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.

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.

Roger Knouse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Raymond James Financial Services since 2007 and operates a seasonal tax preparation business assisting relatives, friends, and clients with tax planning and preparation. 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 clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

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.

Brian Osborn is a financial advisor with LPL Financial in Pittsburgh, PA, holding the Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., BMO Holdings, Summit Advisors, Beaconfield Financial Services, and Absolute Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by LPL Research and third-party subadvisors.

Nichole Heide is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Hefren Tillotson and PNC Bank. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Aryeh Goldberg is a financial advisor at Robert Baird & Co. with a Series 66 designation and 10 years of industry experience. He has worked at Hefren Tillotson since 2016 and joined Robert Baird & Co. in 2022. Goldberg serves as treasurer on the boards of Hillel Academy of Pittsburgh and Congregation Poale Zedeck. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and brokerage services to individuals, businesses, pensions, and charitable organizations. The firm utilizes a range of investment strategies and internal research, including artificial intelligence, and manages approximately $394 billion in regulatory assets.

Ryan Condello is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 license and bringing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Outside of advising, he owns and operates a signage manufacturing business and works as an independent contractor in sign production on weekends. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

John Sofranko III is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers comprehensive capital markets and fiduciary services.

Roman Matusz is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2004 and MSI Financial Services, Inc. since 2016. Outside of advisory work, he also holds a role as a sales agent for life and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including money-manager options and educational seminars.

Antonio Aiello is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 20 years. He is co-owner of A.B. Strategic Partners, LLC, a business entity unrelated to investment advisory services, and serves on the board of the Pine Richland Youth Center. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart strategies and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Seymour is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously served five years in the United States Navy. Seymour is also a lieutenant in the United States Naval Reserves, a role he began in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis, with tailored recommendations supported by Wells Fargo research and tools.

Luke Kuehn is a financial advisor with Thrivent Investment Management in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Emma Kulikowski is a financial advisor with Equitable Advisors in Pittsburgh, PA. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Her prior experience includes roles in banking, hospitality, and education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Jessica Kibler is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA. She holds a Series 66 designation and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2024. Her prior work experience includes positions at Morgan Stanley and various other roles outside the financial industry. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

Amy Riley is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 18 years of industry experience. She has worked at Robert Baird since 2022 and spent 22 years at Hefren Tillotson and Hefren-Tillotson, Inc. prior to that. Robert Baird & Co. is an institutional firm whose Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.