Joseph Feola Jr. is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 credentials and has 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves as a board member of the American Cancer Society and is president of the Pi Kappa Alpha, Alpha Theta Alumni Corporation at West Virginia University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools without providing individual security recommendations in standalone plans.

Scott Accamando is a financial advisor with Ameriprise Financial Services holding Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Lincoln Investment for 11 years before joining Ameriprise in 2026. Based in Pittsburgh, PA, he serves clients through a large, diversified advisory firm. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice. The firm’s approach involves algorithmic analysis and integrates asset allocation, withdrawal strategies, and Social Security planning within an investment universe that includes affiliated and third-party products.

Kiersten Mc Cort is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in a business entity related to office subleasing. Ameriprise serves clients primarily through institutional-level retirement-income planning, focusing on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary retirement recommendations delivered in collaboration with its financial advisors.

Christopher Natali is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Raymond James Financial in Pittsburgh, PA. He has been involved with Shorebridge Wealth Management since 2014 and serves as a director and treasurer for The Natali Foundation, a nonprofit organization. Additionally, he works as an insurance agent, selling disability and life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and is known for its municipal advisory capabilities and specialized SIMPLE IRA Employer Advisory program.

Laura Clemens is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she has experience in real estate ownership unrelated to her investment activities. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm delivers written, non-discretionary recommendation reports through a centralized consulting team, combining research, modeling, and tax-efficiency analysis to support clients’ retirement income strategies.

Mark Santia is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at City National Bank and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customized portfolio management and integrates in-house and third-party investment managers to tailor strategies to clients' risk profiles.

Joseph Feola III is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, he worked at Bridgeway and Northwestern Mutual and has been involved with Carlynton School District as a boy’s soccer coach. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analysis.

Hannah Simon is a Series 66-licensed financial advisor with Morgan Stanley in Pittsburgh, PA, bringing 11 years of industry experience. She has been with Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Parker Higham is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 designations. He has one year of industry experience, with prior roles at ONE Federal Credit Union, West Virginia University, and Meadville Area Senior High. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships that incorporate firm-approved analytical tools.

Michael Lloyd 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 affiliated entities since 2005. Outside of advisory work, he is involved in fiduciary activities and owns a business related to group office protection and bill payment. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that combine research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside human oversight.

Preston Muha is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. His background also includes roles outside finance, such as positions in education and construction. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and charitable clients. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers.

Brett Allen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he is part of Yanders & Associates. With over nine years of experience in the financial industry, Brett specializes in providing personalized financial planning, wealth management, and investment strategies tailored to the unique goals of his clients. His areas of focus include Corporate Executive Services, Divorce Transition Planning, Portfolio Management Services, Women and Wealth, and Sports & Entertainment. Brett holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved with professional organizations such as the 100 Black Men of Western PA, Family House, Inc., the Kappa Scholarship Endowment Fund of Western PA, and the Penn State Alumni Association. Committed to community engagement, Brett participates in several local organizations including the 100 Black Men of Western PA, Family House, the Kappa Scholarship Endowment Fund of Western PA, and the National Pan-Hellenic Council of Pittsburgh Alumni Council. Outside of his professional pursuits, he enjoys baseball, basketball, football, golfing, music, and spending time with his family.

Peter Tumbas is a financial advisor with LPL Financial in Boston, PA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with LPL Financial and its predecessor, Linsco Private Ledger Corp, since 2004. Outside of his advisory role, he is involved in selling non-variable insurance products through Tumbas Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and access to third-party asset managers, with services delivered through a large network of investment adviser representatives.

Jennifer Reddinger is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Her prior roles include positions at Beaconsfield Financial Services, Dinuzzo Private Wealth, and Wealthcare Capital Management. Outside of advisory work, she is involved in equine therapy as an equestrian trainer. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Ifft is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. He has worked at Cetera and its related entities since 2021 and previously spent seven years with VOYA Financial Advisors. He is a board member of Christ the Divine Teacher Catholic Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring affiliated and unaffiliated third-party managers across various program structures.

Benjamin Kreitz is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of industry experience. He has worked at J.P. Morgan Securities since 2026 and previously held roles at JPMorgan Chase Bank, uFinancial Group, and several other companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Francis Zoracki is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Northwestern Mutual Investment Management and has been with Cambridge Investment Research Advisors since 2011. Outside of advising, he is an independent insurance agent and co-owner of a farm in Mt. Pleasant, Pennsylvania. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides both discretionary and non-discretionary management across multiple platforms.

Natasha Jativa is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Huntington Investment Company and Citizens Bank. Outside of finance, she owns Opulent Occasions, a party decorating and balloon design business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Vincent Kasievich is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2007. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Kevin Wolfendale is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.