Deborah Brent is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Motif Investing, Wells Fargo Clearing, and Citigroup Global Markets. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and currently serves at Duncan Financial Planning Advisors. Outside of advising, he is the president and owner of Flex Source, Inc. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Larry Qvistgaard II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at several firms, including Medallion Financial Distributors and Cetera Advisors LLC. Outside of his advisory work, he coordinates an annual study group meeting and is involved with multiple financial and advisory entities that he owns or represents. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Anthony Anater is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab & Co., Inc. in Pittsburgh, PA, where he has worked for ten years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Kristen Hull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include 11 years at Lincoln Financial Advisors Corp. and current positions with Duncan Financial Planning Advisors and Cambridge Investment Research entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Jessica Tokay is a financial advisor with Ameriprise in Pleasant Hills, PA. She holds a Series 66 designation and has experience spanning several roles since 2016, including positions at Finance of America, NQM Funding, and Key Performance Consulting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Micah Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors. Outside of advising, he serves as Treasurer on the Advisory Board of the Trade Institute of Pittsburgh and works as a life coach and consultant. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party asset managers.

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.

Michael Kaczmarek is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

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.

Mark Vulcan is a financial advisor with Ameriprise in Greensburg, PA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.