Campbell Mc Farlane is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes several roles at Morgan Stanley as well as positions outside finance, including employment at Harris Teeter and Dockside Bar and Grill. 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 research, managing approximately $2.74 trillion in client assets.

Richard Zalakar is a financial advisor at Stifel in Pittsburgh, PA, with 35 years of industry experience. He has been with Stifel since 2007 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Jonathan D'antonio is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1999. He specializes in managing risk across clients' financial lives by integrating their investment, retirement, tax minimization, and estate planning strategies. His client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, special needs planning, and tax minimization. Jonathan earned a Bachelor's degree in Biology and Economics from Rutgers University. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials complement his expertise in providing comprehensive wealth management solutions. Residing in Sewickley, Pennsylvania with his wife and four children, Jonathan engages in personal interests such as skiing, cycling, golf, hiking, chess, and spending time with family. He is also involved in the community by volunteering for local non-profits and coaching youth athletics.

Kristin Dennis is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley, Anthem Securities, and Hardin Compliance Consulting. Outside of her advisory role, she is also a part-time sales associate at Ann Taylor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Henry Bernacki is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Dean Ponterio is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at Cetera since 2025 and has prior experience at H.D. Vest in various roles from 1998 to 2019. In addition to his advisory work, he operates an accounting and tax preparation practice as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Marielise Fraioli is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in legal practice and held positions at Pilgrim Christakis, LLP, Lawrence Kamin, LLC, and Kaplan & Associates, LTD. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Grant Fleming is a CFP® professional with 12 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services that include manager and model-traded SMA strategies, tax management, and custody solutions.

Jason Seibert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2019. In his role, he focuses on helping clients develop potential solutions and providing investment guidance tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. Jason holds the CERTIFIED FINANCIAL PLANNER® certification and a Personal Investment Advisor designation. He graduated from The University of Pittsburgh with a bachelor's degree in Political Science and a minor in Economics. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, philanthropic planning, portfolio management services, and sports and entertainment. He lives in Pittsburgh with his wife Charlene and their two daughters. The family is active in the community, supporting Special Olympics Pennsylvania and other local causes. Jason participates in community volunteer work as part of Merrill Lynch's tradition of engagement.

Anthony Levis is a CFP® with three years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Northwestern Mutual Wealth Management Company and DAG Resources, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment solutions including financial planning, model portfolios, and institutional platforms, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Landon Shank is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at PNC Bank, PennWest University, and K&L Industrialized. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, funds, and model portfolios.

Steven Hill is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, Hill serves as secretary for Al's Bike Drive, a local charitable program supporting the Toys for Tots initiative by providing new bicycles to children in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm integrates planning with managed-account programs while keeping these services separate.

Jamie Danna is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial since 2021. His previous roles include positions at Beratung Partners Inc, Sullivan & Danna LLC, Waddell & Reed Inc, and various insurance carriers. He serves as a board member of the Veteran's Leadership Program, a nonprofit organization in Pittsburgh. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and operational tools.

James Wyman II is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including City National Bank and KeyBank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management strategies that utilize both in-house and third-party investment managers.

Cody Wimer is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Christine Hannahs is a financial advisor with Wells Fargo Advisors in Monroeville, PA, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Advisors since 2017 and previously worked at Wells Fargo Clearing. Outside of her advisory role, she has ownership interests in an oil and gas rights company and a local franchise of Budget Blinds. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Craig Yost is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual Life Insurance Company, Mass Mutual Investors Services, and Metlife Securities, Inc. He is also president of The Rock Financial Services LLC, an LLC he established with two other agents to manage shared office expenses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation using portfolios developed internally and by third-party strategists, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Tanner Cogar is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Cogar is based in Pittsburgh, PA. 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’s investment approach includes model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenn Smith is a Planning Consultant at Fidelity Investments, where she collaborates with clients to design and implement financial plans aimed at achieving their financial goals. She has held this role since 2026. Prior to this position, Jenn served as a Relationship Manager and Financial Representative at Fidelity Investments from 2025 to 2026 and 2024 to 2025 respectively. Before joining Fidelity, she worked as a Senior Client Operations Specialist at Alto Solutions from 2022 to 2024.

Ronald Short Jr. is a financial advisor with Stifel in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.