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, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010 and also has a longstanding role with The Talent Group starting in 2007. Outside of his advisory work, he has served as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Michael Priola is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with specialized services in areas such as business-owner transition and special-needs planning.

Lynn Hyde is a Series 66-registered advisor with 15 years of industry experience. She currently serves at Robert Baird & Co. since 2022 and has also worked at Hefren-Tillotson, Inc. since 2011. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which 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 brokerage services, supported by in-house research and the use of artificial intelligence in client advice.

Randee Baer is a CFP® and holds the Series 66 designation, with 14 years of industry experience. She has been with Robert Baird & Co. since 2022 and also works with Hefren-Tillotson, Inc. since 2012. Randee is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax-management techniques, and internal research tools including artificial intelligence.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Farmers Financial Solutions. Outside of financial services, he owns a golf simulator business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

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.

Andrew Aufderheide is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2022, following a tenure at Hefren-Tillotson Inc. starting in 2008. He is part of the DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and a range of custody and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Richard Schneider Jr. is a CFP® and holds a Series 66 license with Edward Jones in Wexford, PA, where he has worked for 10 years since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Dishart is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously spent over 30 years at Hefren Tillotson, Inc. Outside of advising, he is a passive investor in ALPX Energy. The DDK Group at Robert W. Baird & Co., where he 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 both manager-traded and model-traded strategies alongside internal research and technology, including artificial intelligence, in client advice.

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.

Paul Horan Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 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 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Mckenzie Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Miller worked in various roles including management positions in the hospitality industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party managers, and an integrated platform that includes insurance products.

Cassidy Carlson is a CFP® professional at Raymond James & Associates with eight years of industry experience. Prior to joining Raymond James, Carlson worked at Robert Baird & Co. and Hefren Tillotson. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory 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.

Joseph Seymour is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked within the Wells Fargo organization since 2014, including 12 years at Wells Fargo Clearing. Outside of his advisory role, he co-owns a rental property in Ebensburg, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet specific net-worth thresholds and supports recommendations with proprietary research and planning tools.

William Scott is a financial advisor with Robert Baird & Co., holding a Series 66 credential and seven years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously at Hefren Tillotson. Scott serves as treasurer for the Ellwood City Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of managed account strategies combined with home-office research and investment tools.

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.

Brent Heitzenroder is a financial advisor with Robert Baird & Co. holding a Series 66 designation and nine years of industry experience. He has previous experience at Hefren Tillotson and has been with Robert Baird since 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that 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, supported by internal research, manager selection, and advanced investment strategies.

Brendan Koroly is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His background includes roles at Erie Junior Seawolves and Shenango Beverage, as well as academic experience at Gannon University and Central Catholic High School. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios, alongside brokerage and insurance products, through an integrated platform that combines advisory services with product sales.