Michael Law is a CFP®-credentialed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial in Seven Fields, PA. He previously worked at Good Life Advisors, LLC for five years and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Chad Restori is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. He previously worked at Hefren Tillotson, Inc. from 2011. Restori is a member of the finance committee at Central Catholic High School in Pittsburgh. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and custody. The firm combines manager-traded and model-traded strategies with ongoing manager selection supported by internal research and uses distinctive features such as municipal advisory services and strategic partnerships.

Tammy Graybill is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, she serves as treasurer for a homeowner’s association and is an independent consultant purchasing wellness and skincare products for personal use. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm provides a variety of advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers.

Gabriel Manges is a financial advisor with Primerica Advisors in Coraopolis, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides 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 uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models implemented with oversight and independent due diligence.

Bryan Greenawalt is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Representative, and Private Client Specialist. Prior to joining Fidelity, Bryan worked as a Financial Advisor at Waddell & Reed from 2005 to 2007. With over a decade of experience in the financial services industry, Bryan focuses on creating client-centric strategies that emphasize exceptional client service and personalized guidance. His expertise lies in developing tailored financial plans to support the needs of families. Bryan's career reflects a steady progression through roles of increasing responsibility within the financial planning sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Danielle Hines is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2022, following a prior role at Hefren Tillotson beginning in 2017. Robert Baird’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies alongside ongoing investment research and monitoring.

Perry Ninness is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of New York Mellon and Keller Williams Realty, where he was a sales associate. Perry has also been affiliated with the University of Pittsburgh for ten years. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Philip Wosotowsky is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously spent 39 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Craig Thompson is a financial advisor at Charles Schwab with 32 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2005. He holds the Series 63 designation and is based in Cranberry Township, PA. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eric Geary is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.

Andrew Koch is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and four years of industry experience. He has worked at LPL Financial since 2024 and has prior experience with Cetera and Compass Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Michael McGrath is a CFP® designated financial advisor with over 22 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously at Hefren-Tillotson, Inc. since 2004. He is part of The DDK Group at Robert W. Baird & Co., which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, utilizing internal research, manager-traded and model-traded strategies, and employs both discretionary and non-discretionary approaches.

Thomas Nee Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is also licensed as an agent for several insurance carriers, including non-variable life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Jameson Viljaste is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor financial plans.

Edmund Foster is a financial advisor with RBC Capital Markets who holds the Series 63 designation and has 30 years of industry experience. His prior work includes roles at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies based on each client’s Advisory Risk Profile.

Lisa Hohman is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Katherine Morris is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its predecessor firm since 1988. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies.

Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.

Anthony Gaslevich III is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2003. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Samantha Hirkala is a Series 66-licensed advisor at Robert Baird & Co. with four years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Wells Fargo Advisors, and Chilton Investment Co. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and technology tools.