Nolan Doerring is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds the Series 66 designation and has been with the firm since 2026. Nolan’s prior work experience includes roles at the American Association of Insurance Services and Clark Schaefer Hackett, as well as positions at The Ohio State University Wexner Medical Center. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and diversified asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Mary Beth Burket is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily at Merrill since 2013, including a brief tenure at Raymond James Financial Services Advisors and The Nehemiah Project. Merrill, along 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed internally and by third-party managers.

Jack Kelly is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families to develop disciplined investment strategies aligned with their long-term financial goals. His approach emphasizes clear planning, thoughtful risk management, and building lasting client relationships. Jack began his career at Bank of New York Mellon as a Senior Analyst in Global Securities Operations before joining Merrill in 2022. He holds the CERTIFIED FINANCIAL PLANNER® designation and the FINRA Series 7 and 66 registrations. His expertise includes education planning, family wealth management strategies, employee financial health, liquidity management, personal retirement planning, portfolio management services, and tax minimization. He earned a Bachelor of Science in Finance and Accounting from Duquesne University. Outside of his professional practice, Jack 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.

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 in Monroeville, PA, holding a Series 63 designation and 33 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling 13 years in those roles before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and draws on multiple portfolio management styles and affiliated research.

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 43 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as secretary for a homeowners association in Glenshaw, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Undra Johnson is a financial advisor at UBS Financial Services with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, each for multiple years. Outside of his advisory role, he serves as a financial board member for Christ Church in Bethel Park, PA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

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.

Debra Bushman is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 15 years. Outside of her advisory role, she is an officer of Samantha's Limo Service, a transportation company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering investment and fee-based financial planning services. The firm provides a broad planning menu including retirement, education, and specialized services, supporting client recommendations with proprietary research and planning tools.

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.