Jacob Hancher is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Micah Larson and New Saint Andrew's College, as well as experience in the hospitality and retail sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a range of financial planning, brokerage, insurance, and third-party asset management services, utilizing various program sponsors and managers to provide advisory and brokerage solutions.

John Kautz is a financial advisor with Robert Baird & Co. in Pittsburgh-Wexford, PA. He holds a Series 66 designation and has five years of industry experience. His prior positions include roles at Hefren-Tilloston, Inc. and ADP, LLC. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing various managed account programs and investment strategies supported by internal research and manager oversight.

Charlene Logan is a financial advisor with LPL Financial in Pittsburgh, PA, holding a ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including prior roles at National Planning Corporation and operating The Speakman Financial Group since 2003. 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 brokerage services, utilizing model portfolios, third-party research, and various portfolio management options.

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.

Anthony Vargo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2019 and previously worked for The Coury Firm and related entities for over 15 years. 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 brokerage, distribution, and investment management capabilities.

Tracy Mceuen is a financial advisor at Raymond James & Associates with nine years of industry experience. Prior to joining Raymond James in 2024, she worked at Bank of America and Merrill from 2018 to 2024 and spent 15 years at Mead Johnson Nutrition. She is a member of TSJ Farm LLC, where she handles bookkeeping and bill payment. 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 investment consulting through various programs, emphasizing non-discretionary planning supported by extensive research and a broad range of portfolio management styles.

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.

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 with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, following prior roles at Citizens Financial Group and Pruco Securities. Outside of his advisory work, he serves as an assistant coach for the Moon Area High School boys soccer team. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies within the broader J.P. Morgan organization.

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 with Morgan Stanley in Pittsburgh, PA. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2023, including his current role starting in 2025. Prior to entering the financial industry, his experience includes work in retail and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of financial planning services supported by structured discovery processes and advanced modeling tools, 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.

Patrick Garbinsky is a CFP® with 40 years of experience in the financial industry. He currently serves as an advisor with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Mutual Benefit Life. He is also involved in fiduciary activities related to the Estate of Mary Lou Stewart. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with model portfolios and research from LPL and third-party providers.

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.

Bonnie McGuire is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2023, she worked for 25 years at Harvest Financial Corporation. Outside of advising, she is a bookkeeper for Oakland Periodontal Associates in Pittsburgh. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Mills is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Waddell & Reed, Inc. Outside of his advisory role, Mills is an independent insurance agent and a college funding aid counselor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house research and third-party model portfolios.

Grant Fleming is a CFP® and Series 66 credentialed advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2022 and Hefren-Tillotson, Inc. since 2011. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of custody and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Anthony Ross is a financial advisor with Ameriprise in Wexford, Pennsylvania, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business as an employee contractor at Poach, Koury & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.