Katherine Egbert is a CFP® professional with 28 years of experience in financial services, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1997 to 2020. She holds Series 63 and Series 66 licenses and is based in McKees Rocks, PA. Outside of her advisory role, she co-owns a retail business, Legacy Wine & Spirits, and manages several LLCs related to business expense management and consulting. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Hernandez is a financial advisor at Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation. He joined the firm in 2025, following five years of employment with Starbucks Coffee Corporation and five years as a student. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individual clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Matthew Dudkowski is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. He serves as a board member of Community Health Challenge, providing guidance on financial matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Cole Pearson is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Morgan Stanley and has held positions outside of finance, including roles at Baldwin Supply Company and USA Hockey. He is part of The DDK Group within Baird’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 advisory services featuring discretionary and non-discretionary portfolio management, separately managed accounts, tax-management, and municipal advisory services.

Michael Mucha is a Series 66-licensed financial advisor with Robert Baird & Co. in Pittsburgh – Wexford, PA, where he has worked since 2023. He has three years of industry experience, including prior roles at Hefren Tillotson and professional experience at Ohio University and Target. Outside of his advisory work, Mucha was involved with the Avonworth Soccer Association for three years. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and artificial intelligence.

Sanjit Khara is a financial advisor at Wells Fargo Advisors in Pittsburgh, PA, with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Khara is involved in trustee and executor roles for family-related financial matters and holds part ownership in KM Wealth Management LLC and Heritage Seubert Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad array of planning services and integrates advisory services with other financial products and referral channels.

Justin Tillotson is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2022. His prior experience includes positions at Hefren-Tillotson and work related to Elon University and Eden Christian Academy. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Dominic Perry is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 12 years of industry experience. He has previously worked at Perry & Company PC and serves as a CPA firm partner at Wessel & Company, providing tax and business services for small privately held businesses. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Gregory Furer is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Kaplan, Inc., and Beratung Partners, Inc., as well as service on the board of Poly Smith Inc. He is involved in leadership development and has held board memberships with nonprofit organizations such as Bethesda Lutheran Services. 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, and institutional platforms, supported by advanced research and operational tools.

Adam Dobies is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Stephan Ernharth is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63, 65, and 66 designations and bringing 36 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation from 2005 to 2017. Outside of advising, he is the owner of The Fast Bear Labrador Retrievers and is also licensed as an attorney. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.

Scott Steiner is a financial advisor with LPL Financial based in Pittsburgh, PA. He holds a Series 65 designation and has two years of industry experience. Prior to joining LPL Financial, he was affiliated with Duquesne University and participated in volunteer income tax assistance programs. 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, model portfolios, third-party asset management, and institutional platforms.

David Pifer is a CFP® professional with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 22 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both internal research and external manager selection.

Drew Wagnild is a financial advisor with Merrill in Wexford, PA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Merrill, along 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Derouin is a CFP®-certified financial advisor with six years of industry experience, currently practicing at Edward Jones in New Kensington, PA. He has held multiple roles at Edward Jones since 2018, with prior experience in real estate and corporate positions, including a brief period as a real estate agent closing out a contract in Nashville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Calvin Sales III is a financial advisor at Merrill with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at New York Life Insurance Co., Vertix Wealth Strategies, and PNC Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Kantz is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Cetera Advisors LLC, Private Advisor Group, LLC, and LPL Financial. In addition to his advisory work, he is licensed to sell life, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.

Robert Dicola is a ChFC® credentialed financial professional with 43 years of industry experience. He is currently with Cetera and operates VIP Financial Matters, LLC. Outside of finance, he is active as a musician. 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 and financial planning services, utilizing both affiliated and third-party managers within various program structures.

Rush Hodgin is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at La Roche University from 2016 to 2020 before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Allison Plutt Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Financial Services since 1991 and PFS Investments Inc. since 1987. Prior to his financial career, he worked for the City of Pittsburgh from 1982 to 2017. He also receives compensation for part-time referrals of home security and automation products, as well as other home-related services, through affiliated companies. Primerica Advisors is an institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies mainly on model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.