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.

Nathan De Filippi is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has previously worked at AXA Advisors, H2 R CPA, and BKD, LLP. In addition to his advisory role, he owns a CPA practice focused on tax services during the tax season. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Michael Freker is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Equitable Advisors since 2005, previously associated with AXA Advisors, LLC. Outside of his advisory role, Freker is involved in fundraising for The Leukemia & Lymphoma Society and serves as a board member of The Reach Foundation and as a director of a diocese. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

William Quidone is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2020. He focuses on building relationships with clients and their families to understand their needs and support their financial goals. He has been with Fidelity Investments since 2005, holding various positions including Relationship Manager, Financial Representative, Trading Execution Representative, and Premium Services Representative. His extensive experience spans client relationship management and financial services. Outside of his professional work, William enjoys biking, cooking and baking, exploring food, golf, music, and skiing.

Rush Hodgin is a CFP® professional with 34 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1991 to 2020. He is involved in managing multiple advisory businesses and co-owns a tax preparation firm. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

William Zalewski is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has developed an endowment-based philosophy to design tailored financial plans that address each client's specific financial situation. His practice focuses on family wealth management strategies, philanthropic planning, and services for endowments, foundations, and non-profits. With over 40 years of experience in wealth management, including 33 years with an outside firm prior to Merrill, William and his team work closely with affluent individuals, families, and businesses to preserve and improve their wealth through customized and holistic financial strategies. Their approach includes collaboration with firm specialists in estate, insurance, retirement, and banking, leveraging resources from Bank of America and its affiliated entities. William holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy® (CAP®) designation from The American College. He has a high school diploma from South Hills Catholic and serves as Chairman of the Pittsburgh Children’s Foundation. In his personal time, William enjoys golf, running, biking, baseball, ice hockey, music, and spending time with his family.

Kyle Balliet is a CFP® professional with 17 years of industry experience. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2013. Balliet is also involved with Shorebridge Wealth Management, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through various advisory programs and maintaining specialized services such as municipal and public-finance advising.

Andrea Curtis is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Bank of America, N.A. for nine years before joining Wells Fargo Clearing in 2024. Curtis is involved in community service as a committee member for Animal Friends, a nonprofit companion animal resource center, and serves as treasurer and committee member for Girl’s Hope of Pittsburgh, a charitable organization supporting education for academically capable girls. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Katherine Baum is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its related entities since 2017. Prior to that, she was affiliated with Quasar Distributors, LLC and Muhlenkamp & Co/Muhlenkamp Funds. Baum also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and integrates comprehensive planning with various investment and product offerings.

Geoffrey Ensby is a financial advisor with Edward Jones based in Pittsburgh, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones in 2022, he worked at Fiserv and McKinsey & Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment management services supported by a large network of financial advisors and branch offices nationwide.

James Monteverde is a Chartered Financial Consultant (ChFC®) with 50 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to this, he was with Royal Alliance Associates, Inc. for five years and led The Monteverde Group for over five decades. He is involved with ECA Marketing, focusing on non-variable annuities, and also works with life, health, and disability income products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and advanced technologies to support discretionary and non-discretionary investment management.

Beth Davis is a CFP® and holds a Series 66 license with 15 years of industry experience, all of which has been with Edward Jones since 2011. She is based in Freeport, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Mark Zonno is a financial advisor based in Pittsburgh, PA, affiliated with Cetera. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior work history includes roles at Dollar Bank, FSB, W&S Brokerage Services, Western & Southern Life, LPL Financial, Northwest Bank, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Donald Nadeja is a financial advisor with Charles Schwab in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously spent 13 years at Scottrade, Inc. He serves as treasurer for the Scott Township Athletic Association. Charles Schwab & Co., Inc. primarily serves 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 advisory services alongside access to discretionary separately managed accounts and maintains a large client base supported by a centralized operational structure.

Heather Sellers is a financial advisor at Merrill with a Series 66 designation and 21 years of industry experience. She worked at Merrill from 2000 to 2019, then at Lincoln Financial Securities for one year before rejoining Merrill in 2020. Outside of her advisory role, she serves as an executor for an estate in Pittsburgh, Pennsylvania. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Harvey is a Series 66-licensed financial advisor with four years of industry experience, currently associated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research Inc. since 2019 and joined Duncan Financial Planning Advisors in 2026. Outside of advisory services, he works as an independent insurance agent through Duncan Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement advisory services. The firm offers a range of implementation options and proprietary and third-party model strategies, supported by institutional resources and compliance controls.

Chris George is a financial advisor at Robert Baird & Co. with 45 years of industry experience. He holds a Series 63 designation and has worked at Hefren-Tillotson, Inc. since 1980 before joining Robert Baird & Co. in 2022. In addition to his advisory role, he is a self-employed attorney. Chris is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, businesses, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, with investment approaches that include manager-traded and model-traded strategies, tax management, and direct indexing.

Christopher Pfanstiel is a financial advisor at OSAIC Wealth Inc with 17 years of industry experience. He holds the CFP® and ChFC® designations, and has worked previously at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Northwestern Mutual. Pfanstiel is the founder of Axias Wealth Advisors, an insurance and wealth advisory business, and also consults on student loan strategies. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing proprietary tools and third-party platforms to manage portfolios with various asset classes on both discretionary and non-discretionary bases.

John Chamberland is a CFP® with 28 years of industry experience, currently advising at Robert Baird & Co. since 2022. He has a long tenure at Hefren-Tillotson, Inc., where he has worked since 1997. Outside of his financial advisory role, he serves as a deacon at Advance Community Church, managing the church’s finances. John is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research and strategic partnerships.

Karen Venneri is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has previously worked at PNC Investments LLC, Janney Montgomery Scott, Wells Fargo Home Mortgage, Bank of New York Mellon, and Kish Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.