Christopher Battistone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithm-driven risk assessment to guide investment selections managed by PNC and third-party strategists, with a focus on mutual funds and ETFs.

Douglas Hervey is a financial advisor at GWN Securities Inc. with 55 years of industry experience. He holds Series 65 and Series 66 licenses and has been with GWN Securities since 2009. Prior to that, he worked at Connecticut Mutual Life Insurance Company beginning in 1991. In addition to his advisory role, he is involved as a broker with ISN Network, an insurance brokerage firm specializing in life, long-term care, and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Brian Bayer is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, HSBC Securities USA, Inc., and Flagstar Wealth Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Ronald Jones is a financial advisor with Eagle Strategies (NY Life) in Saxonburg, PA, holding a Series 63 designation and bringing 42 years of industry experience. He has worked with Eagle Strategies since 2000 and operates under the name Ronald D. Jones Financial Services to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and advisory services, delivering tailored solutions through various program types and maintaining a largely non-discretionary asset base.

James Hankins is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Edward Jones, Modern Woodmen of America, and Pruco Securities LLC. He is also an agent authorized to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Zachary Sell is a financial advisor with Cetera Planning Partners and holds Series 66 and Series 63 licenses. He has 10 years of industry experience and previously worked at Morgan Stanley Smith Barney, Stratos Wealth Advisors, and Avantax affiliated firms. Outside of his advisory role, he coaches pre-academy level soccer for boys and girls ages 6 to 8. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified allocations tailored to client objectives and integrates a range of affiliated services, including tax planning and estate strategies.

Timothy Schroyer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and is also currently affiliated with Agia. Outside of his advisory role, Schroyer is involved in charitable activities, serving as treasurer for Team Maloney Strong, a nonprofit raising funds for cancer research, and for the Range End Mens Association, a golf league. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and third-party UMA models.

Christine Laffey is a financial advisor with PNC Wealth Management in Seven Fields, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists. The firm focuses on mutual funds and ETFs with annual rebalancing and delegates portfolio implementation and proxy voting to third parties.

David King is a financial advisor with Cetera Planning Partners who holds Series 65 and Series 63 licenses and has 40 years of industry experience. He previously worked at firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Gierl Augustine Investment Management. Outside of his advisory role, he has been involved with Gierl Augustine & Associates, LLC, where he acts as an agent for the sale of insurance and annuity products. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates a comprehensive approach that includes tax planning, bookkeeping, and estate-planning services, utilizing diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Nicole Kordenbrock is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and three years of industry experience. Prior to joining Baird in 2023, she held positions at Raintree Systems, Automatic Data Processing, and DoorDash. Outside of finance, she has experience in the hospitality industry, having been involved with Over the Bar Bicycle Cafe from 2017 to 2021. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and emphasizes ongoing manager selection and internal research, including the use of artificial intelligence, in delivering advisory services.

Brett White is a financial advisor with Robert Baird & Co. holding a Series 66 designation and four years of industry experience. He has worked at Robert Baird since 2022 and concurrently serves as a real estate agent with Coldwell Banker Realty Services. Robert Baird & Co. is a firm within the Private Wealth Management department that serves individuals, business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with internal research tools including artificial intelligence.

Matthew Gunther is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Citizens Securities, Ivy Funds Distributor, and Waddell & Reed. Outside of his advisory work, he is the owner of White Sand Investments, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Adam Bosiljevac is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was with Nationwide Securities LLC and Nationwide Financial from 2015 to 2019. Outside of his advisory work, Bosiljevac serves as a deputy coroner for the Butler County Coroner’s Office and owns a retail distribution business called MidnightMaple. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of investment platforms and proprietary models alongside access to third-party strategists.

Patrick Eastburn is a Series 66-licensed advisor at Robert Baird & Co. with one year of industry experience. His prior roles include positions at Hunter Associates, American Eagle Outfitters, and First National Bank Corporation. He is also involved with The Turn Club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines manager-traded and model-traded strategies, uses internal research and AI tools, and offers municipal advisory services.

Richard Chambers Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 31 years of industry experience. His prior roles include positions at Clearview Federal Credit Union, Psecu, U.S. Bancorp Investments, CUNA Mutual Group, and BCU Wealth Advisors. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and proprietary research.

Nathan Lawhead is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He previously worked at MAI Capital Management, LLC and Deloitte & Touche LLP. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a variety of investment solutions including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Travis Barker is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes tenure at Hefren Tillotson and Lions Gate Wealth Management. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Robert Rodgers is a financial advisor with Robert Baird & Co., holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has worked at Hefren Tillotson, Inc. since 2008 and joined Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Robert Shields is a CFP® professional with 47 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Waddell & Reed, INC. for 39 years. Outside of his advisory role, Shields is involved in a non-variable insurance business, Good Life Insurance Associates, based in Wyomissing, PA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers diverse advisory programs and retirement plan consulting, utilizing various model portfolios, research, and technologies to support discretionary and non-discretionary management.

Alexandra Sanzone is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. She previously worked at Hefren-Tillotson, Inc. beginning in 2013. 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. Baird provides a range of financial planning and portfolio management services through multiple SMA strategies, tax management, and a combination of internal research and external partnerships.