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 Certified Financial Planner® at LPL Financial with four years of industry experience. He previously worked at BNY Mellon Wealth Management for five years before joining LPL Financial in 2021. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Won Son Erdman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 11 years of industry experience. Prior to joining Raymond James in 2022, Erdman worked at Waldron Private Wealth and BNY Mellon Wealth Management. He serves as a committee member on the Executive Committee of the Alliance of Merger and Acquisition Advisors, where he helps plan educational events for members nationwide. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports municipal and public-finance work, and features advisory programs including a SIMPLE IRA Employer Advisory & Consulting Services program.

Karl Bruch IV is a Series 65-credentialed financial advisor with three years of industry experience. He is currently with Edelman Financial Engines and has prior experience at Cross Border Wealth and Reverse Mortgage Funding. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-based proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term management.

Shane Suders is a financial advisor with LPL Financial based in Bellevue, PA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at CIVISTA Bank and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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 Series 66-licensed financial advisor with over 11 years of industry experience. He has been with Robert Baird & Co. since 2022 and concurrently associated with Hefren-Tillotson, Inc. since 2015. Jamie is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts and tax-management techniques, supported by ongoing manager selection and internal research 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.

Peter Coughlin is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked for California University of Pennsylvania for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

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.