Robin Tucker is a financial advisor with Osaic Wealth, Inc. based in Canonsburg, PA. He holds the ChFC® designation and has 28 years of industry experience, including prior roles at Cetera and Foresters Financial Services. Outside of finance, Tucker manages an equestrian boarding facility with his husband. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment managers.

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 in Canonsburg, PA. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, including 19 years with LPL Financial. He serves on the Mount Lebanon Financial Advisory Board. LPL Financial is a national SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs, financial planning, and consulting services to individuals, retirement plans, institutions, and charitable organizations.

Andrea Trice Bird is a financial advisor with Cetera Investment Services LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Cetera since 2019 and previously at Foresters Advisory Services LLC and Foresters Financial Services. Outside of her advisory work, she is an independent beauty consultant with Mary Kay Inc. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Sean Lawrence is a financial advisor with Robert Baird & Co. holding a Series 66 designation and five years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Inc., Brian Patten & Associates, and Aflac. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing a mix of SMA strategies, overlay management, tax management, and internal research including artificial intelligence.

Timothy Matthew is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and worked for Lincoln Financial Advisors Corp. for 24 years before joining OSAIC in 2025. Outside of his advisory role, he operates Mosaic Wealth Consulting, offering fixed annuities and traditional life insurance, and is involved in insurance services related to accident, health, and long-term care coverage. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging multiple platforms and tools for portfolio construction and management that include a wide range of investment options and third-party solutions.

Karen Gould is a Series 66 credentialed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. 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, focusing on goal-based analyses and written recommendations across a broad range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Robert Kerber is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2022, following a long tenure at Hefren-Tillotson, Inc. beginning in 2005. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, overlay management, tax management, and direct indexing, supported by ongoing manager selection and internal research.