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 has 16 years of industry experience. He has been with Cambridge since 2013 and also has a longstanding career in medical practice. Outside of his advisory role, Selip serves on the board of a political action committee affiliated with the Pennsylvania Medical Society, holds leadership positions with local medical societies and civil service commissions, and practices as a physician treating patients with opioid use disorder. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

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.

Mark White is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Woodmen Financial Services, Inc., Woodmen of the World Life Insurance Society, and Whipperhill Consulting. Prior to his advisory career, he was involved in property management for 14 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Timothy Donoghue II is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 credential and has worked previously at Hefren-Tillotson, Resource Strategies Inc., and PNC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual and institutional clients with a range of financial planning, portfolio management, and advisory services. The firm manages approximately $394 billion in regulatory assets and offers services including discretionary portfolio management, separately managed accounts, and municipal advisory services.

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 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member for Whitetail Meadows Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education, with a notable inclusion of insurance-related investment options.

Mark Pittman is a CFP® professional with over 42 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing and Prudential Equity Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients with diverse planning needs including retirement, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

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 at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Trinity Wealth Securities, Tristate Financial Advisors, and positions related to the University of Pittsburgh. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.

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.

Conrad Naugler is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work history includes five years with BNY and various roles in construction and contracting firms. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Tyson Hilovsky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked for Nationwide Securities Inc. and Nationwide Insurance from 2004 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, he owns a business called 3 Rivers Trading Cards. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, leveraging scale and diverse financial service offerings.

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.

Christopher Balcerek is a CFP®-certified financial advisor with five years of industry experience, currently with UBS Financial Services in Sewickley, PA. His prior roles include positions at the Federal Reserve Bank of Dallas and Costco Wholesale. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor strategies based on proprietary research and model-based asset allocations.