Conrad Naugler is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation. He has experience working at BNY for five years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

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.

Patrick Milas is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Edward Jones in 2024, Milas worked at Citizens Securities Inc., PNC Bank, and MFA Wealth. Outside of his advisory role, he is president of a photobooth rental company he co-founded with his wife, occasionally working events on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers a broad national network of advisors and branch offices.

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.

Joseph Molinero is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Molinero serves as a board member of the Pittsburgh Stock and Bond Association and holds a secretary position at the Three Rivers Labor Management Committee, a nonprofit organization focused on fostering labor-management relations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning arrangements.

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.

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.

Richard Staszak is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in activities related to fixed insurance products, including life, disability, annuities, long-term care, variable universal life, and linked insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Scott Steiner is a financial advisor with LPL Financial based in Pittsburgh, PA. He holds a Series 65 designation and has two years of industry experience. Prior to joining LPL Financial, he was affiliated with Duquesne University and participated in volunteer income tax assistance programs. 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, model portfolios, third-party asset management, and institutional platforms.

Scott Fetsko is a Financial Consultant at Fidelity Investments, where he focuses on providing clients with a holistic approach to financial planning. He emphasizes effective communication to understand clients' financial and retirement goals and aims to offer guidance that helps them achieve peace of mind throughout the planning process. Scott has experience in the financial services industry, having held roles as a Financial Advisor at Edward Jones from 2019 to 2020 and as a Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2023 before joining Fidelity Investments in 2023. Outside of his professional work, Scott engages in family activities, fitness, and parenthood.

Shelley Coneybeer is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at The Huntington Investment Company, Bank of America, Merrill, and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Lopresti is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Company. Outside of his advisory role, he is a partner in Weiss Lopresti Capital Management and L&W Holdings, LLC, and also acts as an insurance agent focusing on fixed insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and provides access to discretionary and third-party managed strategies through a multi-advisor platform.

Gary Krikorian is a CFP® professional with 37 years of experience in the financial industry. He has worked at OSAIC since 2024 and previously spent over two decades at Securities America Advisors, Inc. and nearly a decade with Veravest Investment Advisors, Inc. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager options.

Joseph Muscatello is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he has been involved in several business ventures, primarily inactive, including ownership of companies serving the utility and metal processing industries. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Charles Previs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked for Waddell & Reed and various insurance carriers for 38 years before joining LPL in 2021. Outside of his advisory work, he is involved with Associates of Clifton Park, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ronald Geisler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Cetera and its affiliate firms since 2021 and spent 18 years at LPL Financial prior to that. Outside of his advisory work, he is also involved in fixed insurance sales, including life, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, using a multi-manager platform that includes affiliated and third-party managers across discretionary and non-discretionary program structures.