Sheryl Klutch is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2007. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and a range of investment programs.

Jonathan Weiss is a financial advisor at Osaic Wealth, Inc. with 32 years of industry experience. He holds a Series 63 credential and has previously worked at Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Company. In addition to his advisory role, he is involved in fixed insurance sales and manages related business activities through several entities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and model portfolios to provide tailored investment solutions across multiple asset classes.

Won Son Erdman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience. Their prior roles include positions at Waldron Private Wealth, BNY Mellon Wealth Management, and Hunter Associates. Erdman serves as a committee member of the Alliance of Merger and Acquisition Advisors and owns LoBo One LLC. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Shane Suders is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments and CIVISTA Bank. He is currently based in Bellevue, PA, and also serves as a financial advisor for Northwest Bank. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Heather Bonomi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with MML Investors Services since 2007 and MassMutual Life Insurance Company since 2006. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative relationships to deliver written recommendations.

Tami Cale is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has been with UBS PaineWebber since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment plans.

Nolan Patouillet is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was involved with No Filter Photo Booth and Elon University. Nolan serves as a general board member for the Chartiers Valley Junior Colts, assisting with organizational and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors, branch offices, and affiliated capabilities beyond traditional advisory services.

Matthew Moyer is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. He has worked with firms including Educo Advisor Group, Jacob Cuthbert, and Waddell & Reed Inc. Outside of advising, he is involved in a business called Wealth Coach Financial 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and various strategy options.

Nicholas Dolney is a financial advisor with Ameriprise in Harrison City, PA, holding a Series 66 designation. He began his advisory career in 2025 after prior experience in retail and education sectors, including roles at Dick's Clothing and Sporting Goods, McDain Golf Center of Monroeville, and Penn-Trafford School District. Outside of his advisory work, he assists with tax return preparation for a family-owned business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Peter Coughlin is a Series 66-licensed financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2023, he spent 15 years at California University of Pennsylvania. 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.

Luke Mazur is a financial advisor at Merrill with a Series 66 designation and four years in the industry. His prior work experience includes roles at Bank of America, Fox Chapel Golf Club, and several small businesses in the Pittsburgh area. Outside of his advisory work, he has been involved in entrepreneurial ventures such as pressure washing and gutter services. 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. The firm offers model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberlie Bowden is a Financial Advisor with Merrill Lynch Wealth Management. She provides financial advisory services to clients within the firm. Kimberlie earned her High School Diploma from North Clarion Jr Sr High School and holds a Bachelor's Degree from Slippery Rock University.

Garrett Helfritch is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns GPH Administrative Services LLC, which provides administrative and marketing support. Ameriprise serves clients primarily through its Ameriprise Premier Retirement Income service, focusing on individuals near or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to provide tailored retirement income planning.

Jameson Keevican is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Carillon Fund Distributors, Inc., Chartwell TSC Securities Corp., and an ongoing vice president role at TriState Capital Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide client base, including individuals, institutions, and charitable organizations, offering non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.

Wendy Astorino is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Merrill, Kestra Investment Services, and Royal Alliance Associates. 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, supporting a range of investment strategies delivered through a large network of advisors.

Jack Payne is a CFP® and CFA® with 25 years of experience in financial services. He is currently with Morgan Stanley in Pittsburgh, PA, having joined the firm in 2025. His prior roles include positions at PNC Capital Markets, Pnc Fig Advisory, Inc., and Ambassador Financial Group, Inc. Outside of his advisory work, Payne serves on the investment committee of The Bach Choir of Bethlehem and is a non-family trustee for the Dexter F and Dorothy H Baker Foundation, where he helps evaluate and award grants to local nonprofits. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a firm-approved process to support clients in developing financial plans, with a broad range of retail and institutional offerings.

Brody Simmons is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at SagePoint Financial, Prudential Financial, and Walmart Inc. Simmons is also an insurance agent specializing in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches through a large network of advisors and offers various financial planning and asset management solutions.

Jonathon Reddig is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 19 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following an earlier role at Citigroup Global Markets. Outside of his advisory work, he serves on the finance and development committees of the Three Rivers Rowing Association in Pittsburgh. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Jeffrey Englert is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc. and Voya Financial Advisors. Outside of advising, he serves as a board member of a paddling club and is treasurer of the Pittsburgh Executives Association. Englert is also a CPA with an ongoing tax preparation practice. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and managed account services. The firm uses advanced portfolio construction tools and supports various client account structures and third-party solutions.

Colton Hearn is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked with Cambridge and related firms since 2019. Outside of his advisory role, he is involved in financial education as a coach for a financial planning workshop. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals.