Helen Sims Duerr is a Private Wealth Advisor and a member of the Duckworth Haggerty Group at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2011 with five years of prior experience in financial services. Helen serves a national clientele, focusing on families managing significant complexity, including those with members who have special needs or disabilities. She and her team provide services in areas such as investment management, liquidity event strategies, trust and estate planning, customized credit and lending, philanthropy, and specialized planning for families with medical disabilities or severe illnesses. Helen holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ designation. She also holds the Personal Investment Advisor (PIA) designation. Helen earned her Bachelor's degree from the University of Pittsburgh. She has been recognized by Forbes and SHOOK Research, appearing on the "America's Top Next-Generation Wealth Advisors" list in 2018 and on the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Duckworth Haggerty Group.

Grant Kern is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019. Prior to his advisory role, his work history includes positions at Sketchy Sites, Fox's Pizza Den, FedEx Ground, and Scott Electric. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Elizabeth Connors is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Tea Lundell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their long-term goals. Drawing on extensive experience, Tea provides access to investment insights and a range of banking and lending solutions to support her clients' wealth management needs. Her client focus areas include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, retirement income, and values-based investing such as socially responsible and ESG investing. Tea brings a comprehensive approach to wealth management, emphasizing flexibility and alignment with clients’ priorities. Tea holds a Bachelor's Degree from Colgate University and maintains her professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of her professional commitments, she enjoys golfing, skiing, and spending time with her family. Tea is also involved in her community through her association with the Marthas Vineyard Boys and Girls Club.

Troy Baer is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Pittsburgh, PA, Baer holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Annahid Samiljan is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Equitable Advisors, she worked at First Commonwealth Bank and Reliance First Capital. 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 LPL programs and third-party asset managers. The firm uses a client intake process to tailor services and operates a hybrid referral and implementation model that incorporates multiple advisory structures and third-party solutions.

Angela Platt is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and previously worked for Goldman Sachs & Co. LLC (AYCO) for 18 years. Outside of her advisory role, Angela serves as a board member of Ronald McDonald House Charities of Pittsburgh and Morgantown, where she participates on the finance committee, and she is a member of the Investment Strategy Institute Advisory Council at Duquesne University’s Palumbo-Donahue School of Business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Vargo Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a five-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Julia Munchel is a CFP® professional with 11 years of industry experience, currently serving clients at UBS Financial Services since 2015. She holds Series 65 and Series 66 licenses and is based in Pittsburgh, PA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies to client goals.

Sophia Chaban is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., JPMCB NA-London Branch, Goldman Sachs, and First Republic Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Carin Bellack is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Kathy White is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 16 years of industry experience, having worked previously at McKinley Carter Wealth Services, Inc. for 15 years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm employs a range of strategies and custody platforms tailored to client objectives and provides both proprietary and third-party investment solutions.

Shane Stewart is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he participates in the Conservation Reserve Enhancement Program (CREP) through the Farm Service Agency in Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Andrew Koma is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at YTS Wealth Management, DBR & Co, Phantom Fireworks, Seton Hill University, Pittsburgh Indoor Sports Arena, and Plum Borough School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Alan Breedlove is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following several years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Thomas Eaglehouse is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked with several firms, including FOUNDATIONS INVESTMENT ADVISORS, llc, and Retirement Wealth Advisors. Outside of his advisory role, he is involved as an agent in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of strategies and custody platforms tailored to client objectives.

Lynn Sunseri is a financial advisor with Stifel in Bethel Park, PA, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with Stifel since 2007. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Stephanie Bracken is a CFP® professional with two years of experience at LPL Financial. Her prior work history includes roles at Nordstrom and UPMC Magee Womens Research Institute. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jean Schmid is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colin Rosenberg is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides comprehensive advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.