Hunter Anderson is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2024. Prior to his current role, he held various positions including roles at Aldi USA, First National Bank of Pennsylvania, and Pennsylvania State University. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizons.

Dylan Dluhos is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at AXA Advisors, Key Investment Services, KeyBank, and PNC Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Michael Carretta is a CFP® professional with over 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 26 years. Outside of his advisory role, Carretta serves on the Board of Directors for the Clear Thoughts Foundation, teaches retirement planning courses part-time at Robert Morris University, and provides pro bono financial guidance through the CFP Board Wings for Widows program. Ameriprise is an institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on Ameriprise-managed accounts and algorithmic automation to support tailored retirement income recommendations.

Dale Austin is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 13 years. In addition to his advisory role, he serves as CEO of Service Wealth Management, where he manages investment products, life insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Ingrid Streich is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2016. She is also registered with Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagements and corporate financial planning agreements.

Mark Rutkowski is a financial advisor at Morgan Stanley with a Series 66 credential. He has less than one year of industry experience. Prior to joining Morgan Stanley, he worked at Field Environmental, UFC Gym, and PNC, and was a student for nearly two decades. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of its standalone planning.

Nathan Kauffman is a CFP® with 25 years of industry experience. He has worked at Hefren-Tillotson, Inc. since 2001 and joined Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which 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, utilizing a blend of manager-traded and model-traded strategies with ongoing home-office research and monitoring.

Jenna Verbosky is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at UBS Financial Services since 2020 and previously spent 12 years at Ameriprise Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets solutions.

Darren Savikas is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in fundraising for the Seton La-Salle Alumni Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Elgeva Valentine is a financial advisor with Merrill in Monroeville, PA, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at PNC Investments and PNC Bank. Outside of her advisory role, she is the sole owner of a residential property rented to family members. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Testa is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Osaic since 2025 and previously spent 25 years with Lincoln Financial Advisors Corp. He is also licensed as an insurance agent, offering products such as disability insurance, fixed and indexed annuities, life settlements, long-term care insurance, and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers and utilizes various asset-allocation tools, third-party managers, and unified managed accounts.

Brian Sava is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights to support its advisory process.

Tara Barker is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Previously, she was with PNC Investments from 2011 to 2017 and has also been affiliated with Bank of America since 2022. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Perilman is a CFP® and ChFC® with 33 years of industry experience, currently serving at Osaic Wealth, Inc. since 2025. He previously spent 32 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as Treasurer and board member for the Robert M. Rodrigues Fund through the Pittsburgh Foundation. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs a range of advisory platforms and investment strategies incorporating asset allocation tools, risk assessments, and third-party money managers.

Robert Macwhinnie is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including 22 years at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he is also an agent involved in life insurance, health, group life, and group health insurance. MassMutual 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 a range of programs including wrap accounts, money-manager programs, and educational seminars.

Stephanie Ferry is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she focuses on ensuring clients feel confident and comfortable with their overall financial plans. She aims to support clients in achieving their financial objectives through building trusted relationships centered on their unique values and preferences. Stephanie has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans multiple aspects of wealth management and client relationship management. Outside of her professional work, Stephanie's personal interests include beach activities, concerts, family activities, fitness, parenthood, and spending time with pets.

Christopher Graham is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding a Series 66 designation and bringing seven years of industry experience. He has worked at RBC Capital Markets since 2017 and previously held roles at PNC Bank from 2014 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers.

Melanie Arner is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Nationwide Securities LLC and Nationwide Insurance from 2013 to 2018, and at Donner-Farber & Associates, Inc. from 2013 to 2020. 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 range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management options and access to research and model portfolios.

Tyler Petley is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC Bank in roles including AML compliance and investment advisory. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Timothy Cummings is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has been with Mass Mutual and its affiliated life insurance company since 2015. Outside of advising, he is involved in the sales and service of fixed life, annuity, accident, and health insurance products. 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 ongoing financial planning and offers asset management, wrap and money-manager programs, as well as educational seminars.