Gregory Casten is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joan Mckee is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 63 designation and 32 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she works as a retail sales associate at Kohl’s. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Ralph Freedman III is a financial advisor with Ameriprise in Cranberry Township, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is employed by Poach, Koury & Associates, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-based recommendations that integrate tax efficiency and asset management strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Laura Freedman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2023, she worked at UBS Financial Services from 2014 to 2023. Outside of her advisory role, Freedman is the owner of businesses focused on women's leadership, including executive coaching and keynote speaking. 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, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Katie Bowers is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Hefren-Tillotson, Inc. since 2008. Bowers is based in Pittsburgh - Wexford, PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded SMA strategies, tax-management techniques, and internal research tools.

Carly Lyons is a financial advisor with Stifel in Beaver, PA, holding the Series 66 designation and bringing 23 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Alexander Shortreed currently serves as a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who work with clients to support their financial goals. Prior to this, he held positions at Fidelity Investments as a Planning Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022. Earlier in his career, he worked as a Financial Planning Assistant at Ameriprise from 2017 to 2021. Throughout his career, Alexander has gained experience in financial planning and client relationship management. Outside of his professional responsibilities, he enjoys spending time with friends, participating in social events, and engaging in activities such as golf, hiking, movies, music, and snowboarding.

Shelley Scalise is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has extensive experience in the financial services industry, having worked in various advisory roles since 1999. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2015 to 2020, Vice President Financial Advisor at First Niagara between 2010 and 2015, Financial Consultant at PNC during 2009 to 2010, Retail Investment Officer at NatCity Investments from 2003 to 2009, and Financial Advisor at Hilliard Lyons Asset Management from 1999 to 2003. Throughout her career, Shelley has focused on collaborating with clients to create financial plans that are clear and tailored to their unique circumstances. She emphasizes understanding her clients' values to make the financial planning process more accessible and aligned with their goals.

Janet Rinker is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at PNC Investments and PNC Bank. Outside of her advisory role, she is also an insurance agent and employee at Gratton & Kerr Financial Group LLC, providing insurance and advisory services. Mass Mutual Investors Services operates as 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 emphasizes collaborative annual financial planning engagements using advanced software tools and provides access to various investment and planning programs.

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2013. Devlin is involved with GoodLife Financial Group, LLC, an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, supported by research and technology-driven solutions.

Andrea Hulsman is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at Merrill for five years and Dollar Bank for ten years. Hulsman holds a Series 66 designation and is based in Sewickley, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support client financial goals.

Todd Stepke is a financial advisor with Key Wealth Management, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has previously worked with LPL Financial for more than two decades. Outside of investment advisory, he has been involved in tax preparation and accounting services through TSTEPKE & ASSOCIATES, INC. Key Wealth Management provides financial planning, investment management, and retirement/pension plan consulting to individuals, families, trusts, businesses, and charities. The firm uses a customized, strategic asset-allocation approach across a broad range of investment types and offers specialized retirement plan consulting with ERISA fiduciary services.