Bernard Theis is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hilltop Securities Independent Network and Oppenheimer & Co. Inc. His other business activities include involvement with Highland Partners Financial Services, a DBA entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Patrick Mc Cann is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Aptus Wealth Planning/Cetera and Dicks Sporting Goods, Inc. He attended Duquesne University from 2019 to 2023. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Lawrence Jacobson is a financial advisor with LPL Financial who holds a Series 63 designation and has 33 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services. He also operates Jacobson Associates, a separate business entity established in 1993. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of services including financial planning, advisory programs, retirement plan consulting, and brokerage, supported by model portfolios and research from internal and third-party sources.

Michael Mazurek is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2014. Mazurek is also the owner of Mazurek Financial Services LLC, which provides accounting, bookkeeping, and payroll services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and a mix of discretionary and non-discretionary strategies.

Michael Nye is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he provides care and support for intellectually disabled individuals and serves as treasurer for his daughter's Girl Scout troop. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm employs a centralized team to deliver retirement-income recommendations that combine research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Jason Messick is a financial advisor at LPL Financial with 30 years of industry experience. He previously worked for Harvest Financial Corporation for 29 years before joining LPL Financial in 2023. He holds Series 63 and Series 65 designations and owns a non-investment related business, DiBase and Messick Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management options.

Phoenix Smith is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked previously at Cetera, Benchmark Wealth Management, and other firms. Smith is also the owner of Parallel Inc., a business unrelated to his investment advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Dominick Eisaman is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of New York Mellon. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering a variety of financial planning, broker-dealer, insurance, and third-party asset management services.

Jeffrey Lowden is a Certified Financial Planner (CFP®) with 37 years of experience, currently serving at UBS Financial Services since 1989. He is based in Pittsburgh, PA, and holds a Series 63 license. Outside of his advisory work, he serves as president of the Tall Trees Homeowners Association, where he leads meetings and oversees community activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based allocations to tailor financial plans according to clients’ goals and risk tolerances.

John Bentley is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2021, following six years at Voya Financial Advisers. Outside of advising, he is involved in coaching soccer and participates in event planning through Bentley Events LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management programs and access to third-party managers, overseeing more than $256 billion in assets across a nationwide network of over 10,000 advisors.

James Eisnor is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 22 years of industry experience. He has previously worked at Cetera and operated Eisnor Financial Group LLC. Outside of his advisory role, Eisnor is president of Joy Haven Property Management, a family farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Beth Boyce is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. She previously worked at KeyCorp and The Coury Firm LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process supported by an ESG eligibility framework.

Kristen Davis is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010, also working with Bank of America since 2015. Merrill, in partnership with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Stephen Bender is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses for clients.

Allison Deklewa is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing 19 years of industry experience. Her work history includes roles at Hefren Tillotson and Medallion Wealth prior to joining Robert Baird. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, ongoing manager monitoring, and use of technology such as artificial intelligence.

Katherine Markowski is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Watermark Financial since 2011 and SagePoint Financial from 2011 to 2023. She also provides tax preparation services and consulting on financial matters related to divorce. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers and managed-account solutions.

Christopher Radke is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank segment since 2018, with prior roles at Cohen & Steers Securities and Cohen & Steers Capital Management from 2014 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, serving clients directly and through employer agreements.

Charles Hartmann is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Prior to that, he worked at City National Bank. Hartmann serves on the Board of Directors for the Sigma Chi Club of Pittsburgh, advising on housing and fundraising matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs and integrates in-house and third-party managers with capabilities in tax management, responsible investing, and alternative investments.

Michael Clark is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management, Schneider Downs Wealth Management Advisors, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, providing access to multiple program structures, third-party managers, and bespoke investment strategies.

Edward Poach III is a CFP®-designated financial advisor with Ameriprise in Washington, PA, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he serves on the board of the Washington Symphony Orchestra, including a role on the artistic committee and as assistant treasurer, and is involved as a cantor at Immaculate Conception Church. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.