Patrick Tobin is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with RBC since 2013. Tobin serves as president of the Father Regis M. Farmer Scholarship Fund, a nonprofit organization, and is a board member of the Kearns Spirituality Center. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored portfolio management and financial planning services. The firm offers multiple advisory programs and combines in-house and third-party investment managers to implement client strategies.

Matthew Christ is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Matthew is based in Sewickley, PA. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nicole Kordenbrock is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and three years of industry experience. Prior to joining Baird in 2023, she held positions at Raintree Systems, Automatic Data Processing, and DoorDash. Outside of finance, she has experience in the hospitality industry, having been involved with Over the Bar Bicycle Cafe from 2017 to 2021. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and emphasizes ongoing manager selection and internal research, including the use of artificial intelligence, in delivering advisory services.

Brett White is a financial advisor with Robert Baird & Co. holding a Series 66 designation and four years of industry experience. He has worked at Robert Baird since 2022 and concurrently serves as a real estate agent with Coldwell Banker Realty Services. Robert Baird & Co. is a firm within the Private Wealth Management department that serves individuals, business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with internal research tools including artificial intelligence.

James Meyers is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association. Meyers serves as a board member of UPMC East Hospital in Monroeville, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on structured financial planning and tailored investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Jason Reber is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual and was employed with the Murrysville Golf Club for several years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Matthew Gunther is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Citizens Securities, Ivy Funds Distributor, and Waddell & Reed. Outside of his advisory work, he is the owner of White Sand Investments, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Donald Anthony is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. His other business activities include part-time sales of loan products and home security services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies overseen by unaffiliated asset managers.

Joshua Vanderhoof is a Series 66 licensed advisor with LPL Enterprise, where he has worked since 2025. He has one year of industry experience and previously worked for Aldi Inc for nine years before entering the financial services field. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Stephen Kimmel is a financial advisor with Raymond James & Associates in Beaver, PA. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including seven years at Merrill. 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, institutions, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Shannon Fidler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Fidler worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. Fidler also serves as a board member of the Financial Planning Association’s Pittsburgh Chapter. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Marlin Thomas is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Jennifer Cepek is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked with Communicycle Beaver County Inc and Trinity School for Ministry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm offers tailored, non-discretionary advice using analytical tools and supports both advisory programs and municipal finance work.

Adam Bosiljevac is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was with Nationwide Securities LLC and Nationwide Financial from 2015 to 2019. Outside of his advisory work, Bosiljevac serves as a deputy coroner for the Butler County Coroner’s Office and owns a retail distribution business called MidnightMaple. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of investment platforms and proprietary models alongside access to third-party strategists.

Patrick Eastburn is a Series 66-licensed advisor at Robert Baird & Co. with one year of industry experience. His prior roles include positions at Hunter Associates, American Eagle Outfitters, and First National Bank Corporation. He is also involved with The Turn Club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines manager-traded and model-traded strategies, uses internal research and AI tools, and offers municipal advisory services.

Wendy Nice is a financial advisor with Charles Schwab in Cranberry Township, PA, holding a Series 66 designation and seven years of industry experience. Her work history includes positions at TD Ameritrade, JP Morgan Securities, Merrill, Bank of America, and PNC Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervision and a formal alternative investments program.

Richard Chambers Jr. is a financial advisor with LPL Financial in Butler, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, CUNA Mutual Group, and BCU Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Michael Vojnik Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Zucker Investment Group and The Vanguard Group. Outside of advising, he is involved with Equity Accounting LLC, a tax preparation and accounting business. 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 and access to model portfolios, employing both discretionary and non-discretionary strategies.

Elijah Loncar is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Capgemini and Rivertowne Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eugene Pruszynski is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2007. 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 and discretionary investment management with multi-asset model portfolios and a centralized operational structure.