Donald Healy is a financial advisor with UBS Financial Services in Wexford, PA, holding a Series 63 designation and 42 years of industry experience. He has been with UBS since 1984. Outside of his advisory role, he is a partner in a real estate rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Landon Oddono is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. He has worked at LPL Financial since 2018 and has prior experience at Junior Achievement of Western PA and Penn Stater Hotel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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.

Angela Foster is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including First Allied Securities and First Allied Advisory Services. Outside of her advisory role, she owns a 25% interest in gas and mineral rights through DL RESOURCES and serves as a secondary power of attorney for her elderly parents. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, incorporating both affiliated and third-party model strategies.

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 with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory work, he is involved as a writer and content creator for Big Woods Bucks, a hunting and fishing lifestyle brand. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Kent Clifton is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors LLC. Outside of his advisory role, Kent is a board member of the POISE Foundation and participates in the BNI networking group in Western Pennsylvania. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm’s advisory services include firm-offered programs and referrals to third-party asset managers, with a focus on matching clients to appropriate investment models and discretionary managers.

Conner Haberman is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 designations and three years of industry experience. His prior experience includes roles at Pemco and self-employment, as well as working within multiple Cambridge Investment Research entities. Outside of advisory work, he is active as a life insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

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.

Kenneth Scheer is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, following his tenure at Morgan Stanley Smith Barney starting in 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

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.

Barry Numerick is a financial advisor with Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Ronald Kims Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Thrivent Investment Management and Ameriprise. Kims currently operates in Pittsburgh, PA, and is associated with Duncan Financial Planning Advisors. Cambridge Investment Research Advisors serves individual and institutional clients with 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, including proprietary model strategies under the Founders Gate Capital brand.

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 credentials and bringing 39 years of industry experience. He has worked at various Morgan Stanley entities since 2009 and currently serves as a board member at La Roche University, where he participates in the investment and finance committees. Outside of financial advising, he is involved in oil and gas investing through ownership of PJ Energy LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

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 with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones for six years and spent eight years with Cigna Group Operations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models or discretionary managers and offers access to a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alexander Kline is a CFP® professional with 42 years of industry experience, currently serving with Cambridge Investment Research Advisors. His career includes prior roles at Duncan Financial Planning Advisors, The Huntington Investment Company, and Walnut Street Advisers Inc. He is a committee member and volunteer at Animal Friends in Pittsburgh. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by 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 various platforms and proprietary model strategies.