Adam Fulton is a financial advisor at UBS Financial Services in Canonsburg, PA, holding a Series 66 designation with 13 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial solutions, including fee-based planning, discretionary portfolio management, and capital markets activities.

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.

Jeffrey Evans is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 37 years. Outside of his advisory role, he is involved in fiduciary activities and is named as an agent in a health care directive or living will. Ameriprise offers a specialized retirement-income planning service designed for individuals near or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored retirement advice, emphasizing managed accounts and affiliated fund options.

Joseph Petrovich is a financial advisor with Cetera, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Goldman Sachs Wealth Services and Voya Financial Advisors, as well as work with Northwestern Mutual and Populus Group. Outside of finance, he has been involved with Steel City Aquatics (British Swim School) for several years. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Richard Birch is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 15 years of industry experience. He has worked at Hefren-Tillotson, Inc. since 2011 and joined Baird in 2022. Birch serves as treasurer for Knaps Independent Battery E, a non-investment related community organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and other advisory services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools.

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 at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Northwestern Mutual and Supplemental Health Care. Outside of his advisory work, he occasionally drives for Uber and rents out vehicles through Turo. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and focuses on recommending investment categories and strategies.

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 licenses and has one year of industry experience. Prior to joining Raymond James, he worked in several roles including time at Lifetime Home Remodeling and San Diego State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 at LPL Enterprise with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he serves as an assistant junior varsity volleyball coach for Franklin Regional School District. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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.

Mark Palmer is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2009. Palmer serves as Chair of the Board and Finance/Investment Committee Member for the Slippery Rock University Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Lindsay Turchetta is a financial advisor with LPL Financial in Murrysville, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked with firms such as Waddell & Reed and has multiple roles in Slovak cultural and fraternal organizations, including the National Catholic Slovak Ladies Association and the National Slovak Society. Turchetta also operates her own business entities related to investment and financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

Christine Brookins is a financial advisor at OSAIC with 23 years of industry experience. She previously worked at Securities America Advisors and Voya Financial Advisors. Outside of her advisory role, she is involved in Special Olympics Pennsylvania as a volunteer, coach, and committee member, and she provides disability training and advocacy through her organization, Outspoken. She also serves as a part-time instructor at the Community College of Allegheny County, presenting continuing education on special needs planning and professional collaboration. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple third-party investment platforms.