Luke Mazur is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and small businesses such as Pittsburgh Pro Pressure Wash and Three Rivers Gutters. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Peter Diulus is a financial advisor at Cetera with over 41 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Cetera since 2021, as well as VOYA Financial Advisors and DSF Wealth Management Group in prior roles. Outside of advisory work, he coaches financial advisors on establishing credibility and techniques, and serves on the finance committee for St. Elizabeth Parish. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Wendy Astorino is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2018, following six years at Royal Alliance Associates, INC. Astorino is also active as a non-variable insurance agent through The Monteverde Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

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.

Jonathon Reddig is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he serves on the finance and development committees of the Three Rivers Rowing Association and is involved with the CFA Society Endowment and Foundation Conference Planning Committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and financial services.

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.

Morgan Miller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, Miller worked at DHL Supply Chain and SP Richards. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

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.

Robin Tucker is a financial advisor with Osaic Wealth, Inc. based in Canonsburg, PA. He holds the ChFC® designation and has 28 years of industry experience, including prior roles at Cetera and Foresters Financial Services. Outside of finance, Tucker manages an equestrian boarding facility with his husband. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment managers.

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.

Derek Thomas is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Equitable Advisors, LLC. Outside of his advisory role, he is employed by Poach, Koury & Associates, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and third-party data to provide tailored recommendations.

Michael Costa is a financial advisor with LPL Financial in Bridgeville, PA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Northwest Bank, PNC Investments LLC, Citizens Securities, Inc., Citizens Bank, and KeyBank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Leonard Ulish Jr. is a financial advisor with Raymond James Financial in Carnegie, PA. He holds Series 63 and Series 65 licenses and has professional experience that includes a decade at PNC Bank and work at The American College of Financial Services. Leonard has been with Raymond James Financial and Wiemann Wealth since 2026. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary advisory services that use analytical tools and risk profiling to support client goals.

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.