James Morrow is a financial advisor at Ameriprise with 43 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 23 years at Lincoln Financial Advisors Corporation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored advice primarily for clients with Ameriprise-managed accounts.

Gregory Lippert Jr. is a CFP® professional with ten years of experience in financial services, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Carnegie Mellon University and Centerview Wealth Advisors, along with consulting work at HKS Financial Partners. He is involved in providing valuation and consulting services to small businesses and owns a leasing company that purchases vehicles for business use. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools, with optional implementation through brokerage or insurance arrangements.

Craig Baum is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2011 and also has a long history with Wealth Preservation And Management, Inc. and Wilson Baum Agency, Inc. Outside of his financial advising work, Baum is a freelance photographer and serves as a ski instructor at Hidden Valley Resort. He is also an executive board member of the Mon-Yough Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers these services through a network of independent Financial Professionals using a range of portfolio management approaches, including proprietary model strategies and access to unaffiliated strategists.

Adam Hubert is a financial advisor at Robert Baird & Co. with a Series 66 designation and five years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Inc., Saint Vincent College, and the Pittsburgh Steelers. 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, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies alongside internal research and technology in its advisory process.

Devin Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in wealth management. She works with a team of advisors to assist clients through all stages of life, focusing on accumulation, distribution, and preservation of wealth. Devin specializes in family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. Devin holds a Bachelor's Degree from Westminster College and is designated as a Personal Investment Advisor (PIA). She emphasizes understanding clients' life priorities to develop comprehensive financial strategies that align with their goals and passions. Devin is also involved in professional organizations including the United Way Bridges Society and the United Way Women's Leadership Council. Outside of her professional role, Devin is active in her local community in Pittsburgh, volunteering through various local channels. She enjoys spending time with family and friends, traveling, and cooking.

Matthew Nichter is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has managed Nichter Wealth Management since 2012 and has been affiliated with Cetera since 2000. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering various portfolio management and financial planning services through a large network of independent advisors.

Mary Meiman is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of experience in the industry. Her prior work includes roles at Propel Schools and Wheeling Jesuit University. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services and manages approximately $394 billion in assets as of December 31, 2025.

Gregory Swickline is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2017 and previously was employed at Cooper's Hawk Winery & Restaurant. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kara Elledge is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Pruco Securities, The Prudential Insurance Company of America, The Huntington Investment Company, Wells Fargo Advisors, and McKinley Carter Wealth Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Matthew Lichtenstein is a financial advisor at Edward Jones in Bridgeville, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Burton is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 40 years of industry experience. His prior roles include positions at Amazon and Investors Capital Corporation, and he has operated Burton Wealth Management since 2016. He is also an agent for fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple investment management programs and access to third-party money managers through a nationwide network of independent advisors.

Tyler Lambert is a financial advisor with Merrill and holds a Series 66 designation. He has 12 years of industry experience, including roles at Bank of America and PNC. His current tenure at Merrill and Bank of America spans eight years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates its services with Bank of America’s broader platform, including lending and custody, and offers access to a variety of investment products.

Kathleen Hassenfeldt is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with access to both in-house and third-party investment managers.

Thomas Bouchard is a CFP® credentialed financial advisor with 40 years of industry experience, currently practicing at Ameriprise in Canonsburg, PA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he manages his own financial planning practice through a personal service corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, primarily for clients holding assets in Ameriprise Managed Accounts.

Matthew Mc Clintock is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining MassMutual, he operated McClintock & Associates PC for ten years. In addition to his advisory role, he is a licensed insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations primarily on investment strategies rather than specific products.

Debra Hawkins is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2020, she worked at UBS Financial Services Inc. for 13 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Sean Setaro is a financial advisor with LPL Financial in Cannonsburg, PA, holding the Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Edward Jones for four years and spent eight years at Industrial Scientific Corporation. He is also involved as a non-variable insurance agent and participates in the Succession, Wealth and Insurance Network. LPL Financial serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting. The firm provides both discretionary and non-discretionary management and utilizes various investment strategies supported by proprietary research and third-party subadvisors.

Lance Burgert is a financial advisor with Edward Jones in Bethel Park, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Conti is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He previously worked at Boenning & Scattergood for six years and at Ross, Sinclaire & Associates, LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.

Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.