Brittany Carter is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at S&T Bank and PNC Bank. Outside of her advisory role, she owns a clothing business called Made2Inspire and serves as Treasurer on the Board of Directors for the Penn Hills Baseball Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Anthony Jagers is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at PNC Investments and Bank of America. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Nolan Doerring is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation. He began his career in financial services in 2026 and has prior experience at the American Association of Insurance Services and Clark Schaefer Hackett. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party platforms to deliver advisory and brokerage solutions.

Matthew Tremaine is a financial advisor with Ameriprise in Sewickley, PA, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tremaine serves on the Board of Directors for the Sewickley Water Authority. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mary Beth Burket is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily at Merrill since 2013, including a brief tenure at Raymond James Financial Services Advisors and The Nehemiah Project. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed internally and by third-party managers.

Ryan Franks is a financial advisor at Cetera with 23 years of industry experience and holds the CFP® and ChFC® designations along with a Series 66 license. His prior roles include positions at Voya Financial Advisors and DSF Wealth Management Group, where he has been active since 2004. Outside of financial services, he is a partner in a farming venture and serves on the board of a nonprofit organization supporting families. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, enabling advisors to implement both affiliated and third-party investment strategies across multiple program structures.

Vincent Richtar is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and having 32 years of industry experience. He previously worked at Cottrill Arbutina Wealth Management Group from 2015 to 2019 and has been with LPL Financial since 2013. Richtar also engages in fixed insurance sales as an independent contractor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research from multiple sources.

Jack Kelly is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families to develop disciplined investment strategies aligned with their long-term financial goals. His approach emphasizes clear planning, thoughtful risk management, and building lasting client relationships. Jack began his career at Bank of New York Mellon as a Senior Analyst in Global Securities Operations before joining Merrill in 2022. He holds the CERTIFIED FINANCIAL PLANNER® designation and the FINRA Series 7 and 66 registrations. His expertise includes education planning, family wealth management strategies, employee financial health, liquidity management, personal retirement planning, portfolio management services, and tax minimization. He earned a Bachelor of Science in Finance and Accounting from Duquesne University. Outside of his professional practice, Jack enjoys biking, fishing, golfing, pickleball, running marathons, skiing, soccer, swimming, and traveling.

Jenny Dematteo is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been affiliated with various divisions within Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Douglas Turner is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and totaling 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Turner serves as secretary and board member of the Kiwanis Club of Pittsburgh and Foundation and as treasurer of the St. Cecilia Music Fund. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through a network of independent financial professionals, utilizing both proprietary and unaffiliated strategies with various custody and platform arrangements.

Gavin Shovlin is a CFP® certificant and Series 66 license holder with five years of industry experience. He has worked at OSAIC since 2023, following positions at Fsc and First Commonwealth Bank. Outside of his advisory role, he operates as a sole proprietor insurance broker selling term and fixed insurance products. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that include a variety of investment types and supports both discretionary and non-discretionary account management.

Dustin Helm is a financial advisor with Raymond James & Associates in Monroeville, PA, holding a Series 63 designation and 33 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling 13 years in those roles before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and draws on multiple portfolio management styles and affiliated research.

Robert Shangraw Jr. is a ChFC® credentialed financial advisor with 18 years of industry experience. He is associated with Mass Mutual Investors Services and MassMutual Life Insurance Co., where he has worked since 2008. In addition to his advisory role, he is an insurance agent involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Frederick Thompson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at several firms including Sagepoint Financial, Inc. and currently serves as a partner at Lewis, McBeth & D'Ambrosio. Outside of financial services, Thompson is the head boys lacrosse coach at Shady Side Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of advisors and provides access to multiple investment program options and third-party managers.

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 at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hefren Tillotson, Inc. since 1993 before 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 individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning, portfolio management, and advisory services utilizing a combination of manager-traded and model-traded strategies, with ongoing investment oversight and the use of internal research and technology tools.