Katherine Minor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Her work history includes roles at Optum, Carnegie Mellon University, and XL Catlin. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dimitrios Dickos is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. His prior experience includes roles at the University of Cincinnati Center for Entrepreneurship and various recreational and camp organizations. 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 third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to deliver tailored financial solutions.

Nice Nshuti is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has held roles at Uber and Resources for Human Development, where he continues to be involved outside the financial sector. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third-party managers.

Brooke Marzullo is a Series 66-registered advisor with Thrivent Investment Management, based in Pittsburgh, PA, with seven years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2018. Prior to her financial advisory career, she held roles in education with Loudoun County Public Schools and Franklin Regional School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics without discretionary trading authority.

John Schaefer is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Huntington National Bank, PNC Investments, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Erik Olson is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He is currently with Raymond James Financial in Pittsburgh, PA, and previously worked at Bank of New York Mellon. Outside of his advisory role, Olson is involved as an associate at Shorebridge Wealth Management, a support company where he serves as a Registered Representative and Registered Investment Advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive emphasis on non-discretionary advisory services.

Brandon Spayd is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and affiliated entities since 2023. Prior to his advisory roles, he was associated with the Naval Academy Athletic Association and the University of Alabama Birmingham. Outside of advisory work, he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Wendy Lukitsch is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and outcome modeling as part of its financial planning process.

John Kozar is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 33 years of industry experience. Prior to joining LPL Financial in 2020, he worked with Michael Sullivan, The Cypher Group, and Waddell & Reed, Inc. Outside of his advisory role, he is employed as a caregiver with BIG HEART HEALTH CARE LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with a focus on both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Brian Friday is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with RBC Wealth Management, a division of RBC Capital Markets, where he has worked since 2015. Prior to that, he was employed at City National Bank from 2019 to 2023. Outside of his advisory work, he volunteers on the Advisory Communications Committee at the Spencer Family YMCA in Bethel Park, PA. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients' risk profiles through both in-house and third-party managers.

Robert Cowan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Avantax in various capacities since 1992 and has been self-employed since 1976. Outside of his advisory work, Cowan owns and operates a tax preparation and accounting practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Omar Chatha is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and was previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he is involved in real estate development through co-managing RRK, LLC and holds a minority interest in Pluto Holdings, which focuses on residential real estate development and rental. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and offers a variety of tailored investment programs supported by structured planning tools and firm-approved methodologies.

Cassandra Finley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2019. Outside of her advisory work, she serves as Treasurer and Dual Signor for the ZTA Wheeling Alumnae Chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Kyle Baker is a Certified Financial Planner® with 25 years of industry experience, currently serving at Edward Jones since 2002. He holds the Series 66 designation and is based in Oakmont, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Holleran is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Richard Weiss is a financial advisor at Ameriprise Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is involved in sports photography through his business, Richard Weiss Photography. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides clients with written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Ronald Prasad is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Chase Bank, and Fidelity National Financial. Outside of his advisory work, he has provided rideshare transportation services as an independent contractor for Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a diverse range of investment products.

John Castello is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked in various roles including positions at Lantern Point Taverna and ThinkEquity LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory services, including tailored financial planning using structured discovery processes and firm-approved planning tools.

Wei Meng is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Antonio Loffreda Mancinelli is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wealth Management Partners, LLC and Commonwealth Financial Network for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.