Lyric Schnur is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Robert Baird in 2022, Schnur spent 23 years at Hefren Tillotson, Inc. 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. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing internal research tools and a mix of manager-traded and model-traded strategies.

Kurt Carlson is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds the CFP® and CFA® designations and has worked at Hefren-Tillotson, Inc. and Robert Baird & Co. prior to his current role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by nationwide advisors and a range of portfolio management styles.

James Fitz Simmons is a financial advisor with LPL Financial in Monaca, PA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Lincoln Financial Securities and ADP and is the owner and producer at Beaver Valley Independent Insurance Group LLC. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

Chloe Valery is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at Prudential and various educational and service positions. Outside of finance, she worked in the food service industry at Hotel Loyal Pizza. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities, primarily using model-driven investment approaches and offering access to third-party managers and affiliated insurance and trust services.

Bavneet Makkar is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Cranberry Township, PA. Prior to Schwab, he worked at TD Ameritrade and has experience in various roles including behavioral specialist work through Gene Cook Supports, where he assists a client with autism focusing on personal development and emotional expression. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts within a large, integrated operational framework.

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.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Insurance Group. In addition to his advisory work, he owns a golf simulator business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participates in wrap programs.

Todd Todorich is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Merrill for 16 years before joining Raymond James. He is also a partner in Tesera LLC, an entity involved in owning undeveloped real estate for potential future development. 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 wide range of clients—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

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.

Scott Slattery is a financial advisor with Ameriprise in Cranberry Township, PA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to Ameriprise, he has held roles at The Huntington National Bank, The Huntington Investment Company, Citizens Securities, and Citizens Bank. Outside of finance, he has operated Scott Slattery Photography for a decade. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Paul Horan Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 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 a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Mckenzie Miller is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, Miller worked in the hospitality industry, including roles at Dinos Sports Bar and Lounge and Foxes Pizza Den. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, employer-sponsored retirement plans, and corporate entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Cassidy Carlson is a CFP® with eight years of industry experience currently working at Raymond James & Associates. Prior to joining Raymond James, she held positions 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and portfolio management options.

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.

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.

Joseph Gunn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Metlife Securities Inc., among other firms. Outside of his advisory role, he is involved in real estate rental activities. 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 third-party asset management, supported by a large network of investment adviser representatives and comprehensive operational tools.