Anthony Gennaro is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 39 years of industry experience. He previously worked at Securities America Inc. for 14 years before joining Osaic in 2024. In addition to his advisory role, he has engaged in insurance sales and consulting and has experience as a college instructor. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and third-party solutions.

Cameron Ryan is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including at Jamie's Physical Therapy and Sports Medicine. Outside of his advisory work, he tutors children in math. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing both advisory and brokerage solutions.

Bradley Zaffram is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Northwestern Mutual and Supplemental Health Care. Outside of his advisory work, he occasionally drives for Uber and rents out vehicles through Turo. Mass Mutual Investors Services 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 offers collaborative, annual financial planning engagements using firm-approved tools and focuses on recommending investment categories and strategies.

Elizabeth Beanner is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley and its predecessor entity since 2007. Outside of her advisory role, she consults through Bridging SUCCES, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages a broad asset base and provides tailored planning primarily in an advisory capacity.

Matthew Baer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Pennsylvania State University from 2012 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alan Caulkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2004. Outside of his advisory role, he is a member of a local rock and roll band called Mile Post 6, where he plays guitar and provides vocals. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a broad range of financial topics, while keeping planning and managed-account services separate.

John Kovel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors Corporation for 26 years. OSAIC serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Patricia Rogus is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1996. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Robert Bodnar is a financial advisor with Cetera based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. His prior firms include Standard Bank Pasb and Wesbanco Securities Inc., among others. Outside of his advisory role, he is a member of the InfraGard Members Alliance Pittsburgh, which connects members within critical infrastructure to the FBI for education and information sharing. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and a multi-manager platform.

Mark Palmer is a financial advisor with Raymond James Financial in Oakdale, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2009. Palmer serves as Chair of the Board and a member of the finance and investment committee for the Slippery Rock University Foundation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and supported by extensive research and asset-allocation analysis.

Pradeep Karunanidhi is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Amazon, Prudential Insurance Company of America, and Western & Southern Financial Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Thomas Whelan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as treasurer for Locking Arms Mens Ministry in Bridgeville, PA, where he manages financial operations and supports ministry budgeting and fundraising. 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 modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Benjamin Porto is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles at Slippery Rock University, Giant Eagle, and Penn State, as well as operating a business named Stinkin' Cute Trees. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Ronald Paule is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and services, including financial planning and retirement plan consulting, supported by research and model portfolios.

Tracy Johnston is a CFP® with 19 years of industry experience, currently advising clients at Stifel since 2019. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Johnston serves on the board and finance committee of Contemporary Craft, a nonprofit focused on making art accessible. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with an emphasis on proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Nicole Di Piero is a CFP® certificant with seven years of industry experience, currently affiliated with Charles Schwab. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016, with prior experience at PNC Bank NA. Charles Schwab & Co., Inc. serves a large client base consisting primarily of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Dorothy Boyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on connecting clients to tailored people, plans, and processes that align with their individual ambitions. Her work includes assisting clients with funding education, planning for retirement and healthcare expenses, and developing personalized strategies to support long-term family goals. Dorothy holds a Bachelor's Degree from Goucher College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Her approach emphasizes addressing clients’ personal perspectives and priorities while aiming to simplify the complexities of investing.

Shahrokh Firouzan is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliates since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Schwabauer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at R.W. Baird & Co. and Varsity Tutors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeffrey Markanich is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Allegheny Investments, Ltd. for 28 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.