Richard Vozel Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Vice-President of the Winchester Lakes Homeowners Association and is involved with Rotary. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and scenario modeling to support client engagements.

Alex Sebastian is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Covenant Annuity and Insurance, Covenant Financial Advisors, Covenant Partners LLC, and 1N1 Enterprises. Outside of his advisory work, Sebastian has a 50% ownership stake in Sebastian Enterprises Inc., which operates two restaurants. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and planning tools to develop customized recommendations.

Donald Angel is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2006. He holds Series 63 and 66 licenses and operates in Canonsburg, PA. Angel is involved with Cardiff, Provins & Angel Wealth Management, LLC, an affiliated business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Jay Palamides is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 credential and three years of industry experience. He has been with Merrill since 2020 and previously worked at Lehigh University from 2014 to 2018. Outside of his advisory role, he serves as chair of the Emerging Leaders Committee at Breakthrough T1D, a nonprofit focused on advocacy and support for those affected by Type 1 diabetes. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sheryl Klutch is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2007. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and a range of investment programs.

David Kline is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial in Pittsburgh, PA. Before joining LPL Financial in 2021, he worked for five years at BNY Mellon Wealth Management. 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 financial planning, managed portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Won Son Erdman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience. Their prior roles include positions at Waldron Private Wealth, BNY Mellon Wealth Management, and Hunter Associates. Erdman serves as a committee member of the Alliance of Merger and Acquisition Advisors and owns LoBo One LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Shane Suders is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments and CIVISTA Bank. He is currently based in Bellevue, PA, and also serves as a financial advisor for Northwest Bank. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Heather Bonomi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with MML Investors Services since 2007 and MassMutual Life Insurance Company since 2006. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative relationships to deliver written recommendations.

Joann Schroeder is a financial advisor at RBC Capital Markets with seven years of industry experience. She has worked at RBC Capital Markets since 2017 and was previously with Morgan Stanley from 2009 to 2017. Joann holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jamie Roach is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent seven years at Hefren Tillotson, Inc. He holds the Series 66 designation. Jamie is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts, overlay management, tax management, and integrated advisory services supported by internal research and artificial intelligence tools.

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.

Nicholas Curinga III is a financial advisor affiliated with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has previously worked at firms including Waddell & Reed, Cetera, and Citizens Securities. Outside of his LPL role, he manages independent investment advisory firms and is involved with multiple 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 investment services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

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. She provides financial advisory services to clients within the firm. Kimberlie earned her High School Diploma from North Clarion Jr Sr High School and holds a Bachelor's Degree from Slippery Rock University.

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 with Cetera, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has worked with firms including VOYA Financial Advisors and DSF Wealth Management Group, where he is a partial owner. He also contributes as a coach and co-author for training financial advisors and serves on the finance committee of St. Elizabeth Parish. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of advisors, using a multi-manager platform with discretionary and non-discretionary options.

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.