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 over 38 years of experience in the financial services industry. He has dedicated the past 28 years exclusively to serving the wealth management needs of individuals and families. His expertise encompasses investment management, retirement planning, education planning, insurance and estate planning, as well as residential and personal financing. Andrew holds a B.A. in Economics from Washington & Jefferson College and an MBA from the University of Pittsburgh. His professional designations include Certified Financial Planner (CFP), Retirement Income Certified Professional (RICP), Certified Divorce Financial Analyst (CDFA), and Chartered Advisor in Philanthropy (CAP). He collaborates closely with legal and tax advisors to address the multifaceted needs of affluent clients, often assisting them through significant life transitions such as business sales, career changes, retirements, or inheritances. Residing in Allison Park, Pennsylvania, Andrew and his wife Karen have three children. He serves as Vice-Chair of the Board of Directors and Chair of the Development Committee for The Woodlands Foundation, an organization supporting children and adults with disabilities and chronic illnesses. Andrew's personal interests include golfing and supporting his family's activities.

Cole Pearson is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Morgan Stanley and has held positions outside of finance, including roles at Baldwin Supply Company and USA Hockey. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services featuring discretionary and non-discretionary portfolio management, separately managed accounts, tax-management, and municipal advisory services.

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.

Michael Mucha is a Series 66-licensed financial advisor with Robert Baird & Co. in Pittsburgh – Wexford, PA, where he has worked since 2023. He has three years of industry experience, including prior roles at Hefren Tillotson and professional experience at Ohio University and Target. Outside of his advisory work, Mucha was involved with the Avonworth Soccer Association for three years. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and artificial intelligence.

Christian Melendez Carpintero is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles at Gnc, Fennel Brothers, Geodis, Syncreon, Laroche, and Aroogas. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual registration as an SEC-registered investment adviser and broker-dealer.

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 in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors and its affiliated entities since 2009. 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 thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

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.

Nicholas Frazetta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved in a podcast partnership through D2W Media LLC and provides tax preparation and insurance services through affiliated businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Andrew Conti is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He previously worked at Boenning & Scattergood for six years and at Ross, Sinclaire & Associates, LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.

Justin Tillotson is a Series 66 licensed advisor at Robert W. Baird & Co. with four years of experience in the industry. He previously worked at Hefren-Tillotson and has worked in various roles, including at Shenot Farms and educational institutions. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and leverages internal research and technology, including artificial intelligence, to deliver advisory services.

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 at LPL Financial with 42 years of industry experience. He has worked at Lincoln Financial Securities Corporation and Trustmont Advisory Group, and he has operated Ruffolo Associates since 1982. He is also involved in tax preparation, accounting, and property and casualty insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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 associated with LPL Financial in Pittsburgh, PA, with 19 years of industry experience. His prior roles include positions at Waddell & Reed, PNC Investments, and Kaplan, Inc. He has served on the boards of Bethesda Lutheran Services and Poly Smith Inc., and is involved with the North American Lutheran Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology solutions.

Adam Dobies is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Margaret Everly is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Jeanette Fay is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 63 license and with 35 years of industry experience. She has previously worked at Citigroup Global Markets and Morgan Stanley Smith Barney and currently serves at Morgan Stanley Private Bank. Outside of her advisory role, she is president and director of FabricFreak.com, Inc., and serves as a director on the boards of Loom and JMF Design, both textile-related businesses. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools to support customized financial strategies.