Kathleen Hassenfeldt is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with access to both in-house and third-party investment managers.

Thomas Bouchard is a CFP® credentialed financial advisor with 40 years of industry experience, currently practicing at Ameriprise in Canonsburg, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he manages his own financial planning practice through a personal service corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily for clients holding assets in Ameriprise Managed Accounts.

Debra Hawkins is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2020, she worked at UBS Financial Services Inc. for 13 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Sean Setaro is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones and Industrial Scientific Corporation. Outside of his advisory role, he serves as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by various research and operational tools.

Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Gary Krikorian is a CFP® professional with 37 years of experience in the financial industry. He has worked at OSAIC since 2024 and previously spent over two decades at Securities America Advisors, Inc. and nearly a decade with Veravest Investment Advisors, Inc. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager options.

Jonathan Vernacchio is a Series 66-licensed financial advisor with LPL Financial, based in McMurray, PA, and has nine years of experience in the industry. His prior roles include positions at PNC Investments and PNC Bank. Outside of his advisory work, he is the owner of The Discount Closet LLC, a non-investment-related business. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Carly Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of her advisory role, Jenkins is involved with Jenkins Tax, Accounting & Financial Services. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of investment options.

Maximilian Burton is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, returning after an earlier tenure in 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party data to guide its investment strategies.

Amanda Dragan is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities, Inc. and Central Office Products (DBA Wireless Zone). Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Adam Kearns is a financial advisor with LPL Financial in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at Cetera Investment Services, Cetera Investment Advisors, First National Bank of PA, OSAIC Institutions, Inc., and Essex National Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including financial planning and third-party asset management.

Chris Zurich is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Guardian Life. Zurich manages a book of business from Guardian Life clients under a broker contract but does not solicit new Guardian business. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its research team and third-party strategists, and offers financial planning, access to external asset managers, and insurance product facilitation.

Corey Oltyan is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2020. Prior to that, he held positions at Pruco Securities LLC, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., Axa Advisors, Llc, and Apptio. 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, financial planning, and retirement services through a large network of independent advisors and operates a multi-manager platform with various program structures and custodial relationships.

Laura Scholz is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at LPL Financial, TriState Capital Bank, and Seasons Financial Advisors. She serves as a nonprofit board member of the Pittsburgh Stock and Bond Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and relies on third-party asset managers and sponsored programs for most investment model implementations.

Stephen Bulazo Jr. is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Painewebber Incorporated since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Peter Strope is a CFP®-designated financial advisor with 27 years of industry experience, currently serving at UBS Financial Services since 2010. He also holds Series 63 and Series 65 licenses. In addition to his advisory role, he teaches at the University of Pittsburgh. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets offerings.

Heather Mullinix is a Certified Financial Planner (CFP®) with 27 years of industry experience. She is currently with OSAIC and previously worked at Lincoln Financial Advisors for 21 years, as well as Wells Fargo Clearing and Prudential Equity Group. Outside of her advisory role, she is involved in a retail flower and gift business owned by her spouse. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm uses a model-based investment process with tools such as risk-tolerance assessments and portfolio optimization, and supports a range of account types including discretionary and advisor-managed portfolios.

Kaitlyn Dizon is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Baird since 2022, following roles at Hefren Tillotson and FlexScreen. Outside of her advisory work, she coaches varsity girls basketball at Belle Vernon Area High School. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations using a range of portfolio management and financial planning services. The firm employs a combination of manager-traded and model-traded strategies alongside tax management and internal research tools.

Melanie Illar is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has worked at RBC Capital Markets since 2020 and was previously with UBS Financial Services from 2012 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Michael Smith is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Vantage Financial Group and Walnut Street Securities. He also serves as secretary of a nonprofit organization where he manages communications and event announcements. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.