Deborah Sheehan is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Sanjit Khara is a financial advisor at Wells Fargo Advisors in Pittsburgh, PA, with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Khara is involved in trustee and executor roles for family-related financial matters and holds part ownership in KM Wealth Management LLC and Heritage Seubert Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad array of planning services and integrates advisory services with other financial products and referral channels.

Lance Burgert is a financial advisor with Edward Jones in Bethel Park, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Conti is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He previously worked at Boenning & Scattergood for six years and at Ross, Sinclaire & Associates, LLC for five 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 nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.

Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Steven Wagner is a financial advisor at Cetera with two years of industry experience. He previously worked for Federated Hermes for 26 years before joining Cetera in 2024. Outside of his advisory role, he also manages the financial affairs of Bray Farm Income Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by its nationwide network of over 10,000 advisors.

Alex Ferraccio is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, legacy planning, and retirement income. Alex works with individuals and families to navigate complex financial decisions through personalized advice and comprehensive planning, utilizing the resources of Merrill Lynch Wealth Management and Bank of America to coordinate investment management, retirement planning, education funding, lending solutions, and other financial aspects. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Alex earned his bachelor's degree from the Pennsylvania State University System. His approach focuses on understanding what matters most to each client in order to provide thoughtful guidance and build long-term relationships that adapt to clients' evolving priorities. Outside of his professional role, Alex enjoys biking, soccer, and tennis.

Ryan Churchfield is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Robert Baird & Co., Hefren Tillotson, PNC Investments, and Charles Schwab. He is based in Pittsburgh, PA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to produce tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Patrick Milas is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Edward Jones, he worked at Citizens Securities Inc., PNC Bank, and MFA Wealth. Outside of his advisory role, he is president of a photobooth rental business he co-founded with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs, managed solutions, and investment options supported by a nationwide network of financial advisors and branch offices.

Christopher Balcerek is a CFP®-credentialed financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS, he worked at the Federal Reserve Bank of Dallas and held various roles including positions at Costco Wholesale and the University of Dayton Recreation Center. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, utilizing model-based asset allocations and research from its Chief Investment Office and global research division to tailor financial plans aligned with clients’ goals and risk tolerances.

Edmond Watters is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. His prior roles include positions at Mid Atlantic Capital Corp and Cline Financial Group LLC. Outside of his advisory work, Watters serves as a board member and Chair of the Nominating and Governance Committee at The Neighborhood Academy, an educational nonprofit in Pittsburgh. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a wide range of investment and financial planning services.

Joseph Molinero is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Molinero serves as a board member of the Pittsburgh Stock and Bond Association and holds a secretary position at the Three Rivers Labor Management Committee, a nonprofit organization focused on fostering labor-management relations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning arrangements.

Gregory Furer is a CFP® professional associated with LPL Financial in Pittsburgh, PA, with 19 years of industry experience. His prior roles include positions at Waddell & Reed, PNC Investments, and Kaplan, Inc. He has served on the boards of Bethesda Lutheran Services and Poly Smith Inc., and is involved with the North American Lutheran Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology solutions.

Adam Dobies is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Margaret Everly is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

David Smedley is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for eight years and METLIFE SECURITIES Inc for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeanette Fay is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 63 license and with 35 years of industry experience. She has previously worked at Citigroup Global Markets and Morgan Stanley Smith Barney and currently serves at Morgan Stanley Private Bank. Outside of her advisory role, she is president and director of FabricFreak.com, Inc., and serves as a director on the boards of Loom and JMF Design, both textile-related businesses. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools to support customized financial strategies.

Richard Staszak is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in activities related to fixed insurance products, including life, disability, annuities, long-term care, variable universal life, and linked insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Stephan Ernharth is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63, 65, and 66 credentials and bringing 36 years of industry experience. Prior to joining LPL Financial in 2017, he spent 12 years at National Planning Corporation. Outside of financial advising, he is the owner of The Fast Bear Labrador Retrievers and is also licensed as an attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Scott Steiner is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2022. His prior roles include positions at Duquesne University and experience with a volunteer income tax assistance program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.