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 with LPL Financial in Cannonsburg, PA, holding the Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Edward Jones for four years and spent eight years at Industrial Scientific Corporation. He is also involved as a non-variable insurance agent and participates in the Succession, Wealth and Insurance Network. LPL Financial serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting. The firm provides both discretionary and non-discretionary management and utilizes various investment strategies supported by proprietary research and third-party subadvisors.

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 financial advisor with OSAIC holding CFP®, Series 63, and Series 65 designations and has 37 years of industry experience. Prior to joining OSAIC, he worked for over 21 years at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Jonathan Vernacchio is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and Clearview Credit Union, having held previous roles 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Carly Jenkins is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Ic Advisory Services Inc and The Investment Center Inc. Outside of her advisory role, she is involved with Jenkins Tax, Accounting & Financial Services. 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 a range of financial planning and advisory programs alongside research-supported model portfolios and technology-driven investment solutions.

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 entities since 2010, including six years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 career includes roles at Cetera Investment Services, Cetera Investment Advisors, First National Bank of PA, Infinex Investments, and FIRST Commonwealth Bank. 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. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

Chris Zurich is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also manages existing clients from a Guardian Life Insurance book of business under a broker contract. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio management, and access to a range of brokerage and insurance products.

Corey Oltyan is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Pruco Securities LLC and Axa Advisors LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors 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 discretionary and non-discretionary program options.

Laura Scholz is a financial advisor at Equitable Advisors with nine years of industry experience. She has previously worked at LPL Financial, FSC Securities, Seasons Financial Advisors, and TriState Capital Bank. Scholz serves as a board member of the Pittsburgh Stock and Bond Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and third-party managers to deliver its advisory and brokerage solutions.

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.

Vito Cedro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at LPL Financial since 2012 and previously spent six years at Alpern Wealth Management, LLC. Cedro is also involved with Cedro Wealth Management, LLC and H2R Wealth Management, both entities related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment strategies supported by LPL Research and third-party subadvisors.

Peter Strope is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with UBS Financial Services since 2010. Outside of his advisory role, he serves as a professor at the University of Pittsburgh. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services through its integrated platform.

Heather Mullinix is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2025. She previously spent 21 years at Lincoln Financial Advisors. Outside of her advisory role, she is involved with Roses of Paris Flowers and Gifts, supporting marketing and networking efforts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and financial planning. The firm employs advanced asset-allocation tools and multiple third-party solutions to construct diversified portfolios across various asset classes.

Kaitlyn Dizon is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and FlexScreen. Outside of her advisory role, she coaches the varsity girls basketball team at Belle Vernon Area High School. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm manages approximately $394 billion in regulatory assets and provides a range of investment strategies, including manager-traded and model-traded SMA approaches, supported by internal research and strategic partnerships.

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 designations and having 25 years of industry experience. He has worked with Cetera and its affiliated entities since 2011. Smith serves as secretary for a nonprofit organization, where he handles communications and event announcements. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.