Eric Fetterman is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual 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 using firm-approved tools and modeling techniques.

Shawn King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. He also has a longstanding affiliation with First National Bank PA and receives compensation for referrals to its trust department, in addition to conducting fixed life insurance sales outside of Cetera. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, encompassing discretionary and non-discretionary program options.

Zachary Schwartz is a Financial Advisor with Merrill Lynch Wealth Management. He joined The Schwartz Group in 2021, initially serving as a Client Associate before advancing to his current role. Zach applies his background in American politics and the US energy industry to his work, offering expertise in areas such as employee benefits planning, executive compensation, family wealth management, and socially responsible investing. Before transitioning into financial advising, Zach managed political campaigns for candidates across federal, state, and local levels, including executive, legislative, and judicial offices. He holds a Bachelor's degree in Political Science from Muhlenberg College and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, Zach emphasizes personalized financial strategies tailored to each client's unique circumstances. Zach is active in community involvement, volunteering with organizations such as Pittsburgh Action Against Rape and Tree of Life Congregation. His personal interests include adventure sports, boating, cooking, dancing, reading, running, spending time with family, and writing.

Christopher Benec is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, tax-efficient strategies, and algorithmic tools to produce tailored, non-discretionary recommendation reports delivered in partnership with the advisor.

Dena Karsin is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 36 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2018 and with Raymond James Financial Services, Inc. since 2013. Outside of her advisory work, she serves as an operations manager and sales assistant at Shorebridge Wealth Management in Pittsburgh. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory capabilities along with specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Taylor Dunkin is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has three years of industry experience and has been with Wells Fargo Clearing for ten years. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Elizabeth Horn is a financial advisor at Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 licenses with two years of industry experience. She has been with Morgan Stanley since 2018, and her prior work experience includes roles at Dormont Appliance, Swatch, and American Eagle Outfitters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

John Carson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. In addition to his advisory role, he provides services related to Medicare Advantage plans and property and casualty insurance through Carson Financial Services. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating insurance product sales and affiliated trust services.

Dimitrios Dickos is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Upper St. Clair Rec Center, Outlier, and the University of Cincinnati Center for Entrepreneurship. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Brooke Marzullo is a Series 66-registered advisor with Thrivent Investment Management, based in Pittsburgh, PA, with seven years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2018. Prior to her financial advisory career, she held roles in education with Loudoun County Public Schools and Franklin Regional School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics without discretionary trading authority.

James Ryan is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including 35 years at Pruco Securities, LLC, and has operated his own insurance and financial services business since 2012. Outside of his advisory work, he serves as a high school basketball and baseball official in Western Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual, high-net-worth, and institutional investors. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance product sales through affiliated entities.

John Schaefer is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at The Huntington National Bank and PNC Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Erik Olson is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently works with Raymond James Financial and has prior experience at Bank of New York Mellon. Outside of his advisory role, he is associated with Shorebridge Wealth Management as a registered representative and registered investment advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through unique affiliations.

Wendy Lukitsch is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and outcome modeling as part of its financial planning process.

Sandhya Bhavan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Bank of America, S&P Global, Goldman Sachs, and the Royal Bank of Canada. 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.

William Salem is a CFP® with 41 years of industry experience. He is currently an advisor at OSAIC, having joined in 2023, and previously worked for Sagepoint Financial, Inc. for 14 years and General American Life Insurance for over three decades. Outside of advising, he operates a tax preparation service as a sole proprietor. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, and is known for its large scale and complex affiliate structure.

Thomas Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 29 years of industry experience. His career includes roles at Robert Baird & Co., Hefren-Tillotson, Inc., and Avantax Investment Services. Outside of his advisory work, he is involved in entrepreneurial activities including serving as Treasurer and Member of Best Feeds Garden Center LLC and operating his own CPA practice. Cambridge Investment Research Advisors serves a broad client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various account platforms and proprietary model strategies through a large network of financial professionals.

Robert Cowan is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 34 years of industry experience. His career includes long-term roles at Avantax entities and ongoing self-employment since 1976. He also owns and operates a tax preparation and accounting practice in Pittsburgh, PA. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Bruce Haldeman is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2025, he worked for Cadaret Grant & Co Inc. for 22 years and Veravest Investment Advisors, Inc. for 2 years. He is also the owner of Bruce R. Haldeman and Associates, a non-variable insurance 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Omar Chatha is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and was previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he is involved in real estate development through co-managing RRK, LLC and holds a minority interest in Pluto Holdings, which focuses on residential real estate development and rental. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and offers a variety of tailored investment programs supported by structured planning tools and firm-approved methodologies.