Marissa Dello Russo is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having four years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at Stitch Fix and engaged in roles with the Pittsburgh Chapter of the American Institute of Architects and Girl Scouts Western Pennsylvania. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and research but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Jonathan Adams is a Series 66-licensed financial advisor with Merrill, based in Pittsburgh, PA, and has 12 years of industry experience. He has worked with Merrill since 2009 and also has a record with Bank of America dating back to 2016. Adams serves as a board member and commissioner in a youth baseball organization, Quaker Valley Softball Baseball. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Bould is a financial advisor with Cetera and holds a Series 63 designation. He has 22 years of industry experience, including roles at Cetera since 2004 and operating his own firm, Bould Financial Professionals, since 2012. In addition to his advisory work, he serves as president of Bould & Associates P.C., an accounting, tax, and consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Danika Wukich is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is part of a team that provides personalized wealth management advice to help clients build, manage, and preserve their wealth. The team focuses on establishing clear objectives and developing prudent strategies tailored to each client’s unique financial situation, drawing on the resources available through Merrill. Danika holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from California State University San Bernardino after graduating from Notre Dame High School. Her areas of client focus include education planning, liquidity management, retirement income, personal retirement planning, portfolio management services, and small business strategies. Outside of her professional role, Danika enjoys biking, camping, golfing, music, tennis, and spending time with her family.

Adam Fulton is a financial advisor at UBS Financial Services in Canonsburg, PA, holding a Series 66 designation with 13 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial solutions, including fee-based planning, discretionary portfolio management, and capital markets activities.

Derek Evans is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions while leveraging research from Wells Fargo Investment Institute and third-party sources.

Guy Filewich is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Laurel Financial Group, and Equitable Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools across diverse planning areas, including retirement, wealth transfer, and specialized niche services.

Brian Duncan is a CFP® professional with 19 years of experience in financial advising. He is affiliated with Cambridge Investment Research Advisors and has held advisory roles and ownership positions in multiple financial and wealth management firms since 2007. Duncan serves as Treasurer and board member of the Keystone Community Foundation. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, including pension and charitable organizations. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jeffrey Evans is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 37 years. Outside of his advisory role, he is involved in fiduciary activities and is named as an agent in a health care directive or living will. Ameriprise offers a specialized retirement-income planning service designed for individuals near or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored retirement advice, emphasizing managed accounts and affiliated fund options.

Joseph Petrovich is a financial advisor with Cetera, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Goldman Sachs Wealth Services and Voya Financial Advisors, as well as work with Northwestern Mutual and Populus Group. Outside of finance, he has been involved with Steel City Aquatics (British Swim School) for several years. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

David Pratti is a financial advisor with Equitable Advisors in Wexford, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, he operates an insurance business under the name First Choice Advisors, LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party program sponsors to deliver customized investment solutions.

Michael King is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he spent nine years with Wells Fargo Clearing. Outside of his advisory role, he owns and operates King Real Estate Group. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning processes and comprehensive investment resources.

Cameron Ryan is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 credential. Prior to joining Equitable Advisors in 2022, Cameron held various roles outside the financial industry. He also tutors children in math. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and other institutional clients through a network of Investment Adviser Representatives, utilizing a range of firm-offered programs and third-party asset managers.

Bradley Zaffram is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual and has experience outside finance including roles at Supplemental Health Care and Great Lakes Transport. In addition to advising, he occasionally provides rides through Uber and rents vehicles via Turo. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using tools like Monte Carlo simulations and automated asset allocation to develop written recommendations for clients.

Joseph Headlee III is a Series 66-registered financial advisor at Edward Jones with three years of industry experience. His prior work includes roles at Schneider Downs, where he performed financial audits, and earlier employment at Mylan and Edward Jones. Outside of finance, he has experience working as a laborer in erosion and sediment control applications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Beanner is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley and its predecessor entity since 2007. Outside of her advisory role, she consults through Bridging SUCCES, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages a broad asset base and provides tailored planning primarily in an advisory capacity.

Nathaniel Williams is a financial advisor with Raymond James & Associates in Monroeville, PA, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Raymond James, he was involved in home remodeling and completed roles at San Diego State University and the University of Akron. Outside of his advisory work, he owns and manages a rental real estate business. 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 wide range of clients including individuals, institutions, and charitable organizations, and offers financial planning and consulting services supported by a variety of portfolio management approaches and affiliated research.

Matthew Baer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Pennsylvania State University from 2012 to 2017. 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 broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alan Caulkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2004. Outside of his advisory role, he is a member of a local rock and roll band called Mile Post 6, where he plays guitar and provides vocals. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a broad range of financial topics, while keeping planning and managed-account services separate.

Taylor Marziotto is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Taylor worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Taylor serves as an assistant junior varsity volleyball coach for Franklin Regional School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning and access to a range of asset managers and insurance products.