Nathan Rodgers is a financial advisor at LPL Financial with 22 years of industry experience and a Series 66 designation. His prior roles include positions at Cuna Mutual Group, Nationwide Securities, The Huntington Investment Company, Natcity Investments, PNC Wealth Management, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers financial planning, portfolio management programs, third-party asset management, and institutional platforms supported by a large network of investment adviser representatives.

Erik Lenyk is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Robert Baird & Co. in 2022, he worked for 18 years at Hefren Tillotson, Inc. He 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. The firm provides a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services.

Mark Prunier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He partners with clients to understand their families and preferences, helping them work toward their financial goals through personalized planning. Mr. Prunier has extensive experience within Fidelity Investments, having served in various roles since 2000. His prior positions include Vice President, Senior Account Executive; Branch Planning Consultant; Planning Consultant; Assigned Relationship Manager; Fixed Income Manager; and Investments Manager, among others. This progression reflects a broad expertise in financial services and client relationship management. No information regarding Mr. Prunier's education, credentials, personal interests, or community involvement was provided.

Bernadette Law is a financial advisor at Edelman Financial Engines with 24 years of industry experience. She holds a Series 66 designation and has worked at several firms including E*TRADE and its affiliates prior to joining her current firm. Outside of finance, she operates a dance education and performance business as a sole proprietor. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Robert Deemer is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company and Edward Jones. Outside of financial advising, he serves as a part-owner and attends quarterly board meetings for an apartment complex. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data to deliver tax-aware withdrawal strategies and income planning.

Eric Mozur is a Series 66 credentialed advisor with 13 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 13 years at Hefren Tillotson, Inc. He is based in Pittsburgh - Butler, PA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. Baird employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

Sean Menzies is a financial advisor with LPL Financial in Seven Fields, PA, holding a Series 63 designation and 18 years of industry experience. He has worked at LPL Financial since 2013 and previously operated Good Life Advisors, LLC for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors using various platforms and strategies.

Jacob Schmidt is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a primarily model-driven investment approach.

Trevor Mc Cance is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Hefren Tillotson and LPL Financial. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by home-office investment professionals and a combination of manager-traded and model-traded strategies.

Mark Paschel is a Planning Consultant at Fidelity Investments, where he supports families in understanding their financial needs and goals while delivering dedicated service. He has been with Fidelity since 2023, initially serving as a Financial Representative, then as a Relationship Manager before assuming his current role in 2026. His experience at Fidelity Investments spans several positions, providing him with a comprehensive understanding of financial planning and client relationship management. Mark focuses on helping clients achieve their financial objectives through personalized strategies. Outside of work, Mark engages in activities such as spending time at the beach, participating in family activities, fitness, social events with friends, music, and traveling.

John Grence is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations to assist clients in modeling financial outcomes.

Michael Kemper is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2015 and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base 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 management, utilizing multi-asset model portfolios and alternative investment options within an integrated advisory, brokerage, and custody platform.

Kelly Knight is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 2015, progressing through positions including Financial Representative I, Relationship Manager, and Financial Consultant I. Kelly works closely with her clients to understand their goals, preferences, and concerns to develop personalized financial plans. Her experience spans multiple roles within Fidelity, providing her with comprehensive knowledge of financial consulting and client relationship management. Kelly emphasizes partnership with clients to create plans that align with their priorities. Outside of her professional work, Kelly enjoys activities such as spending time at the beach, hiking, traveling, reading, and engaging in family activities. She also has an interest in pets.

Kyle Klinek is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity since 2022, including Planning Consultant, Relationship Manager, Investment Solutions Representative II and I, and Customer Relationship Advocate. His experience spans client relationship management and investment solutions. Kyle holds an Arkansas Insurance License. He focuses on helping clients replace financial stress with clarity and confidence through education, personalized planning, and knowledge of financial markets. His approach emphasizes understanding clients' situations on a deeper level to add value to their lives. Outside of his professional work, Kyle enjoys fitness, attending social events with friends, visiting museums, music, outdoor adventures, and traveling.

Ryan Felice is an advisor at Fidelity Investments with Series 63 and 65 credentials and approximately one year of industry experience. His prior work history includes roles at Bill Few Associates, Inc., WesBanco, Inc., and various positions at The Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nicholas Streit is a Series 66-licensed financial advisor at Thrivent Investment Management with 17 years of industry experience. His prior roles include positions at Facet Wealth, Zacks Investment Management, Avantax, Morningstar Investment Services, Scottrade, Edelman Financial Services, LPL Financial, and Ameriprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses that address a wide range of planning topics without including implementation of recommendations. The firm combines planning with managed-account services through a consolidated billing option called “WealthPlan,” while maintaining separation between the two services.

Amanda Taylor is a financial advisor at Robert Baird & Co. with 18 years of industry experience and holds a Series 66 designation. She previously worked at Hefren-Tillotson for over a decade and rejoined the firm’s successor before joining Robert Baird in 2022. Outside of her advisory role, she works as a server at her family’s bar-restaurant and serves as Treasurer and Board Member for the Karn City Area Youth Football organization. Robert Baird & Co. serves individuals, corporate and business clients, pension plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with tax management and direct indexing, supported by ongoing research and internal tools including artificial intelligence.

Thomas Edwards is a financial advisor with Robert Baird & Co. in Pittsburgh - Butler, PA, holding a Series 66 license and 11 years of industry experience. Before joining Baird in 2022, he worked at Hefren Tillotson, Inc. for seven years. Edwards serves as a volunteer trustee for the Grand Lodge of Pennsylvania, assisting with the development of its long-term investment policy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and other wealth management services to individuals, businesses, pensions, and charitable organizations. The firm offers a range of investment strategies and emphasizes ongoing manager selection, internal research, and unique municipal advisory services.

Jessica Horan is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has 10 years of industry experience, having worked at Hefren Tillotson from 2016 to 2023 before joining Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, utilizing internal research and technology including artificial intelligence in its investment approach.

Patrick Levendusky is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He has previously worked at BNY Mellon Securities Corp, Nuveen Asset Management, and Morgan Stanley. Levendusky is also associated with NSS Life as a financial advisor focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.