Michael Thatcher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation. He has experience in real estate and government roles, including eight years with the Commonwealth of Pennsylvania and two years at Jeffrey Costa Select Realty. Michael serves in the United States Marine Corps Reserve and is involved with MB2K Development, Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm employs a large network of advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

John Kiblin is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning and allows clients to combine these services with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and portfolio management separate.

Amy Bonetto is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone planning.

Andrew Wilbert is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has prior experience at South Hills Financial Group, where he is involved in administrative, customer service, and marketing responsibilities. He also serves as an insurance agent for Fixed Insurance. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individual, corporate, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Paul Rudoy is a financial advisor at LPL Financial with 27 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes 11 years at Raymond James Financial and over 20 years as part owner of the CPA firm H2R CPA. He serves as a trustee and is a board member of CPA Associates International, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Steven Sheffler is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Wealth Management since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Michael Maglio is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 66, Series 63, and Series 65 registrations and having seven years of industry experience. He previously worked at BNY Mellon Wealth Management before joining J.P. Morgan Securities in 2020. Maglio serves as a board member for the Pittsburgh Venture Capital Association, a nonprofit organization. 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 in its investment process.

Quan Le is a financial advisor at Ameriprise with a Series 66 designation. He has four years of experience, including prior roles at J.P. Morgan and Comerica Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Heather Tollis is a financial advisor at UBS Financial Services with 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and Rivertowne Advisors. Outside of her advisory role, she is a partner in MT Plates Catering LLC, a business she co-owns with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and Global Research teams to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

Daniel Pessy is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

David Nader is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 1982, he has focused on developing financial strategies and recommendations tailored to the needs of individuals, families, and businesses. His approach emphasizes building relationships grounded in trust, integrity, and confidentiality, taking into account clients’ short- and long-term financial objectives. His client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. David holds a bachelor's degree in Business Administration from Duquesne University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is a member of the Porsche Club of America and participates in volunteering activities at his church. David resides in Murrysville, PA with his wife Beth and their two children. His personal interests include cooking, music, photography, and scuba diving.

Michael Forney is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 1998. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Karen Hartley is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 20 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns KH Strategic Initiatives, LLC, a consulting business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Anthony Capriotti is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2021. Capriotti serves on the Board of Directors for the St Clair Country Club, where he leads the membership committee, and participates on the board of the Mother's Hope Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and advisory programs. The firm combines in-house and third-party investment managers and provides various options for portfolio structuring, tax management, and responsible investing.

Richard Dameron is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Dameron is a Vietnam veteran who served in the United States Army Security Agency from 1962 to 1966 and owns Fernwood Enterprises LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Bradley Root is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at TriState Capital Bank and the Pittsburgh Field Club. 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 supported by internal CIO teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Morrow is a financial advisor at Ameriprise with 43 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 23 years at Lincoln Financial Advisors Corporation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored advice primarily for clients with Ameriprise-managed accounts.

Angela Otero is a financial advisor at Edward Jones in Pittsburgh, PA, holding Series 66 and Series 63 licenses with eight years of industry experience. Her prior roles include positions at Bank of America (Merrill Lynch), JPMorgan Chase Bank, and Mariva Capital Markets. She has also worked in legal and academic settings earlier in her career. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Lippert Jr. is a CFP® professional with ten years of experience in financial services, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Carnegie Mellon University and Centerview Wealth Advisors, along with consulting work at HKS Financial Partners. He is involved in providing valuation and consulting services to small businesses and owns a leasing company that purchases vehicles for business use. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools, with optional implementation through brokerage or insurance arrangements.

Craig Baum is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2011 and also has a long history with Wealth Preservation And Management, Inc. and Wilson Baum Agency, Inc. Outside of his financial advising work, Baum is a freelance photographer and serves as a ski instructor at Hidden Valley Resort. He is also an executive board member of the Mon-Yough Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers these services through a network of independent Financial Professionals using a range of portfolio management approaches, including proprietary model strategies and access to unaffiliated strategists.