Christian Barry is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. since 2008. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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, supported by internal research and a combination of manager-traded and model-traded strategies.

August Malekovich is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Fundamental Advantage and Waddell & Reed, Inc. He has also been involved with various insurance carriers and operated Malekovich Properties for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

Irene Elena Tyler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets. Outside of her advisory role, she is a notary public in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, relying on research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Kevin Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cetera and Benchmark Wealth Management, where he served for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technological tools for research and operations.

Richard Bondi Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at City National Bank and RBC Wealth Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services with a non-discretionary approach, supported by extensive research and a range of portfolio management styles.

Jason Messick is a financial advisor with LPL Financial based in Canonsburg, PA, holding Series 63 and Series 65 credentials and more than 30 years of industry experience. He previously worked for Harvest Financial Corporation for 29 years before joining LPL Financial in 2023. Outside of his advisory role, he serves as owner and president of DiBase and Messick Associates, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of investment adviser representatives who utilize various strategies and research tools.

Phoenix Smith is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Benchmark Wealth Management. Smith is also the owner of Parallel Inc., a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and research tools.

James Eisnor is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Blue Vase Capital Management. Eisnor is also president of Joy Haven Property Management, LLC, a family farm business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Allison Deklewa is a Series 66-registered financial advisor with Robert Baird & Co., bringing 20 years of industry experience. Her career includes prior roles at Morgan Stanley, Medallion Wealth, and Hefren Tillotson. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies along with internal research and tools to support client advice.

Charles Hartmann is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Prior to that, he worked at City National Bank. Hartmann serves on the Board of Directors for the Sigma Chi Club of Pittsburgh, advising on housing and fundraising matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs and integrates in-house and third-party managers with capabilities in tax management, responsible investing, and alternative investments.

Edward Poach III is a CFP®-designated financial advisor with Ameriprise in Washington, PA, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he serves on the board of the Washington Symphony Orchestra, including a role on the artistic committee and as assistant treasurer, and is involved as a cantor at Immaculate Conception Church. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tracy Hindman is a Certified Financial Planner (CFP®) with 28 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase, N.A., where she has worked since 2019. Her prior experience includes six years at Prudential Insurance Company of America and Pruco Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework when appropriate.

Melissa Pikul Clemens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Cetera since 2019 and previously was with Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, she serves as marketing chair and co-chair for Women for Economics & Leadership Development and is a volunteer board member for the Ronald McDonald House of Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that supports a variety of portfolio management strategies and program structures.

Kenneth Raymond is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 27 years. Outside of his advisory role, he is involved in aviation sales and leasing through World Wide Aviation Services, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers alongside financial planning and consulting services.

Joseph Salamone is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 52 years of industry experience. His prior roles include extensive tenure at Cetera and Blue Vase Capital Management. Salamone is also co-owner of Benchmark Lease Group LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kurt Kharouf is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with RBC Capital Markets since 2015 and previously worked at Merrill from 2006 to 2015. Outside of his advisory role, he is actively involved in managing several rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

Donnell Scott is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, and Merrill. Scott serves on the board of The Mentoring Partnership of Southwest Pennsylvania, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver customized financial plans and portfolio management.

Michael Watson is a financial advisor at Osaic with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors, Citizens Securities, PNC Wealth Management, and Equitable Advisors. Outside of his advisory role, he serves as a document coordinator for a youth basketball nonprofit organization. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and retirement plan consulting.

Donald Angel is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2006. He holds Series 63 and 66 licenses and operates in Canonsburg, PA. Angel is involved with Cardiff, Provins & Angel Wealth Management, LLC, an affiliated business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

William Hecklick III is a financial advisor with Cetera who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Ameriprise and WesBanco Securities, and he currently owns several businesses, including Speer Street Financial and CPA To Fa LLC, through which he coaches CPAs and tax professionals transitioning into financial planning. Hecklick also manages The 412 Collection, an online collectibles business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. It offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with access to affiliated and third-party investment strategies.