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.

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.

Brodie Patten is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. He previously worked at Lincoln Financial Advisors for five years and at Highmark for five years. Outside of his advisory role, he operates an insurance agency offering accident, health, disability, and life insurance products. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, providing comprehensive financial planning and various portfolio management programs. The firm employs model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers both discretionary and advisor-managed investment strategies.

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.

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.

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.

Patrick Garbinsky is a CFP® with 40 years of experience in the financial industry. He currently serves as an advisor at LPL Financial and has previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Mutual Benefit Life. He is also involved in acting as a fiduciary for the Estate of Mary Lou Stewart. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive financial planning and investment management through a diverse range of platforms and tools.

Stacey Sullivan is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. Her prior roles include work at Cuso Financial Services, Princor Financial Services Corporation, Principal Life Insurance Company, MSI Financial Services, and KeyBanc Capital Markets. She is also involved in community activities, including volunteering with the YMCA. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians, supports both discretionary and non-discretionary management, and provides proprietary model strategies through its Founders Gate Capital brand.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously spent 25 years with Harvest Financial Corporation. Outside of her advisory work, she serves as a bookkeeper for Oakland Periodontal Associates in Pittsburgh. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Jeffrey Mills is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Waddell & Reed, Inc. Outside of his advisory role, Mills serves as an independent insurance agent and a college funding aid counselor. 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 institutions. Its platform includes financial planning, model portfolio programs, third-party asset management, and institutional services, supported by technology tools for operational and research assistance.

Grant Fleming is a CFP® professional with 12 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services that include manager and model-traded SMA strategies, tax management, and custody solutions.

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.