James Meredith is a CFA charterholder and holds a Series 66 license, with 22 years of industry experience. He is currently with Robert Baird & Co., where he has worked since 2022, following a long tenure at Hefren Tillotson, Inc. Since 2014, Meredith has also been a lecturer at Saint Vincent College, teaching a CFA Level 1 preparation course. Additionally, he serves as a troop leader for the Boy Scouts of America in Cranberry Township. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Cory Cyprowski is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Guggenheim Funds Distributors, LLC, ADP Broker Dealer Inc., and Valleybrook Country Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Michelle Retzer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2014. 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 through a range of portfolio management styles and in-house research.

Catherine Vandermer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for the National Restaurant Association for 12 years. She holds the Series 66 designation and is based in Cranberry Township, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joaquin Lopez is a financial advisor with LPL Financial based in Cranberry Township, PA, holding a Series 63 designation and bringing 26 years of industry experience. He previously spent 23 years with Lincoln Investments before joining LPL Financial in 2023. Outside of his advisory role, Lopez is involved in selling fixed-term and universal life insurance products through a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Olimpio Grieco is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at Allianz Global Investors and SG Americas Securities, LLC. Outside of finance, he has experience in outdoor recreation, having worked with Laurel Highlands Whitewater Rafting. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and nonprofit clients with tailored investment strategies through a variety of advisory programs and portfolio management options.

Luke Edwards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Throughout his career at Fidelity, Luke has accumulated experience that supports his approach to partnering with clients to develop thorough financial plans aimed at achieving their unique definitions of financial success. His professional journey encompasses roles focused on investment consulting, planning, relationship management, and client advocacy. Outside of his professional life, Luke's personal interests include comedy, family activities, food, golf, parenthood, and swimming.

Chelsea Harless is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Outside of her advisory role, she is the sole proprietor of Woods & Spice LLC, a retail and online store based in West Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling in its financial planning process.

Kevin Tatar is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Lincoln Financial Advisors for 22 years before joining Osaic in 2025. Outside of his advisory role, he is also licensed as an insurance agent, offering and servicing fixed insurance products such as fixed and indexed annuities, SPIAs, long-term care, and traditional life insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, with options for discretionary or non-discretionary management and reasonable client-imposed restrictions.

Michael Keefer is a financial advisor with Equitable Advisors in Zelienople, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Keefer operates R E Lane LLC, a CPA firm. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Christopher Hudson is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Raymond James entities and the Lynch Retirement Investment Group. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Gardner is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aldi USA and MVB Bank, as well as time spent in education and various other positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

Douglas Clark is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He previously worked at Strategic Pension and Financial Partners, LLC, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of advisory work, Clark serves as an Allegheny County elections poll worker. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with model portfolios and research from multiple sources.

Jacob Dukman is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with Charles Schwab, having previously worked at Morgan Stanley and Hefren-Tillotson. Dukman also has experience in academic and public sectors, including roles at Allegheny College and the Laurel Highlands School District. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Mark White is a financial advisor with LPL Enterprise LLC based in Cranberry Township, PA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, Whipperhill Consulting, and Allan Myers. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset management arrangements. The firm integrates adviser programs with sales of financial products and provides a platform that includes discretionary and non-discretionary financial planning and investment services.

John Fritz III is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Ameriprise and its predecessor firm since 1997. Outside of his advisory role, he has interests in real estate ownership unrelated to his investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Kenneth Newmeyer is a financial advisor with Wells Fargo Clearing in Sewickley, PA, holding a Series 63 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member for Whitetail Meadows Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education, with a notable inclusion of insurance-related investment options.

John Sinclair II is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 20 years of industry experience. His prior experience includes roles at Cetera and Atlantic Financial Group. He is also involved in non-variable insurance sales, including fixed annuities, life insurance, long-term care, and disability products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Brennon Paik is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. His background includes roles at Trinity Wealth Securities, Tristate Financial Advisors, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held positions at the University of Pittsburgh and Chipotle Mexican Grille. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brian Jodon is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.