Michael Mazurek is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2014. Outside of his advisory role, he owns Mazurek Financial Services LLC, which provides accounting, bookkeeping, and payroll services. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by 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 features proprietary model strategies under the Founders Gate Capital brand.

Michael Nye is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he provides care and support for intellectually disabled individuals and serves as treasurer for his daughter's Girl Scout troop. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm employs a centralized team to deliver retirement-income recommendations that combine research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Howard Shear is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at PRUCO Securities, LLC and Good Life Advisors, LLC. Shear also operates Shear Capital Group, LLC, which provides financial planning and wealth management services. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeffrey Lowden is a Certified Financial Planner (CFP®) with 37 years of experience, currently serving at UBS Financial Services since 1989. He is based in Pittsburgh, PA, and holds a Series 63 license. Outside of his advisory work, he serves as president of the Tall Trees Homeowners Association, where he leads meetings and oversees community activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based allocations to tailor financial plans according to clients’ goals and risk tolerances.

Beth Boyce is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at KeyCorp and The Coury Firm LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process that integrates quantitative and qualitative research, and its advisory program includes broader derivatives and commodities capabilities.

Stephen Bender is a financial advisor with Stifel in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he manages rental properties in Nags Head, North Carolina. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses designed to support client decision-making.

James Wallisch is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior firms include Raymond James Financial and Raymond James Financial Services, where he worked for over two decades. He serves on the endowment committee of Fox Chapel Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other entities. The firm offers a range of investment solutions including financial planning, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Michael Clark is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company, Schneider Downs Wealth Management Advisors, and PNC Investments. Cetera Investment Advisers LLC is a nationally registered SEC adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program options.

Kerry Kelly Jr. is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has previously worked at firms including Babb Inc, Fragasso Financial Advisors, LPL Financial LLC, and Private Client Services. Kelly serves as a board member of the Penn State New Kensington Alumni Association, a nonprofit that provides scholarships to Penn State students. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Isaacson is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

William Esposito is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and previously worked for FSC Securities Corporation for 14 years. Outside of his advisory role, he officiates high school and summer league baseball and softball games as an independent contractor. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with tools such as asset allocation optimization and risk-tolerance assessments, offering a range of brokerage and advisory services through a multi-advisor platform.

Lawrence Gleason is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1996, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Larocco is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2020 before joining Fisher Investments in 2020. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services and manages a range of separate accounts and pooled investment vehicles.

Joseph Dambrosio is a financial advisor with LPL Financial in Monroeville, PA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Sagepoint Financial, INC for 11 years before joining LPL Financial in 2020. Outside of his advisory role, he owns a Fantastic Sams hair salon franchise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology, and diverse investment options.

Joseph Yezovich is a CFP® and CFA® charterholder with 11 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2022 and previously spent six years at Hefren Tillotson. Yezovich serves as a board member of the Norwin Chamber of Commerce in Irwin, PA. He is part of The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, including separately managed accounts and tax-managed strategies.

Linda Herman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her background includes roles at Kohl's, Tri Rivers Electric, Oppenheimer, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Jacob Greenberg is a Series 66-licensed financial advisor with UBS Financial Services in Pittsburgh, PA, where he has worked since 2013. He has 14 years of experience in the industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Thomas Conway is a ChFC® with 33 years of experience in the financial services industry. He is currently with OSAIC since 2024 and has held prior roles at Everbank and Securities America Advisors, Inc. Since 2002, he has also operated Conway Financial, where he is involved in the sale of fixed and equity index annuities as well as term life insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm utilizes a model-based investment approach with portfolio optimization tools and offers a variety of advisory and brokerage services across multiple platforms.

Jonathan Smith is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Clarfeld Financial Advisors, Citizens Bank, and BNY Mellon. Smith serves on the fundraising committee of the Carnegie Library of Pittsburgh’s Board of Trustees in a non-voting advisory capacity. Merrill provides managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services to a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm emphasizes multiple investment program strategies with both client and advisor discretion and integrates tax-efficient capabilities alongside its affiliation with Bank of America’s broader financial platform.

Fallon Kiefer is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 66 and Series 63 designations. She has two years of industry experience and has worked at Wells Fargo Clearing since 2021. Prior to that, her work history includes roles outside of the financial industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research and analytics to guide its investment approach, offering both brokerage and advisory solutions.