Madison Novak is a financial advisor at Robert Baird & Co. with the Series 66 designation and two years of industry experience. Prior to joining Baird, Novak worked at Federated Hermes and has a diverse background including roles at FedEx Ground, Robert Morris University, Ralph Lauren, and Fort Cherry Junior-Senior High School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a broad range of clients including individuals, corporate and business clients, pensions, and charitable organizations. Baird offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology, and manages approximately $394 billion in regulatory assets as of December 31, 2025.

Jacob Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked with LPL Financial and Educo Advisor Group since 2023 and previously spent a year at Wealth Enhancement Group. Outside of his advisory work, he serves as a winter indoor soccer recreational league referee for the North Union Rec Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive technology tools and a wide network of over 22,800 advisors.

Mindy Zatta is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Osaic. She has previously worked at Lincoln Financial Advisors and SagePoint Financial, Inc. Zatta holds board positions with several nonprofit organizations, including the Washington County Hospital Authority, the Washington Health Systems Foundation—where she serves as Vice Chairperson and Investment Committee Chair—and the Washington Area Humane Society. She also participates on the Business Advisory Board and governing board of Waynesburg University. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization with various investment program options and third-party manager selections.

Nancy Gunter is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds the Series 66 designation and previously worked for 25 years at Hefren Tillotson, Inc. before joining Robert Baird in 2022. 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 financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and technology, including artificial intelligence.

Scott Parker is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Benjamin Morgret is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at Federated Global Investment Management Company and its affiliates from 2019 to 2025. Outside of his advisory role, he is a partner and registered agent at Morgret Real Estate LLC. He is part of the DDK Group within Baird’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, discretionary and non-discretionary portfolio management, and utilizes a mix of SMA strategies, tax management, and internal research tools to support client advice.

Nathan Kauffman is a CFP®-designated financial advisor at Robert Baird & Co. with 25 years of industry experience. He worked at Hefren Tillotson, Inc. for 21 years before joining Robert Baird in 2022. 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 a range of financial planning, portfolio management, and brokerage services, utilizing a combination of internally managed and external strategies supported by ongoing research and technology.

Kevin Testa is a CFP® professional with 29 years of experience in the financial services industry. He joined OSAIC in 2025 after 25 years at Lincoln Financial Advisors Corp. He also works as an insurance agent offering disability insurance, fixed and indexed annuities, life settlements, long-term care insurance, premium financing, and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, using model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Andrea Mc Kinley is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Ameriprise and previously worked at Huntington Investment Company, PNC Investments, TIAA-CREF, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Mark Perilman is a CFP® and ChFC® with 33 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 32 years before joining OSAIC in 2025. Outside of his advisory role, he serves as Board Member and Treasurer for the Robert M. Rodrigues Fund through the Pittsburgh Foundation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process incorporating asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager platforms.

William Gullborg is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc., along with running his own insurance business since 1978. He is involved with several insurance-related organizations, including the Greater Beneficial Union and the National Slovak Society. 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, model portfolios, third-party asset management, and institutional platforms.

Nicholas Zapatka is a financial advisor at Ameriprise with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2026. Prior to that, he was employed by The Huntington National Bank and related investment companies from 2016 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning and tax-aware withdrawal strategies.

Kelsey Jah is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and previously worked for JPMorgan Securities LLC for ten years prior to joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Joseph Grunwald is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. His prior experience includes roles at Hefren Tillotson, Inc. and TIAA-CREF. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services.

Scott Swinchock is a Series 66-licensed financial advisor with 16 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Appalachia Energy Partners Inc, Waddell & Reed, Inc, and Edward Jones. Swinchock is involved with SBSwin LLC, an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Jacob Dobich is a financial advisor with Equitable Advisors in Canonsburg, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors, Seventy2 Capital Wealth Management, and the University of Maryland. Outside of finance, he was involved with Danny West Painting and Remodeling LLC for three years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of proprietary and third-party advisory models and investment vehicles.

Tyler Hertwig is a financial advisor with UBS Financial Services in Canonsburg, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at First National Bank and has experience outside finance, including a role at New Trail Brewing and as a faculty member at Point Park University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Ivana Liberatore is a CFP® with 21 years of industry experience, currently serving with Cetera. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Avantax Insurance Agency. Outside of her advisory work, she is involved as a Court Appointed Special Advocate volunteering for foster children in Washington County, PA. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services to a wide range of clients, including individuals, employer-sponsored plans, corporate and charitable entities, and institutions.

Richard Matthews is a Series 66 licensed financial advisor at Ameriprise with 8 years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company, The Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, LLC, and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Staci Black is a financial advisor with UBS Financial Services in Canonsburg, PA, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.