Daniel DeCola is a Financial Consultant at Fidelity Investments, where he has worked since 2014 in various capacities, including Financial Representative, Investment Consultant, and currently as a Financial Consultant. His career in finance spans roles at Bank of America as an Operations Consultant and Merrill Lynch as a Valuations Analyst. Throughout his career, Daniel has focused on building long-term client relationships and guiding clients through wealth accumulation and protection. He emphasizes developing financial plans aimed at pursuing better futures for clients and their families. Outside of his professional work, Daniel has interests in baseball, golf, outdoor adventures, parenthood, and traveling.

Alphonse Weber is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Hefren-Tillotson for 13 years before joining Raymond James in 2022. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Keith Colonna Jr. is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, Colonna is involved with Big Woods Bucks, a hunting and fishing lifestyle brand where he creates related written and social media content. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Kent Clifton is a financial advisor with Equitable Advisors in Wexford, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, following a period with Axa Advisors LLC. Outside of his advisory role, Clifton serves as a board member of the POISE Foundation and is a networking member of BNI of Western Pennsylvania. 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, offering advisory and brokerage channels to implement client recommendations.

Ronald Powell is a financial professional with 24 years of industry experience, currently with Cetera. He holds a Series 66 designation and has worked at firms including Greater Allegheny Financial Group and Securian Financial Services. Outside of his advisory role, he serves as an agent and broker at Greater Allegheny Insurance Agency Inc and is involved with tax and accounting activities at Stowe Tax Accounting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Robert Ruby is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Citizens Securities, Bank of America, Merrill, and the Financial Planning Association of Pittsburgh. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alfred Todd III is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Thrivent and its related entities since 2002. Outside of his advisory role, he serves as a board member for Bethel Lutheran Church and as director of Al’s Bike Drive, a nonprofit that purchases bicycles to donate to the Marine’s Toys for Tots Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority. Their approach includes comprehensive planning across various topics with options to combine planning and managed-account services under a consolidated billing structure.

Terrence Mcallister Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2010. Outside his advisory role, he owns and manages a landscaping and excavation business. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual client relationships using firm-approved analytical tools.

Heather Lozano is a Series 66-licensed financial advisor with five years of industry experience. She has worked with firms including JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Massachusetts Mutual Life Insurance Co before joining Stifel in 2026. Prior to her financial career, she held roles with Vipkid and the City of Maricopa. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Simakas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently based in Sewickley, PA. Outside of his advisory role, he is the owner of an oil and gas investment company focused on wells in western Pennsylvania and serves on the board and investment and finance committees of La Roche University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Michael Manns is a Planning Consultant at Fidelity Investments, where he has been assisting clients since 2022. He specializes in preparing financial plans tailored to clients' family situations, preferences, and concerns. Michael emphasizes the importance of flexibility in financial planning to accommodate life events and changing market conditions. Prior to his current role, Michael worked as a Wealth Strategist at PNC Investments from 2021 to 2022 and as a Client Solutions Specialist at PNC Investments from 2018 to 2021. His professional experience spans various aspects of financial planning and client advisory services. Outside of his professional work, Michael has personal interests in fitness, movies, and theater.

Jared Meek is a financial advisor at Edward Jones with five years of industry experience. He has held his current role since 2020 and previously worked for eight years at Cigna Group Operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Thomas Keiser is a financial advisor at RBC Capital Markets with 37 years of industry experience. He has previously worked at UBS Financial Services and City National Bank. Keiser serves as a director of the Little Beaver Historical Society, a nonprofit organization, and holds an officer position at the Misingwa Land Trust, a nonprofit land trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs combining in-house and third-party investment managers with tailored strategies based on each client's risk profile.

Mirko Loncar is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial and affiliated entities since 2018. Outside of his advisory role, Loncar is a partner in a start-up limited liability company related to rental property investments, although the business is currently inactive. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored, non-discretionary advisory services and supports its large advisor network with technology-driven analyses and specialized programs, including municipal advisory and SIMPLE IRA employer consulting.

Aaron Kingston is a CFP® with 24 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2019. Prior to this, he worked at UBS Financial Services for 10 years. He is based in Pittsburgh, PA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with tailored strategies implemented through a mix of in-house and third-party managers.

Anna Haney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. She has been with Cambridge since 2016 and also maintains roles with Medallion Wealth Management, Inc. and Cambridge Investment Research, Inc. Outside of her advisory work, she operates a small online business selling homemade crafts. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and custody platforms.

Aimee Flatley is a financial advisor at Charles Schwab with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Citizens Securities, Key Investment Services, LPL Financial, and The Huntington Investment Company. 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. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Ardene Effatt is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and provides a broad range of advisory, brokerage, and insurance solutions.

Andrea Cipriani is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Ellevest and Wells Fargo Advisors, among other roles. Morgan Stanley Wealth Management serves individual and institutional clients through a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer financial planning agreements.

Andrew Wehler is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AxA Advisors. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.