Jack Kelly is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with individuals, families, and business owners to develop disciplined investment strategies aligned with long-term financial goals. He is a CERTIFIED FINANCIAL PLANNER® professional and holds FINRA Series 7 and 66 registrations. Jack began his career as a Senior Analyst in Global Securities Operations at Bank of New York Mellon before joining Merrill in 2022. His experiences in institutional operations and client advisory roles provide a comprehensive perspective on portfolio construction, financial planning, and strategies including education planning, family wealth management, liquidity management, personal retirement planning, and tax minimization. He earned a Bachelor of Science in Finance and Accounting from Duquesne University. Outside of work, Jack maintains an active lifestyle and enjoys biking, fishing, golfing, pickleball, running marathons, skiing, soccer, swimming, and traveling.

Jenny Dematteo is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 registrations and has worked in various roles within Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Bradley Shear is a financial advisor with LPL Financial in Monroeville, PA, holding Series 63 and Series 65 credentials and having eight years of industry experience. He has held roles at Good Life Advisors, LLC and operates Shear Capital Group and Shear Wealth Management Solutions, LLC. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting advisors with both discretionary and non-discretionary investment strategies.

Gavin Shovlin is a CFP® certificant and Series 66 license holder with five years of industry experience. He has worked at OSAIC since 2023, following positions at Fsc and First Commonwealth Bank. Outside of his advisory role, he operates as a sole proprietor insurance broker selling term and fixed insurance products. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that include a variety of investment types and supports both discretionary and non-discretionary account management.

Dustin Helm is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 33 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and nonprofit entities, offering financial planning and investment consulting with a focus on customized, non-discretionary strategies supported by in-house research and affiliated sub-advisers.

Robert Shangraw Jr. is a ChFC® credentialed financial advisor with 18 years of industry experience. He is associated with Mass Mutual Investors Services and MassMutual Life Insurance Co., where he has worked since 2008. In addition to his advisory role, he is an insurance agent involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Frederick Thompson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at several firms including Sagepoint Financial, Inc. and currently serves as a partner at Lewis, McBeth & D'Ambrosio. Outside of financial services, Thompson is the head boys lacrosse coach at Shady Side Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of advisors and provides access to multiple investment program options and third-party managers.

John Powell Jr. is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Investments, Bank of America, Merrill, and Northwestern Mutual. Powell is a member of the C-Suite for Christ Speakers Bureau. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Connie Jazbinsek is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Merrill Lynch since 2009. 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.

Darin Sipe is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and SafSecur, LLC, as well as being involved with Outside the Box IT, LLC and Duplexity Group, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Whelan is a CFP® professional with 44 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the secretary of a local homeowners association, attending meetings and maintaining communications. 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.

Undra Johnson is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining UBS in 2021, he worked at Wells Fargo Clearing for five years and Prudential Equity Group, LLC for one year. He also serves as a member of the financial board at Christ Church in Bethel Park, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolios to clients’ goals and risk tolerances.

Thomas Heller is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 42 years of industry experience. He previously worked for NEXT Financial Group for 25 years before joining LPL Financial. Outside of his advisory role, he provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Anthony Benvin Jr. is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, based in Pittsburgh, PA, with 37 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliates since 2009 and previously worked at Financial Foresight Group, Inc. from 2005 to 2009. Outside of advisory work, he serves as a trustee for the Anthony E Benvin III Memorial Foundation, which awards scholarships. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports advisors with multiple platform options, proprietary and third-party model strategies, and institutional resources such as advisor transition programs and compliance processes.

Bradley Colvin is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren Tillotson for seven years before joining Robert Baird & Co. in 2022. Colvin is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies, tax-management, and internal research tools.

Cathy Mcreynolds is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 1995. In addition to her advisory role, she engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional plans.

Stephen Smiechowski is currently an Investment Solutions Representative III at Fidelity Investments, where he works alongside clients to co-create financial plans tailored to their unique goals. His role involves collaborating with clients to address their individual financial needs. Stephen has held various positions in the financial services sector, including Private Client Banker at JP Morgan Chase from 2021 to 2022, and Licensed Relationship Banker roles at Huntington Investment Company from 2019 to 2021 and at Citizens Securities from 2017 to 2019. Over his career, he has gained experience in client relationship management and financial planning. He holds insurance licenses in Arkansas and California.

Brian Stumpf is a financial advisor with Ameriprise in Mckees Rocks, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BDS Coventry, LLC, an operating company related to his financial services practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning and utilizes algorithmic tools overseen by a specialized committee.

Anthony Campano is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 designations and 43 years of industry experience. He has worked with Equitable Advisors since 2005 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Jennifer Wanchisn is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. Her career includes prior roles at Morgan Stanley and UBS Financial Services. She has been with Merrill since 2011 and concurrently with Bank of America since 2016. 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. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.