Joan Fiore is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves on the Board and Finance Committee of Bishop Canevin High School in Pittsburgh. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools developed by its Global Investment Committee.

Madysn Tusick is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Duquesne University and has experience in roles at Bruster's Real Ice Cream and Blackhawk School District. Outside of advising, Tusick works seasonally in tax preparation and is a certified Notary Public in Pennsylvania. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income stability and tax-aware withdrawal strategies.

John Daller is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 41 years of industry experience. His prior roles include positions at Trustmark Financial Group and Dollar Financial Service. He is also active as an independent insurance agent through several entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm supports independent Financial Professionals with a range of portfolio management options, model-based strategies, and access to both proprietary and third-party investment solutions.

Bernard Theis is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hilltop Securities Independent Network and Oppenheimer & Co. Inc. His other business activities include involvement with Highland Partners Financial Services, a DBA entity related to his LPL business. 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, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Patrick Mc Cann is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Aptus Wealth Planning/Cetera and Dicks Sporting Goods, Inc. He attended Duquesne University from 2019 to 2023. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Lawrence Jacobson is a financial advisor with LPL Financial who holds a Series 63 designation and has 33 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services. He also operates Jacobson Associates, a separate business entity established in 1993. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of services including financial planning, advisory programs, retirement plan consulting, and brokerage, supported by model portfolios and research from internal and third-party sources.

Michael Mazurek is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2014. Mazurek is also the owner of Mazurek Financial Services LLC, which provides accounting, bookkeeping, and payroll services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and a mix of discretionary and non-discretionary strategies.

Michael Nye is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he provides care and support for intellectually disabled individuals and serves as treasurer for his daughter's Girl Scout troop. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm employs a centralized team to deliver retirement-income recommendations that combine research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Dominick Eisaman is a Series 66-licensed financial advisor with Equitable Advisors in Pittsburgh, PA, with one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Bank of New York Mellon from 2022 to 2024. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored financial solutions.

Jeffrey Lowden is a Certified Financial Planner (CFP®) with 37 years of experience, currently serving at UBS Financial Services since 1989. He is based in Pittsburgh, PA, and holds a Series 63 license. Outside of his advisory work, he serves as president of the Tall Trees Homeowners Association, where he leads meetings and oversees community activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based allocations to tailor financial plans according to clients’ goals and risk tolerances.

John Bentley is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2021, following six years at Voya Financial Advisers. Outside of advising, he is involved in coaching soccer and participates in event planning through Bentley Events LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management programs and access to third-party managers, overseeing more than $256 billion in assets across a nationwide network of over 10,000 advisors.

Beth Boyce is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. She previously worked at KeyCorp and The Coury Firm LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process supported by an ESG eligibility framework.

Kristen Davis is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010, also working with Bank of America since 2015. Merrill, in partnership with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Stephen Bender is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses for clients.

James Wallisch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes long tenures at Raymond James Financial and Raymond James Financial Services, Inc., followed by his current roles at LPL Financial since 2020 and F.C. Financial Services Inc. since 2009. He serves as a board member of the Fox Chapel Presbyterian Church Endowment Committee in Pittsburgh. 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 wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

Robert Kovalchik is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 1984. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Christopher Radke is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank segment since 2018, with prior roles at Cohen & Steers Securities and Cohen & Steers Capital Management from 2014 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, serving clients directly and through employer agreements.

Michael Clark is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management, Schneider Downs Wealth Management Advisors, and PNC Investments. 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 retirement services, providing access to multiple program structures, third-party managers, and bespoke investment strategies.

Kerry Kelly Jr. is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has previously worked at firms including Babb Inc, Fragasso Financial Advisors, LPL Financial LLC, and Private Client Services. Kelly serves as a board member of the Penn State New Kensington Alumni Association, a nonprofit that provides scholarships to Penn State students. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Isaacson is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 63 designation and 39 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with an expanded investment menu that includes insurance-related vehicles and bank deposit sweep options.