Max Crownover is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has five years of industry experience, including prior roles at Pensionmark Financial Group and Penn State University. Outside of his primary advisory work, he is involved with several other financial services activities, including serving as an agent in insurance and benefits and managing client assets through affiliated firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of strategies across multiple custody platforms.

Joseph Thompson is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Hefren-Tillotson, Raymond James & Associates, and Merrill. He has been with Robert Baird & Co. since 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager selection supported by internal research and technological tools, managing approximately $394 billion in regulatory assets as of the end of 2025.

Jill Baker is a Series 66-licensed financial advisor with Ameriprise, based in Wexford, PA, and has 23 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is involved in managing her own business consulting activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Samantha Heiser is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Her prior roles include positions at Equitable Advisors, Ally Financial, and Clark Hill, PLC. She also has experience working in education and retail sectors. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, and offers both discretionary and non-discretionary management options.

Stephen Fuhrer is a ChFC® with 39 years of industry experience, currently serving as a financial advisor with LPL Financial since 2023. Prior to joining LPL, he worked for 36 years at Harvest Financial Corporation. Fuhrer is also the owner of Fuhrer’s Inc., an insurance agency he has operated since 1986. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a broad range of financial planning and investment management solutions.

Justin Grubisha is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 13 years at Hefren Tillotson, Inc. The DDK Group, where Grubisha is a team member, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services supported by internal research and advanced tools, including artificial intelligence.

Lynn Hyde is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2022, following an 11-year tenure at Hefren Tillotson, Inc. Lynn is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, 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 and internal research.

Randee Baer is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022, following a decade at Hefren Tillotson, Inc. Randee 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 services including financial planning, discretionary and non-discretionary portfolio management, and access to separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Joseph Dressel is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He joined Baird in 2025 after 12 years at PNC Financial Services Group Inc. and is based in Pittsburgh, PA. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kimberly Henry is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 30 years of industry experience, including roles at The Bank of New York Mellon and Northwest Bank prior to joining Cambridge. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Andrew Aufderheide is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and previously worked at Hefren-Tillotson Inc. for 14 years before joining Robert Baird in 2022. 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 financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies, tax management, and internal research, including artificial intelligence tools, to support client recommendations.

Richard Schneider Jr. is a CFP® and holds a Series 66 license with Edward Jones in Wexford, PA, where he has worked for 10 years since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsay Greenberg is a financial advisor at Merrill in Pittsburgh, PA, with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Bradley Dishart is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Robert Baird in 2022, he spent 26 years at Hefren Tillotson, Inc. He is a passive investor in ALPX Energy. Robert Baird & Co. serves individual, corporate, pension, and charitable clients through its Private Wealth Management division, offering financial planning, portfolio management, and brokerage services. The firm manages assets using a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools including artificial intelligence.

Kimberly Fleming is a CFA® charterholder with 47 years of industry experience. She currently serves as an advisor at Robert Baird & Co., joining the firm in 2022 after a 43-year tenure at Hefren Tillotson, Inc. Fleming holds board positions with the Buhl Foundation and Dollar Bank. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by home-office research and tools.

Joseph Ford III is a Series 66-credentialed financial advisor with Edward Jones, based in Allison Park, PA, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and at Duncan Financial Planning Advisors since 2026. Outside of advisory roles, Waite is president and owner of FLEX SOURCE, INC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolios and model-based solutions.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 12 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves as a board member for Al's Bike Drive, supporting the Toys for Tots program in Western Pennsylvania, and is the chair and president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Carly Seneca is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior roles include positions at Pensionmark Securities, Harvest Financial, and BNY Mellon. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based solutions tailored to client objectives.