Matthew Vanek is a financial advisor with LPL Financial in Carnegie, PA, holding Series 63 and 65 licenses and 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Vanek prepares a limited number of tax returns for friends and family and is involved in selling Medicare Advantage plans through Yuvan Senior Options, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michael Dukovich is a Series 66-licensed financial advisor with LPL Financial, based in Aspinwall, PA, and has 17 years of industry experience. He previously worked at City National Bank, RBC Capital Markets, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of advisors and technology tools.

Adam Check is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and PNC Bank prior to his current role, spanning a total of five years with J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide investment recommendations.

Michael Speakman is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 license. He has 14 years of industry experience, including five years at The Vanguard Group, Inc., and briefly operated The Speakman Financial Group as a DBA for his LPL business. He has also participated in paid video interviews for Pacific Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Kerrie Morris is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera and Foresters Financial Services. Outside of her advisory role, Morris is a senior Tae Kwon Do instructor at Moke’s Martial Arts and is actively involved in community organizations including Cub Scouts and a local church, where she serves as treasurer and secretary. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple third-party platforms.

Karen Osborn is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked with Grove Point Investments, Grove Point Advisors, Sentinel Financial Management, and other firms. Outside of finance, she is the owner of Inspired Interiors, a business she has operated since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of advisors and advanced operational tools.

Andrew Pricener is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors in 2021, he worked for six years at Spencer Family YMCA. He also serves as an independent agent outside his fixed insurance appointment. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models, often implemented through third-party asset managers, and offers ERISA fiduciary services to qualified plans.

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.

Richard Lewis is a CFP® professional with 36 years of experience in the financial industry. He is currently affiliated with LPL Financial, where he has worked since 2020, following an 11-year tenure at SagePoint Financial, Inc. Based in Pittsburgh, PA, Lewis holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, portfolio management, and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

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.

Patrick Wiethorn is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has held positions at Morgan Stanley Private Bank, Bank of America, Merrill, and PNC over his career. Outside of his advisory work, he serves on the advisory board and finance committee for the Sisters of St. Joseph, a nonprofit organization focused on community and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside estate planning and corporate financial planning services.

Conner Haberman is a financial professional with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Cambridge Investment Research Inc. since 2020 and was previously employed at Pemco. Outside of his advisory role, Haberman is also a licensed term life insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a variety of portfolio management strategies through a network of independent Financial Professionals and maintains both proprietary and third-party investment models.

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.

Ronald Kims Jr. is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Thrivent Investment Management Inc. and THRIVENT FINANCIAL for Lutherans. He is also an independent insurance agent associated with Duncan Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management options and proprietary as well as third-party model strategies tailored to client objectives.

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.

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 financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Duncan Financial Planning Advisors, The Huntington Investment Company, Walnut Street Securities, and M & E Investment Group. He serves as a committee member and volunteer for Animal Friends, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides tailored investment solutions through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies delivered across multiple custody and platform arrangements.