Harry Beck III is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. He previously worked at Prudential-related firms and has experience outside finance including work at Herrmans Ground Maintenance and the University of Pittsburgh at Johnstown. His current role involves providing advisory services through LPL Enterprise. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm uses model-driven investment implementation and provides access to third-party asset managers and a range of financial planning and consulting services.

Joann Schroeder is a financial advisor at RBC Capital Markets with seven years of industry experience. She has worked at RBC Capital Markets since 2017 and was previously with Morgan Stanley from 2009 to 2017. Joann holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jamie Roach is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent seven years at Hefren Tillotson, Inc. He holds the Series 66 designation. Jamie is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts, overlay management, tax management, and integrated advisory services supported by internal research and artificial intelligence tools.

Morgan Miller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, Miller worked at DHL Supply Chain and SP Richards. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robin Tucker is a financial advisor with Osaic Wealth, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience, having previously worked at Cetera and Foresters Financial Services. Outside her advisory role, she manages operations at an equestrian boarding facility. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm focuses on model-based asset allocation and portfolio optimization and supports various investment programs, including advisor-managed strategies and third-party money manager options.

Derek Thomas is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Equitable Advisors, LLC. Outside of his advisory role, he is employed by Poach, Koury & Associates, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and third-party data to provide tailored recommendations.

Thomas Provins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. He serves as a board member on the Mount Lebanon Financial Advisory Board. 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 portfolio programs, third-party asset management, and institutional platforms.

Andrea Trice Bird is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. She has been with Cetera and its affiliates since 2017, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside her advisory work, she is an independent beauty consultant for Mary Kay Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Sean Lawrence is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked previously at Hefren-Tillotson, Inc., Brian Patten & Associates, and Aflac. Sean 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. The firm utilizes a variety of portfolio management strategies, including separately managed accounts and tax-management tools, supported by internal research and ongoing manager monitoring.

Timothy Matthew is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 24 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in insurance activities offering fixed annuities, life, health, and long-term care insurance, and manages a business entity for expense management. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supported by multiple proprietary and third-party tools and strategies.

Karen Gould is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as the Handbell Choir Director at St. Paul's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options through its WealthPlan program while maintaining separate services.

Robert Kerber is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Hefren Tillotson, Inc. for 17 years before joining Baird in 2022. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management through various separately managed account programs, and utilizes internal research and technology such as artificial intelligence in client advice.