Christopher Benec is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, tax-efficient strategies, and algorithmic tools to produce tailored, non-discretionary recommendation reports delivered in partnership with the advisor.

Dena Karsin is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 36 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2018 and with Raymond James Financial Services, Inc. since 2013. Outside of her advisory work, she serves as an operations manager and sales assistant at Shorebridge Wealth Management in Pittsburgh. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory capabilities along with specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Kelly Kennedy is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 15 years. Outside of advising, she co-authored a book titled "Mastering Your Financial Success" and hosts an after-school running program at her child's school. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to multiple advisory platforms and third-party managers.

Garrett Temchulla is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and offering 12 years of industry experience. He has worked with Equitable Advisors since 2014 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he is the owner of a real estate and rentals business, GT Getaways, LLC. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm uses a range of advisory models and partners with third-party asset managers to deliver tailored investment solutions.

Taylor Dunkin is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has three years of industry experience and has been with Wells Fargo Clearing for ten years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Kaczmarek is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Elizabeth Horn is a financial advisor at Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 licenses with two years of industry experience. She has been with Morgan Stanley since 2018, and her prior work experience includes roles at Dormont Appliance, Swatch, and American Eagle Outfitters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Cassidy Carlson is a CFP® with eight years of industry experience currently working at Raymond James & Associates. Prior to joining Raymond James, she held positions at Robert Baird & Co. and Hefren Tillotson. 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 diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and portfolio management options.

James Ferrell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning tools and models to support client strategies.

Nicholas Feeney is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services for seven years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Dimitrios Dickos is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Upper St. Clair Rec Center, Outlier, and the University of Cincinnati Center for Entrepreneurship. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Nice Nshuti is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has been involved in non-investment activities including working with Resources for Human Development and as a ride-share driver for Uber in Pittsburgh. Equitable Advisors serves a wide range of clients, from individuals to institutional entities, offering financial planning, retirement consulting, and asset management through a combination of proprietary programs and third-party managers.

Brooke Marzullo is a Series 66-registered advisor with Thrivent Investment Management, based in Pittsburgh, PA, with seven years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2018. Prior to her financial advisory career, she held roles in education with Loudoun County Public Schools and Franklin Regional School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics without discretionary trading authority.

James Ryan is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. In addition to his advisory work, Ryan serves as a high school basketball and baseball referee in Western Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and various insurance product services.

John Schaefer is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Huntington National Bank, PNC Investments, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Erik Olson is a CFA® charterholder and Series 63 licensee with four years of industry experience. He currently works at Raymond James Financial and previously spent seven years at Bank of New York Mellon. Outside the firm, he is associated with Shorebridge Wealth Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Joseph Seymour is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked within the Wells Fargo organization since 2014, including 12 years at Wells Fargo Clearing. Outside of his advisory role, he co-owns a rental property in Ebensburg, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet specific net-worth thresholds and supports recommendations with proprietary research and planning tools.

Brandon Spayd is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and affiliated entities since 2023. Prior to his advisory roles, he was associated with the Naval Academy Athletic Association and the University of Alabama Birmingham. Outside of advisory work, he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Wendy Lukitsch is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and outcome modeling as part of its financial planning process.

Sandhya Bhavan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Bank of America, S&P Global, Goldman Sachs, and the Royal Bank of Canada. 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, pension plans, corporations, and charitable organizations.