Angela Otero is a financial advisor at Edward Jones in Pittsburgh, PA, holding Series 66 and Series 63 licenses with eight years of industry experience. Her prior roles include positions at Bank of America (Merrill Lynch), JPMorgan Chase Bank, and Mariva Capital Markets. She has also worked in legal and academic settings earlier in her career. 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 under management and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Scoletti is a financial advisor with Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as immediate past president and board member of Catholic Charities of Pittsburgh. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Arthur Hazen Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory work, he serves as a board member and secretary for Big Brothers Big Sisters of Greater Pittsburgh, where he is involved in operations, fundraising, and event planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Christopher Hudson is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Raymond James entities and the Lynch Retirement Investment Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Kappel is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and Ameriprise Financial Services since 2006, as well as at Cornerstone since 2004. Outside of his advisory work, he serves on the board of directors for the Tau Phi Delta Fraternity at Pennsylvania State University and leads the preschool division at Cornerstone Ministries. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Ryan Gardner is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aldi USA and MVB Bank, as well as time spent in education and various other positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

Douglas Clark is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He previously worked at Strategic Pension and Financial Partners, LLC, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of advisory work, Clark serves as an Allegheny County elections poll worker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with model portfolios and research from multiple sources.

Megan Spear is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Ameriprise and its affiliate since 1998. In addition to her advisory role, she owns and operates MTMS Group, a financial advisory business based in Pittsburgh, PA. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Steven Selip is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge since 2013 and also has a longstanding affiliation with Chestnut Ridge Primary Care since 2003. Outside of his advisory role, Selip serves as president of the Westmoreland County Medical Society and is involved in medical practice focused on treating opioid use disorder. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals utilizing a variety of portfolio strategies and custody arrangements.

Jacob Dukman is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with Charles Schwab, having previously worked at Morgan Stanley and Hefren-Tillotson. Dukman also has experience in academic and public sectors, including roles at Allegheny College and the Laurel Highlands School District. Charles Schwab & Co., Inc. serves a large client base of primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Mark White is a financial advisor with LPL Enterprise LLC based in Cranberry Township, PA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, Whipperhill Consulting, and Allan Myers. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset management arrangements. The firm integrates adviser programs with sales of financial products and provides a platform that includes discretionary and non-discretionary financial planning and investment services.

Dante Docchio is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. He has previously worked at SSB Bank and completed an internship at Osaic Wealth/Service Wealth. Outside of financial advising, he is affiliated with McDowell's Inn. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing 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, working extensively through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Timothy Donoghue II is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson and PNC. Robert Baird & Co.’s Private Wealth Management department, where Timothy serves on the DDK Group team, provides services to individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of advanced tools in delivering advisory services.

Gilbert Davis is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Wells Fargo Advisors since 2022. Prior to that, he has been with Case, Sabatini & Co. since 2005, where he is a non-equity partner at a CPA firm, and worked at Hefren Tillotson, Inc. from 2005 to 2022. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

Joseph Kloecker is a CFP® professional affiliated with Raymond James Financial in Pittsburgh, PA, with four years of industry experience. His prior work includes roles at JFS Wealth Advisors, DFA Securities, Wells Fargo Bank, and Ernst & Young LLP. He is also involved with Creative Financial Team, LLC, a non-investment-related advisory support business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Daniel Mcelhinny is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera Investment Advisors LLC since 2019 and at Cetera Investment Services LLC since 2018, alongside a role at First National Bank of PA starting in 2015. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

John Fritz III is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Ameriprise and its predecessor firm since 1997. Outside of his advisory role, he has interests in real estate ownership unrelated to his investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Cheryl Whitney is a CFP®-certified financial advisor with Ameriprise, based in New Stanton, PA, and has 43 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is president of Cheryl Carretta Whitney, Inc., a back office management consulting business, and holds oil and gas leases on property in Pennsylvania. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering annual, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical for a large institutional firm.

Kenneth Newmeyer is a financial advisor with Wells Fargo Clearing in Sewickley, PA, holding a Series 63 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member for Whitetail Meadows Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education, with a notable inclusion of insurance-related investment options.

Donald Fitch is a financial advisor at Merrill in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. He has been with Merrill and Bank of America since 2018. Prior to his current role, his background includes positions at Direct Sign Wholesale, Texas A&M, and Park University. 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 constructed by internal and third-party managers.