Randel Morris is a CFP® with 41 years of industry experience, currently affiliated with Raymond James & Associates since 2019. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for two decades and has been involved with RGMO Management LLC since 2012. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services emphasizing tailored, non-discretionary strategies supported by extensive research and a wide range of portfolio management styles.

Emmett Licastri is a financial advisor at Equitable Advisors with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Gregory Wilson and Franklin & Marshall College. He serves as vice president of the Diplomat Wrestling Club, Inc., a non-investment-related community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm’s advisory approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Patricia Bojarski is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1996. 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 both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Jason Roney is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2004, following a tenure at Axa Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party asset managers and advisory platforms.

Alena Ilyushyna is a Financial Advisor at Merrill Lynch Wealth Management. She has over 10 years of experience at Merrill, working with professional practice clients, nonprofit organizations, and high net worth families. Alena guides clients across various investment products, portfolio strategies, and appropriate financial goals depending on their life stage and vision for their lifestyle and legacy. She works one-on-one with clients to define goals and choose portfolio strategies designed to reach them, providing ongoing advice and adapting portfolios as client situations change. Alena holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, as well as the Personal Investment Advisor (PIA) designation. She earned her Bachelor of Science and Master of Science degrees from Belarus State Economic University. Alena has expertise in managing market risk and suggesting suitable investment allocations that may include individual stocks, bonds, or custom portfolios. She has a special interest in investments related to innovative market niches such as generative AI, internet-of-things, cloud-based computing, and electric vehicles. As a first-generation American, Alena is committed to empowering others and is involved in environmental causes, animal welfare, and the arts. She has served multiple terms on the Lubbock Symphony Board of Directors and is a member of the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra. Additionally, she supports the Dress for Success organization. Alena is multilingual, speaking English and Russian.

Anthony Smulski is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Steven Trinkala is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm uses structured financial planning tools and delivers services through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Laura Gleghorn is a Series 66-licensed financial advisor with Merrill in Sewickley, PA, where she has worked since 2003. She has 24 years of industry experience. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hiede Broccoli is a Series 66-credentialed financial advisor with 23 years of industry experience, currently with Wells Fargo Advisors since 2026. Prior to this, Broccoli worked at Wells Fargo Clearing for 10 years and PNC Wealth Management for 3 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Sean Menzies is a financial advisor with LPL Financial in Seven Fields, PA, holding a Series 63 designation and 18 years of industry experience. He has worked at LPL Financial since 2013 and previously operated Good Life Advisors, LLC for 12 years. 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 range of financial planning and investment management solutions through a large network of advisors using various platforms and strategies.

John Poppert is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he has worked as an independent contractor in graphic design. 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 investment research.

Domenico Sciulli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at PNC Investments, Citizens Securities, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG eligibility considerations, and offers broad derivatives and commodities capabilities.

Eric N. Dunn is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the president of the Greencroft Condominium Association board and coaches a fitness program with Beachbody. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Deborah Hughes is the Senior Resident Director at Merrill. She joined Merrill in 2012 after over a decade in corporate finance and financial services, including eight years at Edward Jones. In her role, Deborah focuses on creating strategies designed to help clients meet their short- and long-term financial goals, specializing in retirement and estate planning services. Her approach to wealth management is consultative, objective, and client-focused. Deborah listens to and interprets clients' financial situations, preferences, and goals to explore a wide range of possible strategies using Merrill's resources. She is a qualified Portfolio Manager and manages her own Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Deborah holds a Bachelor of Science degree in Electrical Engineering from the University of South Carolina and a Master of Business Administration in Finance from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA). Outside of work, Deborah enjoys spending time with her family, gardening, cooking, golfing, and traveling. She also serves on the board of the PERSAD Center.

Ryan Hollenbach is a financial advisor with Cetera, holding a Series 66 designation and possessing 21 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients nationwide.

Anita Manning is a financial advisor at Merrill with a Series 66 designation and over 36 years of industry experience, primarily at PNC before joining Merrill in 2025. She is based in Pittsburgh, PA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jacob Hancher is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has held positions at Micah Larson and Tapped Taphouse & Kitchen prior to his current role. His background includes a mix of financial and non-financial roles in the Pittsburgh, PA area. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisory models through third-party sponsors and proprietary programs.

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.

John Kautz is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, following five years at Hefren-Tillotson, Inc. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

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.