Lacey York is a financial advisor at Stifel with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel since 2009. Outside of her advisory role, she serves as an endowment committee member for the Child Health Association of Sewickley, assisting with updating investment policy statements and evaluating endowment performance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Amanda Taylor is a financial advisor at Robert Baird & Co. with 18 years of industry experience and holds a Series 66 designation. She previously worked at Hefren-Tillotson for over a decade and rejoined the firm’s successor before joining Robert Baird in 2022. Outside of her advisory role, she works as a server at her family’s bar-restaurant and serves as Treasurer and Board Member for the Karn City Area Youth Football organization. Robert Baird & Co. serves individuals, corporate and business clients, pension plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with tax management and direct indexing, supported by ongoing research and internal tools including artificial intelligence.

Joel Sirota is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Waldron Private Wealth, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis.

Christine Farrell is a financial advisor at Robert Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously spent 23 years at Hefren Tillotson, Inc. Farrell serves as a board member of the Pittsburgh Presbytery Foundation and participates on its Investment and Finance Committee. She 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 through a range of financial planning, portfolio management, and brokerage services.

Brian Kocherzat is a CFA® charterholder and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held roles at Hefren Tillotson, Morgan Stanley, and PNC Wealth Management. 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 range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Maeve Donohue is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and has previously worked at Hefren-Tillitson and iNetworks, as well as having experience at Bucknell University and Sewickley Academy. Outside of finance, she was involved with Mambo Italia for three years. Maeve 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 financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory approach.

Vincent Kremer is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Thrivent since 2006. Outside of his advisory work, he serves as a board member for Al's Bike Drive, a charitable program supporting the Toys for Tots initiative in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm emphasizes holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under separate billing arrangements.

Thomas Edwards is a financial advisor with Robert Baird & Co. in Pittsburgh - Butler, PA, holding a Series 66 license and 11 years of industry experience. Before joining Baird in 2022, he worked at Hefren Tillotson, Inc. for seven years. Edwards serves as a volunteer trustee for the Grand Lodge of Pennsylvania, assisting with the development of its long-term investment policy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and other wealth management services to individuals, businesses, pensions, and charitable organizations. The firm offers a range of investment strategies and emphasizes ongoing manager selection, internal research, and unique municipal advisory services.

William Stroyne is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Securities America Advisors, Inc. and OSAIC before joining LPL Financial. Outside of his advisory role, Stroyne is involved as a band leader and musician with the InTransit Band and serves as a board member for a local building association. 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 offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven tools, while managing over $819 billion in discretionary assets.

Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Patrick Botula is a financial advisor at Raymond James & Associates with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for over four decades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Erik Vollbrecht is a financial advisor with Equitable Advisors in Wexford, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and has prior experience with Axa Advisors. Outside of his advisory role, he serves as a power of attorney for his parents and acts as trustee and successor of an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Jessica Horan is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has 10 years of industry experience, having worked at Hefren Tillotson from 2016 to 2023 before joining Baird. 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 offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, utilizing internal research and technology including artificial intelligence in its investment approach.

Patrick Levendusky is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He has previously worked at BNY Mellon Securities Corp, Nuveen Asset Management, and Morgan Stanley. Levendusky is also associated with NSS Life as a financial advisor focusing on non-variable insurance. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

Thomas Bourg is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sage Advisory Services and Invesco Advisers, Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee, employs tax-aware and risk management strategies, and manages a broad range of accounts including separate accounts, pooled vehicles, and retirement plans.

Jo Larson is a Series 66-credentialed financial advisor with Edward Jones, based in Cranberry Township, PA, and has 21 years of experience with the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brandon Pruss is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Charles Schwab. Raymond James & Associates 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, offering financial planning, investment consulting, and institutional fiduciary services.

Dustin Thompson is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Hefren Tillotson, Inc. for nine years. He serves as a board member and on the Investment Finance Committee of the Seneca Valley Foundation. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and customized investment solutions, supported by in-house research and a combination of manager-traded and model-traded strategies.

Robert Wilson Jr. is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Cetera in Wexford, PA. His background includes roles at various financial services firms, including Best Times Financial and American Portfolios Financial Services, Inc. Outside of finance, he has experience working in the food service industry with Big Dipper BBQ and Owego Original Italian. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, utilize third-party managers, or construct customized strategies across discretionary and non-discretionary program structures.

Nathaniel Sepe is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Federated Global Investment Management Corp., Carson Wealth, and USI Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.