Thomas Mathison is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked specifically with Morgan Stanley Private Bank since 2015. Mathison holds a Series 66 designation and serves as Treasurer for a local Toastmasters International club focused on public speaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs, including financial planning supported by proprietary tools and analyses.

Luke Jackson I is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he has experience working with Northwestern Mutual and has been involved in various entrepreneurial and service roles, including managing The Priory Hotel and operating GPC Landscaping. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with flexible investment solutions ranging from model portfolios to bespoke strategies, supported by a nationwide network of over 10,000 advisors.

Samuel Marsteller is a financial advisor at Equitable Advisors based in Pittsburgh, PA, with two years of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including positions in education and food service. He is also a marching band instructor for the Baldwin Whitehall School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor solutions to clients’ risk tolerance and objectives.

Mark Smith is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and PNC Investments. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Matthew Dudkowski is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. He serves as a board member of Community Health Challenge, providing guidance on financial matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Andrew Morrison is a Wealth Management Advisor with extensive experience in the financial services industry. He has managed corporate and individual client relationships for over 38 years, focusing exclusively for the past 28 years on the wealth management needs of individuals and families. His expertise includes investment management, retirement planning, education planning, insurance and estate planning, as well as residential and personal financing. Mr. Morrison holds a Bachelor of Arts degree in Economics from Washington & Jefferson College and an MBA from the University of Pittsburgh. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER®, Retirement Income Certified Professional (RICP®), Certified Divorce Financial Analyst (CDFA®), and Chartered Advisor in Philanthropy (CAP®). These credentials support his ability to serve the comprehensive needs of affluent individuals and families. Residing in Allison Park, Pennsylvania, Mr. Morrison and his wife Karen are involved with The Woodlands Foundation, an organization dedicated to providing programs for children and young adults with disabilities and chronic illness, where he serves on the board of directors. In his personal time, he enjoys golfing, traveling, and spending time with his family.

Jacob Van Lenten is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Mariner Wealth Advisors and held roles at several other firms and organizations. 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 range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Diana Kierzkowski is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Christian Melendez Carpintero is a financial advisor with Equitable Advisors based in Pittsburgh, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at Gnc, Fennel Brothers, Geodis, Syncreon, Laroche, and Aroogas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party managers and offers ERISA fiduciary services to qualified plans.

Ryan Sharrer is a financial advisor with Ameriprise who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Investment Professionals, Inc. and has been associated with S&T Bank since 1998, where he serves as Vice President and Financial Advisor. Outside of his advisory role, he is involved in independent insurance brokering and serves on the board of directors for a nonprofit organization in Pittsburgh. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Deborah Sheehan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers specialized planning for clients meeting net-worth thresholds, utilizing proprietary research and tools to develop tailored recommendations.

Sanjit Khara is a financial advisor at Wells Fargo Advisors in Pittsburgh, PA, with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Khara is involved in trustee and executor roles for family-related financial matters and holds part ownership in KM Wealth Management LLC and Heritage Seubert Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad array of planning services and integrates advisory services with other financial products and referral channels.

Lance Burgert is a financial advisor with Edward Jones in Bethel Park, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Frazetta is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is involved with D2W Media LLC, a podcast partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research tools and a broad platform that integrates advisory and non-advisory financial services.

Andrew Conti is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Boenning & Scattergood and Ross, Sinclaire & Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by extensive technology and a large network of advisors.

Steven Wagner is a financial advisor at Cetera with two years of industry experience. He previously worked for Federated Hermes for 26 years before joining Cetera in 2024. Outside of his advisory role, he also manages the financial affairs of Bray Farm Income Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by its nationwide network of over 10,000 advisors.

Ryan Churchfield is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Robert Baird & Co., Hefren Tillotson, PNC Investments, and Charles Schwab. He is based in Pittsburgh, PA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to produce tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robert Ruffolo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for eight years and has operated Ruffolo Associates, a tax preparation and accounting firm, for over four decades. In addition to his advisory work, Ruffolo is involved in property and casualty insurance activities in Trafford, PA. 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 and access to third-party asset managers, employing both discretionary and non-discretionary investment strategies.

Edmond Watters is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. His prior roles include positions at Mid Atlantic Capital Corp and Cline Financial Group LLC. Outside of his advisory work, Watters serves as a board member and Chair of the Nominating and Governance Committee at The Neighborhood Academy, an educational nonprofit in Pittsburgh. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a wide range of investment and financial planning services.

Gregory Furer is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Kaplan, Inc., and Beratung Partners, Inc., as well as service on the board of Poly Smith Inc. He is involved in leadership development and has held board memberships with nonprofit organizations such as Bethesda Lutheran Services. 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 portfolio programs, and institutional platforms, supported by advanced research and operational tools.