Brennon Paik is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Tristate Financial Advisors, and JPMorgan Chase Bank, N.A. He has also been affiliated with the University of Pittsburgh in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Brian Jodon is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Tyson Hilovsky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked for Nationwide Securities Inc. and Nationwide Insurance from 2004 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, he owns a business called 3 Rivers Trading Cards. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging scale and diverse financial service offerings.

Daniel Sutherland is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Youngblood Paving Inc and IA Construction. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Dominic Perry is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 12 years of industry experience. He has previously worked at Perry & Company PC and serves as a CPA firm partner at Wessel & Company, providing tax and business services for small privately held businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Kolby Ripper is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His career includes roles at Fidelity Brokerage Services LLC since 2018 and prior experience in finance and accounting roles at multiple firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction from an investable universe including mutual funds, ETFs, and ETPs.

Lyric Schnur is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Robert Baird in 2022, Schnur spent 23 years at Hefren Tillotson, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing internal research tools and a mix of manager-traded and model-traded strategies.

Chloe Valery is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at Prudential and various educational and service positions. Outside of finance, she worked in the food service industry at Hotel Loyal Pizza. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities, primarily using model-driven investment approaches and offering access to third-party managers and affiliated insurance and trust services.

Bavneet Makkar is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Cranberry Township, PA. Prior to Schwab, he worked at TD Ameritrade and has experience in various roles including behavioral specialist work through Gene Cook Supports, where he assists a client with autism focusing on personal development and emotional expression. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts within a large, integrated operational framework.

Mark Sekera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Prior to joining Schwab in 2020, he worked at TIAA and TIAA-CREF from 2013 to 2020. Outside of his advisory work, Sekera serves as a firefighter for the Cranberry Township Fire Department. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios, formal alternative-investment processes, and integrated brokerage, custody, and advisory services.

Michael Lynn is a financial advisor with Cambridge Investment Research Advisors who holds Series 63, 65, and 66 licenses and has 31 years of industry experience. He has been with Cambridge since 2010 and is also involved with The Talent Group. Lynn operates an independent insurance agency as a side business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension 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 through thousands of Financial Professionals and offers a range of platforms, proprietary model strategies, and access to third-party advisers.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Insurance Group. In addition to his advisory work, he owns a golf simulator business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participates in wrap programs.

Bret Wagner is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2005. In this capacity, he works primarily with high net worth clients, focusing on financial planning. Prior to joining Fidelity Investments, Bret served as a Client Service Full Trader at Charles Schwab Corporation from 1999 to 2004. With 26 years of experience in the financial services industry, Bret brings extensive knowledge in client-focused financial strategies and portfolio management. His career experience encompasses both trading and comprehensive financial consulting. Outside of his professional work, Bret enjoys boating, fishing, golf, and outdoor adventures.

Jessica Stofko is a Planning Consultant at Fidelity Investments, where she collaborates with individuals and families to develop and maintain strategies aimed at growing, managing, and protecting their wealth through ongoing financial planning. She has been with Fidelity Investments since 2021, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, Jessica served as a Financial Advisor at Ameriprise Financial Services, LLC from 2014 to 2021. Her experience encompasses various aspects of financial advisory services, focusing on personalized client strategies and wealth management.

Samuel Gaudio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. Prior to joining LPL Financial in 2015, he worked at Waddell & Reed from 2010 to 2015. He also serves as an instructor at the Community College of Allegheny County, a role he has held since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by advisor tools and technology.

Scott Slattery is a financial advisor with Ameriprise in Cranberry Township, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Ameriprise in 2026, he held roles at The Huntington National Bank, The Huntington Investment Company, Citizens Securities, Inc., and Citizens Bank. Outside of finance, he operated Scott Slattery Photography for a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Paul Horan Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at MML Investors Services and MassMutual, and has been involved with NCG Benefits since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Mckenzie Miller is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, Miller worked in the hospitality industry, including roles at Dinos Sports Bar and Lounge and Foxes Pizza Den. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, employer-sponsored retirement plans, and corporate entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Bruce Bateman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1989 and has operated his own business involving hay and cattle sales since 2008. Bateman also serves as a director on the board of the Grove City Sportsmens Club. 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 plans, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chris Schott is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to understand their goals and assist in creating sound and secure financial plans. His professional experience is centered on investment consultation, focusing on tailored financial strategies for his clients. Outside of his professional role, Chris has interests that include the beach, football, military service, pets, soccer, and traveling.