in Upper Saint Clair, PA, holding Series 63 and Series 65 credentials and with 32 years of industry experience. She has been with Merrill since 2010. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandria Jackson is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including BNY Mellon Securities and Mellon Capital. She also serves as a financial advisor at DSF Wealth Management Group, a financial planning firm. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Shaun Sweeney is a CFP® professional with 12 years of industry experience, currently serving at Cetera since 2019. His prior roles include positions at Foresters Advisory Services and Mutual of Omaha. Outside of finance, he is an author of an eBook sold on Amazon and a photographer who donates all proceeds from print sales to a local cancer center. Cetera Investment Advisers LLC is an SEC-registered firm offering a wide range of services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and access to multiple investment strategies through a multi-manager platform with both discretionary and non-discretionary account options.

Eric Mcmahon is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services Advisors, Inc. since 2009. Prior to this, he worked in insurance and has been involved with the Canon McMillan School District since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Alfred Vallano Jr. is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2022, following over three decades at Hefren-Tillotson, Inc. He serves as a board member and on the Investment/Finance Committee of Family House, a nonprofit organization. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, internal research, and ongoing monitoring to support its advisory approach.

Nicholas Carretta is a financial advisor with Ameriprise in Irwin, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BNY Mellon and American Income Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Robert Kania is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Generational Transfer Entrepreneurs, Capital Foundry, and involvement with The Pittsburgh Golf Club. 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.

Michael Headrick is a financial advisor with Ameriprise Financial Services in Pittsburgh, PA, holding a Series 66 credential and seven years of industry experience. His work history includes roles at Ameriprise since 2013 and a position at Walmart from 2017 to 2018. He is also the owner of HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jean Roccon Rohm is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, he serves as Executive Vice President and Treasurer of The Johnny Mercer Foundation, which promotes educational programs introducing the Great American Songbook to younger generations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

John Reba is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Hefren-Tillotson, Inc. for 13 years before joining RBC Capital Markets in 2022. Reba serves as a voting member of the investment and finance committees on the board of the Brothers Brother Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management, responsible investing, and alternative investments.

Thomas Brook is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a volunteer board member for the Forest Hills Borough Recreational Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Paige Myers is a financial advisor with Robert W. Baird & Co. based in Pittsburgh - South Hills, PA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at Totum Realty Advisors LLC and held various roles in hospitality and real estate-related positions. The DDK Group at Robert W. Baird & Co., where Myers is a team member, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing a mix of managed account strategies, tax management, and internal research capabilities.

Jackson Geisler is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and founding Geisler & Company Financial Planning. Outside of finance, he has experience in the food and beverage sector, including time at I Love Juice Bar and Fresh From the Farm Juice. 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 that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.