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.

Nathan Lawhead is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Cambridge, he worked at MAI Capital Management, LLC and Deloitte & Touche LLP. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base through multiple platforms and custodians.

Samantha Duffy is a financial advisor at OSAIC with four years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and William J. Stroyne Financial Services. Outside of finance, she is a professional musician and teacher, providing private violin and viola lessons and performing locally. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Travis Barker is a financial advisor with Robert Baird & Co., holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Hefren Tillotson and Mid Atlantic Financial Management, Inc. 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 and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and investment tools.

Jennifer Susco is a CFP® professional with 18 years of industry experience. She currently works at RBC Capital Markets and previously spent 16 years at UBS Financial Services. She serves as vice president and treasurer of a Georgetown University alumni club, assisting members with career guidance and event coordination. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment and financial planning solutions, offering discretionary and non-discretionary portfolio management through various advisory programs.

Robert Rodgers is a CFP®-certified financial advisor with 18 years of industry experience, currently with Robert Baird & Co. since 2022 after 14 years at Hefren Tillotson, Inc. He holds a Series 66 license and 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 and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a wide range of financial planning and portfolio management services supported by internal research, manager selection, and advanced tools including artificial intelligence.

Jeffrey Bendis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2013 and operated Good Life Advisors, LLC from 2014 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, and institutional platforms, with advice primarily delivered by its network of investment adviser representatives.

Robert Shields is a CFP®-designated financial advisor with 47 years of industry experience. He has worked at LPL Financial since 2018, following a 39-year tenure at Waddell & Reed, Inc. Shields is also involved in non-variable insurance through Good Life Insurance Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Trafican is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and W&S Brokerage Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and institutions. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

James Scaltz III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He previously worked for Lord Abbett Distributor, LLC for 15 years before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Bryan Calixto Corona is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at JPMC Chase from 2022 to 2024. Outside of finance, he has worked as an independent contractor in waste management, specializing in composting and recycling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexandra Sanzone is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously spent nine years at Hefren Tillotson, Inc. She 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 broad range of financial planning and portfolio management services, combining manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Toni Ondek is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. Located in Cranberry Township, PA, Ondek holds the Series 63 and Series 66 licenses. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Carson Kessler is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Edward Jones and spent over a decade in education with the Seneca Valley School District and Slippery Rock University. Outside of finance, he is involved with Hardcore Elite Baseball LLC, a recreation-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured discovery processes and advanced modeling tools.

Christopher Rondinelli is a CFP® professional at LPL Financial with 18 years of experience in the financial services industry. He has worked previously at Waddell & Reed and Good Life Advisors, LLC, where he spent 12 years. Rondinelli also has experience teaching at the Community College of Allegheny County. 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 broad range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, employing various investment strategies supported by research and technology tools.

Vincent Richtar is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and 33 years of industry experience. His prior experience includes roles at Cottrill Arbutina Wealth Management Group and MSI Financial Services, Inc. He is also involved in fixed insurance sales as an independent contractor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and institutions.

Jessica Green is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022. Her prior roles include positions at Hefren Tillotson, Stitch Fix, and BNY Mellon. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs, supported by internal research and ongoing manager monitoring.