Katherine Egbert is a CFP® professional with 28 years of experience in financial services, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1997 to 2020. She holds Series 63 and Series 66 licenses and is based in McKees Rocks, PA. Outside of her advisory role, she co-owns a retail business, Legacy Wine & Spirits, and manages several LLCs related to business expense management and consulting. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Hernandez is a financial advisor at Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation. He joined the firm in 2025, following five years of employment with Starbucks Coffee Corporation and five years as a student. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individual clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Thomas Mathison is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked specifically with Morgan Stanley Private Bank since 2015. Mathison holds a Series 66 designation and serves as Treasurer for a local Toastmasters International club focused on public speaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs, including financial planning supported by proprietary tools and analyses.

John Sinclair II is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 designation and has worked previously at Cetera and Atlantic Financial Group. Sinclair is also involved in non-variable insurance sales, including fixed annuities, life insurance, long-term care, and disability insurance. 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, model portfolios, third-party asset management, and institutional platforms.

Samuel Marsteller is a financial advisor at Equitable Advisors based in Pittsburgh, PA, with two years of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including positions in education and food service. He is also a marching band instructor for the Baldwin Whitehall School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor solutions to clients’ risk tolerance and objectives.

Mark Smith is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and PNC Investments. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutions.

Matthew Dudkowski is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. He serves as a board member of Community Health Challenge, providing guidance on financial matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Andrew Morrison is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 38 years of experience in the financial services industry. Since 1996, he has focused exclusively on addressing the wealth management needs of individuals and families, including investment management, retirement planning, education planning, insurance and estate planning, as well as residential and personal financing. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Retirement Income Certified Professional® (RICP), Certified Divorce Financial Analyst® (CDFA), and Chartered Advisor in Philanthropy® (CAP), among others. He earned a Bachelor of Arts degree in Economics from Washington & Jefferson College in 1983 and a Master of Business Administration from the University of Pittsburgh in 1986. Andrew resides in Allison Park, Pennsylvania, with his wife Karen and their three children. He serves as Vice-Chair of the Board of Directors and Chair of the Development Committee at The Woodlands Foundation, an organization that provides programs for children and adults with disabilities and chronic illnesses. In his personal time, he enjoys golfing and supporting his family's activities.

Thomas Bouchard is a CFP® credentialed financial advisor with 40 years of industry experience, currently practicing at Ameriprise in Canonsburg, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he manages his own financial planning practice through a personal service corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily for clients holding assets in Ameriprise Managed Accounts.

Matthew Mc Clintock is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining MassMutual, he operated McClintock & Associates PC for ten years. In addition to his advisory role, he is a licensed insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations primarily on investment strategies rather than specific products.

Nicholas Gearhart is a financial advisor with Charles Schwab based in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at New York Life and Charles Schwab Bank. Outside of his advisory work, he serves as a youth basketball referee for the West Bearden Basketball League. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment process.

Kenneth Lazarowicz is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Avantax Insurance Agency, Avantax Investment Services, and Avantax Advisory Services. Outside of advising, he owns and operates Kenneth J Lazarowicz & Associates, a CPA firm providing tax and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management and planning services through a multi-manager platform with discretionary and non-discretionary options.

Diana Kierzkowski is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Christian Melendez Carpintero is a financial advisor with Equitable Advisors based in Pittsburgh, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at Gnc, Fennel Brothers, Geodis, Syncreon, Laroche, and Aroogas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party managers and offers ERISA fiduciary services to qualified plans.

Deborah Sheehan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers specialized planning for clients meeting net-worth thresholds, utilizing proprietary research and tools to develop tailored recommendations.

Sanjit Khara is a financial advisor at Wells Fargo Advisors in Pittsburgh, PA, with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Khara is involved in trustee and executor roles for family-related financial matters and holds part ownership in KM Wealth Management LLC and Heritage Seubert Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad array of planning services and integrates advisory services with other financial products and referral channels.

Lance Burgert is a financial advisor with Edward Jones in Bethel Park, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Conrad Naugler is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation. He has experience working at BNY for five years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Andrew Conti is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Boenning & Scattergood and Ross, Sinclaire & Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.