Joyce Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has worked at Cetera Investment Services and Cetera Investment Advisors LLC since 2019 and previously spent 14 years with PNC Investments. Outside of her advisory role, she serves as Treasurer for the Kiski Area Cross Country Boosters and holds a Director of Sales and Service position at First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports discretionary and non-discretionary account management across various program structures.

Brandon Ledoux is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. His work history includes positions at First National Bank of Pennsylvania and Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and manager options across discretionary and non-discretionary accounts.

Braydon May is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Ascent Financial and has experience in non-financial roles at Door Dash, UPMC, and several universities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and emphasizes a combination of discretionary and non-discretionary asset management solutions.

Heather Mullinix is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2025. She previously spent 21 years at Lincoln Financial Advisors. Outside of her advisory role, she is involved with Roses of Paris Flowers and Gifts, supporting marketing and networking efforts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and financial planning. The firm employs advanced asset-allocation tools and multiple third-party solutions to construct diversified portfolios across various asset classes.

Lindsay Greenberg is a financial advisor at Merrill in Pittsburgh, PA, with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Katharine Perry is a CFP® professional with 12 years of industry experience, currently serving as an advisor at OSAIC Wealth Inc. Her previous roles include positions at Kestra Investment Services LLC, Kestra Advisory Services LLC, Cookson Peirce Wealth Management, and Fort Pitt Capital Group. She is a board member of Junior Achievement of Western PA, where she participates in promoting financial literacy in local schools. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party solutions across multiple asset classes.

Ryan Mastilak is a CFP® with nine years of industry experience, currently advising at Stifel since 2024. Prior to joining Stifel, he spent eight years at The Vanguard Group, Inc. He is based in Pittsburgh, PA. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies from its Investment Strategy Group to guide asset allocation and financial planning.

Craig Shensa is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes 23 years at The Monteverde Group and five years at Royal Alliance Associates. He maintains involvement with The Monteverde Group as a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kaitlyn Dizon is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and FlexScreen. Outside of her advisory role, she coaches the varsity girls basketball team at Belle Vernon Area High School. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm manages approximately $394 billion in regulatory assets and provides a range of investment strategies, including manager-traded and model-traded SMA approaches, supported by internal research and strategic partnerships.

David Priore is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at LPL Financial since 2013 and has been affiliated with Century Heritage Federal Credit Union since 2006, where he assists with marketing initiatives and provides non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and technology solutions.

Deborah Brent is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Motif Investing, and Equitable. She is based in Pittsburgh, PA. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and at Duncan Financial Planning Advisors since 2026. Outside of advisory roles, Waite is president and owner of FLEX SOURCE, INC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolios and model-based solutions.

Larry Qvistgaard II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and is involved in several related business activities, including ownership of SMC Wealth Management and administrative coordination of the Beta Study Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary management tailored to client objectives.

Anthony Anater is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab & Co., Inc. in Pittsburgh, PA, where he has worked for ten years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Kristen Hull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. Her prior experience includes eleven years at Lincoln Financial Advisors Corp. She is currently associated with Duncan Financial Planning Advisors as well. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment implementation options through proprietary and third-party strategies tailored to client objectives.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Michael Smith is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has worked with Cetera and its affiliated entities since 2011. Smith serves as secretary for a nonprofit organization, where he handles communications and event announcements. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Victoria Klacik is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel since 2019 and previously spent thirteen years at UPMC. Klacik serves as a board member for the Baldwin Manor Association, a local neighborhood park in Pittsburgh. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Joshua Stein is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at NewEdge Advisors, LLC, Mid Atlantic Capital Corporation, and Mid Atlantic Financial Management, Inc. He is also the owner of Stein Time, LLC, a home-based business unrelated to investment advisory services. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management.

Micah Larson is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Equitable Advisors since 2018. His prior roles include positions at Axa Advisors and community-focused work with the Penn Hills and Baierl Family YMCAs. Larson serves as Treasurer on the Advisory Board of the Trade Institute of Pittsburgh and works as a life coach and consultant. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions.