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.

Ronald Kims Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Thrivent Investment Management and Ameriprise. Kims currently operates in Pittsburgh, PA, and is associated with Duncan Financial Planning Advisors. Cambridge Investment Research Advisors serves individual and institutional clients with financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

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 credentials and bringing 39 years of industry experience. He has worked at various Morgan Stanley entities since 2009 and currently serves as a board member at La Roche University, where he participates in the investment and finance committees. Outside of financial advising, he is involved in oil and gas investing through ownership of PJ Energy LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Jared Meek is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones for six years and spent eight years with Cigna Group Operations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models or discretionary managers and offers access to a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alexander Kline is a CFP® professional with 42 years of industry experience, currently serving with Cambridge Investment Research Advisors. His career includes prior roles at Duncan Financial Planning Advisors, The Huntington Investment Company, and Walnut Street Advisers Inc. He is a committee member and volunteer at Animal Friends in Pittsburgh. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various platforms 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 Series 66-licensed financial advisor with Cambridge Investment Research Advisors who has 14 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016 and is also affiliated with Medallion Wealth Management and Cambridge Investment Research, Inc. Outside of her advisory roles, she sells homemade crafts online through an Etsy shop. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating across multiple platforms and custodians while providing access to proprietary model strategies and third-party advisers.

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 with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Ellevest and Wells Fargo in various advisory roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and processes.

Andrew Wehler is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously with AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Jack Davis is a financial advisor at Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation. He has experience working at BNY Mellon and Morgan Stanley, along with prior roles in banking, education, and automotive industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jonathon Wilson is a financial advisor at OSAIC Wealth, Inc. based in Sewickley, PA. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining OSAIC, he spent several years at Kent State University and the University of Pittsburgh. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.