Brett White is a financial advisor with Robert Baird & Co. holding a Series 66 designation and four years of industry experience. He has worked at Robert Baird since 2022 and concurrently serves as a real estate agent with Coldwell Banker Realty Services. Robert Baird & Co. is a firm within the Private Wealth Management department that serves individuals, business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with internal research tools including artificial intelligence.

James Meyers is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association. Meyers serves as a board member of UPMC East Hospital in Monroeville, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on structured financial planning and tailored investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Rebecca Dehainaut is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at John Hancock Distributors LLC for eight years. She is based in Sewickley, PA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tevin Gibson is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and has two years of industry experience. His work history includes roles at various financial and non-financial firms such as McFaddens, PFS Investments Inc., and New York Life Insurance Company. Outside of advising, Gibson creates content as a YouTuber and is involved in brand marketing staffing, senior health insurance, and operates an Amazon storefront. Primerica Advisors is a large-scale asset management firm serving individual, corporate, and charitable clients primarily through a wrap-fee program that employs model-delivery strategies managed by unaffiliated asset managers. The firm’s offerings include strategic, tactical, tax-managed, and income distribution investment models with custodial and trade execution support from Pershing and BNY Mellon Advisors.

Jason Reber is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual and was employed with the Murrysville Golf Club for several years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Matthew Gunther is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Citizens Securities, Ivy Funds Distributor, and Waddell & Reed. Outside of his advisory work, he is the owner of White Sand Investments, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Donald Anthony is a financial advisor with Primerica Advisors in Renfrew, PA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to his advisory role, he engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and employs a tiered wrap-fee structure, providing a curated investment approach rather than institutional plan management.

Joshua Vanderhoof is a financial advisor with LPL Enterprise in Cranberry Township, PA. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he worked for Aldi Inc. for nine years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with brokerage and insurance products.

Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously spent 17 years at Commonwealth Financial Network before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Stephen Kimmel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has been with Merrill since 2007. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Shannon Fidler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Fidler worked at Prudential Insurance Company of America and Pruco Securities, LLC. Fidler serves as a board member of the Financial Planning Association’s Pittsburgh Chapter. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales.

Marlin Thomas is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, delivering investment advice primarily through its network of investment adviser representatives.

Jacqueline Scalise is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior work includes roles at Commonwealth Financial Network and LPL Financial. She is also involved with Duncan Financial Group in Pittsburgh under a DBA name. Cambridge Investment Research Advisors serves a broad mix of clients—including individuals, retirement plans, charitable organizations, and trusts—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and strategies, including proprietary models and third-party solutions, with unique institutional features such as advisor transition loans and equity participation arrangements.

Jennifer Cepek is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked with Communicycle Beaver County Inc and Trinity School for Ministry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm offers tailored, non-discretionary advice using analytical tools and supports both advisory programs and municipal finance work.

Patrick Eastburn is a Series 66-licensed advisor at Robert Baird & Co. with one year of industry experience. His prior roles include positions at Hunter Associates, American Eagle Outfitters, and First National Bank Corporation. He is also involved with The Turn Club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines manager-traded and model-traded strategies, uses internal research and AI tools, and offers municipal advisory services.

Justin Baierl is a CFP®-designated financial advisor with five years of industry experience. He is currently with LPL Financial and also operates J Cubed Financial Advisory Group, Inc. Additionally, he is a licensed notary in Pennsylvania and holds a non-variable insurance license. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Jaime Croissant is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Touchstone Capital, Robert W. Baird & Company, and Hefren-Tillotson. Outside of finance, he teaches personal art lessons once a week. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wendy Nice is a financial advisor with Charles Schwab in Cranberry Township, PA, holding a Series 66 designation and seven years of industry experience. Her work history includes positions at TD Ameritrade, JP Morgan Securities, Merrill, Bank of America, and PNC Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervision and a formal alternative investments program.

Micah Delo is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves as a trustee and treasurer at the First Presbyterian Church of Pittsburgh and is a board member of the Shannopin Country Club. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of investment strategies and platforms tailored to client objectives.

Michael Vojnik Jr. is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Zucker Investment Group and The Vanguard Group, Inc., among other roles. His background includes positions both inside and outside finance, including work at The Home Depot and at Pennsylvania State University. 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 advisory programs, financial planning services, and investment management solutions supported by research and multiple portfolio strategies.