Daniel Chittock is a financial advisor at Edward Jones with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Edward Jones since 2019. Prior to that, he was employed at NYLIFE Securities LLC and New York Life Insurance Company for one year each. He also served at Bethesda Baptist Church for 23 years. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Mirko Loncar is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He has been with Raymond James Financial and affiliated entities since 2018, and prior to that, he worked at UCB, Inc. Loncar is also a partner in a start-up real estate investment LLC, Dives Terram LLC, which currently has no active business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting services to client goals while supporting a large advisor network and institutional consulting.

Aimee Flatley is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several financial firms, including Citizens Securities, Inc., Key Investment Services LLC, and LPL Financial LLC. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Adam Davidson is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Baird in 2022, he spent 25 years at Hefren Tillotson, Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual clients including high net worth individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Anthony Delahan is a Series 66 licensed financial advisor with Merrill, based in Cranberry Township, PA, and has one year of industry experience. His prior work includes roles at Bank of America, Giant Eagle, the U.S. Army, and Macy's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Hansen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Since 2013, he has been associated with Raymond James Financial Services and also owns several companies including Covenant Annuity and Insurance and Covenant Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Kristopher Rhodes is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Indiana University of Pennsylvania, and Oak View Group, LLC. Rhodes has also been involved with the Kovalchick Convention and Athletic Complex. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund‑of‑funds.

Vickie Barilaro is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has worked with Raymond James since 2014 and previously spent nine years at Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research.

Michael Iannuzzi is a financial advisor at OSAIC Wealth, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, PNC Investments, and Edward Jones. Outside of his advisory role, he is involved with several LLCs related to investment planning and the marketing of fixed insurance and securities products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process involves model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager options.

Earl Smith Jr. is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and 11 years of industry experience. He worked at Pruco Securities, LLC for nine years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers and wrap programs, alongside affiliated trust and insurance services.

Rishi Anand is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Morgan Stanley, where he worked from 2016 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, supporting advisors with research and technology tools.

Robert Lewis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He previously worked at Merrill for 15 years. Outside of his advisory work, he serves as Treasurer of the St. Vincent De Paul Society in Beaver, Pennsylvania. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Justin Yasko is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent six years at Hefren Tillotson. He is based in Pittsburgh - Wexford, PA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies, tax-management, and internal research, including the use of artificial intelligence.

Michael Law is a financial advisor with LPL Financial, holding CFP®, Series 65, and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Good Life Advisors, LLC and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment programs and utilizes technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of advisors.

Chad Restori is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. Restori serves on the finance committee of Central Catholic High School in Pittsburgh. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of strategies including separately managed accounts, overlay management, and tax-efficient investing, supported by internal research and technology such as artificial intelligence.

Gabriel Manges is a financial advisor with Primerica Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custody services, with approximately $15.5 billion in assets under management.

Bryan Greenawalt is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Representative, and Private Client Specialist. Prior to joining Fidelity, Bryan worked as a Financial Advisor at Waddell & Reed from 2005 to 2007. With over a decade of experience in the financial services industry, Bryan focuses on creating client-centric strategies that emphasize exceptional client service and personalized guidance. His expertise lies in developing tailored financial plans to support the needs of families. Bryan's career reflects a steady progression through roles of increasing responsibility within the financial planning sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Danielle Hines is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Hefren Tillotson and Clarion University of PA. Danielle is based in Pittsburgh - Wexford, PA. Robert Baird & Co.’s DDK Group serves individuals, including high-net-worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager-traded and model-traded strategies, and tax-management techniques.

Philip Wosotowsky is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 39 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. Their investment approach is model-driven, utilizing portfolios developed by LPL research and third-party strategists, and they offer financial planning, access to managed portfolios, and a range of affiliated non-securities services.

Craig Thompson is a financial advisor at Charles Schwab with 32 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2005. He holds the Series 63 designation and is based in Cranberry Township, PA. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.