Deborah Caley is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Wachovia Securities, LLC since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models, managing approximately $2.74 trillion in client assets.

James Meredith is a financial advisor at Robert Baird & Co. with 47 years of industry experience. He holds the PFS™ designation and Series 63 registration. Meredith previously worked at Hefren-Tillotson, Inc. for over four decades before joining Robert Baird & Co. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning, portfolio management, and brokerage services, employing a range of investment strategies from traditional to non-traditional approaches.

Tammy Baumgarten is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch and R Wine Cellar. Outside of finance, she has experience in the hospitality industry, including a role at Hyde Park Prime Steakhouse. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Ty Hosler is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Steel River Techs and Johnston Painting & Decorating. Outside of his advisory role, he is the owner of Drifters Lacrosse Club, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

Chad Rosensteel is a financial advisor with Edward Jones in Greensburg, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, including two years at Allstate Insurance Co before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Paul Lang is a CFP® professional with eight years of experience in the financial services industry. He is currently with Stifel, where he has been since 2020. His prior experience includes roles at Federated Investment Counseling and PNC Bank. Lang also worked briefly with the Pittsburgh Steelers in 2016. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kaivon Maknoon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Kaivon is based in Pittsburgh, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of investment options such as insurance-related vehicles and bank deposit sweep programs.

Trevor Young is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2020, following prior roles at Royal Alliance Associates, Inc. and Sii. Outside of advising, he is involved in non-variable insurance activities on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Alannah Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at The Vanguard Group, Old Navy, and involvement in educational institutions such as The Scranton School for Deaf and Hard-of-Hearing Children and Florida International University. Outside of her advising duties, she coordinates seasonal market events for a local management consulting firm. Charles Schwab & Co., Inc. serves 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Gary Laird is a financial advisor at Thrivent Investment Management in Pittsburgh, PA, with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial services career, he was associated with Eden Christian Academy for 23 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm’s approach separates planning from managed-account programs, emphasizing ongoing reviews without discretionary trading authority.

Benjamin Bagnato is a CFP®-certified financial advisor with 11 years of industry experience. He is currently affiliated with Mass Mutual Investors Services and previously worked with Northwestern Mutual in various capacities from 2014 to 2024. Bagnato also operates BFB Resources, LLC, through which he provides financial planning and advising services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements using firm-approved analytical tools.

Robert Levalley is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves as Vice President of the Dayton Ski and Board Club, where he helps plan and organize ski trips each winter. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Michael Figurelli is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he is involved in business ownership through Figurelli & Associates. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Eric Dudik is a financial advisor with LPL Financial holding a Series 66 license and eight years of industry experience. He previously worked at Edward Jones and Integrity Retirement and Estate Advisors. Outside of advising, he is involved in coaching volleyball through 3Step Sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and various portfolio management options.

Orlando Houston is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2011, previously working at Axa Advisors. Outside of advising, he is the owner of Square Compass LLC, a published book author, and serves as a board member of Kappa Alpha Pse Fraternity Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid advisory and brokerage model, emphasizing tailored client plans and a combination of discretionary and non-discretionary investment management.

Christopher Marziotto is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Pruco Securities, and Crump Life Insurance Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized services such as divorce planning and employer-sponsored programs.

Andrew Wallisch is a financial advisor with LPL Financial based in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James Financial Services and a year at AirBNB. He is also involved with FC Financial Services, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Derek Heuler is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Federated Global Investment Management Corp and related entities for over a decade, as well as at First National Bank of Pennsylvania. Heuler is also a wealth advisor for First National Trust Company and FNB Investment Advisors Inc, though he does not make investment decisions or participate in transaction execution. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party money managers, and a range of program structures supported by over 10,000 advisors and $256 billion in assets under management.

Alison Miller is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC for five years and The Ayco Company, L.P./Mercer Allied for six years. Alison is based in Pittsburgh, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Dara Ferchak is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been associated with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2000. Outside of advisory work, she owns Ferchak And Associates, an investment-related business, and works as a substitute teacher. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.