Tyler Stone is a Series 66-licensed advisor at Robert Baird & Co. in Pittsburgh, PA, with six years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent four years at Hefren-Tillotson, Inc. Outside of his advisory roles, he has experience working in educational settings, including Grove City College and Butler High School. Tyler is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm provides a wide range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with tax management and direct indexing capabilities.

Gary Merge is a CFP® with 38 years of industry experience, currently serving at Raymond James Financial. His career includes roles at Vissman Management LLC and Allegheny Capital Management, as well as longstanding involvement with Merge & Associates, Inc., where he is the owner. He serves on the advisory board of Avalotis Corporation, advising on business decisions and strategy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and encourages implementation through its advisory programs, supporting a broad client base with specialized services including municipal and public-finance consulting.

Daniel Riley is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following roles at PNC Investments and PNC Bank from 2013 to 2018. Stifel serves a wide array of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended to inform client decisions while allowing clients discretion over implementation.

Paul Mcbeth III is a financial professional with 31 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2020. He is also a partner at Lewis, McBeth & D'Ambrosio, a firm involved in expense management, a role he has held since 1995. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary authorities and multiple program structures.

Jared Dykes is a financial professional with 16 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at notable firms including Avantax and LPL Financial. He is also involved with CEC Financial Group. Cetera Investment Advisers LLC serves individual and institutional clients through a large network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Mary Ann Ernette is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, Fifth Third Securities, Inc., Citizens Securities, Inc., and Uvest Financial Services Group, Inc. Since 2012, she has also been associated with the AVS Foundation and is involved with The Eamon Foundation as an outside employment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by extensive operational tools and a broad network of over 22,800 advisors.

Matthew Smallidge is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Cincinnati Life Insurance Company and Citizens Securities, Inc. He has also held roles at J.P. Morgan Securities and Jpmorgan Chase Bank since 2020. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program provides non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Justin Wegley is a financial advisor at LPL Financial with five years of industry experience. Prior to joining LPL in 2022, he worked at Trustmont Financial Group and Bayer US LLC. He also operates a tax preparation and accounting service under Puzak Wegley Tax Services. LPL Financial provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by research and technology tools.

Michael Franklin is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. Franklin is also president of Patrick Financial Co., where he is involved in fixed insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a model-based investment process and operates a large multi-advisor platform with various program offerings.

Lisa Lucas is a financial advisor at UBS Financial Services with 24 years of industry experience. She has worked at UBS since 2016 and previously spent seven years at Morgan Stanley, including two years at Morgan Stanley & Co. LLC, as well as three years at PNC Wealth Management. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Craig Cacini is a CFP®-credentialed financial advisor with Raymond James & Associates, bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC for six years before joining Raymond James in 2022. Outside of his advisory role, he is the owner and CEO of Beautiful Green Enterprises, LLC, a company involved in the purchase, renovation, and rental of residential real estate properties. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by extensive research and model manager options.

Perry Ninness is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2015, with a two-year tenure at Bank of New York Mellon in between. He also has been affiliated with the University of Pittsburgh for ten years. Perry previously held a real estate sales license with Keller Williams Realty but is no longer active in that capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets functions.

David Oblock is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research since 2012 and also has a long-standing career as a professional musician. Oblock participates as a board member and officer in several private companies. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors as well as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians to provide both discretionary and non-discretionary management, and it maintains proprietary model strategies under the Founders Gate Capital brand.

Brett Pechersky is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and Berer Financial Management since 2001. Outside of his advisory work, he teaches a non-credit adult education course called Seasoned Investors and serves as comptroller for Temple David Synagogue. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platforms for discretionary and non-discretionary management, as well as proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Ruffing is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation, MSI Financial Services, Inc., and Ameriprise. Outside of advising, he is involved in insurance services, offering a variety of health, disability, annuity, and life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides a wide range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Zachary Gallagher is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions, including LPL Financial and Northwest Bank. Prior to his advisory career, he spent seven years with ZMC Foods Division. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and alternative products.

Tracy Derouin is a financial advisor with Edward Jones in New Kensington, PA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment and advisory services, managing approximately $1.01 trillion in assets under management.

Fallon Zecca is a Series 66-credentialed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, Fallon has held roles at multiple firms and is involved in entrepreneurial activities including Vincents Pizza and The Om Lounge. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Ryan Hutchison is a financial advisor with Edward Jones in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Alderson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Robert Baird & Co., Hefren Tillotson, Inc., and TIAA-CREF. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by advanced research and technology tools.