Ronald Kims Jr. is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Thrivent Investment Management Inc. and THRIVENT FINANCIAL for Lutherans. He is also an independent insurance agent associated with Duncan Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management options and proprietary as well as third-party model strategies tailored to client objectives.

Terrence Mcallister Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2010. Outside his advisory role, he owns and manages a landscaping and excavation business. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual client relationships using firm-approved analytical tools.

Eric Martin is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2002 to 2020. Martin serves on the boards of the Lake Colony Homeowners Association and Caring for Kids - The Carrie Martin Fund. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver customized recommendation reports through a centralized consulting team.

Heather Lozano is a Series 66-licensed financial advisor with five years of industry experience. She has worked with firms including JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Massachusetts Mutual Life Insurance Co before joining Stifel in 2026. Prior to her financial career, she held roles with Vipkid and the City of Maricopa. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Staci Vitali is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her financial career, Vitali has been involved with Vitali's Greenhouses since 2005. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Jared Meek is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones for six years and spent eight years with Cigna Group Operations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models or discretionary managers and offers access to a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alexander Kline is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Duncan Financial Planning Advisors, The Huntington Investment Company, Walnut Street Securities, and M & E Investment Group. He serves as a committee member and volunteer for Animal Friends, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides tailored investment solutions through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies delivered across multiple custody and platform arrangements.

Alexander Opat is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has one year of experience in the industry and previously worked in security services and management roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing various portfolio management and model-based strategies tailored to client objectives.

Thomas Keiser is a financial advisor at RBC Capital Markets with 37 years of industry experience. He has previously worked at UBS Financial Services and City National Bank. Keiser serves as a director of the Little Beaver Historical Society, a nonprofit organization, and holds an officer position at the Misingwa Land Trust, a nonprofit land trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs combining in-house and third-party investment managers with tailored strategies based on each client's risk profile.

Aaron Kingston is a CFP® with 24 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2019. Prior to this, he worked at UBS Financial Services for 10 years. He is based in Pittsburgh, PA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with tailored strategies implemented through a mix of in-house and third-party managers.

Brett Kovach is a financial advisor with Mass Mutual Investors Services in Greensburg, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Mass Mutual and its subsidiary MML Investors Services since 2012. Outside of his advisory work, Kovach is also licensed as a sales agent for individual life, group life, and fixed annuity products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved software tools and offers various specialized planning programs.

Andrea Cipriani is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Ellevest and Wells Fargo in various advisory roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and processes.

Andrew Wehler is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously with AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Jack Davis is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation. He has experience working at BNY Mellon and Morgan Stanley, along with prior roles in banking, education, and automotive industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Scott Rosa is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Pruco Securities, LLC for 27 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Lisowski is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007, following two years at Ryan Beck & Co. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm provides fee-based financial planning and operates alongside affiliated trust companies and banks.

Marybeth Abbiatici is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird & Co. in 2022. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Steven Wilde is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through a structured process that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Aris Pantelas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley, Cetera Advisor Networks, and Aptus Wealth Planning. Outside of finance, he is the owner of the Aris Paul Band, a musical group based in Gibsonia, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Joshua King is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, Merrill Lynch, and Bank of America. 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 and financial planning services, utilizing firm-approved tools and methodologies to support client goals.