Ryan Hettinger is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, and spent 19 years at Halliburton. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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®-certified financial advisor with Wells Fargo Clearing, based in Pittsburgh, PA. He has 34 years of industry experience, including 10 years with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Annahid Samiljan is a financial advisor at Equitable Advisors with Series 66 credentials and two years of industry experience. Her prior work includes roles at First Commonwealth Bank and Reliance First Capital. Equitable Advisors serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of investment advisory models, including third-party and proprietary solutions, to tailor advice and implementation to client needs.

Angela Platt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Goldman Sachs & Co. LLC (AYCO) for 18 years and The AYCO Company, L.P./Mercer Allied for 15 years. She serves on the board of Ronald McDonald House Charities of Pittsburgh and Morgantown, where she sits on the finance committee, and is a member of the Duquesne University Palumbo-Donahue School of Business Investment Strategy Institute Advisory Council. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory process combines quantitative and qualitative research and offers access to strategies incorporating ESG frameworks, supported by related implementation and portfolio services through affiliated entities.

James Vargo Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Hicken is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1990. Outside of advisory work, he owns Hicken + Associates, Inc., which is dedicated to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Robert Smith is a financial advisor at Cetera with 52 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at multiple firms, including Southpointe Financial Services and Walnut Street Securities. He also sells life, disability, annuities, and long-term care insurance through a separate business activity. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services and operates a multi-manager platform that includes affiliated and third-party model portfolios.

Michael Horan is a financial advisor with Robert Baird & Co. He holds the Series 66 designation and has 10 years of industry experience, including seven years at Hefren Tillotson, Inc. prior to joining Robert Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and municipal advisory services.

Sophia Chaban is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has experience working at JPMCB NA-London Branch, Goldman Sachs, and First Republic Bank, with a total of several years in the industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process incorporates both quantitative and qualitative research supported by a centralized manager solutions team.

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.

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.

Michael Mitchko is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He previously worked for Edward Jones for ten years before joining Equitable Advisors in 2026. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a network of Investment Adviser Representatives. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, emphasizing client information gathering, risk assessment, and the use of third-party asset managers and advisory models.

Alan Breedlove is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, Citigroup Global Markets in 2008-2009, and UBS Financial Services in 2007-2008. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, including tailored financial and estate planning. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Courtney Mitchko is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. Prior to Edward Jones, she worked at Corpay, American Express, Capital One, and UPS. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Lynn Sunseri is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in making informed decisions.

Patricia John is a financial advisor at Robert Baird & Co. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hefren Tillotson, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. She has been with Robert Baird since 2022. The DDK Group, part of Robert Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, with an investment approach that incorporates manager-traded and model-traded strategies, tax management, and ongoing manager selection.

Trevor Fawley is a financial advisor with Ameriprise in Hickory, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joseph Murray is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual Investment Services LLC, Federated Hermes, and BNY Mellon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.