Brian Beal is a Planning Consultant at Fidelity Investments, where he works with clients to assess their financial situations and identify opportunities that align their plans with their goals. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role in 2024. Outside of his professional work, Brian enjoys recreational activities including baseball, camping, hiking, running, soccer, and traveling.

Ivana Liberatore is a CFP® with 21 years of industry experience, currently serving with Cetera. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Avantax Insurance Agency. Outside of her advisory work, she is involved as a Court Appointed Special Advocate volunteering for foster children in Washington County, PA. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services to a wide range of clients, including individuals, employer-sponsored plans, corporate and charitable entities, and institutions.

Richard Matthews is a Series 66 licensed financial advisor at Ameriprise with 8 years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company, The Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, LLC, and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charlene Logan is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 27 years of industry experience, including prior roles at National Planning Corporation and operating her own business, The Speakman Financial Group, since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Karen Greb is a Wealth Management Advisor and the founder and senior partner of Greb Wealth Management. She began her career at Merrill in 1978 and has dedicated her professional life to providing wealth management services to multiple generations of clients. Many of her clients have maintained their relationship with her firm for over four decades, which has contributed to her extensive understanding of the financial issues that affect her clients' lives. Karen holds a bachelor's degree from Duquesne University and has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Financial Planning Association and the Investments & Wealth Institute. Her expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. In addition to her professional commitments, Karen is involved in community service and serves on boards related to arts, culture, and education, including the Carnegie Museum of Natural History Advisory Board and the Central Catholic High School of Pittsburgh Board. She is also part of the Women's Leadership Council of the United Way of SW PA. Her personal interests include drawing and sketching, gardening, hiking, painting, photography, reading, spending time with family, traveling, writing, and yoga.

Jonathan Martin is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Martin serves on the Board of Directors for the nonprofit Caring for Kids - The Carrie Martin Fund and is a council member of the Duquesne University Business School Investment Strategy Institute Advisory Council. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver non-discretionary, research-based retirement recommendations.

Anthony Vargo is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at The Coury Firm and FSC Securities Corporation before joining J.P. Morgan in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process leverages centralized due diligence and incorporates systematic quantitative and qualitative research to build model asset allocations.

Mark Kuehn is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Thrivent and its predecessor entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial topics without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining these as separate services.

Staci Black is a financial advisor with UBS Financial Services in Canonsburg, PA, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Louis Sforza Jr. is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Tyler Blake is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Citizens Financial Group and Pruco Securities. Outside of his advisory role, he serves as the assistant coach for the Moon Area High School boys soccer team. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to build model allocations and offers broader derivatives and commodities capabilities through certain regulatory registrations and affiliates.

Paul Yuna is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he operates Mosaic Consulting, where he sells fixed annuities and various types of insurance, including life, disability, and long-term health care insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple investment management strategies across a complex affiliate platform.

Anthony Rosato is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has worked in various roles within Morgan Stanley and its affiliates since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Robert Mac Whinnie III is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his advisory career, he was a professional golfer for 12 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative, annual planning engagements.

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.

William Minor is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously at UBS Financial Services Inc. from 2016 to 2020. Outside of his advisory role, Minor serves as an executive officer in the United States Marine Corps Reserve. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.