Eric Spiker is a financial advisor with Thrivent Investment Management based in Allison Park, PA. He holds the Series 66 designation and has five years of industry experience. Prior to joining Thrivent, he worked at Kevin Kilfoyle Insurance Agency and has held various roles including positions at the University of Pittsburgh and the Town of Ocean City. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across multiple topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brian Debbis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He holds partial ownership interests in Heritage Financial Partners Inc. and Heritage Seubert Financial LLC, both investment-related businesses in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Richard Vozel Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Vice-President of the Winchester Lakes Homeowners Association and is involved with Rotary. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and scenario modeling to support client engagements.

Alex Sebastian is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Covenant Annuity and Insurance, Covenant Financial Advisors, Covenant Partners LLC, and 1N1 Enterprises. Outside of his advisory work, Sebastian has a 50% ownership stake in Sebastian Enterprises Inc., which operates two restaurants. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and planning tools to develop customized recommendations.

Thomas Tornow is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Outside of his advisory work, he has involvement with Mademoiselle spanning over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Jay Palamides is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 credential and three years of industry experience. He has been with Merrill since 2020 and previously worked at Lehigh University from 2014 to 2018. Outside of his advisory role, he serves as chair of the Emerging Leaders Committee at Breakthrough T1D, a nonprofit focused on advocacy and support for those affected by Type 1 diabetes. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sheryl Klutch is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2007. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and a range of investment programs.

Jonathan Weiss is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of advisory work, he is involved in fixed insurance sales and manages several small business entities related to insurance commissions and business expenses. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and multiple advisory platforms. The firm offers a range of brokerage and advisory services utilizing firm-provided asset-allocation tools, third-party money managers, and integrated portfolio solutions.

Won Son Erdman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 11 years of industry experience. Prior to joining Raymond James in 2022, Erdman worked at Waldron Private Wealth and BNY Mellon Wealth Management. He serves as a committee member on the Executive Committee of the Alliance of Merger and Acquisition Advisors, where he helps plan educational events for members nationwide. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports municipal and public-finance work, and features advisory programs including a SIMPLE IRA Employer Advisory & Consulting Services program.

Karl Bruch IV is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Edelman Financial Engines and has prior experience at Cross Border Wealth and Reverse Mortgage Funding. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-based proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term management.

Heather Bonomi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with MML Investors Services since 2007 and MassMutual Life Insurance Company since 2006. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative relationships to deliver written recommendations.

Tami Cale is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has been with UBS PaineWebber since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment plans.

Nolan Patouillet is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was involved with No Filter Photo Booth and Elon University. Nolan serves as a general board member for the Chartiers Valley Junior Colts, assisting with organizational and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors, branch offices, and affiliated capabilities beyond traditional advisory services.

Matthew Moyer is a CFP® professional with 10 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at Educo Advisor Group, Westmoreland Entrepreneurs, and Waddell & Reed Inc. Moyer is also involved with Wealth Coach Financial LLC, a non-investment-related business entity. 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 variety of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Nicholas Dolney is a financial advisor with Ameriprise in Harrison City, PA, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in retail and education sectors, including roles at Dick's Clothing and Sporting Goods, McDain Golf Center of Monroeville, and Penn-Trafford School District. Outside of his advisory work, he assists with tax return preparation for a family-owned business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Luke Mazur is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and small businesses such as Pittsburgh Pro Pressure Wash and Three Rivers Gutters. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Garrett Helfritch is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns GPH Administrative Services LLC, which provides administrative and marketing support. Ameriprise serves clients primarily through its Ameriprise Premier Retirement Income service, focusing on individuals near or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to provide tailored retirement income planning.

Jameson Keevican is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Carillon Fund Distributors, Inc., Chartwell TSC Securities Corp., and an ongoing vice president role at TriState Capital Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide client base, including individuals, institutions, and charitable organizations, offering non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.

Wendy Astorino is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2018, following six years at Royal Alliance Associates, INC. Astorino is also active as a non-variable insurance agent through The Monteverde Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Jack Payne is a CFP® and CFA® with 25 years of experience in financial services. He is currently with Morgan Stanley in Pittsburgh, PA, having joined the firm in 2025. His prior roles include positions at PNC Capital Markets, Pnc Fig Advisory, Inc., and Ambassador Financial Group, Inc. Outside of his advisory work, Payne serves on the investment committee of The Bach Choir of Bethlehem and is a non-family trustee for the Dexter F and Dorothy H Baker Foundation, where he helps evaluate and award grants to local nonprofits. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a firm-approved process to support clients in developing financial plans, with a broad range of retail and institutional offerings.