Steven Aloia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Connie Jazbinsek is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Merrill Lynch since 2009. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darin Sipe is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and SafSecur, LLC, as well as being involved with Outside the Box IT, LLC and Duplexity Group, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Link is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. John serves on the Board of Directors for the Ellsworth Sportsman's Club and is President-Elect of the FPA-Pittsburgh chapter. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Whelan is a CFP® professional with 43 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as secretary for a homeowners association in Glenshaw, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Craig Mcroberts is a financial advisor with Robert Baird & Co. based in Pittsburgh - South Hills, PA. He holds Series 63 and Series 65 credentials and has 33 years of industry experience, including 29 years at Hefren Tillotson, Inc. prior to joining Robert Baird & Co. in 2022. He 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 services, utilizing a combination of manager-traded and model-traded strategies with ongoing home-office investment oversight.

Undra Johnson is a financial advisor at UBS Financial Services with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, each for multiple years. Outside of his advisory role, he serves as a financial board member for Christ Church in Bethel Park, PA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Nathaniel Carulli is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Green Holdings LLC and Foresters Financial Services. Outside of his advisory work, he is involved in coaching baseball at the community level. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Thomas Heller is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 42 years of industry experience. He previously worked for NEXT Financial Group for 25 years before joining LPL Financial. Outside of his advisory role, he provides tax preparation and accounting services. 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 financial planning and investment management services through a network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Anthony Benvin Jr. is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, based in Pittsburgh, PA, with 37 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliates since 2009 and previously worked at Financial Foresight Group, Inc. from 2005 to 2009. Outside of advisory work, he serves as a trustee for the Anthony E Benvin III Memorial Foundation, which awards scholarships. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports advisors with multiple platform options, proprietary and third-party model strategies, and institutional resources such as advisor transition programs and compliance processes.

Bradley Colvin is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren Tillotson for seven years before joining Robert Baird & Co. in 2022. Colvin is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies, tax-management, and internal research tools.

Sumana Naik is a Financial Advisor with Merrill Lynch Wealth Management. She draws from her early career experience in institutional finance to provide clients with a broad perspective on the financial ecosystem, including insights into how deposits fuel lending, mortgages become investment products, and capital flows through markets. Naik emphasizes understanding and education, taking time to comprehend each client's financial picture and explaining the reasoning behind recommendations. She focuses on helping clients navigate financial decisions with clarity and confidence. Naik's client focus includes physicians, business owners, multigenerational families, and professionals seeking a trusted partner in corporate benefits, executive services, divorce transition planning, education and employee benefits planning, executive compensation, family wealth management strategies, legacy planning, women and wealth, and sports and entertainment sectors. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Maryland. Naik is proficient in English and Kannada. Outside of her professional role, Naik participates in community activities including the American Heart Association's Heart Ball Auction Committee, the Greater Pittsburgh Community Food Bank, and North Hills Community Outreach. She is a wife and mother of two and engages in personal interests such as cooking, dancing, football, gardening, golfing, music, running marathons, singing, spending time with family, and traveling.

Cathy Mcreynolds is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 1995. In addition to her advisory role, she engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional plans.

Heather Reed is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Reed serves on the Board of Directors for Ramsey Elementary PTO, where she is also the president. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Gretchen Ross is a Series 66-licensed financial advisor with Morgan Stanley in Sewickley, PA, and has eight years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and previously worked at The Coury Firm from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through dedicated advisors and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Stephen Smiechowski is currently an Investment Solutions Representative III at Fidelity Investments, where he works alongside clients to co-create financial plans tailored to their unique goals. His role involves collaborating with clients to address their individual financial needs. Stephen has held various positions in the financial services sector, including Private Client Banker at JP Morgan Chase from 2021 to 2022, and Licensed Relationship Banker roles at Huntington Investment Company from 2019 to 2021 and at Citizens Securities from 2017 to 2019. Over his career, he has gained experience in client relationship management and financial planning. He holds insurance licenses in Arkansas and California.

Debra Bushman is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 15 years. Outside of her advisory role, she is an officer of Samantha's Limo Service, a transportation company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering investment and fee-based financial planning services. The firm provides a broad planning menu including retirement, education, and specialized services, supporting client recommendations with proprietary research and planning tools.

Frank Runco Jr. is a financial advisor with LPL Financial in Canonsburg, PA, holding a Series 63 designation and 34 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1992. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Stumpf is a financial advisor with Ameriprise in Mckees Rocks, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BDS Coventry, LLC, an operating company related to his financial services practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning and utilizes algorithmic tools overseen by a specialized committee.

Nicholas Smutney is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cetera. His prior work includes roles at DSF Wealth Management, PNC Investments, and Merrill Lynch. He is also an insurance agent involved in the sale of life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a range of program structures and custodial relationships.