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.

Yuri Demetris is a CFP® with 17 years of experience in the financial industry. He currently works at Ameriprise and previously spent 11 years at The Huntington Investment Company. He serves as a board member for the Mars Girls Youth Basketball Association in Pennsylvania. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Christine Hannahs is a financial advisor with Wells Fargo Advisors in Monroeville, PA, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Advisors since 2017 and previously worked at Wells Fargo Clearing. Outside of her advisory role, she has ownership interests in an oil and gas rights company and a local franchise of Budget Blinds. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Ronald Short Jr. is a financial advisor with Stifel in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

George Dukovich is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Raymond James Financial and its affiliates since 1999. Outside of advisory work, he owns and operates Dukovich & Associates Financial Services and provides tax services through Moneyline Tax Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports advisory programs with a focus on technology, cybersecurity, and municipal advisory services.

Alex Battista is a financial advisor with Cetera, holding the Series 66 designation and five years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2021 and previously held roles at First National Bank of Pennsylvania and FNB of PA from 2015 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Jordan Nance is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to his financial services career, he spent ten years in medical sales and has been involved with Friends of Murrysville Parks since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large retail advisor and branch network with approximately $1.01 trillion in assets under management.

Matthew Orman is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 1994. His outside business activities include ownership and management roles in entities related to his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brandon Coppa is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Hefren Tillotson, RBC Capital Markets, LLC, and Equitable Advisors. Outside of his advisory role, Coppa serves as a board member and treasurer of the Clean and Sober Humans Association, a nonprofit organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.

Chris Labrador is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he focuses on understanding his clients both financially and personally to assess their needs, risk tolerance, and future goals, aiming to assist them in achieving those objectives. His professional experience includes previous positions as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020, a Senior Financial Advisor and Team Leader at Huntington Investment Company from 2016 to 2017, and an Advisor Direct Financial Advisor at PNC Investments from 2013 to 2016. Outside of his professional work, Chris has interests in cars, family activities, movies, parenthood, photography, and traveling.

Mark Summers is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill Lynch and S&T Wealth Management. He is also employed as a financial advisor at Shorebridge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal and public finance advisory work.

Simler Batcheler is a financial advisor with LPL Financial based in Aspinwall, PA, holding CFP® and ChFC® designations and over 40 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Trustmont Advisory Group and Trustmont Financial Group from 2012 to 2024, as well as at Osaic FS and Independent Advisers Group Corp. He also owns BAI TAX GROUP, a tax preparation and accounting 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, combining advisory services with a broad range of non-advisory financial products.

Richard Smith Jr. is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and MSI Financial Services. Outside of advisory services, he is involved in offering accident and health insurance, disability insurance, and various annuity products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing multiple programs and strategies supported by a complex affiliate network and private-equity ownership.

Francis Aiello is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at Edward Jones, Merrill Lynch, and Fisher Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides tailored retirement planning with ongoing advice focused on income sources and tax-aware withdrawal strategies.

Anna Machin is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. She has worked at several firms including Federated Investment Counseling and Commonwealth Financial Network. Outside of her advisory work, she serves as president of the Pittsburgh Stock and Bond Association, organizing educational events for the local financial community. UBS Financial Services offers brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Anthony Romani III is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation and having nine years of industry experience. He previously worked at Merrill and Bank of America and has been with J.P. Morgan entities since 2019. Outside of his advisory role, he is involved in managing several personal rental properties. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria, with implementation supported by affiliated wealth management entities.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Joseph Free is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mason Classical Academy, St. Martin's Academy, Ymca Of The Rockies, Ave Maria University, and Marian Service Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Vincent Kremer is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Thrivent since 2006. Outside of his advisory work, he serves as a board member for Al's Bike Drive, a charitable program supporting the Toys for Tots initiative in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm emphasizes holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under separate billing arrangements.

Robert Raposa is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Raposa owns and manages a retail store specializing in new and used Legos. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software, with implementation of recommendations conducted through separate arrangements.