Matthew Reynolds is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and previously worked at Hefren Tillotson, Inc. for eight years before joining 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 and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and tools including artificial intelligence in client advice.

Frederick Christof is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at PNC, M&T Bank, and BNY Mellon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Kristen Gratton is a financial advisor with Mass Mutual Investors Services in Beaver Falls, PA, holding the CFP® and ChFC® designations and with 15 years of industry experience. She has worked with MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of her advisory role, Gratton is involved as a sales agent for health and property/casualty insurance through The Kerr Agency, Inc., and is an owner of Gratton & Kerr Financial Group LLC, which provides insurance, advisory, and financial services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing annual, collaborative client relationships and goal-based planning using firm-approved analytical tools.

Matthew Foglia is a financial advisor with Cambridge Investment Research Advisors who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Outside of his advisory role, he serves as an independent insurance agent and is a board member of the Chagrin Falls Townhouse Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management approaches across multiple custody and platform arrangements.

Sullivan Conway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked primarily with Raymond James since 2017 and is also associated with Dukovich & Associates Financial Services Support in a non-investment capacity. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.

Andrew Patterson is a financial advisor with Robert Baird & Co. based in Pittsburgh - Wexford, PA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He worked at Hefren Tillotson, Inc. for 27 years before joining Robert Baird & Co. in 2022. He is also an investment club member of the Curb Club. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, overlay management, and tax-focused approaches, supported by internal research and technology.

William Wilson is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Hefren Tillotson, Inc. for 32 years before joining Baird in 2022. William is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager oversight.

Neil Pettes is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at multiple firms such as IFS Wealth Management, Cambridge Investment Research, Raymond James Financial Services, and FSC Securities Corporation. He also acts as a licensed notary and has experience as an agent selling various non-variable insurance products. 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 services including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Matthew Dukovich is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of his advisory role, he owns LVL Up LLC, a streetwear business focused on buying and selling shoes and clothing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jason Fischer is a financial advisor with LPL Enterprise in Wexford, PA, holding Series 63 and Series 65 licenses and over 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is involved with Uber in a professional capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance products through affiliated entities.

Ryan Whelan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held various roles including positions at Dr. Robert Coufal & Associates and Carlow University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Norman Ballard Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 1998. Outside of finance, he is involved in film production and screenwriting as President and Executive Producer of barefloor productions, inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing retirement-income planning advice through a written Recommendation Report and ongoing support focused on dependable income sources and tax-aware withdrawal strategies.

Adelaide Brant is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has previously worked at PNC Investments, Bank of America/Merrill, and The Fairmont Hotel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize systematic methodologies and long-term asset allocation benchmarks.

Steven Hough is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with LPL Financial since 2013 and concurrently operates Private Advisor Group, LLC, an independent registered investment advisor. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Matthew Mervosh is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves on the Finance Council of Holy Apostles Church, assisting with the handling of church funds. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendations through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to support its advisory process.

Nathan Obringer is a CFP® professional with 12 years of industry experience. He currently works at LPL Enterprise and has prior experience with The Prudential Insurance Company of America and Pruco Securities, LLC. Obringer also maintains a non-variable insurance practice in Wexford, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brandon Hook is a CFP® professional with 18 years of experience in the financial industry. He is currently with Robert Baird & Co., where he has worked since 2022, following a 13-year tenure at Hefren Tillotson, Inc. Brandon holds a Series 66 license and operates out of the Pittsburgh - Wexford, PA area. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Courtney Ricciardella is a Series 66-licensed financial advisor with Morgan Stanley in Butler, PA, where she has worked since 2009. She has 18 years of industry experience. Outside of her advisory role, she is involved in coaching and sales as an independent contractor for Beachbody. 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 manages approximately $2.74 trillion in client assets.

John Craig is a financial advisor with Primerica Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Primerica Advisors since 2014 and also operates a bookkeeping and tax preparation business, as well as an eCommerce retail business specializing in outdoor grills and smokers. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Mary Feduska is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She worked for Harvest Financial Corporation for 14 years before joining LPL Financial in 2023. 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 portfolio programs, third-party asset management, and institutional platforms.