Ty Hosler is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Steel River Techs and Johnston Painting & Decorating. Outside of his advisory role, he is the owner of Drifters Lacrosse Club, LLC. 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 portfolios, third-party asset management access, and institutional platforms.

Kyle Walchli is a CFP® professional with eight years of industry experience. He is currently an advisor at Ameriprise in Mount Lebanon, PA, having previously worked at The Huntington Investment Company, J.P. Morgan Securities, and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.

Paul Lang is a CFP® with eight years of industry experience. He is currently with Stifel and has previously worked at Federated Investment Counseling and PNC Bank. He is based in Pittsburgh, PA. Stifel serves a diverse clientele including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Elizabeth Kusen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Cetera since 2004 and has worked at Cetera Financial Specialists LLC since 1999. In addition to her advisory role, she serves as an investment assistant and client services representative within the office of Nichter Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, ERISA retirement services, and access to third-party money managers through a multi-manager platform that supports a range of discretionary and non-discretionary program structures.

John Tarquinio is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not offer individual security recommendations within its standalone planning services.

Kaivon Maknoon is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wachovia Bank, N.A. starting in 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Trevor Young is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, and MSI Financial Services. Outside of his advisory work, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Alannah Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at The Vanguard Group, Old Navy, and involvement in educational institutions such as The Scranton School for Deaf and Hard-of-Hearing Children and Florida International University. Outside of her advising duties, she coordinates seasonal market events for a local management consulting firm. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Gary Laird is a financial advisor at Thrivent Investment Management in Pittsburgh, PA, with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial services career, he was associated with Eden Christian Academy for 23 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm’s approach separates planning from managed-account programs, emphasizing ongoing reviews without discretionary trading authority.

Benjamin Bagnato is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 63 designations and bringing 12 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2014 to 2024. In addition to his advisory role, he operates BFB Resources, LLC, an S-Corp structure for financial planning and wealth management services, and is also licensed as an insurance agent for life, disability, long-term care, and fixed annuities. 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, wrap and money-manager programs, and educational seminars, with an emphasis on collaborative, annual planning engagements that utilize firm-approved tools and do not grant investment discretion to advisers.

Bridget Fouse is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at several firms including DSF Wealth Management Group and New Pig Corporation. Outside of her advisory role, she serves as president of the Juniata Valley Girls Basketball Boosters and as vice-chair of the 4:12 Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Zachary Streno is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has prior experience at Federated Global Investment Management Corp. and related Federated entities from 2020 to 2024. 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 written recommendation reports and ongoing annual retirement-income planning advice, using investment research and algorithmic tools within a defined investment universe.

Robert Levalley is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves as Vice President of the Dayton Ski and Board Club, where he helps plan and organize ski trips each winter. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Michael Figurelli is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he is involved in business ownership through Figurelli & Associates. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Orlando Houston is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and with 15 years of industry experience. He has been with Equitable Advisors since 2011 and was previously with Axa Advisors, LLC. Outside of his advisory work, he is an author, owns Square Compass LLC, and serves on the board of Kappa Alpha Pse Fraternity Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering clients access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Marziotto is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Pruco Securities, and Crump Life Insurance Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized services such as divorce planning and employer-sponsored programs.

Andrew Wallisch is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Raymond James Financial Services and AirBNB. Wallisch also operates FC Financial Services, an entity linked to his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors utilizing a range of strategic and tactical investment approaches.

Madison Novak is a financial advisor at Robert Baird & Co. with the Series 66 designation and two years of industry experience. Prior to joining Baird, Novak worked at Federated Hermes and has a diverse background including roles at FedEx Ground, Robert Morris University, Ralph Lauren, and Fort Cherry Junior-Senior High School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a broad range of clients including individuals, corporate and business clients, pensions, and charitable organizations. Baird offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology, and manages approximately $394 billion in regulatory assets as of December 31, 2025.

Derek Heuler is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Federated Global Investment Management Corp and related entities for over a decade, as well as at First National Bank of Pennsylvania. Heuler is also a wealth advisor for First National Trust Company and FNB Investment Advisors Inc, though he does not make investment decisions or participate in transaction execution. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party money managers, and a range of program structures supported by over 10,000 advisors and $256 billion in assets under management.

Jacob Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked with LPL Financial and Educo Advisor Group since 2023 and previously spent a year at Wealth Enhancement Group. Outside of his advisory work, he serves as a winter indoor soccer recreational league referee for the North Union Rec Center. 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 portfolio programs, and access to third-party asset management, supported by extensive technology tools and a wide network of over 22,800 advisors.