Derek Evans is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Guy Filewich is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 18 years with Commonwealth Financial Network and Laurel Financial Group. He also has experience in fixed insurance sales. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with recommendations delivered through meetings and written summaries.

Jeffrey Evans is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 37 years. Outside of his advisory role, he is involved in fiduciary activities and is named as an agent in a health care directive or living will. Ameriprise offers a specialized retirement-income planning service designed for individuals near or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored retirement advice, emphasizing managed accounts and affiliated fund options.

Joseph Petrovich is a financial advisor with Cetera holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms including Voya Financial Advisors, Northwestern Mutual, and Schneider Downs & Co., Inc. Outside of finance, he is involved with Steel City Aquatics (British Swim School). Cetera Investment Advisers LLC distributes services through a large network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services.

Richard Birch is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 15 years of industry experience. He has worked at Hefren-Tillotson, Inc. since 2011 and joined Baird in 2022. Birch serves as treasurer for Knaps Independent Battery E, a non-investment related community organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and other advisory services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools.

Michael King is a financial advisor at Morgan Stanley with 43 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he owns and operates a real estate group in Wexford, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment management services supported by structured planning tools and a broad range of advisory programs.

Cameron Ryan is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including at Jamie's Physical Therapy and Sports Medicine. Outside of his advisory work, he tutors children in math. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing both advisory and brokerage solutions.

Bradley Zaffram is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Northwestern Mutual and Supplemental Health Care. Outside of his advisory work, he occasionally drives for Uber and rents out vehicles through Turo. 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 collaborative, annual financial planning engagements using firm-approved tools and focuses on recommending investment categories and strategies.

Joseph Headlee III is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked previously at Schneider Downs in an audit role and at Mylan. Outside of advising, he has experience laboring in erosion and sediment control applications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Elizabeth Beanner is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley and its predecessor entity since 2007. Outside of her advisory role, she consults through Bridging SUCCES, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages a broad asset base and provides tailored planning primarily in an advisory capacity.

Matthew Baer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Pennsylvania State University from 2012 to 2017. 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 broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Patricia Rogus is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1996. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Mark Palmer is a financial advisor with Raymond James Financial in Oakdale, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2009. Palmer serves as Chair of the Board and a member of the finance and investment committee for the Slippery Rock University Foundation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and supported by extensive research and asset-allocation analysis.

Benjamin Porto is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles at Slippery Rock University, Giant Eagle, and Penn State, as well as operating a business named Stinkin' Cute Trees. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Tracy Johnston is a CFP® with 19 years of industry experience, currently advising clients at Stifel since 2019. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Johnston serves on the board and finance committee of Contemporary Craft, a nonprofit focused on making art accessible. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with an emphasis on proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Christine Brookins is a financial advisor at OSAIC with 23 years of industry experience. She previously worked at Securities America Advisors and Voya Financial Advisors. Outside of her advisory role, she is involved in Special Olympics Pennsylvania as a volunteer, coach, and committee member, and she provides disability training and advocacy through her organization, Outspoken. She also serves as a part-time instructor at the Community College of Allegheny County, presenting continuing education on special needs planning and professional collaboration. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple third-party investment platforms.

Robert Riffle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having four years of industry experience. He has a background that includes roles at Morningstar Inc. and extended service in the Army Reserves. He is also involved in investment-related ventures through Aardvark Affluence, LLC and related Primerica entities in Morgantown, WV. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers, with an overlay manager supporting portfolio execution.

Dorothy Boyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on connecting clients to tailored people, plans, and processes that align with their individual ambitions. Her work includes assisting clients with funding education, planning for retirement and healthcare expenses, and developing personalized strategies to support long-term family goals. Dorothy holds a Bachelor's Degree from Goucher College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Her approach emphasizes addressing clients’ personal perspectives and priorities while aiming to simplify the complexities of investing.

Deborah Sullivan is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 designations. She has 40 years of industry experience and has worked at RBC Capital Markets since 2014 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Shahrokh Firouzan is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliates since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.