Jesse Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Nationwide Financial, The Huntington Investment Company, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co, and PNC Wealth Management. Outside of his advisory work, Bowman is involved with non-variable insurance businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Audrey Webb is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Merrill since 2019 and previously was with Northwestern Mutual Investment Management and Kevin Miller. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Procaccini is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Certified 401(k) Professional (C(k)P®) designation from Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. Bryan has over seventeen years of experience in investment management. He works closely with plan sponsor clients, providing a broad range of services including retirement plan investment committee support, fiduciary assistance, corporate executive services, family wealth management strategies, institutional consulting, personal retirement planning, portfolio management, and small business strategies. Bryan and his team manage over $1 billion for select families, corporations, and non-profit entities. Bryan is a graduate of Baldwin Wallace University with a Bachelor's Degree in Business Administration and Finance. He serves as a director at Ward Home, Inc. and is involved with Children's Hospital's Camp Chihopi. His personal interests include adventure sports, golfing, music, reading, spending time with family, and traveling.

Marta Merchant is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1984, concurrently working with Bank of America since 2009. Outside of her advisory role, she is an officer in a family-held, for-profit business, MIC Holdings, based in Pittsburgh. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Brian Linville is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has prior roles including work at McKinsey & Company and military service in the United States Navy. Outside of his advisory role, Linville has ownership interests in several technology and consumer startups, primarily in passive capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and offers access to a range of investment strategies with the inclusion of ESG considerations.

Traci Conlon is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2014, accumulating 12 years of industry experience. She is based in Sewickley, PA. Outside of her financial advisory role, she is an owner of a rental property in Cranberry Township, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Anthony Mascioli is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015, as well as at Citigroup Global Markets from 2014 to 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Amanda Blount is a financial advisor with Robert W. Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Hefren Tillotson, Inc. for 11 years and J.J.B. Hilliard, W.L. Lyons, LLC for one year before joining Baird in 2022. Baird’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research, and advanced tools including artificial intelligence to support client advice, and manages approximately $394 billion in assets as of December 2025.

William Ravotti is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding the CFP® designation and Series 63 and 66 licenses. He has 36 years of industry experience, including over three decades with Northwestern Mutual and eight years at Northwestern Mutual Wealth Management Company before joining Mass Mutual in 2020. He is also active as an agent involved in the sales and service of fixed life, annuity, accident, and health insurance products. 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 offers ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools to develop written recommendations.

Justin Newbauer is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His prior roles include positions at Triad Advisors and several entities within Federated Investors from 2015 to 2019. Outside of his advisory work, he is involved with 1st Phorm, a nutrition and health supplements company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a broad platform and a large network of investment adviser representatives.

Russell Sherred III is a CFP®-credentialed financial advisor at RBC Capital Markets with 50 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously spent two years at Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and portfolio management services supported by a combination of internal and external investment managers.

Marc Mccarey is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers plans that utilize firm-approved tools such as Secular Return Estimates and Monte Carlo simulations.

Margaret Rimmel Galant is a CFP®-certified financial advisor with five years of industry experience, currently serving clients at UBS Financial Services in Pittsburgh, PA. Her background includes roles at UBS since 2021 and prior engagements at Emory University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management services with institutional trading capabilities, including futures commission merchant activities and underwriting.

Evan Frazier Jr. is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2024, and previously was employed at Henderson Brothers, Inc. for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Adri Bleier is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 65 and Series 63 registrations and 11 years of industry experience. Prior to joining LPL Financial in 2021, she worked five years at Royal Alliance Associates and has managed Bleier Insurance Group since 2013. She is also involved in non-investment-related activities, including hosting the "Wiz Bleier Show" podcast and working as a website and technology consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by extensive technology and operational tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Cathy Buck is a Series 66-licensed financial advisor with Morgan Stanley in Pittsburgh, PA, bringing 13 years of industry experience. She has worked at Morgan Stanley since 2018, following roles at RBC Capital Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using advanced modeling techniques and serves a broad client base through both direct and corporate agreements.

Joseph Lantz is a CFA® charterholder and financial advisor with Raymond James Financial in Pittsburgh, PA, bringing seven years of industry experience. Prior to joining Raymond James in 2022, he spent fifteen years at Federated Hermes. He serves on the investment committees of two nonprofits, Achieva Family Trust and United Way of Southwestern PA, where he provides guidance on strategic investment matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs a non-discretionary, tailored investment approach supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

John Mcshane is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2022, following 14 years at Boenning & Scattergood. Outside of his advisory role, he is a managing partner at Cheddar Pointe LLC, a real estate-related business. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

John Walter is a Series 66-licensed financial advisor with Edward Jones in Pittsburgh, PA, where he has been practicing since 2019. He has six years of industry experience, including prior roles at Bobby Rahal Motorcar Company and Pep Boys. Outside of his financial advisory work, John serves as a firefighter with the Cranberry Volunteer Fire Department and is a co-owner of JPWS LLC, under which he published a book on online dating. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Porter is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked briefly at Hefren-Tillotson Wealth Management and The Oven Pizza Co., and has a background in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research, model-based asset allocation, and institutional trading capabilities to deliver tailored financial planning and portfolio management.