Anthony Jagers is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at PNC Investments and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Nolan Doerring is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds the Series 66 designation and has been with the firm since 2026. Nolan’s prior work experience includes roles at the American Association of Insurance Services and Clark Schaefer Hackett, as well as positions at The Ohio State University Wexner Medical Center. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and diversified asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Mary Beth Burket is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily at Merrill since 2013, including a brief tenure at Raymond James Financial Services Advisors and The Nehemiah Project. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed internally and by third-party managers.

Jenny Dematteo is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 registrations and has worked in various roles within Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Matthew Snider is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at Robert Baird & Co., joining the firm in 2022 after 23 years at Hefren Tillotson, Inc. Outside of his advisory role, he serves as treasurer for Faith Evangelical Lutheran Church and is a board member and investment committee participant at Clelian Heights. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research to support its client advice.

Bradley Shear is a financial advisor with LPL Financial in Monroeville, PA, holding Series 63 and Series 65 credentials and having eight years of industry experience. He has held roles at Good Life Advisors, LLC and operates Shear Capital Group and Shear Wealth Management Solutions, LLC. 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 a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting advisors with both discretionary and non-discretionary investment strategies.

Dustin Helm is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 33 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and nonprofit entities, offering financial planning and investment consulting with a focus on customized, non-discretionary strategies supported by in-house research and affiliated sub-advisers.

Robert Shangraw Jr. is a ChFC® credentialed financial advisor with 18 years of industry experience. He is associated with Mass Mutual Investors Services and MassMutual Life Insurance Co., where he has worked since 2008. In addition to his advisory role, he is an insurance agent involved in life and health insurance sales. 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 provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Frederick Thompson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at several firms including Sagepoint Financial, Inc. and currently serves as a partner at Lewis, McBeth & D'Ambrosio. Outside of financial services, Thompson is the head boys lacrosse coach at Shady Side Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of advisors and provides access to multiple investment program options and third-party managers.

John Powell Jr. is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Investments, Bank of America, Merrill, and Northwestern Mutual. Powell is a member of the C-Suite for Christ Speakers Bureau. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Connie Jazbinsek is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darin Sipe is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and SafSecur, LLC, as well as being involved with Outside the Box IT, LLC and Duplexity Group, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Whelan is a CFP® professional with 44 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the secretary of a local homeowners association, attending meetings and maintaining communications. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Undra Johnson is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining UBS in 2021, he worked at Wells Fargo Clearing for five years and Prudential Equity Group, LLC for one year. He also serves as a member of the financial board at Christ Church in Bethel Park, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolios to clients’ goals and risk tolerances.

Anthony Benvin Jr. is a CFP® professional with 37 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2009 and previously was with Financial Foresight Group, Inc. from 2005 to 2009. Benvin serves as a trustee of the Anthony E Benvin III Memorial Foundation, which awards scholarships. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms, supports third-party advisers, and develops proprietary model strategies under the Founders Gate Capital brand.

Bradley Colvin is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren Tillotson for seven years before joining Robert Baird & Co. in 2022. Colvin is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies, tax-management, and internal research tools.

Stephen Smiechowski is currently an Investment Solutions Representative III at Fidelity Investments, where he works alongside clients to co-create financial plans tailored to their unique goals. His role involves collaborating with clients to address their individual financial needs. Stephen has held various positions in the financial services sector, including Private Client Banker at JP Morgan Chase from 2021 to 2022, and Licensed Relationship Banker roles at Huntington Investment Company from 2019 to 2021 and at Citizens Securities from 2017 to 2019. Over his career, he has gained experience in client relationship management and financial planning. He holds insurance licenses in Arkansas and California.

Anthony Campano is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 designations and 43 years of industry experience. He has worked with Equitable Advisors since 2005 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Jennifer Wanchisn is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. Her career includes prior roles at Morgan Stanley and UBS Financial Services. She has been with Merrill since 2011 and concurrently with Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Dubosky is a financial advisor with Stifel in Greensburg, PA, holding a Series 66 designation and two years of industry experience. He has been with Stifel Nicolaus since 2018 following four years at The Stereoshop. Outside of his advisory role, Dubosky owns a woodworking business, MVDWoodcraft, and serves as a trustee for the Westmoreland Fayette Council Boy Scouts of America Endowment and as a community board member for The Top Dog Therapy Team, a therapy dog organization. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward‑looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.