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 Series 66-licensed financial advisor with Edward Jones, based in Pittsburgh, PA, with three years of industry experience. Prior to joining Edward Jones, he worked at Fiserv and McKinsey & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

James Monteverde is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 50 years of industry experience, including roles at Royal Alliance Associates and leading The Monteverde Group for over five decades. In addition to his advisory work, he is involved in non-variable insurance activities. 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 portfolio management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Timothy Mischik is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing Services LLC, JPMorgan Chase Bank NA, and JP Morgan Securities LLC before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Thomas Provins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. He serves as a board member on the Mount Lebanon Financial Advisory Board. 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, model portfolio programs, third-party asset management, and institutional platforms.

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.

Andrea Trice Bird is a financial advisor at Cetera with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial Services. Outside of her advisory work, she is an independent beauty consultant for Mary Kay Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

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.

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.

Charles Kreinbucher is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he held positions at McDonald's, ADP, and Walmart, and attended Bucknell University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors.

Makarios Dickos is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including at MeditERRA Cafe and Virginia Tech Dining Services. He has also been involved with the Greek Orthodox Metropolis of Pittsburgh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Sean Lawrence is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked previously at Hefren-Tillotson, Inc., Brian Patten & Associates, and Aflac. Sean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of portfolio management strategies, including separately managed accounts and tax-management tools, supported by internal research and ongoing manager monitoring.

Jeremy Smith is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bank of America. Before entering the financial industry, he worked in marketing and the restaurant sector. 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 for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jarrett Watson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bristol Capital Management LLC, Alan Lancz & Associates, Creighton University, and Cavallino Capital, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a variety of investment strategies on both discretionary and non-discretionary bases.

Jonathan Kelly is a financial advisor with Primerica Advisors in Coraopolis, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Cellular Sales and AT&T. Outside of advisory work, he is involved in sales of loan products and home-related services referrals with affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and uses model-delivery strategies developed by third-party asset managers.

Timothy Swetoha is an investment advisory representative with OSAIC, holding a Series 63 designation and 33 years of industry experience. He has worked at several firms, including Securities America Advisors and Investacorp, and is involved in life insurance sales through Equity of America Financial Group. Swetoha also assists in tax preparation at Steven Oberst Tax Service. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with access to various investment platforms and third-party managers. The firm employs asset-allocation tools and risk assessment methods to build portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Timothy Matthew is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and worked for Lincoln Financial Advisors Corp. for 24 years before joining OSAIC in 2025. Outside of his advisory role, he operates Mosaic Wealth Consulting, offering fixed annuities and traditional life insurance, and is involved in insurance services related to accident, health, and long-term care coverage. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging multiple platforms and tools for portfolio construction and management that include a wide range of investment options and third-party solutions.

Melissa Cunningham is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Citizens Securities, Inc. for three years before joining Morgan Stanley in 2019. Outside of her advisory role, Cunningham contributes a monthly column to Roundel Magazine about her experiences owning a Mini Cooper. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Alexander Petrovich is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments from 2016 to 2019. Outside of his primary role, Petrovich leads the Innovative Wealth Team, LLC, which focuses on sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management strategies.