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. In her role, she focuses on providing financial advice and wealth management services to clients. Kimberlie is part of a team dedicated to helping clients manage their financial goals through personalized strategies. Details regarding her specific areas of expertise, educational background, credentials, and personal interests have not been provided.

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.

Nathan De Filippi is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked previously at AXA Advisors, H2 R CPA, and BKD, LLP. Outside of his advisory role, he is also the owner of a CPA firm in Beaver, PA, where he provides tax services during the tax season. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and a mix of firm-offered and third-party investment solutions.

Michael Freker is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Equitable Advisors since 2005 and previously had roles at AXA Advisors and Voya Financial Partners. Outside of his advisory work, he is involved in fundraising for The Leukemia & Lymphoma Society and serves on the boards of The Reach Foundation and a diocesan organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, and nonprofit clients. The firm delivers advice through a broad network of Investment Adviser Representatives using a combination of proprietary and third-party advisory programs.

Paul Kurelko II is a financial advisor at Morgan Stanley with a Series 66 designation and experience working across financial and healthcare sectors including UPMC and PNC. He joined Morgan Stanley in 2024 and has a diverse background spanning roles in consulting, retail, and healthcare before entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Lesley Baker is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at The Huntington Investment Company and Edward Jones. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

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.