Matthew Lichtenstein is a financial advisor at Edward Jones in Bridgeville, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Burton is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 40 years of industry experience. His prior roles include positions at Amazon and Investors Capital Corporation, and he has operated Burton Wealth Management since 2016. He is also an agent for fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple investment management programs and access to third-party money managers through a nationwide network of independent advisors.

Dante Docchio is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. He has previously worked at SSB Bank and completed an internship at Osaic Wealth/Service Wealth. Outside of financial advising, he is affiliated with McDowell's Inn. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Tyler Lambert is a financial advisor with Merrill and holds a Series 66 designation. He has 12 years of industry experience, including roles at Bank of America and PNC. His current tenure at Merrill and Bank of America spans eight years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates its services with Bank of America’s broader platform, including lending and custody, and offers access to a variety of investment products.

Gilbert Davis is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Wells Fargo Advisors since 2022. Prior to that, he has been with Case, Sabatini & Co. since 2005, where he is a non-equity partner at a CPA firm, and worked at Hefren Tillotson, Inc. from 2005 to 2022. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

Kathleen Hassenfeldt is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with access to both in-house and third-party investment managers.

Joseph Kloecker is a CFP® professional with four years of industry experience, currently serving at Raymond James Financial in Pittsburgh, PA. His prior roles include positions at JFS Wealth Advisors, DFA Securities, Wells Fargo Bank, and Ernst & Young LLP. He is also involved with Creative Financial Team, LLC in a non-investment-related capacity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory solutions and specialized programs for small businesses, supported by a broad network that includes municipal and public finance services.

Donald Fitch is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 designation and seven years of industry experience. His career includes roles at Bank of America and Merrill since 2018, as well as prior positions at Direct Sign Wholesale, Texas A&M, and Park University. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Eric Hernandez is a financial advisor at Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation. He joined the firm in 2025, following five years of employment with Starbucks Coffee Corporation and five years as a student. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individual clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

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.

Shane Bright is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at East Carolina School of Business and Carolina Financial Services Group. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samuel Marsteller is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked in educational roles and various service positions. Outside of advising, he serves as a marching band instructor for the Baldwin Whitehall School District. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model using third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.

Mark Smith is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and PNC Investments. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Dudkowski is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 credentials. Dudkowski serves as a board member of the Community Health Challenge, where he provides guidance on financial matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors.

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.

Thomas Bouchard is a CFP® credentialed financial advisor with 40 years of industry experience, currently practicing at Ameriprise in Canonsburg, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he manages his own financial planning practice through a personal service corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily for clients holding assets in Ameriprise Managed Accounts.

Matthew Mc Clintock is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining MassMutual, he operated McClintock & Associates PC for ten years. In addition to his advisory role, he is a licensed insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC 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 supported by firm-approved analytical tools and delivers recommendations primarily on investment strategies rather than specific products.

Debra Hawkins is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2020, she worked at UBS Financial Services Inc. for 13 years. 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 incorporates modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Kenneth Lazarowicz is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Avantax Insurance Agency, Avantax Investment Services, and Avantax Advisory Services. Outside of advising, he owns and operates Kenneth J Lazarowicz & Associates, a CPA firm providing tax and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management and planning services through a multi-manager platform with discretionary and non-discretionary options.

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.