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.

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.

Darren Hucko is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson, Inc. He serves as a board member and participates on the Investment/Finance Committee for the Bender Leadership Academy. He 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 services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and investment tools.

Aleksandr Marshall is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to develop financial plans aimed at achieving their goals. Prior to this position, Aleksandr served in several roles within Fidelity Investments, including Investment Consultant from 2024 to 2026, Relationship Manager in 2024, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. Throughout his career at Fidelity Investments, Aleksandr has gained experience in various aspects of client relations and investment consulting. His professional background reflects a progression of increasing responsibilities in the financial services industry. No additional information regarding his education or personal interests has been provided.

Jonathan Mcmonigal is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson for three years. He 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, offering a range of financial planning and portfolio management services.

Diana Freedman is a financial advisor with Raymond James & Associates in Cranberry Township, PA. She holds the Series 66 designation and joined the firm in 2025. Prior to her career in finance, she worked with the Federal Bureau of Investigation and served at the Springdale Police Department. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research resources.

Lisa Hitchcock is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of her advisory work, she serves as treasurer for the North Hills Fast Pitch Softball Boosters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations for clients.

Ryan Oster is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at GNC Inc., PFS Investments Inc., Ppg Industries, and Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of its investment models.

Christina Lewis is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at E.E. Powell & Company, Inc. from 2023 to 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios composed of mutual funds, ETFs, and ETPs.

William Fraser III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hefren-Tillotson, Inc. for 14 years prior to his current roles at Cetera and Fraser Wealthcare. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multi-manager platforms and various program structures.

Leah Wetzel is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, previously holding positions at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to each client’s risk profile and utilizing a combination of in-house and third-party investment resources.

Kenneth Rodgers is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously with Hefren Tillotson beginning in 2016. 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 range of services including financial planning, portfolio management, and custody and brokerage services, using a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Melody Boros is a Series 66-licensed financial advisor with Edward Jones in Zelienople, PA. She has been with the firm since 2010 and has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Bruno Natter is a financial advisor with Ameriprise in Wexford, PA, holding CFP® and ChFC® designations and six years of industry experience. Prior to joining Ameriprise in 2024, he worked at Key Investment Services LLC and KeyBank from 2018 to 2024. He is also employed as a financial advisor at S&T Bank. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Farrell is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson, Inc. for 29 years. He is a board member and treasurer of Second Harvest Community Thrift Store in Sharpsburg, PA. The DDK Group at Robert W. Baird & Co., where Farrell works, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services with a range of separately managed account programs and incorporates internal research and technology, including artificial intelligence, in client advice.

Douglas Manges is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been associated with Primerica Advisors since 1992 and operates Manges+ Associates Inc., an investment-related firm, since 2000. Manges also engages in non-investment related activities through affiliated companies, including referrals for home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,698 advisors and $15.5 billion in assets under management. The firm primarily uses model-delivery investment strategies managed by unaffiliated asset managers and provides support through custody and clearing services.

James Tepke is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Timothy Hunkele is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior experience includes roles at Hefren Tillotson, PNC Bank, and Federated Investment Counseling. Outside of his advisory work, he has coached middle school baseball for the Pine Richland School District. He is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of SMA strategies, tax management, and internal research including artificial intelligence, with approximately $394 billion in assets under management as of December 2025.

Michael Bonelli is a financial advisor with Edward Jones in Evans City, PA, holding a Series 66 credential and seven years of industry experience. He previously worked at Yale University and the Virginia Military Institute. Outside of finance, Bonelli has been involved in youth soccer as a coach with Beadling Soccer Club and previously owned a business organizing high school college prep soccer camps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.