Bryan Shoemaker is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Edward Jones, Sherwin Williams, and GlaxoSmithKline. He also operates Shoemaker Investment Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Katie Bowers is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Hefren-Tillotson, Inc. since 2008. Bowers is based in Pittsburgh - Wexford, PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded SMA strategies, tax-management techniques, and internal research tools.

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2013. Devlin is involved with GoodLife Financial Group, LLC, an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, supported by research and technology-driven solutions.

Todd Stepke is a financial advisor with Key Wealth Management, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has previously worked with LPL Financial for more than two decades. Outside of investment advisory, he has been involved in tax preparation and accounting services through TSTEPKE & ASSOCIATES, INC. Key Wealth Management provides financial planning, investment management, and retirement/pension plan consulting to individuals, families, trusts, businesses, and charities. The firm uses a customized, strategic asset-allocation approach across a broad range of investment types and offers specialized retirement plan consulting with ERISA fiduciary services.