Ryan Gardner is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aldi USA and MVB Bank, as well as time spent in education and various other positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

Douglas Clark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Strategic Pension and Financial Partners, Princor Financial Services Corp, and Principal Life Ins Co. Outside of his advisory role, Clark serves as a poll worker in Allegheny County. 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, supported by a large network of investment adviser representatives.

Steven Selip is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Cambridge since 2013 and concurrently maintains a long-term role at Chestnut Ridge Primary Care. Outside of his advisory work, Selip serves in various community positions including as president of the Westmoreland County Medical Society and as a physician treating patients with opioid use disorder. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jacob Dukman is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. His career includes roles at Morgan Stanley and Hefren-Tillotson, as well as prior experience at Allegheny College. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 mix of non-discretionary investment guidance and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Nicholas Costa is a financial advisor at LPL Financial based in Wexford, PA. He holds the Series 66 designation and has experience working with BCR Financial Services, Osaic FS, Robert Morris University, and several other organizations. Outside of finance, he has been involved with Jimmy Wan's Restaurant and Lounge as well as Professional Cleaning Inc. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.

Mark White is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and four years of industry experience. Before joining LPL Enterprise in 2025, he worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment approaches developed by internal and third-party strategists and offers a range of financial planning, consulting, and access to third-party asset managers.

Timothy Donoghue II is a financial advisor with Robert Baird & Co. holding a Series 66 designation and six years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held roles at Hefren-Tillotson, Resource Strategies Inc., PNC, and John Carroll University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, employing both manager-traded and model-traded strategies with ongoing manager selection and monitoring.

John Fritz III is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Ameriprise and its predecessor firm since 1997. Outside of his advisory role, he has interests in real estate ownership unrelated to his investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Kenneth Newmeyer is a financial advisor with Wells Fargo Clearing in Sewickley, PA, holding a Series 63 designation and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member for the Whitetail Meadows Homeowners Association in Pittsburgh. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm utilizes research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach, offering both brokerage and advisory solutions across a broad client base.

Mark Pittman is a CFP®-credentialed financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, offering services that cover diverse planning needs including retirement, education, and specialized areas such as business-owner transition and special-needs analysis.

John Sinclair II is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 designation and has worked previously at Cetera and Atlantic Financial Group. Sinclair is also involved in non-variable insurance sales, including fixed annuities, life insurance, long-term care, and disability insurance. 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.

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.

Brennon Paik is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Tristate Financial Advisors, and JPMorgan Chase Bank, N.A. He has also been affiliated with the University of Pittsburgh in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

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.

Malcolm Walker Jr. is a financial advisor at Cetera with 29 years of industry experience and holds the ChFC® and Series 63 credentials. He previously worked at Commonwealth Financial Network and Kestra Investment Services. Outside of his advisory role, he is co-owner of a tax and accounting firm and serves as treasurer on multiple homeowners association boards. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Jodon is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Daniel Sutherland is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Youngblood Paving Inc and IA Construction. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Daniel Sherman is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as an elected Township Auditor in Slippery Rock Township. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charities. The firm offers customized investment strategies through various advisory programs using a combination of in-house and third-party managers, with options for discretionary and non-discretionary portfolio management.

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.