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.

Mark Rutkowski is a financial advisor at Morgan Stanley with a Series 66 credential. He has less than one year of industry experience. Prior to joining Morgan Stanley, he worked at Field Environmental, UFC Gym, and PNC, and was a student for nearly two decades. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of its standalone planning.

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.

Darren Savikas is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in fundraising for the Seton La-Salle Alumni Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

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.

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.

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.

Michael Allen is a financial advisor with Wells Fargo Advisors in Pittsburg, PA. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Allen was associated with Commonwealth Financial Network and Laurel Financial Group, where he was also a co-owner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, offering clients access to various advisory and brokerage programs.

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.

Mary Goodman is a financial advisor with Ameriprise who holds the Series 66 designation and has 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she serves as treasurer on several nonprofit boards, including Mission Circle Union Baptist Church and the Blacksville Cemetery Association. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

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.

Terry Marynchak is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cambridge and its affiliated entities since 2009. He also has a longstanding association with National Life of Vermont dating back to 1987. Outside of his advisory role, Terry provides tax preparation services and works as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management strategies and provides access to proprietary and third-party investment models.

Nils Nolan is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Sagepoint Financial, ILG Private Wealth, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Guardian Life. Nolan also has involvement in related insurance activities and operates a separate business entity for tax and investment purposes. 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, utilizing various investment models and tools while supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Jonathan Martin is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Martin serves on the Board of Directors for the nonprofit Caring for Kids - The Carrie Martin Fund and is a council member of the Duquesne University Business School Investment Strategy Institute Advisory Council. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver non-discretionary, research-based retirement recommendations.

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.

Paul Yuna is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he operates Mosaic Consulting, where he sells fixed annuities and various types of insurance, including life, disability, and long-term health care insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple investment management strategies across a complex affiliate platform.