Scott Parker is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Benjamin Morgret is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at Federated Global Investment Management Company and its affiliates from 2019 to 2025. Outside of his advisory role, he is a partner and registered agent at Morgret Real Estate LLC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of SMA strategies, tax management, and internal research tools to support client advice.

Thomas Boyer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He provides financial consulting services with a focus on understanding each client's unique planning needs and ensuring they feel heard, adhering to Fidelity's client commitment standards. Thomas has been with Fidelity Investments since 2018, holding several positions including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Associate, and Tax Exempt Market Associate II. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2017 to 2018. No information about his education, credentials, personal interests, or community involvement has been provided.

Ingrid Streich is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2016. She is also registered with Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client engagements and corporate financial planning agreements.

Mark Rutkowski is a financial advisor at Morgan Stanley with a Series 66 credential. He has less than one year of industry experience. Prior to joining Morgan Stanley, he worked at Field Environmental, UFC Gym, and PNC, and was a student for nearly two decades. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of its standalone planning.

Nathan Kauffman is a CFP®-designated financial advisor at Robert Baird & Co. with 25 years of industry experience. He worked at Hefren Tillotson, Inc. for 21 years before joining Robert Baird in 2022. He is part of the DDK Group within Robert 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 a combination of internally managed and external strategies supported by ongoing research and technology.

Darren Savikas is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in fundraising for the Seton La-Salle Alumni Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Kevin Testa is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Osaic since 2025 and previously spent 25 years with Lincoln Financial Advisors Corp. He is also licensed as an insurance agent, offering products such as disability insurance, fixed and indexed annuities, life settlements, long-term care insurance, and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers and utilizes various asset-allocation tools, third-party managers, and unified managed accounts.

Andrea Mc Kinley is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Ameriprise and previously worked at Huntington Investment Company, PNC Investments, TIAA-CREF, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Mark Perilman is a CFP® and ChFC® with 33 years of industry experience, currently serving at Osaic Wealth, Inc. since 2025. He previously spent 32 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as Treasurer and board member for the Robert M. Rodrigues Fund through the Pittsburgh Foundation. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs a range of advisory platforms and investment strategies incorporating asset allocation tools, risk assessments, and third-party money managers.

Stephanie Ferry is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she focuses on ensuring clients feel confident and comfortable with their overall financial plans. She aims to support clients in achieving their financial objectives through building trusted relationships centered on their unique values and preferences. Stephanie has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans multiple aspects of wealth management and client relationship management. Outside of her professional work, Stephanie's personal interests include beach activities, concerts, family activities, fitness, parenthood, and spending time with pets.

William Gullborg is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc., along with running his own insurance business since 1978. He is involved with several insurance-related organizations, including the Greater Beneficial Union and the National Slovak Society. 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 portfolios, third-party asset management, and institutional platforms.

Nicholas Zapatka is a financial advisor with Ameriprise in Jefferson Hills, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior experience includes roles at The Huntington National Bank and The Huntington Investment Company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that integrates written Recommendation Reports and annual advice focused on dependable income and tax-aware withdrawal strategies.

Kelsey Jah is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities LLC for ten years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

John Quinlan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab in Mt. Lebanon, PA. His prior experience includes positions at TIAA-CREF and Tiaa from 2013 to 2017. Outside of advising, he co-owns rental properties near Penn State University that have been professionally managed for over two decades. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Allen is a financial advisor with Wells Fargo Advisors in Pittsburg, PA. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Allen was associated with Commonwealth Financial Network and Laurel Financial Group, where he was also a co-owner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, offering clients access to various advisory and brokerage programs.

Joy Marshall is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to assist clients in evaluating their financial situations and identifying opportunities to better align their plans with their goals. She has been in this role since 2025. Prior to her current position, Joy worked as a Relationship Manager at Fidelity Investments in 2024. Before joining Fidelity, she gained experience as a Client Solutions Specialist at PNC Investments from 2022 to 2024 and began her career as a Personal Banker at PNC Bank from 2021 to 2022. Outside of her professional work, Joy has interests in art, badminton, painting, pets, swimming, and traveling.

Joseph Grunwald is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. His prior experience includes roles at Hefren Tillotson, Inc. and TIAA-CREF. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services.

Mary Goodman is a financial advisor with Ameriprise who holds the Series 66 designation and has 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she serves as treasurer on several nonprofit boards, including Mission Circle Union Baptist Church and the Blacksville Cemetery Association. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Patricia Bojarski is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1996. 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, offering both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.