Robert Ricker is a financial advisor at Edward Jones in Irwin, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the United States Department of Veterans Affairs and served with the Blendon Township Police Department. He is also involved with Nostalgic Toys and Collectibles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jack Driscoll is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior work includes 14 years at Sagepoint Financial and long-term involvement with Travelers Insurance and his own family insurance and financial services firms. He also owns and operates several related businesses, including entities focused on tax preparation, accounting, and insurance services. OSAIC Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a varied investment approach that includes automated portfolio management tools and access to third-party money managers.

Jason Yuhas is a financial advisor with LPL Financial in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Osaic Institutions, Inc, Wells Fargo Clearing, and Somerset Trust Company. Outside of his advisory work, he is also active as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Peter Elers is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 11 years at PNC Investments. He is also the owner of Briarcliff Wealth Management, LLC, an investment-related business based in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored through Wells Fargo’s research and tools, with clients able to choose if and how to implement recommendations via the firm's brokerage or advisory programs.

Barbara Di Pietro is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Ameriprise Financial Services, LLC in Pittsburgh, PA. She has been with Ameriprise since 2017, including prior work with Ameriprise Financial Services Inc. before its transition. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Constance Bettis is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cambridge-related firms since 2015. Outside of her advisory role, she serves as treasurer for the Pittsburgh chapter of the nonprofit organization Girlfriends Inc. and works as an independent travel agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and both proprietary and third-party investment strategies.

Louis Rizzo is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he is involved with a family business entity used for administrative purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutional entities. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Sikora is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked at Cambridge Investment Research since 2017 and also operates the Ryan Sikora Insurance Agency, where he serves as an independent insurance agent. Prior to his current roles, he worked at State Farm Management Corp. from 2015 to 2017. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements tailored to client objectives.

Ryan Kircher is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he held positions at Coastal Energy and Water, Rent Right LLC, and has been involved with educational institutions including Florida Gold Coast University, Kent State University, and Plum Senior High School. Outside of his advisory work, he also has experience with Jr Upholstery and Blinds. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, partnering extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Carissa Larson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Equitable Advisors in 2023, she worked at PNC Bank, NA and PNC Capital Markets. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, leveraging external asset managers and offering both advisory and brokerage channels.

Winfield Smathers IV is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as trustee for his grandfather’s irrevocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical and risk-profiling tools, alongside specialized municipal advisory services and employer consulting programs.

John Monahan is a CFP®-certified financial advisor with Wells Fargo Clearing, based in Pittsburgh, PA. He has one year of industry experience, including prior roles at BNY Mellon and involvement with Mystic Barrels. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Klems is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016 and Metlife Securities since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services, structuring planning engagements as annual, collaborative relationships using firm-approved software and detailed client information.

Thomas Brook is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 65 and Series 63 licenses and with two years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services ranging from planning to investment management through multiple channels.

Jordan Dunsmore is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at RBC Capital Markets and First Trust Portfolios L.P. He is also involved with Your Total Solution Wealth Management LLC, a business related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through its national network. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

John Lamberson III is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its related entities since 2007. Outside of his advisory role, he serves on the board of directors for the Western Pennsylvania Hugh O'Brian Youth Leadership and writes art-related articles for Pittsburgh Metropolitan Magazine. He is also the founder and coach of the Steel City Outlaws, a youth basketball organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates in its financial planning process.

Raymond Nepa is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2010. He serves on the CFP Advisory Board for Duquesne University, advising and reviewing the educational program for their CFP certification. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Tracy Solan is a financial advisor at Morgan Stanley in Pittsburgh, PA, with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2019 to 2026 and Bank of America, N.A. from 2025 to 2026. Prior to her advisory career, she was involved with Steelton Enterprises for 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Nicholas Carretta is a financial advisor with Ameriprise in Irwin, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BNY Mellon and American Income Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Lisette King is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for three years before joining Merrill in 2018. Outside of finance, she operates a sole proprietorship selling vintage, new, and handmade items through an antique mall and online. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.