Philip Wosotowsky is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously spent 39 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Craig Thompson is a financial advisor at Charles Schwab with 32 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2005. He holds the Series 63 designation and is based in Cranberry Township, PA. Charles Schwab & Co., Inc. serves a large client base, primarily 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eric Geary is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.

Michael McGrath is a CFP® designated financial advisor with over 22 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously at Hefren-Tillotson, Inc. since 2004. He is part of The DDK Group at Robert W. Baird & Co., which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing internal research, manager-traded and model-traded strategies, and employs both discretionary and non-discretionary approaches.

Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.

Anthony Gaslevich III is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2003. He has 24 years of industry experience. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Samantha Hirkala is a Series 66-licensed advisor at Robert Baird & Co. with four years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Wells Fargo Advisors, and Chilton Investment Co. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and technology tools.

James Piotrowski is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities since 1992. In addition to his advisory role, he is involved with Liberty Mutual as an advisor for property and casualty insurance and as a non-variable insurance agent. LPL Enterprise serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Isaiah Jackson is a financial advisor at Merrill with five years of industry experience. He holds the Series 65 and Series 63 licenses. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and NYLife Securities LLC, among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Barbiaux is a Series 66-licensed financial advisor with Edward Jones in Saxonburg, PA. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory work, he owns a photography business where he also writes blog posts related to photography and equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Olivia Goodwill is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL in 2025, she worked at J.P. Morgan Securities and Equitable Advisors among other firms. Outside of her advisory work, she has involvement with Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

Johnathan Miller is a financial advisor with Robert W. Baird & Co. in Pittsburgh - Wexford, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird, he worked at BNY Mellon and CNB Bank. Miller also has experience with Pro Football Focus. He is part of The DDK Group within Baird’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, and brokerage services, utilizing internal research and a mix of manager- and model-traded strategies.

Michael Mc Kee is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 10 years of industry experience. He has worked with Robert Baird & Co. since 2022 and previously with Hefren-Tillotson, Inc. from 2015. He serves as an investment committee member for the Marsha Mae Foundation’s scholarship fund. Baird’s DDK Group, where Mc Kee is based, offers a range of wealth management services including financial planning, portfolio management, and custody services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a mix of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools to deliver client advice.

Austin Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. His background includes prior roles at Gregory Brumagin and teaching positions at Gannon University as well as Knoch High and Middle Schools. He has also been involved with Miller Farms for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm utilizes an integrated platform combining investment advisory programs with financial product sales, including insurance, and offers access to model portfolios and third-party asset management arrangements.

Katherine Lust is a CFP® and holds a Series 66 designation with five years of industry experience. She is currently with Robert Baird & Co. and previously worked at Hefren-Tillotson, Inc. for ten years. She 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 using a range of portfolio management and financial planning services.

Crey Keitzer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at LPL Financial since 2013 and was associated with Stratos Wealth Partners from 2015 to 2025. Keitzer has been involved in multiple investment-related business activities affiliated with LPL over the years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Todd Fleming is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at both Robert Baird & Co. and Hefren-Tillotson, Inc. since 2016. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Fleming is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts and wrap programs, and utilizes internal research and technology in its advisory process.

Mark Belschner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he owns MCB Financial, an investment-related business. 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 and integrates advisory offerings with other financial products through a network of financial advisors.

Ghada Osta is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at multiple financial institutions, including PNC, Bank of America/Merrill Lynch, and Al Hilal Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Hutchinson is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of advisory work, he holds a majority ownership in HUTCHINSON GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.