Michael Kaczmarek is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors Financial Network LLC since 2008. The firm serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Wells Fargo Advisors offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Cassidy Carlson is a CFP® professional at Raymond James & Associates with eight years of industry experience. Prior to joining Raymond James, Carlson worked at Robert Baird & Co. and Hefren Tillotson. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Ferrell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010, also working with Morgan Stanley Private Bank, National Association since 2015. 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 and employs structured planning tools and models to support client strategies.

Nicholas Feeney is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its process.

Dimitrios Dickos is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. His prior experience includes roles at the University of Cincinnati Center for Entrepreneurship and various recreational and camp organizations. 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 programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to deliver tailored financial solutions.

Nice Nshuti is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has held roles at Uber and Resources for Human Development, where he continues to be involved outside the financial sector. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third-party managers.

Brooke Marzullo is a Series 66-registered advisor with Thrivent Investment Management, based in Pittsburgh, PA, with seven years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2018. Prior to her financial advisory career, she held roles in education with Loudoun County Public Schools and Franklin Regional School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics without discretionary trading authority.

Erik Olson is a CFA® charterholder and Series 63 licensee with four years of industry experience. He currently works at Raymond James Financial and previously spent seven years at Bank of New York Mellon. Outside the firm, he is associated with Shorebridge Wealth Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Joseph Seymour is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked within the Wells Fargo organization since 2014, including 12 years at Wells Fargo Clearing. Outside of his advisory role, he co-owns a rental property in Ebensburg, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet specific net-worth thresholds and supports recommendations with proprietary research and planning tools.

Brandon Spayd is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and affiliated entities since 2023. Prior to his advisory roles, he was associated with the Naval Academy Athletic Association and the University of Alabama Birmingham. Outside of advisory work, he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Wendy Lukitsch is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and outcome modeling as part of its financial planning process.

Eric Nan is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment research.

Brendan York is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Merrill, Bank of America, First Republic Securities, and various divisions of J.P. Morgan since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Thomas Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Robert Baird & Co., Hefren-Tillotson, Avantax Investment Services, and Raymond James Financial Services. Outside of advisory work, he is involved in retail sales as Treasurer-Member of Best Feeds Garden Centers and operates as a CPA through Thomas C Pfeifer CPA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various investment implementation options across multiple custody platforms with discretionary and non-discretionary strategies, maintaining both proprietary model strategies and access to unaffiliated strategists.

William Scott is a financial advisor with Robert Baird & Co., holding a Series 66 credential and seven years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously at Hefren Tillotson. Scott serves as treasurer for the Ellwood City Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of managed account strategies combined with home-office research and investment tools.

Omar Chatha is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and was previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he is involved in real estate development through co-managing RRK, LLC and holds a minority interest in Pluto Holdings, which focuses on residential real estate development and rental. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and offers a variety of tailored investment programs supported by structured planning tools and firm-approved methodologies.

Chris Schott is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to understand their goals and assist in creating sound and secure financial plans. His professional experience is centered on investment consultation, focusing on tailored financial strategies for his clients. Outside of his professional role, Chris has interests that include the beach, football, military service, pets, soccer, and traveling.

Louis D'Angelo is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has held roles including owner of D'Angelo Financial Services, LLC, and involvement with the American Cancer Society. He serves on the investment committee for the nonprofit Manchester Bidwell Corporation and is also an author. 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, and institutional organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Brent Heitzenroder is a financial advisor with Robert Baird & Co. holding a Series 66 designation and nine years of industry experience. He has previous experience at Hefren Tillotson and has been with Robert Baird since 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

John Holleran is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.