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.

Steven Aloia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Connie Jazbinsek is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Merrill Lynch since 2009. Merrill provides managed account services through its Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Melissa Stein is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Her prior roles include positions at NewEdge Advisors LLC and Mid Atlantic Capital Corporation, alongside operating Stein Wealth Advisers, LLC since 2009. She is also licensed as a non-variable insurance agent through Crump, providing life and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

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 Link is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. John serves on the Board of Directors for the Ellsworth Sportsman's Club and is President-Elect of the FPA-Pittsburgh chapter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Craig Mcroberts is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hefren Tillotson, Inc. since 1993 before joining Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning, portfolio management, and advisory services utilizing a combination of manager-traded and model-traded strategies, with ongoing investment oversight and the use of internal research and technology tools.

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.

Nathaniel Carulli is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Green Holdings LLC and Foresters Financial Services. Outside of his advisory work, he is involved in coaching baseball at the community level. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Thomas Heller is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at NEXT Financial Group for 25 years. He also engages in tax preparation and accounting as a CPA on a limited basis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing various management approaches and investment research.

Anthony Benvin Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 37 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2009 and has also been involved with the Financial Foresight Group, Inc. since 2005. Benvin 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, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

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 has worked at Robert Baird & Co. since 2022 and has been with Hefren Tillotson since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

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 with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She previously worked for UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2025. Outside of her advisory role, she is an officer of Samantha’s Limo Service, a transportation business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations for clients who meet certain net-worth thresholds.

Frank Runco Jr. is a financial advisor with LPL Financial in Canonsburg, PA, holding a Series 63 designation and 34 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

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.

Nicholas Smutney is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cetera. His prior work includes roles at DSF Wealth Management, PNC Investments, and Merrill Lynch. He is also an insurance agent involved in the sale of life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a range of program structures and custodial relationships.

Anthony Campano is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and collaborates extensively with program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Jennifer Wanchisn is a Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Merrill since 2011 and has also worked at Bank of America, N.A. since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.