Jeffery Suhayda is a financial advisor at Ameriprise with 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. Outside of his advisory role, he is a financial planning partner and co-owner of DiamondOne, LLC, where he participates in executive management and strategic planning. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Kenneth Rodgers is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously with Hefren Tillotson beginning in 2016. 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 custody and brokerage services, using a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Melody Boros is a Series 66-licensed financial advisor with Edward Jones in Zelienople, PA. She has been with the firm since 2010 and has 16 years of industry experience. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Bruno Natter is a financial advisor with Ameriprise in Wexford, PA, holding CFP® and ChFC® designations and six years of industry experience. Prior to joining Ameriprise in 2024, he worked at Key Investment Services LLC and KeyBank from 2018 to 2024. He is also employed as a financial advisor at S&T Bank. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Farrell is a financial advisor with Robert Baird & Co. and holds the CFP® and Series 63 designations. He has 33 years of industry experience, including a long tenure at Hefren Tillotson, Inc., and has been with Robert Baird since 2022. Farrell serves as a board member and treasurer for the Second Harvest Community Thrift Store in Sharpsburg, PA. The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by ongoing manager selection, internal research, and a variety of investment strategies.

Douglas Manges is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 34 years of industry experience. He has been affiliated with Primerica Advisors since 1992 and operates Manges+ Associates Inc., an investment-related business established for Primerica purposes. His experience also includes involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors, employing model-based investment strategies supported by third-party asset managers and custodial services.

James Tepke is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Timothy Hunkele is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson and PNC Bank. Outside of his advisory role, he has coached middle school baseball teams in the Pine Richland School District. 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 financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection supported by internal research and tools.

Tawni Marie Tunno is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James since 2013 and also has worked at Covenant Partners since 2016. Outside of her advisory role, she has longstanding part-time employment with Victoria's Secret, where she is involved in merchandising and inventory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, tailored planning using risk profiling and analytical tools and supports clients through various advisory programs and specialized services such as municipal and public finance advisory and SIMPLE IRA employer consulting.

Michael Bonelli is a financial advisor with Edward Jones in Evans City, PA, holding a Series 66 credential and seven years of industry experience. He previously worked at Yale University and the Virginia Military Institute. Outside of finance, Bonelli has been involved in youth soccer as a coach with Beadling Soccer Club and previously owned a business organizing high school college prep soccer camps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

James Scureman is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 43 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He also operates an independent insurance agency specializing in dental and group disability income, disability, fixed annuities, life/accident/health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-based recommendations.

Scott Ventura is a Financial Consultant currently working at Fidelity Investments since 2024. He has held several roles at Fidelity, including Investment Consultant from 2022 to 2024 and High Net Worth Associate from 2021 to 2022. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2021. In his role, Scott focuses on understanding clients' financial situations and goals. He develops strategies and connects clients with appropriate resources to assist them in achieving their financial objectives.

Kristen Sarver is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds the Series 66 designation and previously worked at Hefren Tillotson for six years before joining Robert Baird in 2022. Sarver was a co-owner of MayFlower Cards, an arts and crafts business that is no longer active. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Sarver works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, supported by internal research and strategic partnerships.

Richard Guernsey is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 23 years of industry experience, including 15 years at Allegheny Investments prior to joining Cambridge. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform options tailored to client objectives.

Peter Loncar is a CFP® professional with 39 years of industry experience, currently affiliated with Raymond James Financial. He is the owner and president of Rivertowne Advisors LLC and has held roles at various Raymond James entities since 2015. Outside of his advisory work, Loncar owns an agricultural business involved in timber harvesting, landscaping, and honey production, as well as a private foundation he founded in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using various analytical tools and supports specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Debora Kuzmanko is a financial advisor at LPL Enterprise with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 13 years. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by model portfolios, third-party asset managers, and an integrated platform combining adviser programs with other financial products.

Ryan Krist is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of New York Mellon and Citizens Securities, Inc. Outside of his advisory roles, no additional business activities are noted. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brent Ulreich is a CFP® professional with 10 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously was with Hefren-Tillotson, Inc. from 2012 to 2017. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, using a range of strategies that include separately managed accounts and tax-management techniques.

Corey Utz is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. He also maintains a role at Hefren-Tillotson, Inc., where he has worked since 2014. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies, manager selection, overlay management, and tax management approaches to deliver tailored investment advice.

Barbara Neal is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been involved in the family business, Slater Electric & Sons Inc., where she serves as owner-president and participates in office operations. Additionally, Neal serves as a notary public for the Commonwealth of Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.