Theodore Lund is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He is also the owner of TKL Solutions Inc., a firm established for Primerica business purposes. Lund has worked with Primerica Advisors and Primerica Financial Services since the mid-1990s. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies and third-party managers to provide diversified portfolio management solutions.

David Fink is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved as a non-variable insurance agent through his firm, Fink Financial Services, offering life, health, long-term care, and disability insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by both in-house and third-party research.

Kenneth Fisher III is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 designations and having 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated capital markets capabilities.

Gina Harbison is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Robert Baird & Co. since 2022 and has concurrently been with Hefren Tillotson, Inc. since 2013. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and complex investment strategies.

John Ford is a financial advisor with Morgan Stanley in Sewickley, PA. He holds a Series 66 designation and has experience at Morgan Stanley since 2026, with prior positions at BNY and the University of Pittsburgh. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market assumptions to support its financial planning process.

Archibald Leonard is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Manges is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 34 years of industry experience. He has been affiliated with Primerica Advisors since 1992 and operates Manges+ Associates Inc., an investment-related business established for Primerica purposes. His experience also includes involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors, employing model-based investment strategies supported by third-party asset managers and custodial services.

James Tepke is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Timothy Hunkele is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson and PNC Bank. Outside of his advisory role, he has coached middle school baseball teams in the Pine Richland School District. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection supported by internal research and tools.

Danielle Gilliam is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America NA, Bimbo Bakeries USA, and Mercedes-Benz of Pittsburgh. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer offering a range of advisory programs and financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes proprietary tools and modeling techniques.

Randolph Bodnar is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Merrill since 2000, based in Sewickley, PA. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

John Murray is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes over two decades at Grove Point Investments, LLC and Grove Point Advisors, LLC. Outside of his advisory work, he is involved with the US Legends Pro Pickleball League. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Steven Parolini is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Parolini serves on the Board of Directors for Folds of Honor in Western Pennsylvania. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

Tawni Marie Tunno is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James since 2013 and also has worked at Covenant Partners since 2016. Outside of her advisory role, she has longstanding part-time employment with Victoria's Secret, where she is involved in merchandising and inventory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, tailored planning using risk profiling and analytical tools and supports clients through various advisory programs and specialized services such as municipal and public finance advisory and SIMPLE IRA employer consulting.

Peter Coughlin is a financial advisor at J.P. Morgan Securities LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Federated investment firms and BNY Mellon. He serves as treasurer on the board of Red's Locker, a nonprofit organization providing sports equipment to underprivileged areas in Pittsburgh. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, manager and fund searches, and customized performance reporting through a quantitative and ESG-integrated process.

Michael Bonelli is a financial advisor with Edward Jones in Evans City, PA, holding a Series 66 credential and seven years of industry experience. He previously worked at Yale University and the Virginia Military Institute. Outside of finance, Bonelli has been involved in youth soccer as a coach with Beadling Soccer Club and previously owned a business organizing high school college prep soccer camps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Morgan Gemondo is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. Prior to joining LPL Financial in 2025, he spent six years with Cambridge Investment Research and its affiliated advisers. Outside of his advisory work, he has experience with entrepreneurial and service roles, including involvement with Caldalzo Contemporary Dance Studio and Oliverio's Ristorante. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with access to various model portfolios and research resources.

James Scureman is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 43 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He also operates an independent insurance agency specializing in dental and group disability income, disability, fixed annuities, life/accident/health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-based recommendations.

Robert Meredith is a financial advisor at Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Morgan Stanley since 2009. Meredith serves on the Board of Governors of Pikewood National Golf Club and is a member and panelist of the NYSE Hearing Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Sandra Caruso is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member on the finance committee of Unity Presbyterian Church in Pittsburgh. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning, wrap programs, and access to various investment vehicles.