Christopher Grieco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Keystone Benefits Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 third-party asset management, supported by a large network of investment adviser representatives.

Nathan Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at PNC Investments for 10 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Barbara Virany is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools without providing individual security recommendations as part of standalone planning.

Thomas Martin is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015 and serves concurrently with the D.C. Air National Guard since 1993. Outside of his advisory work, Martin is involved with Project Star, a respite foster care organization in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling aimed at guiding asset allocation and financial planning decisions.

Michael Thatcher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation. He has experience in real estate and government roles, including eight years with the Commonwealth of Pennsylvania and two years at Jeffrey Costa Select Realty. Michael serves in the United States Marine Corps Reserve and is involved with MB2K Development, Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm employs a large network of advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

John Kiblin is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning and allows clients to combine these services with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and portfolio management separate.

Andrew Wilbert is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has prior experience at South Hills Financial Group, where he is involved in administrative, customer service, and marketing responsibilities. He also serves as an insurance agent for Fixed Insurance. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individual, corporate, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Michael Forney is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 1998. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

James Morrow is a financial advisor at Ameriprise with 43 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 23 years at Lincoln Financial Advisors Corporation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored advice primarily for clients with Ameriprise-managed accounts.

Gregory Lippert Jr. is a CFP® professional with ten years of experience in financial services, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Carnegie Mellon University and Centerview Wealth Advisors, along with consulting work at HKS Financial Partners. He is involved in providing valuation and consulting services to small businesses and owns a leasing company that purchases vehicles for business use. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools, with optional implementation through brokerage or insurance arrangements.

Adam Hubert is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has previously worked at Hefren-Tillotson, Saint Vincent College, and with the Pittsburgh Steelers. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Mary Meiman is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of experience in the industry. Her prior work includes roles at Propel Schools and Wheeling Jesuit University. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services and manages approximately $394 billion in assets as of December 31, 2025.

Kara Elledge is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Pruco Securities, The Prudential Insurance Company of America, The Huntington Investment Company, Wells Fargo Advisors, and McKinley Carter Wealth Services. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kathleen Hassenfeldt is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with access to both in-house and third-party investment managers.

Thomas Bouchard is a CFP® credentialed financial advisor with 40 years of industry experience, currently practicing at Ameriprise in Canonsburg, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he manages his own financial planning practice through a personal service corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily for clients holding assets in Ameriprise Managed Accounts.

Matthew Mc Clintock is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining MassMutual, he operated McClintock & Associates PC for ten years. In addition to his advisory role, he is a licensed insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations primarily on investment strategies rather than specific products.

Debra Hawkins is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2020, she worked at UBS Financial Services Inc. for 13 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Sean Setaro is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones and Industrial Scientific Corporation. Outside of his advisory role, he serves as a non-variable insurance agent. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by various research and operational tools.

Lance Burgert is a financial advisor with Edward Jones in Bethel Park, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.