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.

Alexander Kline is a CFP® with over 41 years of experience in the financial services industry. He is currently affiliated with Duncan Financial Planning Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, Kline serves as a committee member and volunteer at Animal Friends in Pittsburgh, PA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management solutions and proprietary model strategies.

Alexander Opat is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has one year of experience in the industry and previously worked in security services and management roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing various portfolio management and model-based strategies tailored to client objectives.

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.

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.

Adam Davidson is a financial advisor with Robert Baird & Co. and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including nearly three decades at Hefren-Tillotson, Inc. and four years with Robert Baird & Co. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research, manager selection, and strategic partnerships.

Jonathon Wilson is a financial advisor at Osaic Wealth, Inc. based in Sewickley, PA. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Kent State University and the University of Pittsburgh. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing across a broad range of investment options.

Anthony Delahan is a Series 66 licensed financial advisor with Merrill, based in Cranberry Township, PA, and has one year of industry experience. His prior work includes roles at Bank of America, Giant Eagle, the U.S. Army, and Macy's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America 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.

Justin Simakas is a financial advisor at Morgan Stanley in Sewickley, PA, holding a Series 66 license. He has prior work experience at Jones Lang LaSalle and Indiana University - Bloomington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Melissa Gutherie is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021, following four years at 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Lisowski is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Marybeth Abbiatici is a financial advisor at Robert Baird & Co. with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Robert Baird & Co. since 2022, following an 18-year tenure at Hefren-Tillotson, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional equity and fixed income to more complex investments.

Steven Wilde is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through a structured process that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Kathryn Williams is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at PNC Investments for seven years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.