Ryan Naples is a financial advisor with Robert Baird & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren-Tillotson, Inc. and Allegheny Financial Group. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management with SMA strategies, and custody and brokerage services, supported by in-house research and ongoing manager oversight.

Amanda Tapager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Her prior experience includes roles at SRU Federal Credit Union, Concordia Lutheran Ministries, and Paramount Senior Living at Seven Fields LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers various investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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.

Gregory Casten is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Laura Freedman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2023, she worked at UBS Financial Services from 2014 to 2023. Outside of her advisory role, Freedman is the owner of businesses focused on women's leadership, including executive coaching and keynote speaking. 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 financial planning, non-discretionary investment consulting, and institutional advisory services.

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.

Alexander Shortreed currently serves as a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who work with clients to support their financial goals. Prior to this, he held positions at Fidelity Investments as a Planning Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022. Earlier in his career, he worked as a Financial Planning Assistant at Ameriprise from 2017 to 2021. Throughout his career, Alexander has gained experience in financial planning and client relationship management. Outside of his professional responsibilities, he enjoys spending time with friends, participating in social events, and engaging in activities such as golf, hiking, movies, music, and snowboarding.

Shelley Scalise is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has extensive experience in the financial services industry, having worked in various advisory roles since 1999. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2015 to 2020, Vice President Financial Advisor at First Niagara between 2010 and 2015, Financial Consultant at PNC during 2009 to 2010, Retail Investment Officer at NatCity Investments from 2003 to 2009, and Financial Advisor at Hilliard Lyons Asset Management from 1999 to 2003. Throughout her career, Shelley has focused on collaborating with clients to create financial plans that are clear and tailored to their unique circumstances. She emphasizes understanding her clients' values to make the financial planning process more accessible and aligned with their goals.

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.