James Bish is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with First Commonwealth Bank and Infinex Investments since 2019, and previously with Key Investment Services LLC from 2016 to 2019. In addition to his advisory roles, he serves as a sales manager at First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, utilizing a hybrid adviser/broker-dealer structure and a model that combines firm supervision with decentralized investment analysis and account management.

Joseph Arndt is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments, Bank of America, Merrill, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Corina Wack is a financial advisor with Eagle Strategies (NY Life) based in Saxonburg, PA, holding Series 65 and Series 63 credentials and seven years of industry experience. Her prior roles include positions at Olewine Financial Group and Dream Big Wealth Strategies. She serves as an officer for the Ladies Auxiliary to the Butler Township Volunteer Fire District and holds leadership roles with the Rotary Leadership Institute and the Golden Tornado Scholastic Foundation. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ronald Jones is a financial advisor with Eagle Strategies (NY Life) in Saxonburg, PA, holding a Series 63 designation and bringing 42 years of industry experience. He has worked with Eagle Strategies since 2000 and operates under the name Ronald D. Jones Financial Services to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and advisory services, delivering tailored solutions through various program types and maintaining a largely non-discretionary asset base.

Adam Bosiljevac is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was with Nationwide Securities LLC and Nationwide Financial from 2015 to 2019. Outside of his advisory work, Bosiljevac serves as a deputy coroner for the Butler County Coroner’s Office and owns a retail distribution business called MidnightMaple. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of investment platforms and proprietary models alongside access to third-party strategists.

Richard Chambers Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 31 years of industry experience. His prior roles include positions at Clearview Federal Credit Union, Psecu, U.S. Bancorp Investments, CUNA Mutual Group, and BCU Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and proprietary research.

Carson Kessler is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Edward Jones and spent over a decade in education with the Seneca Valley School District and Slippery Rock University. Outside of finance, he is involved with Hardcore Elite Baseball LLC, a recreation-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured discovery processes and advanced modeling tools.

Evan Gorse is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Robert Baird & Co., where he has worked since 2022, and previously was with Hefren Tillotson from 2014 to 2022. Robert Baird & Co.’s Private Wealth Management department, including The DDK Group where Gorse is based, serves individuals, high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, with investment strategies supported by internal research and manager monitoring.

Mark Stallsmith is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 credentials and offering 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he owns Strategic Coverages LLC, a property and casualty insurance business, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and both discretionary and non-discretionary management, with a range of proprietary and third-party strategies.

Kenny McGee is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 27 years of industry experience. He previously worked at Hefren Tillotson, Inc. during the same period and has been with Robert Baird & Co. for four years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Tyler Bream is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Costco Wholesale from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Ivory is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Ivory serves on the board of Mars UP Church and is a committee member of Rich-Mar Rotary, where he helps set up scholarships for students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Michael Keefer is a financial advisor with Equitable Advisors in Zelienople, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Keefer operates R E Lane LLC, a CPA firm. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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 previously worked for Nationwide Securities Inc and Nationwide Insurance for 15 years before joining LPL Financial in 2019. Outside of his advisory role, he owns 3 Rivers Trading Cards, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios from LPL Research and third-party subadvisors, and supports both discretionary and non-discretionary management strategies.

Daniel Sherman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Sherman serves as an elected Township Auditor in Slippery Rock, PA. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and integrates various investment managers, model providers, and overlay managers to implement portfolios.

Lyric Schnur is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 27 years of industry experience, including a long tenure at Hefren Tillotson, Inc., and has been with Robert Baird since 2022. She 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 broad range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Mckenzie Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Miller worked in various roles including management positions in the hospitality industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party managers, and an integrated platform that includes insurance products.

Bruce Bateman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1989 and has operated his own business involving hay and cattle sales since 2008. Bateman also serves as a director on the board of the Grove City Sportsmens Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.