Thomas Tornow is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 33 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Metropolitan Life Insurance Company, and MetLife Securities Inc. Outside of advisory work, he has been involved with Mademoiselle for more than three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, featuring access to third-party asset managers and model portfolios, alongside affiliated insurance and trust services.

Won Son Erdman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and 11 years of industry experience. Prior to joining Raymond James in 2022, Erdman worked at Waldron Private Wealth, LLC, BNY Mellon Wealth Management, and Hunter Associates LLC. He serves as a committee member of the Alliance of Merger and Acquisition Advisors and owns a small business called LoBo One LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports its clients through a broad network of advisors and specialized programs.

Shane Suders is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments and CIVISTA Bank. He is currently based in Bellevue, PA, and also serves as a financial advisor for Northwest Bank. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Leslie Craven is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, Craven serves on the Board of Directors for the Pine-Richland Opportunities Fund, a nonprofit focused on supporting local students. RBC Wealth Management, a division of RBC Capital Markets, offers financial planning, discretionary and non-discretionary portfolio management, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm customizes investment strategies to clients' risk profiles, utilizing a combination of in-house and third-party managers, with options for tax management and responsible investing.

Andrew Marsh is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson, BNY Mellon, UPMC, and Saint Vincent College. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and research using advanced tools such as artificial intelligence.

Luke Mazur is a financial advisor at Merrill with a Series 66 designation and four years in the industry. His prior work experience includes roles at Bank of America, Fox Chapel Golf Club, and several small businesses in the Pittsburgh area. Outside of his advisory work, he has been involved in entrepreneurial ventures such as pressure washing and gutter 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. The firm offers model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberlie Bowden is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on providing financial advice and wealth management services to clients. Kimberlie is part of a team dedicated to helping clients manage their financial goals through personalized strategies. Details regarding her specific areas of expertise, educational background, credentials, and personal interests have not been provided.

Zachary Sanctis is a Series 66-credentialed advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard W.L. Lyons and Federated Securities Corp. Outside of his financial advisory role, Sanctis is a partial owner of an LLC in Las Vegas and a band member in Cranberry Township, Pennsylvania. 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 services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and manager monitoring.

Jason Harrison is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 24 years at Hefren Tillotson, Inc. Harrison serves as treasurer and board member for nonprofit organizations including the Magee-Women Research Institute & Foundation and Aquinas Academy, and participates on several committees at UPMC. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pension plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities, supported by internal research and technology to advise clients.

Rush Hodgin is a CFP® professional with 35 years of experience in the financial services industry. He has been with Ameriprise since 1991, including its predecessor entities, and currently holds roles managing advisory businesses in Pittsburgh, PA. Outside of his advisory work, he is involved in tax preparation and real estate activities through separate business ventures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide personalized, non-discretionary recommendations.

Kyle Balliet is a CFP® professional with 18 years of experience, currently affiliated with Raymond James Financial in Pittsburgh, PA. He has worked with Raymond James Financial Services Advisors, Shorebridge Wealth Management, and Hunter Associates LLC over his career. Balliet also serves as an advisor for Shorebridge Wealth Management, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Beth Davis is a CFP® and holds a Series 66 license with 15 years of industry experience, all of which has been with Edward Jones since 2011. She is based in Freeport, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Mark Zonno is a financial advisor based in Pittsburgh, PA, affiliated with Cetera. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior work history includes roles at Dollar Bank, FSB, W&S Brokerage Services, Western & Southern Life, LPL Financial, Northwest Bank, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Donald Nadeja is a financial advisor with Charles Schwab in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously spent 13 years at Scottrade, Inc. He serves as treasurer for the Scott Township Athletic Association. Charles Schwab & Co., Inc. primarily serves 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 services alongside access to discretionary separately managed accounts and maintains a large client base supported by a centralized operational structure.

Andrew Harvey is a Series 66-licensed financial advisor with four years of industry experience, currently associated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research Inc. since 2019 and joined Duncan Financial Planning Advisors in 2026. Outside of advisory services, he works as an independent insurance agent through Duncan Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement advisory services. The firm offers a range of implementation options and proprietary and third-party model strategies, supported by institutional resources and compliance controls.

Chris George is a financial advisor at Robert Baird & Co. with 45 years of industry experience. He holds a Series 63 designation and previously worked for Hefren Tillotson, Inc. for 42 years before joining Robert Baird & Co. He is also a self-employed attorney. The DDK Group at Robert Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate and business clients, pensions, and charitable organizations, offering a broad range of financial planning and portfolio management services.

John Chamberland is a CFP® professional with 28 years of industry experience, currently advising at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 25 years at Hefren Tillotson, Inc. Outside of his advisory role, he serves as a deacon managing finances at Advance Community Church in Mars, Pennsylvania. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a broad range of services including financial planning, portfolio management, and specialized account programs, supported by internal research and technology-driven investment approaches.

Ryan Naples is a financial advisor with Robert Baird & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren-Tillotson, Inc. and Allegheny Financial Group. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management with SMA strategies, and custody and brokerage services, supported by in-house research and ongoing manager oversight.

Bryan Shoemaker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Prior to joining LPL in 2024, he worked at Edward Jones for six years and has additional experience at Sherwin Williams and GlaxoSmithKline. He is also associated with Shoemaker Investment Group, LLC, a business entity for tax and investment purposes. 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.

Katie Bowers is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds the Series 66 designation and has previously worked at Hefren Tillotson, Inc. and Fidelity. She 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, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and a blend of manager-traded and model-traded strategies.