William Stroyne is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Securities America Advisors, Inc. and OSAIC before joining LPL Financial. Outside of his advisory role, Stroyne is involved as a band leader and musician with the InTransit Band and serves as a board member for a local building association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven tools, while managing over $819 billion in discretionary assets.

Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Patrick Botula is a financial advisor at Raymond James & Associates with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for over four decades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Jessica Horan is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has 10 years of industry experience, having worked at Hefren Tillotson from 2016 to 2023 before joining Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, utilizing internal research and technology including artificial intelligence in its investment approach.

Patrick Levendusky is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He has previously worked at BNY Mellon Securities Corp, Nuveen Asset Management, and Morgan Stanley. Levendusky is also associated with NSS Life as a financial advisor focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

Jo Larson is a Series 66-credentialed financial advisor with Edward Jones, based in Cranberry Township, PA, and has 21 years of experience with the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brandon Pruss is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Charles Schwab. Raymond James & Associates is a large 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, investment consulting, and institutional fiduciary services.

Dustin Thompson is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Hefren Tillotson, Inc. for nine years. He serves as a board member and on the Investment Finance Committee of the Seneca Valley Foundation. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and customized investment solutions, supported by in-house research and a combination of manager-traded and model-traded strategies.

Nathaniel Sepe is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Federated Global Investment Management Corp., Carson Wealth, and USI Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Tammy Neff is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, she worked at Hefren Tillotson and Mühlenkamp & Company. She 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 using a variety of financial planning and portfolio management strategies.

Brian Liptak is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera Investment Services, Northwest Advisors, and Northwest Bank, where he has also maintained a longstanding involvement. Outside of his advisory work, he holds an ownership interest in Brokers Services Marketing Group, a non-variable insurance business. 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 a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Jack Burton is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at KPMG LLP and several financial institutions including Bank of America and Merrill. His background also includes multiple roles at John Carroll University. Charles Schwab & Co., Inc. serves 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 and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Erin Weber is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to joining Raymond James, she worked at Hefren Tillotson for six years. She is involved with Women, Wisdom & Wealth, an educational initiative focused on helping women better understand finances through speaking engagements and written materials. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with diverse portfolio management styles supported by affiliated research and model managers.

Ryan Larkin is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird in 2022. He holds a Series 66 designation. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of services including financial planning, portfolio management, and brokerage. The firm integrates manager-traded and model-traded strategies, tax-management, and the use of internal research and artificial intelligence in its advisory process.

Nicholas Merandi is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. He has worked at various Charles Schwab entities since 2022 and previously held positions outside the financial industry, including roles with Green Cherry Organics and Meticulous Painting LLC. Charles Schwab & Co., Inc. serves 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 and offers multi-asset model portfolios supported by in-house financial research and alternative investment due diligence.

Michael Priola is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he owns and manages a small investment-related business, MBP OF CW LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services spanning from retirement and education planning to specialized areas such as business-owner transition and special-needs analysis.

Richard Palmer is a Financial Consultant currently working at Fidelity Investments. He specializes in retirement planning and investment management, assisting clients in developing actionable financial plans. Richard has gathered diverse experience at Fidelity, progressing through roles including Investment Consultant from 2021 to 2023, Relationship Manager from 2019 to 2021, Investment Solutions Representative from 2017 to 2019, and Work Place Associate from 2016 to 2017. Outside of his professional commitments, Richard enjoys activities such as boating, fishing, painting, traveling, and spending time with family.

Ethan Kirsch is an advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at the Peters Township School District and South Hills Country Club. Outside of financial advising, he is involved in clothing reselling. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services.

Logan Dietz is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Robert Baird & Co. He has six years of industry experience, including five years at Hefren-Tillotson and one year with Robert Baird & Co. prior to his current role. He previously worked at Bowling Green State University for five years. Logan 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, portfolio management, and advisory services, supported by home-office investment professionals and a variety of manager-traded and model-traded strategies.

John Mouganis is a financial advisor with LPL Financial based in Wexford, PA. He holds the CFP® and ChFC® designations and has 38 years of industry experience. Prior to joining LPL Financial in 2023, he was with Commonwealth Financial Network for 14 years and worked as an insurance agent for 15 years. He is also the author of a non-investment book titled "Schooled in Retirement." LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management options, combining a broad array of investment strategies with extensive operational tools and a large network of advisors.