Rush Hodgin is a CFP® professional with 35 years of experience in the financial services industry. He has been with Ameriprise since 1991, including its predecessor entities, and currently holds roles managing advisory businesses in Pittsburgh, PA. Outside of his advisory work, he is involved in tax preparation and real estate activities through separate business ventures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide personalized, non-discretionary recommendations.

William Zalewski is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has developed an endowment-based philosophy to design tailored financial plans that address each client's specific financial situation. His practice focuses on family wealth management strategies, philanthropic planning, and services for endowments, foundations, and non-profits. With over 40 years of experience in wealth management, including 33 years with an outside firm prior to Merrill, William and his team work closely with affluent individuals, families, and businesses to preserve and improve their wealth through customized and holistic financial strategies. Their approach includes collaboration with firm specialists in estate, insurance, retirement, and banking, leveraging resources from Bank of America and its affiliated entities. William holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy® (CAP®) designation from The American College. He has a high school diploma from South Hills Catholic and serves as Chairman of the Pittsburgh Children’s Foundation. In his personal time, William enjoys golf, running, biking, baseball, ice hockey, music, and spending time with his family.

Kyle Balliet is a CFP® professional with 18 years of experience, currently affiliated with Raymond James Financial in Pittsburgh, PA. He has worked with Raymond James Financial Services Advisors, Shorebridge Wealth Management, and Hunter Associates LLC over his career. Balliet also serves as an advisor for Shorebridge Wealth Management, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Geoffrey Alberstadt is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 65 and Series 66 designations. His prior experience includes roles at PNC Investments, PNC Bank, and eMoney Advisor. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Andrea Curtis is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Bank of America, N.A. for nine years before joining Wells Fargo Clearing in 2024. Curtis is involved in community service as a committee member for Animal Friends, a nonprofit companion animal resource center, and serves as treasurer and committee member for Girl’s Hope of Pittsburgh, a charitable organization supporting education for academically capable girls. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Katherine Baum is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its related entities since 2017. Prior to that, she was affiliated with Quasar Distributors, LLC and Muhlenkamp & Co/Muhlenkamp Funds. Baum also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and integrates comprehensive planning with various investment and product offerings.

Geoffrey Ensby is a Series 66-licensed financial advisor with Edward Jones, based in Pittsburgh, PA, with three years of industry experience. Prior to joining Edward Jones, he worked at Fiserv and McKinsey & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Garrett Britton is a financial advisor at Ameriprise Financial Services, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at S&T Bank and Owens-Illinois. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies.

James Monteverde is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 50 years of industry experience, including roles at Royal Alliance Associates and leading The Monteverde Group for over five decades. In addition to his advisory work, he is involved in non-variable insurance activities. 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 portfolio management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Mark Zonno is a financial advisor based in Pittsburgh, PA, affiliated with Cetera. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior work history includes roles at Dollar Bank, FSB, W&S Brokerage Services, Western & Southern Life, LPL Financial, Northwest Bank, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Donald Nadeja is a financial advisor with Charles Schwab in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously spent 13 years at Scottrade, Inc. He serves as treasurer for the Scott Township Athletic Association. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to discretionary separately managed accounts and maintains a large client base supported by a centralized operational structure.

Heather Sellers is a financial advisor at Merrill with a Series 66 designation and 21 years of industry experience. She worked at Merrill from 2000 to 2019, then at Lincoln Financial Securities for one year before rejoining Merrill in 2020. Outside of her advisory role, she serves as an executor for an estate in Pittsburgh, Pennsylvania. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Harvey is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. He began his advisory career at Cambridge Investment Research Inc. and currently serves as an Investment Advisor Representative at Duncan Financial Planning Advisors. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

Joseph Dorrycott is a financial advisor with LPL Financial in Irwin, PA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Oppenheimer and Janney Montgomery Scott. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with a focus on both discretionary and non-discretionary strategies supported by research and operational technology.

Dana Klein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Hefren Tillotson for five years and Lincoln Investment for 17 years. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

Timothy Swetoha is an investment advisory representative at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Investacorp, and Equity of America Financial Group, where he has also been involved in life insurance sales. Outside of his advisory work, he assists in tax preparation at Steven Oberst Tax Service. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of financial planning and investment management programs.

James Stossel is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He previously worked at Woodbury Financial Services for 13 years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Greg Holzer is a Series 66-licensed financial advisor with LPL Financial, based in Greensburg, PA, and has six years of industry experience. Prior to joining LPL Financial in 2021, he worked at FSC Securities Corporation and Commercial Bank & Trust. Outside of his advisory work, he is involved with Stone Villa Wine Cellars, a business he has been associated with since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with technology and operational tools.

Thomas Grogan is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at First National Bank of PA, Dollar Bank, Park Avenue Securities LLC, and Guardian Life Insurance Co. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management.

Melissa Cunningham is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Citizens Securities, Inc. for three years before joining Morgan Stanley in 2019. Outside of her advisory role, Cunningham contributes a monthly column to Roundel Magazine about her experiences owning a Mini Cooper. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.