Gavin Mullen is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of Craig-Goodworth-Mullen & Associates, a wealth management group within Merrill Lynch. He specializes in multigenerational planning for individuals, families, and businesses. Gavin joined Merrill in 2012 and provides comprehensive wealth management services, including education planning, retirement income strategies, and small business strategies. Gavin earned both his Bachelor's and Master's degrees from the State University of New York at Plattsburgh and holds an Accredited Certificate from the College for Financial Planning. He holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), along with FINRA Series 7 and Series 66 registrations. Prior to his career in wealth management, Gavin taught mathematics in New York City. He lives in the Highland Park neighborhood of Pittsburgh with his wife and three children. In his personal time, Gavin enjoys golfing, racquetball, running, and table tennis.

Darren Hucko is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson, Inc. He serves as a board member and participates on the Investment/Finance Committee for the Bender Leadership Academy. He 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 range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and investment tools.

Jonathan Mcmonigal is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson for three years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services.

Kevin Sherrets is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved as a majority member and investor in RKM Partners LLC and manages the pass-through tax entity RKM LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jared Scholl is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Deepak Kotwal is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Sagepoint Financial, Inc. and Mon Valley Pathology Associates, where he served as office manager for 30 years. Outside of advising, he maintains responsibilities related to fixed insurance products and operates a financial services business under Intergen Advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, managing over $256 billion in assets with a network of more than 10,000 advisors nationwide.

David Bousquet is a financial advisor at Edward Jones in Oakmont, PA, with five years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2021, he served at Cranesville Bible Church for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Zachary Stroyne is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at OSAIC and Securities America, Inc., among other firms. Outside of advising, he is involved in ownership and management of LLCs focused on purchasing real estate and businesses across the United States. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Kyle Larsen is a financial professional with 14 years of industry experience, currently affiliated with Cetera since 2023. He holds a Series 66 designation and has prior experience with Securian Financial Services, Minnesota Life Insurance, and CRI Securities. Outside of his advisory role, he is involved in fixed insurance sales through North Star Consultants and provides financial services under North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party strategies.

Megan Mckinley is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with Pfs Investments Inc and Primerica Financial Services since 2011. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and offers model-driven strategies supported by third-party asset managers and custodians.

Leah Wetzel is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, previously holding positions at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to each client’s risk profile and utilizing a combination of in-house and third-party investment resources.

Kenneth Rodgers is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing nine years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously with Hefren Tillotson beginning in 2016. 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 custody and brokerage services, using a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Bruno Natter is a financial advisor with Ameriprise in Wexford, PA, holding CFP® and ChFC® designations and six years of industry experience. Prior to joining Ameriprise in 2024, he worked at Key Investment Services LLC and KeyBank from 2018 to 2024. He is also employed as a financial advisor at S&T Bank. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Farrell is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson, Inc. for 29 years. He is a board member and treasurer of Second Harvest Community Thrift Store in Sharpsburg, PA. The DDK Group at Robert W. Baird & Co., where Farrell works, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services with a range of separately managed account programs and incorporates internal research and technology, including artificial intelligence, in client advice.

Theodore Lund is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He is also the owner of TKL Solutions Inc., a firm established for Primerica business purposes. Lund has worked with Primerica Advisors and Primerica Financial Services since the mid-1990s. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies and third-party managers to provide diversified portfolio management solutions.

Gina Harbison is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Hefren Tillotson, Inc. and Morgan Stanley. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, 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 separately managed account programs, utilizing internal research and a combination of manager-traded and model-traded strategies.

James Tepke is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Timothy Hunkele is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior experience includes roles at Hefren Tillotson, PNC Bank, and Federated Investment Counseling. Outside of his advisory work, he has coached middle school baseball for the Pine Richland School District. He is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of SMA strategies, tax management, and internal research including artificial intelligence, with approximately $394 billion in assets under management as of December 2025.

John Murray is a financial advisor with LPL Financial in Wexford, PA, holding a ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. Prior to joining LPL Financial in 2025, he spent over two decades with Grove Point Investments, LLC and its affiliated entities. Outside of his advisory role, he is involved with the US Legends Pro Pickleball League. 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, utilizing various investment strategies supported by research and operational tools.

Steven Parolini is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Parolini serves on the Board of Directors for Folds of Honor in Western Pennsylvania. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, primarily for clients with Ameriprise-managed accounts.