Daniel Sutherland is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Youngblood Paving Inc and IA Construction. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Andrew Conti is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Boenning & Scattergood and Ross, Sinclaire & Associates, LLC. 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, supported by extensive technology and a large network of advisors.

Daniel Sherman is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as an elected Township Auditor in Slippery Rock Township. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charities. The firm offers customized investment strategies through various advisory programs using a combination of in-house and third-party managers, with options for discretionary and non-discretionary portfolio management.

Justin Tillotson is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2022. His prior experience includes positions at Hefren-Tillotson and work related to Elon University and Eden Christian Academy. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Alex Ferraccio is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, legacy planning, and retirement income. Alex works with individuals and families to navigate complex financial decisions through personalized advice and comprehensive planning, utilizing the resources of Merrill Lynch Wealth Management and Bank of America to coordinate investment management, retirement planning, education funding, lending solutions, and other financial aspects. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Alex earned his bachelor's degree from the Pennsylvania State University System. His approach focuses on understanding what matters most to each client in order to provide thoughtful guidance and build long-term relationships that adapt to clients' evolving priorities. Outside of his professional role, Alex enjoys biking, soccer, and tennis.

Dominic Perry is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 12 years of industry experience. He has previously worked at Perry & Company PC and serves as a CPA firm partner at Wessel & Company, providing tax and business services for small privately held businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Christopher Balcerek is a CFP®-certified financial advisor with five years of industry experience, currently with UBS Financial Services in Sewickley, PA. His prior roles include positions at the Federal Reserve Bank of Dallas and Costco Wholesale. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor strategies based on proprietary research and model-based asset allocations.

Kolby Ripper is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His career includes roles at Fidelity Brokerage Services LLC since 2018 and prior experience in finance and accounting roles at multiple firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction from an investable universe including mutual funds, ETFs, and ETPs.

David Smedley is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior firms include Lincoln Financial Securities Corporation and MSI Financial Services, Inc. He also maintains a non-variable insurance business. 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 and access to third-party asset management, delivered through a large network of investment adviser representatives.

Richard Staszak is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in activities related to fixed insurance products, including life, disability, annuities, long-term care, variable universal life, and linked insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Stephan Ernharth is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63, 65, and 66 designations and bringing 36 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation from 2005 to 2017. Outside of advising, he is the owner of The Fast Bear Labrador Retrievers and is also licensed as an attorney. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.

David Pifer is a CFP® professional with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 22 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both internal research and external manager selection.

Drew Wagnild is a financial advisor with Merrill in Wexford, PA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erika Ulrich is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she worked for CDS Administrators, Inc. for 14 years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Tidball is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His previous work includes roles at Sagepoint Financial, Inc., T & D Advisors Incorporated, and American General Securities Incorporated. Outside of his advisory work, he refers clients to attorneys specializing in estate planning and eldercare. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

Kurt Carlson is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds the CFP® and CFA® designations and has worked at Hefren-Tillotson, Inc. and Robert Baird & Co. prior to his current role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by nationwide advisors and a range of portfolio management styles.

Chris Simakas is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley in various capacities since 2005, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, though clients are responsible for implementation and updates.

Calvin Sales III is a financial advisor with Merrill in Wexford, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, Vertix Wealth Strategies, LLC, and PNC Financial Services. 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 investment strategies for individuals, high-net-worth clients, and institutions.

James Fitz Simmons is a financial advisor with LPL Financial in Monaca, PA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Lincoln Financial Securities and ADP and is the owner and producer at 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 services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

Chloe Valery is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at Prudential and various educational and service positions. Outside of finance, she worked in the food service industry at Hotel Loyal Pizza. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities, primarily using model-driven investment approaches and offering access to third-party managers and affiliated insurance and trust services.