Christopher Clackson is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is involved in coaching youth and high school hockey teams. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Shawn King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. He also has a longstanding affiliation with First National Bank PA and receives compensation for referrals to its trust department, in addition to conducting fixed life insurance sales outside of Cetera. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, encompassing discretionary and non-discretionary program options.

Zachary Schwartz is a Financial Advisor with Merrill Lynch Wealth Management. He joined The Schwartz Group in 2021, initially serving as a Client Associate before advancing to his current role. Zach applies his background in American politics and the US energy industry to his work, offering expertise in areas such as employee benefits planning, executive compensation, family wealth management, and socially responsible investing. Before transitioning into financial advising, Zach managed political campaigns for candidates across federal, state, and local levels, including executive, legislative, and judicial offices. He holds a Bachelor's degree in Political Science from Muhlenberg College and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, Zach emphasizes personalized financial strategies tailored to each client's unique circumstances. Zach is active in community involvement, volunteering with organizations such as Pittsburgh Action Against Rape and Tree of Life Congregation. His personal interests include adventure sports, boating, cooking, dancing, reading, running, spending time with family, and writing.

Cole Chiappialle is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Telhio Credit Union. Outside of his advisory work, Chiappialle is also an author. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a broad network of investment adviser representatives using a variety of discretionary and non-discretionary strategies.

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 Series 66-licensed financial advisor with 15 years of industry experience. She has worked at OSAIC since 2025 and previously spent 15 years with Lincoln Financial Advisors. Outside of her advisory role, she co-authored the book "Mastering Your Financial Success" and hosts an after-school running program at her child's school. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of financial planning and investment services supported by model-based asset allocation, portfolio optimization tools, and a multi-advisor platform.

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.

Craig Peterson is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

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.

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.

Katherine Minor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Her work history includes roles at Optum, Carnegie Mellon University, and XL Catlin. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

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.

John Schaefer is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at The Huntington National Bank and PNC Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Erik Olson is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently works with Raymond James Financial and has prior experience at Bank of New York Mellon. Outside of his advisory role, he is associated with Shorebridge Wealth Management as a registered representative and registered investment advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through unique affiliations.

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.