Jennifer Lawrence is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. Her career includes roles at Wells Fargo Clearing, Jennifer Lawrence Consulting LLC, and Allegheny Financial Group, Ltd. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing research and planning tools to develop recommendations that clients may choose to implement through various brokerage or advisory options.

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 in Coraopolis, PA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at firms such as New York Life Insurance Company, Fidelity Investments, and Merrill Lynch. Outside of his advisory role, he is active as a YouTuber focused on video creation and is involved with a brand marketing staffing agency. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies created by external asset managers and offers advisory services through a large network of financial advisors.

Christopher Butsko is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding the Series 66 designation and bringing 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Myah Irick is a Private Wealth Advisor at Merrill Private Wealth Management, where she founded the Irick Group in January 2020. She specializes in providing wealth planning strategies to successful executives, sports and entertainment professionals, individuals and families navigating sudden wealth, as well as nonprofits and foundations. Myah leads a team dedicated to helping clients manage significant wealth through customized investment and wealth planning, with a focus on aligning wealth with clients' values. Before joining Merrill, Myah held positions as an Executive Director at JPMorgan Private Bank and a relationship manager at PNC Wealth Management. She also served in senior roles at Columbia University advising families on philanthropy and estate planning. Her professional credentials include the Chartered Financial Consultant (ChFC) designation, Chartered Advisor in Philanthropy (CAP), and Personal Investment Advisor (PIA), along with specialized focus in Sports & Entertainment. Myah holds a Bachelor of Arts from Lewis & Clark College, a Master of Arts from Columbia University, and a joint international MBA from Brown University and Instituto de Empresa. She has a certificate in Financial Planning from Northwestern University. Beyond her professional work, Myah serves on the boards of organizations such as the Carnegie Science Center, Girls Inc., The Advanced Leadership Institute, and United Way. Her experience as Miss Oregon in 2003 has inspired her commitment to promoting educational opportunities for women. She is also active as a speaker on topics including sudden wealth management, values-aligned investing, family governance, multigenerational wealth, and strategic philanthropy.

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 four years of industry experience. He holds the Series 66 designation and has previous work experience at Giant Eagle and academic roles at James Madison University, Hood College, and Governor Thomas Johnson High School. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and a range of third-party and proprietary advisory solutions.

Katelynn Powell is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she gained experience in various roles including digital agency work and real estate, and she is co-owner of The OnCue Collective, a musical theater workshop business for children. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Jessica Bilby is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent 10 years at Janney Montgomery Scott. 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 a broad range of brokerage and advisory solutions.

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.

Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 17 years at Commonwealth Financial Network. 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 and access to various portfolio management programs, and supports its advisors with research and operational tools.

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.

Laura Capan is a financial advisor at Cetera with 12 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Insurance Agency and is also involved in tax preparation and accounting through her work with Ivana Liberatore, CPA, CFP & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options and third-party managers.

Jacqueline Scalise is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior work includes roles at Commonwealth Financial Network and LPL Financial. She is also involved with Duncan Financial Group in Pittsburgh under a DBA name. Cambridge Investment Research Advisors serves a broad mix of clients—including individuals, retirement plans, charitable organizations, and trusts—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and strategies, including proprietary models and third-party solutions, with unique institutional features such as advisor transition loans and equity participation arrangements.

Beaux Delattre is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2011. Delattre is also the owner of DeLattre Financial Services, a non-investment business based in Canonsburg, PA. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Justin Baierl is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His career includes roles at Hornor Townsend and Kent, LLC, Kades-Margolis, and Washington & Jefferson College. He is also a commissioned notary in the state of Pennsylvania. 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 and brokerage services, including financial planning and access to model portfolios, employing both discretionary and non-discretionary strategies supported by proprietary research tools.

Barry Courson is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Robert Hilf, and Waddell & Reed. Courson is also co-owner of No Status Quo, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Allen Williams Jr. is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding a Series 66 license and two years of industry experience. Prior to joining the firm, he spent eight years at S.E. Schultz Electric, Inc. Outside of his advisory role, he works as an assistant varsity wrestling coach for Chartiers Houston School District. 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.