Jessica Kibler is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA. She holds a Series 66 designation and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2024. Her prior work experience includes positions at Morgan Stanley and various other roles outside the financial industry. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kenneth Krotz is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 1982. Outside of his advisory role, he is involved in insurance agency activities and operates a financial services business in Export, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Helen Sims Duerr is a Private Wealth Advisor and a member of the Duckworth Haggerty Group at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2011 with five years of prior experience in financial services. Helen serves a national clientele, focusing on families managing significant complexity, including those with members who have special needs or disabilities. She and her team provide services in areas such as investment management, liquidity event strategies, trust and estate planning, customized credit and lending, philanthropy, and specialized planning for families with medical disabilities or severe illnesses. Helen holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ designation. She also holds the Personal Investment Advisor (PIA) designation. Helen earned her Bachelor's degree from the University of Pittsburgh. She has been recognized by Forbes and SHOOK Research, appearing on the "America's Top Next-Generation Wealth Advisors" list in 2018 and on the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Duckworth Haggerty Group.

Grant Kern is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019. Prior to his advisory role, his work history includes positions at Sketchy Sites, Fox's Pizza Den, FedEx Ground, and Scott Electric. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Elizabeth Connors is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Tea Lundell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their long-term goals. Drawing on extensive experience, Tea provides access to investment insights and a range of banking and lending solutions to support her clients' wealth management needs. Her client focus areas include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, retirement income, and values-based investing such as socially responsible and ESG investing. Tea brings a comprehensive approach to wealth management, emphasizing flexibility and alignment with clients’ priorities. Tea holds a Bachelor's Degree from Colgate University and maintains her professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of her professional commitments, she enjoys golfing, skiing, and spending time with her family. Tea is also involved in her community through her association with the Marthas Vineyard Boys and Girls Club.

Troy Baer is a CFP®-certified financial advisor with Wells Fargo Clearing, based in Pittsburgh, PA. He has 34 years of industry experience, including 10 years with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Annahid Samiljan is a financial advisor at Equitable Advisors with Series 66 credentials and two years of industry experience. Her prior work includes roles at First Commonwealth Bank and Reliance First Capital. Equitable Advisors serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of investment advisory models, including third-party and proprietary solutions, to tailor advice and implementation to client needs.

Amy Riley is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson from 2004 to 2022 before joining Robert Baird in 2022. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, 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, separately managed accounts, and brokerage services, supported by ongoing manager selection, internal research, and the use of advanced tools such as artificial intelligence.

Angela Platt is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC (AYCO) for 18 years. Outside of her advisory work, she serves as a board member of Ronald McDonald House Charities of Pittsburgh and Morgantown, contributing to the finance committee, and is a member of the Duquesne University Palumbo-Donahue School of Business Investment Strategy Institute Advisory Council. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager selection, and customized reporting. The firm combines quantitative modeling with centralized due diligence and integrates ESG criteria when recommending investment strategies.

James Vargo Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Hicken is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1990. Outside of advisory work, he owns Hicken + Associates, Inc., which is dedicated to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Justin Aughinbaugh is a CFP® professional with five years of industry experience, currently associated with LPL Financial in Seven Fields, PA. His prior experience includes roles at VLN Partners and several advisory firms since 2016. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, operating through a large network of investment adviser representatives.

Julia Munchel is a CFP®-certified financial advisor with 11 years of industry experience. She currently works at RBC Capital Markets and previously spent 11 years at UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client's risk profile through a mix of in-house and third-party investment managers.

Peter Schlicht is a Series 66-licensed financial advisor with Ameriprise in Sewickley, PA, bringing 26 years of industry experience. He has been with Ameriprise and its related entities since 2012. Schlicht serves on the Board of Directors for the Valley Care Association and is President of its Board of Trustees, also holding the position of Secretary/Treasurer for the Valley Care Foundation. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through its large institutional platform.

Sophia Chaban is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., JPMCB NA-London Branch, Goldman Sachs, and First Republic Bank. 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. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Carin Bellack is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Kathy White is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and 16 years of industry experience. She previously worked for 15 years at McKinley Carter Wealth Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and employs both proprietary and third-party investment strategies tailored to client objectives.

Shane Stewart is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he participates in the Conservation Reserve Enhancement Program (CREP) through the Farm Service Agency in Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Andrew Koma is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His work history includes roles at YTS Wealth Management, DBR & Co, Phantom Fireworks, Longue Vue Club, Pittsburgh Indoor Sports Arena, Seton Hill University, and Plum Borough School District. 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, model portfolio programs, third-party asset management, and institutional platforms.