Anthony Romani III is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Merrill and Bank of America prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing several rental real estate properties in the Pittsburgh area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates ESG criteria in its investment recommendations.

Christopher Hart is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, NA, and JPMorgan Securities LLC since 2021. Prior to his current role, he had experience at Johnson Controls and Olde Stonewall Golf Club. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Adam Riggle is a CFP® with 14 years of industry experience, all with Edward Jones where he has worked since 2012. He holds a Series 66 designation and is based in Greensburg, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Sarah Rigatti is a Series 66-credentialed financial advisor with Morgan Stanley in Pittsburgh, PA, with 10 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize Global Investment Committee data and Monte Carlo simulations to model potential outcomes.

Edward Turk is a financial advisor with RBC Capital Markets, holding CFP®, Series 63, and Series 65 designations. He has 31 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Maeve Donohue is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 credential and has previously worked at Hefren-Tillitson, iNetworks, Bucknell University, Mambo Italia, and Sewickley Academy. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, direct indexing, and internal research tools, including artificial intelligence.

Chase Katterman is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and was previously affiliated with AXA Advisors, LLC. Outside of financial advising, he was involved with Highmark Stadium for nine years and held a role at Duquesne University for four years. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that relies on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Kevin Gallagher is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Stifel since 2007 and is based in Bethel Park, PA. Outside of his advisory role, he serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individual and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Nicole Conway is a Series 66 licensed financial advisor with Merrill in Greensburg, PA, and has three years of industry experience. Prior to joining Merrill in 2021, she worked at Penn State University and Clarksburg High School. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Blicha is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ financial goals and priorities to develop tailored strategies that address short-, mid-, and long-term objectives. He provides guidance on a range of financial topics, including investing, retirement planning, and emergency savings. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Nicholas holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Robert Morris University. His approach centers on gaining a comprehensive understanding of each client’s financial picture to design personalized strategies that align with their priorities and vision for the future.

Joseph Free is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to his current role, he worked at institutions including Jpmorgan Chase Bank, N.A., Mason Classical Academy, and Ave Maria University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Michael Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

William Stroyne is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His previous roles include two decades at Securities America Advisors, Inc. and OSAIC. Outside of advising, he serves on the board of the McKnight East Building 500 Association and is a band leader and musician for the InTransit Band, which performs at wedding receptions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research and technology-driven portfolio management solutions.

Louie Maser is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Belmont Logistics, Elliot Community Federal Credit Union, and Dollar Bank. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor financial plans and advisory programs, operating a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels.

Michael Divito is a CFP® professional with 21 years of experience in the financial services industry, currently affiliated with Equitable Advisors since 2005. He previously worked at Axa Advisors, LLC, overlapping with his tenure at Equitable. Divito serves as a board director for Vibrant Pittsburgh. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and utilizes various program sponsors and third-party managers to deliver advisory and brokerage solutions.

Erik Vollbrecht is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2004 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he serves as power of attorney for his parents and is a trustee and successor of an estate. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third-party managers to provide advisory and brokerage solutions.

Andrew Wilk is a Financial Advisor at Merrill Lynch Wealth Management in the Pittsburgh office. He specializes in developing personalized investment and financial strategies for individuals, families, and business owners, focusing on wealth growth, preservation, and transfer. Andrew combines disciplined portfolio management with financial planning to support clients in making informed decisions aligned with their long-term goals. He has experience in college education planning, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, and working with sports and entertainment clients. Andrew's approach is informed by his background in economics, data analytics, and competitive athletics. He earned his bachelor's degree from Chatham University, where he competed in NCAA ice hockey and baseball. He holds the Personal Investment Advisor (PIA) designation. Outside of work, Andrew coaches youth hockey and is involved with his family's hockey business. He serves on the boards of the Alzheimer's Association, Chatham University Alumni Association, and North Hills Community Outreach Young Leaders. He enjoys hockey, golf, tennis, and spending time with his family. Andrew resides in the North Hills of Pittsburgh and is originally from Frisco, Texas.

Kevin Broom is a financial advisor with Equitable Advisors in Sutersville, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at PNC Bank for 14 years. He is also the owner of Ergon Gaming PCs, a custom gaming PC business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Nathan Kramm is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Cambridge Investment Research, NYLIFE Securities LLC, and New York Life Insurance Co. He serves as president of a local Toastmasters International chapter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.