Kent Clifton is a financial advisor with Equitable Advisors in Wexford, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, following a period with Axa Advisors LLC. Outside of his advisory role, Clifton serves as a board member of the POISE Foundation and is a networking member of BNI of Western Pennsylvania. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering advisory and brokerage channels to implement client recommendations.

Conner Haberman is a financial professional with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Cambridge Investment Research Inc. since 2020 and was previously employed at Pemco. Outside of his advisory role, Haberman is also a licensed term life insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a variety of portfolio management strategies through a network of independent Financial Professionals and maintains both proprietary and third-party investment models.

Robert Ruby is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Citizens Securities, Bank of America, Merrill, and the Financial Planning Association of Pittsburgh. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Scheer is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, following his tenure at Morgan Stanley Smith Barney starting in 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Alfred Todd III is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Thrivent and its related entities since 2002. Outside of his advisory role, he serves as a board member for Bethel Lutheran Church and as director of Al’s Bike Drive, a nonprofit that purchases bicycles to donate to the Marine’s Toys for Tots Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority. Their approach includes comprehensive planning across various topics with options to combine planning and managed-account services under a consolidated billing structure.

Barry Numerick is a financial advisor with Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Calvin Heinle is a financial advisor at Edward Jones in New Kensington, PA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at West Virginia University and River Forest Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ronald Kims Jr. is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Thrivent Investment Management Inc. and THRIVENT FINANCIAL for Lutherans. He is also an independent insurance agent associated with Duncan Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management options and proprietary as well as third-party model strategies tailored to client objectives.

Terrence Mcallister Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2010. Outside his advisory role, he owns and manages a landscaping and excavation business. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual client relationships using firm-approved analytical tools.

Heather Lozano is a Series 66-licensed financial advisor with five years of industry experience. She has worked with firms including JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Massachusetts Mutual Life Insurance Co before joining Stifel in 2026. Prior to her financial career, she held roles with Vipkid and the City of Maricopa. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Simakas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently based in Sewickley, PA. Outside of his advisory role, he is the owner of an oil and gas investment company focused on wells in western Pennsylvania and serves on the board and investment and finance committees of La Roche University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Jared Meek is a financial advisor at Edward Jones with five years of industry experience. He has held his current role since 2020 and previously worked for eight years at Cigna Group Operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Alexander Kline is a CFP® with over 41 years of experience in the financial services industry. He is currently affiliated with Duncan Financial Planning Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, Kline serves as a committee member and volunteer at Animal Friends in Pittsburgh, PA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management solutions and proprietary model strategies.

Allison Daube is a financial advisor with UBS Financial Services in Canonsburg, PA. She holds Series 63 and Series 66 licenses and has 14 years of industry experience, including over a decade with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary market research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Thomas Keiser is a financial advisor at RBC Capital Markets with 37 years of industry experience. He has previously worked at UBS Financial Services and City National Bank. Keiser serves as a director of the Little Beaver Historical Society, a nonprofit organization, and holds an officer position at the Misingwa Land Trust, a nonprofit land trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs combining in-house and third-party investment managers with tailored strategies based on each client's risk profile.

Aaron Kingston is a CFP® with 24 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2019. Prior to this, he worked at UBS Financial Services for 10 years. He is based in Pittsburgh, PA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with tailored strategies implemented through a mix of in-house and third-party managers.

Anna Haney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. She has been with Cambridge since 2016 and also maintains roles with Medallion Wealth Management, Inc. and Cambridge Investment Research, Inc. Outside of her advisory work, she operates a small online business selling homemade crafts. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and custody platforms.

Kaitlyn Leap is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 registrations and four years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at PNC Investments and PNC Bank from 2015 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.

Ardene Effatt is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and provides a broad range of advisory, brokerage, and insurance solutions.

Andrea Cipriani is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Ellevest and Wells Fargo Advisors, among other roles. Morgan Stanley Wealth Management serves individual and institutional clients through a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer financial planning agreements.