Shahrokh Firouzan is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliates since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Schwabauer is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at R.W. Baird & Co., Varsity Tutors, and DermatologistOnCall. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Armanious is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2014, bringing nine years of experience as an investment analyst, financial consultant, and financial specialist at other financial institutions. He focuses on applying his knowledge and diverse perspectives to assist client families in optimizing financial opportunities. Tim holds a Bachelor of Science degree in Finance and Investment Management from Duquesne University. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Latrobe, Pennsylvania, Tim is an avid ice hockey player, skier, and golfer. He supports local churches and charities and enjoys cooking, spending time with family and friends, as well as traveling.

Thomas Martin is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015 and serves concurrently with the D.C. Air National Guard since 1993. Outside of his advisory work, Martin is involved with Project Star, a respite foster care organization in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling aimed at guiding asset allocation and financial planning decisions.

Edward Opat is a CFP® professional with 43 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2012. He holds the Series 63 license and is based in Murrysville, PA. Outside of advisory services, he serves as secretary of a local condominium owners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of custody platforms, model strategies, and both discretionary and non-discretionary approaches.

Lisa Bostedo is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by comprehensive trading, account administration, and custody services.

Stephen Mcgalla IV is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Daniel Mackey is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. In addition to his advisory role, Mackey is involved in selling life and disability insurance through his separately registered business activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and supports a range of strategies and technologies.

Mark Speedy is a CFP® professional with 15 years of industry experience, currently serving at OSAIC since 2023. He has also held roles at T & D Advisors, Inc. and Sagepoint Financial, Inc. since 2010. Outside of his advisory work, he serves as a committee member for the Pine Springs Camp Golf Committee, assisting in planning an annual golf outing. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options managed through multiple platforms and technology tools.

John Kesich is a financial advisor with Cetera, holding a Series 63 license and 29 years of industry experience. He has worked with Avantax in various capacities from 1997 to 2025 before joining Cetera in 2025. Outside of his advisory role, he is a partner in Kesich Consulting Group, LLP, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and third-party managers.

Jack Friedman is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He joined the firm in 2004, bringing extensive experience from his background as a technology entrepreneur and business leader. Jack started CCA Technologies, Inc. in 1982 and grew the company to over $50 million in sales before selling it to Westcon Group in 2000. While at Westcon, he expanded the business to become one of the nation’s largest networking technology and Voice Over IP distributors, increasing its size fourfold compared to his original company. In addition to running the business, Jack managed his own assets as well as those of employees through the company Profit Sharing Plan. His areas of expertise combine technological entrepreneurship with financial asset management. He holds a Bachelor of Science degree in Engineering and an MBA in Finance, both from Syracuse University. Jack also holds the Personal Investment Advisor (PIA) designation.

Brian Dieckmann is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 66 designation and is based in Pittsburgh, PA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that clients use to make informed decisions.

James Stewart is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Amy Bonetto is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone planning.

Paul Rudoy is a financial advisor at LPL Financial with 27 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes 11 years at Raymond James Financial and over 20 years as part owner of the CPA firm H2R CPA. He serves as a trustee and is a board member of CPA Associates International, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Steven Sheffler is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Wealth Management since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Michael Maglio is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 66, Series 63, and Series 65 registrations and having seven years of industry experience. He previously worked at BNY Mellon Wealth Management before joining J.P. Morgan Securities in 2020. Maglio serves as a board member for the Pittsburgh Venture Capital Association, a nonprofit organization. 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 in its investment process.

Daniel Pessy is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

David Nader is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 1982, he has focused on developing financial strategies and recommendations tailored to the needs of individuals, families, and businesses. His approach emphasizes building relationships grounded in trust, integrity, and confidentiality, taking into account clients’ short- and long-term financial objectives. His client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. David holds a bachelor's degree in Business Administration from Duquesne University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is a member of the Porsche Club of America and participates in volunteering activities at his church. David resides in Murrysville, PA with his wife Beth and their two children. His personal interests include cooking, music, photography, and scuba diving.

Michael Forney 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 related entities since 1998. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.