Michael King is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he spent nine years with Wells Fargo Clearing. Outside of his advisory role, he owns and operates King Real Estate Group. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning processes and comprehensive investment resources.

Anthony Gennaro is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 39 years of industry experience. He has previously worked at Securities America Inc and OSAIC. Outside of advising, he is a college instructor and operates as an insurance agent and consultant. 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 broad range of advisory and brokerage services, including financial planning and access to various investment platforms, supporting its large network of investment adviser representatives.

Cameron Ryan is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 credential. Prior to joining Equitable Advisors in 2022, Cameron held various roles outside the financial industry. He also tutors children in math. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and other institutional clients through a network of Investment Adviser Representatives, utilizing a range of firm-offered programs and third-party asset managers.

Bradley Zaffram is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual and has experience outside finance including roles at Supplemental Health Care and Great Lakes Transport. In addition to advising, he occasionally provides rides through Uber and rents vehicles via Turo. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using tools like Monte Carlo simulations and automated asset allocation to develop written recommendations for clients.

Elizabeth Beanner is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley and its predecessor entity since 2007. Outside of her advisory role, she consults through Bridging SUCCES, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages a broad asset base and provides tailored planning primarily in an advisory capacity.

Nathaniel Williams is a financial advisor with Raymond James & Associates in Monroeville, PA. He holds Series 63 and Series 66 credentials and has one year of industry experience. Prior to joining Raymond James, he worked at Lifetime Home Remodeling and held roles in academic settings at San Diego State University and the University of Akron. Outside of advising, Williams is involved in rental real estate as an owner and landlord. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research, and provides specialized services including municipal advisory and employer consulting programs.

Matthew Baer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Pennsylvania State University from 2012 to 2017. 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 broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mark Palmer is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2009. Palmer serves as Chair of the Board and Finance/Investment Committee Member for the Slippery Rock University Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Benjamin Porto is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and beginning his industry experience in 2026. His prior roles include positions at Slippery Rock University, Giant Eagle, and Penn State, as well as an entrepreneurial venture with Stinkin' Cute Trees. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternatives.

Tracy Johnston is a CFP®-designated financial advisor with 20 years of industry experience, currently with Stifel. She has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Johnston serves on the board and finance committee of Contemporary Craft, a nonprofit focused on making art accessible. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Christine Brookins is a financial advisor at OSAIC with 23 years of industry experience. She previously worked at Securities America Advisors and Voya Financial Advisors. Outside of her advisory role, she is involved in Special Olympics Pennsylvania as a volunteer, coach, and committee member, and she provides disability training and advocacy through her organization, Outspoken. She also serves as a part-time instructor at the Community College of Allegheny County, presenting continuing education on special needs planning and professional collaboration. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple third-party investment platforms.

Jay Adams is a financial advisor with OSAIC who holds Series 63 and Series 66 designations and has 30 years of industry experience. Prior to joining OSAIC in 2023, he worked for SagePoint Financial, Inc. for 14 years. He serves as a board member of Oakmont Country Club. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party money managers to construct portfolios across multiple asset classes.

Dorothy Boyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on connecting clients to tailored people, plans, and processes that align with their individual ambitions. Her work includes assisting clients with funding education, planning for retirement and healthcare expenses, and developing personalized strategies to support long-term family goals. Dorothy holds a Bachelor's Degree from Goucher College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Her approach emphasizes addressing clients’ personal perspectives and priorities while aiming to simplify the complexities of investing.

Deborah Sullivan is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 designations. She has 40 years of industry experience and has worked at RBC Capital Markets since 2014 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Shahrokh Firouzan is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliates since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Grieco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Keystone Benefits Group. 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, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Daniel Schwabauer is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at R.W. Baird & Co., Varsity Tutors, and DermatologistOnCall. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Markanich is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Allegheny Investments, Ltd. for 28 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Nathan Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at PNC Investments for 10 years before joining Wells Fargo Clearing in 2024. 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.

Jason Short is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998. Outside of his advisory role, he owns El Rey LLC and Abstract Brewing Company, a start-up brewery project in Carnegie, PA. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.