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 registration and one year of industry experience. He has worked at J.P. Morgan Securities since 2026 and previously held roles at JPMorgan Chase Bank, uFinancial Group, and several other companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Francis Zoracki is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Northwestern Mutual Investment Management and has been with Cambridge Investment Research Advisors since 2011. Outside of advising, he is an independent insurance agent and co-owner of a farm in Mt. Pleasant, Pennsylvania. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides both discretionary and non-discretionary management across multiple platforms.

Natasha Jativa is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Huntington Investment Company and Citizens Bank. Outside of finance, she owns Opulent Occasions, a party decorating and balloon design business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Vincent Kasievich is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2007. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Kevin Wolfendale is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Pittsburgh, PA. 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.

Roger Knouse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2007 and also operates a seasonal tax preparation service assisting relatives, friends, and clients on a separate fee basis. His tax preparation work includes year-round tax planning using tax return software. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

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.

Timothy Henry is a financial advisor with Ameriprise in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with local business organizations including the Latrobe Laurel Valley Chamber of Commerce and participates in professional groups such as the Financial Planning Association and the Estate Planning Council of Pittsburgh. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized advice, primarily serving clients with significant investable assets through a centralized consulting team.

Jason Hitchman is a financial advisor with Morgan Stanley in Greensburg, PA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Hefren-Tillotson, Inc. from 2011 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.

John Sporar is a CFP® professional affiliated with LPL Financial, with 11 years of experience in the financial services industry. He previously worked at Citizens Securities, Inc. for six years before joining LPL Financial. Additionally, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Aryeh Goldberg is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Hefren Tillotson for six years before joining Baird in 2022. Goldberg serves as treasurer and board member for both the Hillel Academy of Pittsburgh and Congregation Poale Zedeck. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning, portfolio management, and advisory services to individuals, institutions, and charitable organizations. The firm manages approximately $394 billion in regulatory assets and offers a range of investment strategies, including separately managed accounts and municipal advisory services.

Roman Matusz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2004 and had prior experience at MSI Financial Services, Inc. and Mony Securities Corporation. In addition to his advisory role, he is a licensed life and health insurance agent. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning and investment solutions, including educational seminars and event-driven planning programs.

Thomas Kijowski is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 18 years with Cambridge and over 30 years as a self-employed advisor. Outside of his advisory work, he is involved with the Kijowski Agency, an insurance and benefits business in Pittsburgh. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and proprietary strategies.

John Nave is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2023 and spent 12 years at LPL Financial. Nave is also president and program manager at Brentwood Bank DBA Brentwood Advisors, where he has provided brokerage, advisory, and insurance services since 1992. Additionally, he acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Melissa Lenhart is a financial advisor with Ameriprise in Greensburg, PA, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she works as an independent consultant selling Arbonne products. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Young is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President on the Board of Directors for the Parkview Homeowners Association in Pleasant Hills, PA. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized retirement-income consulting team.

Luke Kuehn is a financial advisor with Thrivent Investment Management in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Gregg Pfeffer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in wealth management since joining Merrill in 1998. Gregg holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregg provides clients with a Personal Wealth Analysis to help ensure their financial goals are met, utilizing digital tools and integrated services such as banking, mortgages, and trusts offered through Bank of America. He serves a diverse range of individual and corporate clients and focuses on areas including college education planning, corporate benefits, divorce transition planning, family wealth management strategies, services for endowments and non-profits, defined benefit plans, personal retirement planning, portfolio management, and retirement income. He earned a bachelor's degree from Allegheny College. Gregg is a committee member of the Northwest Pennsylvania chapter of Ducks Unlimited and supports various non-profit organizations making an impact in the Erie community. His personal interests include golfing, hunting, and spending time with family.