Olimpio Grieco is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Allianz Global Investors and SG Americas Securities, LLC. Outside of finance, he has worked in the outdoor recreation industry with Laurel Highlands Whitewater Rafting. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform.

Joseph Hadobas is a financial advisor with Cambridge Investment Research Advisors in Wexford, PA, holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013 and previously worked at Equitable Advisors from 2005 to 2013. Outside of his financial advisory role, he serves as a finance council member for St. Patrick/St. Stanislaus Kostka Parish in Pittsburgh and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians and develops proprietary model strategies under the Founders Gate Capital brand.

Maxwell Freed is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he held positions at UBS Financial Services, Inc., and has diverse work experience including roles in education and the hospitality and brewing industries. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies, incorporating both in-house and third-party managers, along with features such as tax management and responsible investing.

Samuel Dippold is a CFP® and holds a Series 66 designation with 16 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of services including financial planning, portfolio management, and custody with an investment approach that combines manager-traded and model-traded strategies, tax management, and the use of internal research and technology.

Luke Edwards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Throughout his career at Fidelity, Luke has accumulated experience that supports his approach to partnering with clients to develop thorough financial plans aimed at achieving their unique definitions of financial success. His professional journey encompasses roles focused on investment consulting, planning, relationship management, and client advocacy. Outside of his professional life, Luke's personal interests include comedy, family activities, food, golf, parenthood, and swimming.

Patrick Byrne Jr. is a CFP® with 26 years of industry experience, currently serving at Edward Jones since 1999. He is based in Pittsburgh, PA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Lara Stunkel is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she was involved with PSquare Scents, LLC and volunteered with Animal Friends. The DDK Group at Robert W. Baird & Co., where Lara works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Nicholas Mitchell is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 credential and previously worked at Hefren Tillotson and Minnotte Contracting Corp. He has been with Robert Baird & Co. since 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and ongoing investment research to support client advisory needs.

Chelsea Harless is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Outside of her advisory role, she is the sole proprietor of Woods & Spice LLC, a retail and online store based in West Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling in its financial planning process.

Kevin Tatar is a financial advisor at OSAIC with 23 years of industry experience. He previously worked for Lincoln Financial Advisors for 22 years. He holds Series 63 and Series 65 designations, and his outside activities include offering and servicing fixed insurance products such as annuities and life insurance. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various client types, including high-net-worth households, retirement plans, charities, and corporate clients.

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 worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Keefer is also the owner of R E Lane LLC, a CPA firm serving as a trusted advisor in conjunction with his financial advisory role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory programs through a network of representatives and partners with third-party asset managers for portfolio implementation.

Christopher Hudson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Morgan Stanley, and Wells Fargo Clearing. He has been with Raymond James & Associates since 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ryan Gardner is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aldi USA and MVB Bank, as well as time spent in education and various other positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

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 bringing 16 years of industry experience. He has been with Cambridge since 2013 and concurrently maintains a long-term role at Chestnut Ridge Primary Care. Outside of his advisory work, Selip serves in various community positions including as president of the Westmoreland County Medical Society and as a physician treating patients with opioid use disorder. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

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.

Nicholas Costa is a financial advisor at LPL Financial based in Wexford, PA. He holds the Series 66 designation and has experience working with BCR Financial Services, Osaic FS, Robert Morris University, and several other organizations. Outside of finance, he has been involved with Jimmy Wan's Restaurant and Lounge as well as Professional Cleaning Inc. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.

Mark White is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and four years of industry experience. Before joining LPL Enterprise in 2025, he worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment approaches developed by internal and third-party strategists and offers a range of financial planning, consulting, and access to third-party asset managers.

Timothy Donoghue II is a financial advisor with Robert Baird & Co. holding a Series 66 designation and six years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held roles at Hefren-Tillotson, Resource Strategies Inc., PNC, and John Carroll University. 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 a range of services including financial planning, portfolio management, and custody and brokerage services, employing both manager-traded and model-traded strategies with ongoing manager selection and monitoring.

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.