Eric Spiker is a financial advisor with Thrivent Investment Management based in Allison Park, PA. He holds the Series 66 designation and has five years of industry experience. Prior to joining Thrivent, he worked at Kevin Kilfoyle Insurance Agency and has held various roles including positions at the University of Pittsburgh and the Town of Ocean City. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across multiple topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kristyn O Meara is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in 2015. She works closely with clients to develop goals-based financial strategies that address their specific needs for income generation, growth, or a tailored blend of solutions. Kristyn focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Kristyn brings to her role an artistic background and years of experience in the service industry, which inform her approach to delivering personalized attention and sharing fresh ideas with clients. She holds a Bachelor's degree from Point Park University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, she is involved with the Washington Area Humane Society. Residing in Canonsburg, Pennsylvania, Kristyn lives with her husband, Bill, and their son and daughter.

Michael Watson is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. Outside of his advisory role, he serves as a document coordinator for the Peters Township Basketball Association, a nonprofit youth basketball organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Brian Debbis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He holds partial ownership interests in Heritage Financial Partners Inc. and Heritage Seubert Financial LLC, both investment-related businesses in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Richard Vozel Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Vice-President of the Winchester Lakes Homeowners Association and is involved with Rotary. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and scenario modeling to support client engagements.

Alex Sebastian is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Covenant Annuity and Insurance, Covenant Financial Advisors, Covenant Partners LLC, and 1N1 Enterprises. Outside of his advisory work, Sebastian has a 50% ownership stake in Sebastian Enterprises Inc., which operates two restaurants. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and planning tools to develop customized recommendations.

Donald Angel is a CFP® with 25 years of industry experience and has been with LPL Financial since 2006. He holds Series 63 and Series 66 licenses and is based in Canonsburg, PA. Angel is involved with Cardiff, Provins & Angel Wealth Management, LLC, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jay Palamides is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 credential and three years of industry experience. He has been with Merrill since 2020 and previously worked at Lehigh University from 2014 to 2018. Outside of his advisory role, he serves as chair of the Emerging Leaders Committee at Breakthrough T1D, a nonprofit focused on advocacy and support for those affected by Type 1 diabetes. Merrill 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, and institutional investors.

Sheryl Klutch is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2007. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and a range of investment programs.

David Kline is a Certified Financial Planner® at LPL Financial with four years of industry experience. He previously worked at BNY Mellon Wealth Management for five years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Won Son Erdman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 11 years of industry experience. Prior to joining Raymond James in 2022, Erdman worked at Waldron Private Wealth and BNY Mellon Wealth Management. He serves as a committee member on the Executive Committee of the Alliance of Merger and Acquisition Advisors, where he helps plan educational events for members nationwide. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports municipal and public-finance work, and features advisory programs including a SIMPLE IRA Employer Advisory & Consulting Services program.

Karl Bruch IV is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Edelman Financial Engines and has prior experience at Cross Border Wealth and Reverse Mortgage Funding. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-based proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term management.

Shane Suders is a financial advisor with LPL Financial based in Bellevue, PA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at CIVISTA Bank and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Heather Bonomi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with MML Investors Services since 2007 and MassMutual Life Insurance Company since 2006. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative relationships to deliver written recommendations.

Joann Schroeder is a financial advisor at RBC Capital Markets with seven years of industry experience. She has worked at RBC Capital Markets since 2017 and was previously with Morgan Stanley from 2009 to 2017. Joann holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jamie Roach is a Series 66-licensed financial advisor with over 11 years of industry experience. He has been with Robert Baird & Co. since 2022 and concurrently associated with Hefren-Tillotson, Inc. since 2015. Jamie is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts and tax-management techniques, supported by ongoing manager selection and internal research tools.

Tami Cale is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has been with UBS PaineWebber since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment plans.

Nolan Patouillet is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was involved with No Filter Photo Booth and Elon University. Nolan serves as a general board member for the Chartiers Valley Junior Colts, assisting with organizational and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors, branch offices, and affiliated capabilities beyond traditional advisory services.

Peter Coughlin is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked for California University of Pennsylvania for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Jameson Keevican is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Carillon Fund Distributors, Inc., Chartwell TSC Securities Corp., and an ongoing vice president role at TriState Capital Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide client base, including individuals, institutions, and charitable organizations, offering non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.