Eric Geary is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.

Michael McGrath is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he spent 18 years at Hefren Tillotson, Inc. He holds the Series 66 designation and works out of the Pittsburgh–Wexford, PA area. Michael is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.

Anthony Gaslevich III is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2003. He has 24 years of industry experience. 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 strategies to client goals and risk tolerances.

Samantha Hirkala is a Series 66 licensed financial advisor with Robert Baird & Co., bringing four years of industry experience. She previously worked at Hefren-Tillotson, Wells Fargo Advisors, and Chilton Investment Co. The DDK Group at Robert W. Baird & Co., where she operates, provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, employing a combination of managed account strategies, tax management, and ongoing manager oversight.

James Piotrowski is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 34 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1992 to 2024. Piotrowski also serves as an advisor for Liberty Mutual in property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Isaiah Jackson is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and NYLife Securities LLC. Jackson also has experience outside of finance, having worked at Verizon for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Johnathan Miller is a financial advisor with Robert W. Baird & Co. in Pittsburgh - Wexford, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird, he worked at BNY Mellon and CNB Bank. Miller also has experience with Pro Football Focus. He is part of The DDK Group within Baird’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, and brokerage services, utilizing internal research and a mix of manager- and model-traded strategies.

Michael Mc Kee is a Series 66-credentialed financial advisor with 11 years of industry experience, currently associated with Robert Baird & Co. since 2022. He previously worked at Hefren-Tillotson, Inc. from 2015 to 2022. Mc Kee serves as an Investment Committee Member for the Marsha Mae Foundation, a scholarship fund. Robert Baird & Co.'s DDK Group operates within the Private Wealth Management department, providing services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a variety of portfolio management strategies, ongoing manager selection, and internal research tools, including artificial intelligence, to deliver advisory services.

Austin Miller is a financial advisor with LPL Enterprise, holding the Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he has experience working in education at Gannon University and Knoch High School and Middle School, as well as involvement with Miller Farms for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

Katherine Lust is a CFP®-designated financial advisor with Robert Baird & Co., where she has worked since 2022. She has five years of industry experience, including six years at Hefren-Tillotson, Inc. prior to joining Baird. She 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 employs a range of portfolio management strategies, financial planning services, and utilizes internal research and technology, including artificial intelligence, to support client advice.

Andrew Jugan II is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is involved in consulting through GTFM Management Group, LLC, and participates in leadership education for financial service owners and leaders via NGCSA, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized retirement recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Crey Keitzer is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2013. Prior to this, he spent 10 years at Stratos Wealth Partners. 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 financial planning and portfolio management options, combining customized strategies with access to third-party asset managers and technology tools.

Todd Fleming is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent several years with Hefren-Tillotson, Inc. in various capacities. Todd 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 financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Mark Belschner is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, he owns MCB Financial, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services supported by Wells Fargo research and planning tools.

Ghada Osta is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Citizens, PNC, MB Healthcare Inc, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Christopher Hutchinson is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has previously worked at Wells Fargo Clearing, Ameriprise, and A. G. Edwards & Sons, Inc. He holds Series 63 and Series 65 licenses and is based in Cranberry Township, PA. Outside of his advisory role, he has ownership in HUTCHINSON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Jeffrey Geibel is a financial advisor at Edward Jones in Butler, PA, holding CFP® and ChFC® designations with 17 years of industry experience. His prior roles include positions at Slippery Rock University and Woodmen Of The World Life Insurance Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with approximately 23,701 advisors and manages over $1 trillion in assets.

Martin Zimmel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He provides investment guidance to a select group of families, assisting them in making informed decisions to achieve their financial goals. Martin emphasizes building lasting relationships based on trust, integrity, and superior client service. His career in financial services spans over 15 years, including roles as Financial Consultant at Fidelity Investments from 2014 to 2019, Financial Specialist at PNC Investments from 2006 to 2014, and Financial Advisor at Morgan Stanley from 2005 to 2006. Outside of his professional work, Martin has interests in boating, cars, fishing, parenthood, traveling, and volunteering.

Jamie Patten is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years and MSI Financial Services, Inc. for 5 years. Patten is also an insurance agent offering various fixed and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and offers a wide range of managed portfolio programs and third-party manager options.