Kaitlyn Shogry is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at Leadership League LLC and Traveler's Service Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Matthew Christ is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Matthew is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jeffrey Reimer is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at MetLife Securities Inc. for ten years prior to joining his current firm in 2017. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life/accident/health insurance and serves as a seat attendant for the Pittsburgh Steelers’ Heinz Field. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Jeffrey Sollars is a financial advisor with Raymond James & Associates who holds Series 65 and Series 63 credentials and has 25 years of industry experience. He has worked at Raymond James & Associates since 2023, following prior roles at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Jennifer Lawrence is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and 17 years of industry experience. She worked at Allegheny Financial Group, Ltd from 2005 to 2022 before joining Wells Fargo Clearing. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

James Meyers is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association. Meyers serves as a board member of UPMC East Hospital in Monroeville, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on structured financial planning and tailored investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Rebecca Dehainaut is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at John Hancock Distributors LLC for eight years. She is based in Sewickley, PA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tevin Gibson is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and has two years of industry experience. His work history includes roles at various financial and non-financial firms such as McFaddens, PFS Investments Inc., and New York Life Insurance Company. Outside of advising, Gibson creates content as a YouTuber and is involved in brand marketing staffing, senior health insurance, and operates an Amazon storefront. Primerica Advisors is a large-scale asset management firm serving individual, corporate, and charitable clients primarily through a wrap-fee program that employs model-delivery strategies managed by unaffiliated asset managers. The firm’s offerings include strategic, tactical, tax-managed, and income distribution investment models with custodial and trade execution support from Pershing and BNY Mellon Advisors.

Myah Irick is a Private Wealth Advisor with Merrill Private Wealth Management, where she founded the Irick Group in January 2020. She specializes in delivering wealth planning strategies tailored to successful executives, sports and entertainment professionals, individuals and families managing sudden wealth, as well as nonprofits and foundations. Myah focuses on helping clients align their wealth with their values to create purposeful wealth and investment plans. Before joining Merrill, Myah held senior roles including Executive Director at JPMorgan Private Bank and relationship manager at PNC Wealth Management. Additionally, she contributed to philanthropy and estate planning solutions at Columbia University. She leads a team dedicated to providing comprehensive, customized wealth management solutions and emphasizes collaboration and proactive service to clients such as multigenerational families, business owners, professional athletes, and charitable organizations. Myah holds a B.A. from Lewis & Clark College, an M.A. from Columbia University, and a joint international MBA with honors from Brown University and Instituto de Empresa. She also earned a certificate in Financial Planning from Northwestern University and the Chartered Financial Consultant (ChFC) designation. Myah serves on the boards of Carnegie Science Center, Girls Inc., and United Way and is a strategic partner of The Advanced Leadership Institute and the Miss USA Organization. Inspired by her experience as Miss Oregon in 2003, she is committed to expanding educational opportunities for women. Her personal interests include basketball, cooking, music, reading, swimming, watching movies, yoga, and spending time with family.

Michael Duckworth is a Private Wealth Advisor and Managing Director within Merrill Private Wealth Management. He is a founding member of The Duckworth Haggerty Group, a private wealth management team based in Pittsburgh that serves a national clientele. Michael and his team provide specialized support and planning tailored to the complex financial needs of successful business executives and entrepreneurs. Their services include investment management, liquidity event strategies, trust and estate planning, customized credit and lending through Bank of America, philanthropy, and family wealth dynamics and governance. The team also has significant experience addressing financial planning challenges faced by families with a member who has a medical disability, severe illness, or special needs. Michael joined Merrill in 2008 after 15 years of experience in the private client advisory group of a large commercial bank. He holds a bachelor's degree from the University of Pittsburgh and holds the Personal Investment Advisor (PIA) professional designation. He has been recognized multiple times by Barron's as one of the "Top 1,200 Advisors in America" and by Forbes as a "Best-in-State Wealth Advisor," reflecting his sustained commitment to his clients and professional excellence. Outside of his professional responsibilities, Michael has served as the immediate past President of the Board of Directors for the Children's Museum of Pittsburgh. He lives north of Pittsburgh with his wife Tracy and their three children. His personal interests include hiking, reading, running, traveling, and spending time with his family.

Stephen Gagne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with both non-discretionary and discretionary service options tailored to plan objectives and risk tolerances.

Daniel Bejster is a CFP® with 14 years of industry experience, currently affiliated with Wells Fargo Clearing since 2024. Prior to this, he spent nine years at The Huntington Investment Company. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Moyer is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Giant Eagle and has held roles at James Madison University, Hood College, and Governor Thomas Johnson High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Mickey Dudish is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked with LPL Financial since 2021 and has been associated with M&T Securities and M&T Bank since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Matthew Gunther is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Citizens Securities, Ivy Funds Distributor, and Waddell & Reed. Outside of his advisory work, he is the owner of White Sand Investments, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jessica Bilby is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding a Series 66 designation and totaling 10 years of industry experience. She worked at Janney Montgomery Scott for 10 years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Nicholas Sandusky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and BNY Mellon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many institutional advisers.

Colin Tooey is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including New York Life Insurance Company and MML Investors Services. Outside of his advisory role, Colin serves as president of the BNI Networking Three Rivers Chapter. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes both affiliated and third-party managers.

Beaux Delattre is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2011, including time at Axa Advisors prior to the firm's rebranding. He is also the owner of DeLattre Financial Services, a non-investment business in Canonsburg, PA. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Justin Baierl is a CFP®-designated financial advisor with five years of industry experience. He is currently with LPL Financial and also operates J Cubed Financial Advisory Group, Inc. Additionally, he is a licensed notary in Pennsylvania and holds a non-variable insurance license. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.