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.

Michael Dubosky is a financial advisor with Stifel in Greensburg, PA, holding a Series 66 designation and two years of industry experience. He has been with Stifel Nicolaus since 2018 following four years at The Stereoshop. Outside of his advisory role, Dubosky owns a woodworking business, MVDWoodcraft, and serves as a trustee for the Westmoreland Fayette Council Boy Scouts of America Endowment and as a community board member for The Top Dog Therapy Team, a therapy dog organization. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward‑looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Christopher Natali is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Raymond James Financial in Pittsburgh, PA. He has been involved with Shorebridge Wealth Management since 2014 and serves as a director and treasurer for The Natali Foundation, a nonprofit organization. Additionally, he works as an insurance agent, selling disability and life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and is known for its municipal advisory capabilities and specialized SIMPLE IRA Employer Advisory program.

Laura Clemens is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she has experience in real estate ownership unrelated to her investment activities. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm delivers written, non-discretionary recommendation reports through a centralized consulting team, combining research, modeling, and tax-efficiency analysis to support clients’ retirement income strategies.

Hannah Simon is a Series 66-licensed financial advisor with Morgan Stanley in Pittsburgh, PA, bringing 11 years of industry experience. She has been with Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Parker Higham is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials. He has held positions at MML Investors Services, MassMutual Life Insurance Company, and ONE Federal Credit Union. His prior work experience includes roles at West Virginia University and Meadville Area Senior High. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop goals-based strategies for clients.

Michael Lloyd is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in fiduciary activities and owns a business related to group office protection and bill payment. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that combine research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside human oversight.

Brett Allen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he is part of Yanders & Associates. With over nine years of experience in the financial industry, Brett specializes in providing personalized financial planning, wealth management, and investment strategies tailored to the unique goals of his clients. His areas of focus include Corporate Executive Services, Divorce Transition Planning, Portfolio Management Services, Women and Wealth, and Sports & Entertainment. Brett holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved with professional organizations such as the 100 Black Men of Western PA, Family House, Inc., the Kappa Scholarship Endowment Fund of Western PA, and the Penn State Alumni Association. Committed to community engagement, Brett participates in several local organizations including the 100 Black Men of Western PA, Family House, the Kappa Scholarship Endowment Fund of Western PA, and the National Pan-Hellenic Council of Pittsburgh Alumni Council. Outside of his professional pursuits, he enjoys baseball, basketball, football, golfing, music, and spending time with his family.

Peter Tumbas is a financial advisor with LPL Financial in Boston, PA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with LPL Financial and its predecessor, Linsco Private Ledger Corp, since 2004. Outside of his advisory role, he is involved in selling non-variable insurance products through Tumbas Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and access to third-party asset managers, with services delivered through a large network of investment adviser representatives.

John Ifft is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. He has worked at Cetera and its related entities since 2021 and previously spent seven years with VOYA Financial Advisors. He is a board member of Christ the Divine Teacher Catholic Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring affiliated and unaffiliated third-party managers across various program structures.

Benjamin Kreitz is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, uFinancial Group, and Planet Fitness. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Francis Zoracki is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2011. Zoracki is also an independent insurance agent and co-owner of a farm in Mt Pleasant, PA. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment solutions through a network of independent financial professionals, combining proprietary model strategies and access to third-party managers.

Natasha Jativa is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Huntington Investment Company and Citizens Bank. Outside of finance, she owns Opulent Occasions, a party decorating and balloon design business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Vincent Kasievich is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2007. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Kevin Wolfendale is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shannon Cully is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 2017 after earning an MBA from Lehigh University and coaching Division I women's lacrosse at the same institution. Shannon graduated from Cornell University with a degree in Biometry & Statistics and was a member of the women's lacrosse team. In her role, Shannon focuses on connecting all aspects of her clients' financial lives to help them prioritize and pursue their short- and long-term goals. She provides financial strategies that align with what clients strive to achieve, combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. Her areas of expertise include college education planning, family wealth management strategies, retirement planning, portfolio management, and socially responsible investing among others. Shannon holds several professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Syracuse, New York, Shannon is involved with community organizations such as Catholic Charities, the Cornell Alumni Association, and the Lehigh Alumni Association. Outside of her professional pursuits, she enjoys boating, football, golfing, running, skiing, swimming, traveling, and spending time with her family.

Gary Johnston is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in Pittsburgh, PA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Brian Osborn is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Bmo Holdings, Summit Advisors, Beaconfield Financial Services, and Absolute Capital Management. 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 and third-party asset management, utilizing both discretionary and non-discretionary strategies supported by technology tools and a broad network of over 22,800 advisors.

John Sporar is a CFP® professional affiliated with LPL Financial, with 11 years of experience in the financial services industry. He previously worked at Citizens Securities, Inc. for six years before joining LPL Financial. Additionally, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.