Heather Reed is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Reed serves on the Board of Directors for Ramsey Elementary PTO, where she is also the president. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Debra Bushman is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 15 years. Outside of her advisory role, she is an officer of Samantha's Limo Service, a transportation company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering investment and fee-based financial planning services. The firm provides a broad planning menu including retirement, education, and specialized services, supporting client recommendations with proprietary research and planning tools.

Anthony Campano is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and collaborates extensively with program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Jennifer Wanchisn is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. 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 for 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.

Christopher Natali is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Raymond James Financial in Pittsburgh, PA. He has been involved with Shorebridge Wealth Management since 2014 and serves as a director and treasurer for The Natali Foundation, a nonprofit organization. Additionally, he works as an insurance agent, selling disability and life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and is known for its municipal advisory capabilities and specialized SIMPLE IRA Employer Advisory program.

Laura Clemens is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she has experience in real estate ownership unrelated to her investment activities. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm delivers written, non-discretionary recommendation reports through a centralized consulting team, combining research, modeling, and tax-efficiency analysis to support clients’ retirement income strategies.

Hannah Simon is a Series 66-licensed financial advisor with Morgan Stanley in Pittsburgh, PA, bringing 11 years of industry experience. She has been with Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Parker Higham is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and less than one year of industry experience. His prior work includes roles at ONE Federal Credit Union and West Virginia University. Mass Mutual Investors Services 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 annual, collaborative financial planning engagements utilizing firm-approved software and tools, with optional implementation through separate brokerage or insurance arrangements.

Brett Allen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he is part of Yanders & Associates. With over nine years of experience in the financial industry, Brett specializes in providing personalized financial planning, wealth management, and investment strategies tailored to the unique goals of his clients. His areas of focus include Corporate Executive Services, Divorce Transition Planning, Portfolio Management Services, Women and Wealth, and Sports & Entertainment. Brett holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved with professional organizations such as the 100 Black Men of Western PA, Family House, Inc., the Kappa Scholarship Endowment Fund of Western PA, and the Penn State Alumni Association. Committed to community engagement, Brett participates in several local organizations including the 100 Black Men of Western PA, Family House, the Kappa Scholarship Endowment Fund of Western PA, and the National Pan-Hellenic Council of Pittsburgh Alumni Council. Outside of his professional pursuits, he enjoys baseball, basketball, football, golfing, music, and spending time with his family.

Peter Tumbas is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has been with LPL Financial since 2004 and also has an affiliation with Linsco Private Ledger Corp over the same period. Outside of his advisory role, he spends part of his time selling non-variable insurance products through Tumbas Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jennifer Reddinger is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Her prior roles include positions at Beaconsfield Financial Services, Dinuzzo Private Wealth, and Wealthcare Capital Management. Outside of advisory work, she is involved in equine therapy as an equestrian trainer. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Ifft is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. He has worked at Cetera and its related entities since 2021 and previously spent seven years with VOYA Financial Advisors. He is a board member of Christ the Divine Teacher Catholic Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring affiliated and unaffiliated third-party managers across various program structures.

Benjamin Kreitz is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, uFinancial Group, and Planet Fitness. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Francis Zoracki is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2011. Zoracki is also an independent insurance agent and co-owner of a farm in Mt Pleasant, PA. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment solutions through a network of independent financial professionals, combining proprietary model strategies and access to third-party managers.

Kevin Wolfendale is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Roger Knouse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Raymond James Financial Services since 2007 and operates a seasonal tax preparation business assisting relatives, friends, and clients with tax planning and preparation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Shannon Cully is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 2017 after earning an MBA from Lehigh University and coaching Division I women's lacrosse at the same institution. Shannon graduated from Cornell University with a degree in Biometry & Statistics and was a member of the women's lacrosse team. In her role, Shannon focuses on connecting all aspects of her clients' financial lives to help them prioritize and pursue their short- and long-term goals. She provides financial strategies that align with what clients strive to achieve, combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. Her areas of expertise include college education planning, family wealth management strategies, retirement planning, portfolio management, and socially responsible investing among others. Shannon holds several professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Syracuse, New York, Shannon is involved with community organizations such as Catholic Charities, the Cornell Alumni Association, and the Lehigh Alumni Association. Outside of her professional pursuits, she enjoys boating, football, golfing, running, skiing, swimming, traveling, and spending time with her family.

Gary Johnston is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in Pittsburgh, PA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.