Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 17 years at Commonwealth Financial Network. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, and supports its advisors with research and operational tools.

Stephen Kimmel is a financial advisor with Raymond James & Associates based in Beaver, PA. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Prior to joining Raymond James, he worked at Merrill for 19 years. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary consulting, and specialized municipal advisory services.

Shannon Fidler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Fidler worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. Fidler also serves as a board member of the Financial Planning Association’s Pittsburgh Chapter. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Marlin Thomas is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Jennifer Cepek is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked with Communicycle Beaver County Inc and Trinity School for Ministry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm offers tailored, non-discretionary advice using analytical tools and supports both advisory programs and municipal finance work.

Patrick Eastburn is a Series 66-licensed advisor at Robert Baird & Co. with one year of industry experience. His prior roles include positions at Hunter Associates, American Eagle Outfitters, and First National Bank Corporation. He is also involved with The Turn Club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines manager-traded and model-traded strategies, uses internal research and AI tools, and offers municipal advisory services.

Jaime Croissant is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Touchstone Capital, Robert W. Baird & Company, and Hefren-Tillotson. Outside of finance, he teaches personal art lessons once a week. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wendy Nice is a financial advisor with Charles Schwab in Cranberry Township, PA, holding a Series 66 designation and seven years of industry experience. Her work history includes positions at TD Ameritrade, JP Morgan Securities, Merrill, Bank of America, and PNC Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervision and a formal alternative investments program.

Micah Delo is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves as a trustee and treasurer at the First Presbyterian Church of Pittsburgh and is a board member of the Shannopin Country Club. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of investment strategies and platforms tailored to client objectives.

Michael Vojnik Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Zucker Investment Group and The Vanguard Group. Outside of advising, he is involved with Equity Accounting LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, employing both discretionary and non-discretionary strategies.

Scott Holmes II is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Goodwill of SWPA & NCWV and Everett & Hurite, as well as experience in both educational and corporate settings. Holmes has also been involved in the sale of non-investment products related to home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing custody services.

Elijah Loncar is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Capgemini and Rivertowne Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eugene Pruszynski is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2007. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combination of non-discretionary and discretionary investment management with multi-asset model portfolios and a centralized operational structure.

Nathan Lawhead is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He previously worked at MAI Capital Management, LLC and Deloitte & Touche LLP. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a variety of investment solutions including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Samantha Duffy is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Securities America Advisors and William J. Stroyne Financial Services. Outside of finance, she is a professional musician and teacher, performing on violin and viola with local symphonies and providing private music lessons. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on diversified portfolio construction and access to third-party managed accounts.

Travis Barker is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes tenure at Hefren Tillotson and Lions Gate Wealth Management. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Robert Rodgers is a financial advisor with Robert Baird & Co., holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has worked at Hefren Tillotson, Inc. since 2008 and joined Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Robert Shields is a CFP®-designated financial advisor with 47 years of industry experience. He has worked at LPL Financial since 2018, following a 39-year tenure at Waddell & Reed, Inc. Shields is also involved in non-variable insurance through Good Life Insurance Associates. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Sullivan is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Beratung Partners, Inc., Sullivan & Danna LLC, and Waddell & Reed, Inc. based in Pittsburgh, PA. 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 financial planning and asset management services, supported by a large network of advisers and advanced operational tools.

David Trafican is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and W&S Brokerage Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and institutions. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.