Jennifer Reddinger is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Her prior roles include positions at Beaconsfield Financial Services, Dinuzzo Private Wealth, and Wealthcare Capital Management. Outside of advisory work, she is involved in equine therapy as an equestrian trainer. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Kreitz is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, uFinancial Group, and Planet Fitness. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Roger Knouse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2007 and also operates a seasonal tax preparation service assisting relatives, friends, and clients on a separate fee basis. His tax preparation work includes year-round tax planning using tax return software. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Nichole Heide is a Series 66-credentialed advisor with 11 years of industry experience. She currently works at Robert Baird & Co. and has previously held roles at Hefren Tillotson, PNC Bank, and PNC Wealth Management. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and ongoing manager oversight.

Ryan Condello is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 license and bringing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Outside of advising, he owns and operates a signage manufacturing business and works as an independent contractor in sign production on weekends. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

John Sofranko III is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and operates with a broad platform that includes institutional trading and capital markets services.

Damion Barrett Jr. is a financial advisor with Ameriprise in Ellwood City, PA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Kent State University, Marshall's, and Butler County Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Antonio Aiello is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 20 years. He is co-owner of A.B. Strategic Partners, LLC, a business entity unrelated to investment advisory services, and serves on the board of the Pine Richland Youth Center. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart strategies and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Seymour is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously served five years in the United States Navy. Seymour is also a lieutenant in the United States Naval Reserves, a role he began in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis, with tailored recommendations supported by Wells Fargo research and tools.

Amy Riley is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 18 years of industry experience. She has worked at Robert Baird since 2022 and spent 22 years at Hefren Tillotson and Hefren-Tillotson, Inc. prior to that. Robert Baird & Co. is an institutional firm whose Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, tax management, and internal research tools including 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.

Peter Schlicht is a Series 66-licensed financial advisor with Ameriprise in Sewickley, PA, bringing 26 years of industry experience. He has been with Ameriprise and its related entities since 2012. Schlicht serves on the Board of Directors for the Valley Care Association and is President of its Board of Trustees, also holding the position of Secretary/Treasurer for the Valley Care Foundation. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through its large institutional platform.

Laura Pulvino is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Scott Fenwick is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he contributes to Fansided and works as a rideshare driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Neda Fritz is a financial advisor with Ameriprise in Wexford, PA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise provides a retirement-income planning service for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Kadilak Jr. is a CFP®-certified financial advisor with 43 years of industry experience. He is currently with Cetera and has held roles at Securian Financial Services and Minnesota Life Insurance Company. He serves on the advisory board of the Beaver Rehabilitation Center. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and approximately 800,000 clients across individual, corporate, charitable, and institutional segments. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Walter Mancing is a financial advisor with Stifel in Beaver, PA, holding a Series 66 credential and 22 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he is involved in writing and producing film and television screenplays, comic books, and novels through his joint ownership of Hammerspace LLC. Mancing also serves on the Board of Trustees and multiple committees at The Ellis School, a private K-12 girls’ school. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment methodologies and provides services ranging from financial planning to asset allocation guidance.

Michael Yoder is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary options, with notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Bradley Tiche is a CFP® and ChFC® with 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory work, he is involved in agricultural operations through Muddy Creek Outdoor Ventures/Farm and holds ownership roles in several related business ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Patrick Bould is a financial advisor with Cetera and holds a Series 63 designation. He has 22 years of industry experience, including roles at Cetera since 2004 and operating his own firm, Bould Financial Professionals, since 2012. In addition to his advisory work, he serves as president of Bould & Associates P.C., an accounting, tax, and consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets.