Shahrokh Firouzan is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliates since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Grieco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Keystone Benefits Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Daniel Schwabauer is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at R.W. Baird & Co., Varsity Tutors, and DermatologistOnCall. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Markanich is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Allegheny Investments, Ltd. for 28 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Nathan Glaser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at PNC Investments for 10 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Short is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998. Outside of his advisory role, he owns El Rey LLC and Abstract Brewing Company, a start-up brewery project in Carnegie, PA. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

James Wiltman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. In addition to his advisory role, Wiltman serves as a board member of the Sewickley Zoning Hearing Board. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Rebel is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals and families with personalized wealth management and financial planning, focusing on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jacob graduated from Duquesne University with a Bachelor's Degree in Finance and a minor in Professional Sales. He holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of The Delta Chi Fraternity and contributes to his community through involvement in Volunteer Income Tax Assistance programs. Outside of his professional work, Jacob enjoys following baseball, basketball, and football, as well as golfing, hiking, traveling, watching movies, and spending time with his family.

Richard Irr is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include lengthy tenures at Cantella & Co., Inc. and Raymond James Financial Services Advisors Inc. He is also involved in managing term insurance policies on a limited basis outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools and a broad suite of non-advisory financial services.

Timothy Armanious is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2014, bringing nine years of experience as an investment analyst, financial consultant, and financial specialist at other financial institutions. He focuses on applying his knowledge and diverse perspectives to assist client families in optimizing financial opportunities. Tim holds a Bachelor of Science degree in Finance and Investment Management from Duquesne University. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Latrobe, Pennsylvania, Tim is an avid ice hockey player, skier, and golfer. He supports local churches and charities and enjoys cooking, spending time with family and friends, as well as traveling.

Barbara Virany is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools without providing individual security recommendations as part of standalone planning.

Thomas Martin is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015 and serves concurrently with the D.C. Air National Guard since 1993. Outside of his advisory work, Martin is involved with Project Star, a respite foster care organization in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling aimed at guiding asset allocation and financial planning decisions.

Cory Cyprowski is a financial advisor with Wells Fargo Clearing in Sewickley, PA, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Guggenheim Funds Distributors, LLC, ADP Broker Dealer Inc., and ADP LLC. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

John Cunningham is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms including DSF Wealth Management Group and Cetera Wealth Services. Outside of his advisory role, he is involved in selling life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with access to various investment strategies and program structures.

Lisa Bostedo is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by comprehensive trading, account administration, and custody services.

Stephen Mcgalla IV is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Daniel Mackey is a ChFC® and Series 63 licensed financial advisor at LPL Financial with 44 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Mackey also operates a separate business selling life and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Mark Speedy is a CFP® with 16 years of industry experience. He is currently with OSAIC and has previously worked at SagePoint Financial, Inc. and T & D Advisors, Inc. He serves on a local golf committee for an annual fundraising event. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services using various asset-allocation tools and supports multiple advisory platforms, including access to third-party money managers and managed-account solutions.

John Kesich is a financial advisor with Cetera, holding a Series 63 license and 29 years of industry experience. He has worked with Avantax in various capacities from 1997 to 2025 before joining Cetera in 2025. Outside of his advisory role, he is a partner in Kesich Consulting Group, LLP, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and third-party managers.

Jack Friedman is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He joined the firm in 2004, bringing extensive experience from his background as a technology entrepreneur and business leader. Jack started CCA Technologies, Inc. in 1982 and grew the company to over $50 million in sales before selling it to Westcon Group in 2000. While at Westcon, he expanded the business to become one of the nation’s largest networking technology and Voice Over IP distributors, increasing its size fourfold compared to his original company. In addition to running the business, Jack managed his own assets as well as those of employees through the company Profit Sharing Plan. His areas of expertise combine technological entrepreneurship with financial asset management. He holds a Bachelor of Science degree in Engineering and an MBA in Finance, both from Syracuse University. Jack also holds the Personal Investment Advisor (PIA) designation.