Zachary Woodel is an Associate Financial Advisor at Ameriprise with two years of industry experience. He has been with Ameriprise since 2022 and previously spent ten years working at Tasta Pizza and Taproom. Woodel also serves on the boards of the Italian Club and the Bradford Chamber Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides customized retirement income planning through a structured recommendation process that integrates the firm’s investment research and third-party data.

Dennis Spangler is a CFP®-designated financial advisor with 34 years of industry experience, currently with Cetera since 2021. His prior experience includes roles at VOYA Financial Advisors and National Life of Vermont. He is also an independent insurance agent and a partial owner of DSF Wealth Management Group, providing insurance and financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Daria Collins is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1999, initially joining after a career in office administration within the corporate and arts industries. With over 20 years supporting a financial advisory practice before becoming an advisor, Daria utilizes her extensive experience to assist clients in achieving their financial goals. Her expertise includes college education planning, family wealth management, legacy planning, liquidity management, managing new wealth, retirement planning and income, portfolio management, and addressing the unique needs of women and wealth. Daria is known for building strong relationships with clients and their families to provide personalized strategies that align with their perspectives and priorities. Daria holds a Bachelor of Science degree in Business Administration from Indiana University of Pennsylvania. She earned the Personal Investment Advisor (PIA) designation. Alongside her husband John and their two children, she actively supports local education and music organizations in the Plum and Pittsburgh, Pennsylvania areas, as well as animal and human health and well-being causes.

Jessica Kibler is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. She has worked previously with Morgan Stanley and has had roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. outside of her advisory career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, delivering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and incorporates quantitative and qualitative research to build model asset allocations, with a focus on eligible strategies and ESG considerations.

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.

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 with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Goldman Sachs & Co. LLC (AYCO) for 18 years and The AYCO Company, L.P./Mercer Allied for 15 years. She serves on the board of Ronald McDonald House Charities of Pittsburgh and Morgantown, where she sits on 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 institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory process combines quantitative and qualitative research and offers access to strategies incorporating ESG frameworks, supported by related implementation and portfolio services through affiliated entities.

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.

Robert Smith is a financial advisor at Cetera with 52 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at multiple firms, including Southpointe Financial Services and Walnut Street Securities. He also sells life, disability, annuities, and long-term care insurance through a separate business activity. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services and operates a multi-manager platform that includes affiliated and third-party model portfolios.

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.

Michael Horan is a financial advisor with Robert Baird & Co. He holds the Series 66 designation and has 10 years of industry experience, including seven years at Hefren Tillotson, Inc. prior to joining Robert Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and municipal advisory services.

Sophia Chaban is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has experience working at JPMCB NA-London Branch, Goldman Sachs, and First Republic Bank, with a total of several years in the industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process incorporates both quantitative and qualitative research supported by a centralized manager solutions team.

Laura Pulvino is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

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.