Zachary Sanctis is a Series 66-credentialed advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard W.L. Lyons and Federated Securities Corp. Outside of his financial advisory role, Sanctis is a partial owner of an LLC in Las Vegas and a band member in Cranberry Township, Pennsylvania. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and manager monitoring.

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.

Jason Harrison is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 24 years at Hefren Tillotson, Inc. Harrison serves as treasurer and board member for nonprofit organizations including the Magee-Women Research Institute & Foundation and Aquinas Academy, and participates on several committees at UPMC. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pension plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities, supported by internal research and technology to advise clients.

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.

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 with Morgan Stanley who holds a Series 66 designation and has 19 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following an earlier role at Citigroup Global Markets. Outside of his advisory work, he serves on the finance and development committees of the Three Rivers Rowing Association in Pittsburgh. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Adam Logan is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and provides both investment and tax-related financial advice through his roles at Kratsas Wealth Management and Mercandante & Company, P.C. Prior to joining Cetera, he worked at firms including Avantax and Penn Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

John Mellor is a financial advisor with LPL Financial in Ambridge, PA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2013, with prior roles at PNC Wealth Management, Uvest Financial Services Group, Inc., and BNY Mellon Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Mahan is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she works closely with high net worth clients to develop financial plans, introducing investment and income strategies to help pursue their individual short and long term goals. She aims to collaborate with clients to create plans that encourage intelligent risk-taking to support a long retirement. Michelle has been with Fidelity Investments since 2004, holding various roles including Vice President, Financial Consultant (2016-2021), Financial Consultant (2011-2016), Investments Consultant (2006-2011), Relationship Manager (2005-2006), and Financial Representative (2004-2005). Prior to joining Fidelity, she worked as a Bank Teller at RBC Centura Bank in 2004.

Jeffrey Englert is a financial advisor at Osaic with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America, Inc. and Voya Financial Advisors. Englert serves as a board member of a local paddling club and is the treasurer of the Pittsburgh Executives Association. He also operates a CPA practice focused on accounting and tax preparation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary and non-discretionary strategies, third-party managers, and alternative investments.

Nathan De Filippi is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked previously at AXA Advisors, H2 R CPA, and BKD, LLP. Outside of his advisory role, he is also the owner of a CPA firm in Beaver, PA, where he provides tax services during the tax season. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and a mix of firm-offered and third-party investment solutions.

Michael Freker is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Equitable Advisors since 2005 and previously had roles at AXA Advisors and Voya Financial Partners. Outside of his advisory work, he is involved in fundraising for The Leukemia & Lymphoma Society and serves on the boards of The Reach Foundation and a diocesan organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, and nonprofit clients. The firm delivers advice through a broad network of Investment Adviser Representatives using a combination of proprietary and third-party advisory programs.

William Swiontek is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Lesley Baker is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at The Huntington Investment Company and Edward Jones. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

William Quidone is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2020. He focuses on building relationships with clients and their families to understand their needs and support their financial goals. He has been with Fidelity Investments since 2005, holding various positions including Relationship Manager, Financial Representative, Trading Execution Representative, and Premium Services Representative. His extensive experience spans client relationship management and financial services. Outside of his professional work, William enjoys biking, cooking and baking, exploring food, golf, music, and skiing.

Rush Hodgin is a CFP® professional with 35 years of experience in the financial services industry. He has been with Ameriprise since 1991, including its predecessor entities, and currently holds roles managing advisory businesses in Pittsburgh, PA. Outside of his advisory work, he is involved in tax preparation and real estate activities through separate business ventures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide personalized, non-discretionary recommendations.

William Zalewski is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has developed an endowment-based philosophy to design tailored financial plans that address each client's specific financial situation. His practice focuses on family wealth management strategies, philanthropic planning, and services for endowments, foundations, and non-profits. With over 40 years of experience in wealth management, including 33 years with an outside firm prior to Merrill, William and his team work closely with affluent individuals, families, and businesses to preserve and improve their wealth through customized and holistic financial strategies. Their approach includes collaboration with firm specialists in estate, insurance, retirement, and banking, leveraging resources from Bank of America and its affiliated entities. William holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy® (CAP®) designation from The American College. He has a high school diploma from South Hills Catholic and serves as Chairman of the Pittsburgh Children’s Foundation. In his personal time, William enjoys golf, running, biking, baseball, ice hockey, music, and spending time with his family.

Kyle Balliet is a CFP® professional with 18 years of experience, currently affiliated with Raymond James Financial in Pittsburgh, PA. He has worked with Raymond James Financial Services Advisors, Shorebridge Wealth Management, and Hunter Associates LLC over his career. Balliet also serves as an advisor for Shorebridge Wealth Management, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Tobin Pyle is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at MGO Inc, Fox Sports Ohio, John Carroll University Recreation Department, and Odyssey Construction and Landscape Design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ralph Linarelli Jr. is a CFP® and ChFC® professional affiliated with OSAIC, bringing 36 years of industry experience. He spent 27 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Linarelli also engages in the sale of fixed life and disability insurance, fixed and indexed annuities, and life settlements through FamilyWealth Management Group, LLC. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various advisory programs and third-party manager options.