James Scaltz III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He previously worked for Lord Abbett Distributor, LLC for 15 years before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Bryan Calixto Corona is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at JPMC Chase from 2022 to 2024. Outside of finance, he has worked as an independent contractor in waste management, specializing in composting and recycling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexandra Sanzone is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. She previously worked at Hefren-Tillotson, Inc. beginning in 2013. 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. Baird provides a range of financial planning and portfolio management services through multiple SMA strategies, tax management, and a combination of internal research and external partnerships.

Toni Ondek is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. Located in Cranberry Township, PA, Ondek holds the Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Tremaine is a financial advisor with Ameriprise in Sewickley, PA, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tremaine serves on the Board of Directors for the Sewickley Water Authority. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Vincent Richtar is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and 33 years of industry experience. His prior experience includes roles at Cottrill Arbutina Wealth Management Group and MSI Financial Services, Inc. He is also involved in fixed insurance sales as an independent contractor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and institutions.

Jessica Green is a financial advisor with Robert Baird & Co., holding a Series 66 credential and eight years of industry experience. Her previous roles include positions at Hefren Tillotson, Stitch Fix, and BNY Mellon. 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, offering financial planning, portfolio management, and custody services. The firm employs a range of strategies including manager-traded and model-traded SMA approaches, overlay management, and tax-management techniques, supported by ongoing manager selection and internal research.

Jennifer Greene is a financial advisor with Robert Baird & Co. in Pittsburgh - Wexford, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her previous roles include positions at Private Advisor Group, LPL Financial, and PNC Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection and monitoring supported by internal research tools.

Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to understand their personal financial situations and develops comprehensive financial plans tailored to individuals and families. He leverages his deep knowledge of financial planning to assist clients in navigating the challenges of investing. Prior to joining Fidelity Investments, Justin worked as a Financial Consultant at E*TRADE from 2019 to 2020. He has also held positions at Charles Schwab, serving as an Associate Financial Consultant from 2017 to 2019 and participating in the Financial Consultant Academy from 2015 to 2017.

Kathryn Bruckner is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked at Robert Baird & Co. since 2022 and concurrently at Hefren Tillotson since 2016. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research, manager selection, and advanced investment tools.

Charles Pinchotti is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 44 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 11 years. Outside of his advisory role, he is involved in selling various types of insurance through Beaver Valley Independent Insurance Group, LLC. 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 financial planning and investment management services, utilizing model portfolios and customized strategies supported by research and technology.

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.

Sumana Naik is a Financial Advisor with Merrill Lynch Wealth Management. She draws from her early career experience in institutional finance to provide clients with a broad perspective on the financial ecosystem, including insights into how deposits fuel lending, mortgages become investment products, and capital flows through markets. Naik emphasizes understanding and education, taking time to comprehend each client's financial picture and explaining the reasoning behind recommendations. She focuses on helping clients navigate financial decisions with clarity and confidence. Naik's client focus includes physicians, business owners, multigenerational families, and professionals seeking a trusted partner in corporate benefits, executive services, divorce transition planning, education and employee benefits planning, executive compensation, family wealth management strategies, legacy planning, women and wealth, and sports and entertainment sectors. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Maryland. Naik is proficient in English and Kannada. Outside of her professional role, Naik participates in community activities including the American Heart Association's Heart Ball Auction Committee, the Greater Pittsburgh Community Food Bank, and North Hills Community Outreach. She is a wife and mother of two and engages in personal interests such as cooking, dancing, football, gardening, golfing, music, running marathons, singing, spending time with family, and traveling.

Cathy Mcreynolds is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 1995. In addition to her advisory role, she engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional plans.

Heather Reed is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Reed serves on the Board of Directors for Ramsey Elementary PTO, where she is also the president. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kimberly Pennine is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 registrations. She has eight years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Timothy Mcelroy is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Gretchen Ross is a Series 66-licensed financial advisor with Morgan Stanley in Sewickley, PA, and has eight years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and previously worked at The Coury Firm from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through dedicated advisors and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Kevin McCarthy is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Woodbury Financial Services, National Planning Corporation, and OSAIC. In addition to his advisory role, he is involved in non-variable insurance activities. 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.