Brian Kocherzat is a CFA® charterholder and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held roles at Hefren Tillotson, Morgan Stanley, and PNC Wealth Management. 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, portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Anthony Romani III is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Merrill and Bank of America prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing several rental real estate properties in the Pittsburgh area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates ESG criteria in its investment recommendations.

Maeve Donohue is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and has previously worked at Hefren-Tillitson and iNetworks, as well as having experience at Bucknell University and Sewickley Academy. Outside of finance, she was involved with Mambo Italia for three years. Maeve is part of The DDK Group within Baird’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 financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory approach.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Vincent Kremer is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Thrivent since 2006. Outside of his advisory work, he serves as a board member for Al's Bike Drive, a charitable program supporting the Toys for Tots initiative in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm emphasizes holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under separate billing arrangements.

William Stroyne is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Securities America Advisors, Inc. and OSAIC, with a combined tenure of over 22 years. Outside of his advisory career, he is involved as a board member for the McKnight East Building 500 Association and leads a band that performs live music at wedding receptions. 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, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Erik Vollbrecht is a financial advisor with Equitable Advisors in Wexford, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and has prior experience with Axa Advisors. Outside of his advisory role, he serves as a power of attorney for his parents and acts as trustee and successor of an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Jeffrey Frye is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Cambridge in 2020, he worked at MML Investors Services and MassMutual Life Insurance Company for nine years. Outside of his advisory role, Frye is involved as a volunteer committee member with the Outer Banks Relief Foundation and owns tax and financial consulting businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management strategies and operates across multiple custody platforms, combining proprietary models with access to third-party managers.

John Kejas is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Ameriprise Financial Services and its affiliates since 1989. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Scott Tovissi is a financial advisor at OSAIC with 35 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 11 years. Outside of his advisory role, he is co-owner and partner of Lucy Duke LLC, a real estate management entity. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers through multiple advisory platforms. The firm employs a range of asset-allocation and portfolio management tools and supports various account management approaches.

Robert Raposa is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Raposa owns and manages a retail store specializing in new and used Legos. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software, with implementation of recommendations conducted through separate arrangements.

Patrick Levendusky is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He has previously worked at BNY Mellon Securities Corp, Nuveen Asset Management, and Morgan Stanley. Levendusky is also associated with NSS Life as a financial advisor focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

Stephen Pepmeyer is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and has prior involvement with St. Sebastian Church from 2010 to 2017. In addition to his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers 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 uses a percentage-based wrap fee structure rather than fixed fees.

Thomas Bourg is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sage Advisory Services and Invesco Advisers, Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee, employs tax-aware and risk management strategies, and manages a broad range of accounts including separate accounts, pooled vehicles, and retirement plans.

Mitchell Mercer is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at THE O.N. Equity Sales Company, Ohio National Financial Services, and Federated MDTA LLC. Mercer is also involved in selling life insurance and operates a business entity related to his LPL work. 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 utilizing model portfolios, third-party subadvisors, and customized strategies.

Jonathan Mack is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and First National Bank of Pennsylvania. He serves as a board member of the South Side Chamber of Commerce, a community organization focused on supporting business development in Pittsburgh’s South Side neighborhood. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a variety of individual and institutional investors.

Jesse Best is a financial advisor at Cetera with five years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he worked at firms including Avantax and The Huntington Investment Company. He serves as a board member for the Oakmont Boulevard Project, which focuses on city improvement efforts such as maintaining thoroughfares and holiday decorations. Cetera Investment Advisers LLC provides investment advisory services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and supports various program structures and custodial relationships.

Karen Marshall is a Series 66-licensed financial advisor with one year of industry experience. She has worked with Cetera and related entities since 2026 and previously spent 14 years at PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Elizabeth Treater is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses. She has prior experience at Touchstone Capital, Inc., American Pension Benefits, and Federated Investment Counseling. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kathleen Favorite is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, she serves as president of Favorite Properties Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and manages third-party asset managers with oversight from an independent due-diligence consultant.