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®-designated financial advisor with 20 years of industry experience, currently with Stifel. She has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Johnston serves on the board and finance committee of Contemporary Craft, a nonprofit focused on making art accessible. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Christine Brookins is a financial advisor with OSAIC, holding a Series 63 designation and 23 years of industry experience. Her prior roles include positions at Securities America Advisors and Voya Financial Advisors. Outside of advising, she volunteers as a coach and committee member for Special Olympics Pennsylvania, provides disability training and advocacy, and serves as a part-time instructor at the Community College of Allegheny County, where she presents continuing education on special needs planning and professional collaboration. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various discretionary and third-party management options.

Robert Riffle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Morningstar Inc. and Marton Technologies, along with military service in the Army Reserves. He is also the owner of Aardvark Affluence, LLC, an investment-related business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies supported by third-party managers and custodians.

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.

Deborah Sullivan is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 designations. She has 40 years of industry experience and has worked at RBC Capital Markets since 2014 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

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.

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.

Jeffrey Markanich is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Allegheny Investments, Ltd. for 28 years. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and has proprietary model strategies under the Founders Gate Capital brand.

Nathan Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at PNC Investments for 10 years before joining Wells Fargo Clearing in 2024. 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.

Jason Short is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory work, he is involved in two business ventures: a consulting firm and a start-up brewery called Abstract Brewing Company. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Joseph Krugel Jr. is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He formerly owned several businesses, including Georgetown Deli & Beer LLC, all of which have been closed and are in the process of being dissolved. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to develop tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Irr is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include lengthy tenures at Cantella & Co., Inc. and Raymond James Financial Services Advisors Inc. He is also involved in managing term insurance policies on a limited basis outside of his advisory work. 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 financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools and a broad suite of non-advisory financial services.

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.

Barbara Virany is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools without providing individual security recommendations as part of standalone planning.

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.

John Cunningham is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms including DSF Wealth Management Group and Cetera Wealth Services. Outside of his advisory role, he is involved in selling life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with access to various investment strategies and program structures.

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.