Antonio Aiello is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 20 years. He is co-owner of A.B. Strategic Partners, LLC, a business entity unrelated to investment advisory services, and serves on the board of the Pine Richland Youth Center. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart strategies and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Seymour is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously served five years in the United States Navy. Seymour is also a lieutenant in the United States Naval Reserves, a role he began in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis, with tailored recommendations supported by Wells Fargo research and tools.

Thomas Kijowski is a financial advisor at Cambridge Investment Research Advisors with the ChFC® designation and over 44 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2008 and has operated his own advisory practice since 1989. Outside of his advisory work, he is involved as an agent in the insurance and benefits field through the Kijowski Agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a range of portfolio management strategies and platform arrangements.

John Nave is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2023 and spent 12 years at LPL Financial. Nave is also president and program manager at Brentwood Bank DBA Brentwood Advisors, where he has provided brokerage, advisory, and insurance services since 1992. Additionally, he acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Luke Kuehn is a financial advisor with Thrivent Investment Management in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Emma Kulikowski is a financial advisor with Equitable Advisors in Pittsburgh, PA. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Her prior experience includes roles in banking, hospitality, and education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Dennis Spangler is a CFP®-designated financial advisor with 34 years of industry experience, currently with Cetera since 2021. His prior experience includes roles at VOYA Financial Advisors and National Life of Vermont. He is also an independent insurance agent and a partial owner of DSF Wealth Management Group, providing insurance and financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Daria Collins is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1999, initially joining after a career in office administration within the corporate and arts industries. With over 20 years supporting a financial advisory practice before becoming an advisor, Daria utilizes her extensive experience to assist clients in achieving their financial goals. Her expertise includes college education planning, family wealth management, legacy planning, liquidity management, managing new wealth, retirement planning and income, portfolio management, and addressing the unique needs of women and wealth. Daria is known for building strong relationships with clients and their families to provide personalized strategies that align with their perspectives and priorities. Daria holds a Bachelor of Science degree in Business Administration from Indiana University of Pennsylvania. She earned the Personal Investment Advisor (PIA) designation. Alongside her husband John and their two children, she actively supports local education and music organizations in the Plum and Pittsburgh, Pennsylvania areas, as well as animal and human health and well-being causes.

Jessica Kibler is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA. She holds a Series 66 designation and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2024. Her prior work experience includes positions at Morgan Stanley and various other roles outside the financial industry. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Helen Sims Duerr is a Private Wealth Advisor and a member of the Duckworth Haggerty Group at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2011 with five years of prior experience in financial services. Helen serves a national clientele, focusing on families managing significant complexity, including those with members who have special needs or disabilities. She and her team provide services in areas such as investment management, liquidity event strategies, trust and estate planning, customized credit and lending, philanthropy, and specialized planning for families with medical disabilities or severe illnesses. Helen holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ designation. She also holds the Personal Investment Advisor (PIA) designation. Helen earned her Bachelor's degree from the University of Pittsburgh. She has been recognized by Forbes and SHOOK Research, appearing on the "America's Top Next-Generation Wealth Advisors" list in 2018 and on the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Duckworth Haggerty Group.

Tea Lundell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their long-term goals. Drawing on extensive experience, Tea provides access to investment insights and a range of banking and lending solutions to support her clients' wealth management needs. Her client focus areas include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, retirement income, and values-based investing such as socially responsible and ESG investing. Tea brings a comprehensive approach to wealth management, emphasizing flexibility and alignment with clients’ priorities. Tea holds a Bachelor's Degree from Colgate University and maintains her professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of her professional commitments, she enjoys golfing, skiing, and spending time with her family. Tea is also involved in her community through her association with the Marthas Vineyard Boys and Girls Club.

Troy Baer is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Pittsburgh, PA, Baer holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s 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.

Annahid Samiljan is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Equitable Advisors, she worked at First Commonwealth Bank and Reliance First Capital. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor services and operates a hybrid referral and implementation model that incorporates multiple advisory structures and third-party solutions.

Amy Riley is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 18 years of industry experience. She has worked at Robert Baird since 2022 and spent 22 years at Hefren Tillotson and Hefren-Tillotson, Inc. prior to that. Robert Baird & Co. is an institutional firm whose Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Angela Platt is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and previously worked for Goldman Sachs & Co. LLC (AYCO) for 18 years. Outside of her advisory role, Angela serves as a board member of Ronald McDonald House Charities of Pittsburgh and Morgantown, where she participates on the finance committee, and she is a member of the Investment Strategy Institute Advisory Council at Duquesne University’s Palumbo-Donahue School of Business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Vargo Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a five-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

James Hicken is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1990. Outside of advisory work, he owns Hicken + Associates, Inc., which is dedicated to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Peter Schlicht is a Series 66-licensed financial advisor with Ameriprise in Sewickley, PA, bringing 26 years of industry experience. He has been with Ameriprise and its related entities since 2012. Schlicht serves on the Board of Directors for the Valley Care Association and is President of its Board of Trustees, also holding the position of Secretary/Treasurer for the Valley Care Foundation. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through its large institutional platform.

Sophia Chaban is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., JPMCB NA-London Branch, Goldman Sachs, and First Republic Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Laura Pulvino is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.