Nathan Staib is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and YTS Wealth Management since 2024 and has prior experience in landscaping and education. Staib is also affiliated with the University of Pittsburgh and has held various roles in the education sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Derek Evans is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Guy Filewich is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 18 years with Commonwealth Financial Network and Laurel Financial Group. He also has experience in fixed insurance sales. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with recommendations delivered through meetings and written summaries.

Brian Duncan is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held roles at Duncan Financial Planning Advisors and Wealth Preservation & Management. Duncan serves as Treasurer and board member of the Keystone Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of investment strategies through independent financial professionals, combining proprietary and third-party models across multiple platforms.

Michael King is a financial advisor at Morgan Stanley with 43 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he owns and operates a real estate group in Wexford, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment management services supported by structured planning tools and a broad range of advisory programs.

Cameron Ryan is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 credential. Prior to joining Equitable Advisors in 2022, Cameron held various roles outside the financial industry. He also tutors children in math. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and other institutional clients through a network of Investment Adviser Representatives, utilizing a range of firm-offered programs and third-party asset managers.

Bradley Zaffram is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual and has experience outside finance including roles at Supplemental Health Care and Great Lakes Transport. In addition to advising, he occasionally provides rides through Uber and rents vehicles via Turo. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using tools like Monte Carlo simulations and automated asset allocation to develop written recommendations for clients.

Elizabeth Beanner is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley and its predecessor entity since 2007. Outside of her advisory role, she consults through Bridging SUCCES, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages a broad asset base and provides tailored planning primarily in an advisory capacity.

Nathaniel Williams is a financial advisor with Raymond James & Associates in Monroeville, PA. He holds Series 63 and Series 66 credentials and has one year of industry experience. Prior to joining Raymond James, he worked at Lifetime Home Remodeling and held roles in academic settings at San Diego State University and the University of Akron. Outside of advising, Williams is involved in rental real estate as an owner and landlord. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research, and provides specialized services including municipal advisory and employer consulting programs.

Matthew Baer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Pennsylvania State University from 2012 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Taylor Marziotto is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Taylor worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Taylor serves as an assistant junior varsity volleyball coach for Franklin Regional School District. 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 primarily employs model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning and access to a range of asset managers and insurance products.

Nancy Conners is a Series 66-credentialed advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. She also holds a role at Duncan Financial Group, where she has been involved since 2010, including activities as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and employs both discretionary and non-discretionary strategies tailored to client objectives.

Robert Bodnar is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 33 years of industry experience. He has worked at several firms including Wesbanco Securities Inc., Essex National Securities, LPL Financial, and Ryan Beck & Co. Bodnar is a member of InfraGard Alliance Pittsburgh, which connects members within critical infrastructure to the FBI for information sharing and education. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary authorities with access to both affiliated and third-party money managers.

Lindsay Turchetta is a financial advisor with LPL Financial in Murrysville, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has additional experience through her involvement with the National Catholic Slovak Ladies Association and the National Slovak Society, as well as operating her own business entities. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting advisors with a diverse set of investment strategies and operational tools.

Benjamin Porto is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and beginning his industry experience in 2026. His prior roles include positions at Slippery Rock University, Giant Eagle, and Penn State, as well as an entrepreneurial venture with Stinkin' Cute Trees. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternatives.

Tracy Johnston is a CFP® with 19 years of industry experience, currently advising clients at Stifel since 2019. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Johnston serves on the board and finance committee of Contemporary Craft, a nonprofit focused on making art accessible. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with an emphasis on proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Jay Adams is a financial advisor with OSAIC who holds Series 63 and Series 66 designations and has 30 years of industry experience. Prior to joining OSAIC in 2023, he worked for SagePoint Financial, Inc. for 14 years. He serves as a board member of Oakmont Country Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party money managers to construct portfolios across multiple asset classes.

Dorothy Boyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on connecting clients to tailored people, plans, and processes that align with their individual ambitions. Her work includes assisting clients with funding education, planning for retirement and healthcare expenses, and developing personalized strategies to support long-term family goals. Dorothy holds a Bachelor's Degree from Goucher College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Her approach emphasizes addressing clients’ personal perspectives and priorities while aiming to simplify the complexities of investing.

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.

Christopher Grieco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Keystone Benefits Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and third-party asset management, supported by a large network of investment adviser representatives.