Makarios Dickos is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles in various fields including dining services and community involvement with the Greek Orthodox Metropolis of Pittsburgh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and the use of systematic methodologies and AI in portfolio management.

Joseph Dorrycott is a financial advisor with LPL Financial in Irwin, PA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Oppenheimer and Janney Montgomery Scott. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a focus on both discretionary and non-discretionary strategies supported by research and operational technology.

Sean Lawrence is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked previously at Hefren-Tillotson, Inc., Brian Patten & Associates, and Aflac. Sean 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. The firm utilizes a variety of portfolio management strategies, including separately managed accounts and tax-management tools, supported by internal research and ongoing manager monitoring.

Jeremy Smith is a financial advisor with Merrill in Bridgeville, PA. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and marketing and restaurant group positions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Dana Klein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Hefren Tillotson for five years and Lincoln Investment for 17 years. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

Timothy Swetoha is an investment advisory representative at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Investacorp, and Equity of America Financial Group, where he has also been involved in life insurance sales. Outside of his advisory work, he assists in tax preparation at Steven Oberst Tax Service. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of financial planning and investment management programs.

Timothy Matthew is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 24 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in insurance activities offering fixed annuities, life, health, and long-term care insurance, and manages a business entity for expense management. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supported by multiple proprietary and third-party tools and strategies.

Alexander Petrovich is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments and PNC Wealth Management. Petrovich leads the Innovative Wealth Team, LLC, an investment-related business focused on sales and marketing of securities, advisory, and insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based approach to asset allocation and portfolio management, supporting various strategies and third-party money manager programs.

Robert Kerber is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Hefren Tillotson, Inc. for 17 years before joining Baird in 2022. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management through various separately managed account programs, and utilizes internal research and technology such as artificial intelligence in client advice.

Matthew Sasala is a CFP® professional affiliated with Cetera, holding the Series 66 designation and bringing four years of industry experience. He has worked at Cetera and its affiliates since 2022 and previously held a position at EY from 2018 to 2020. Sasala also serves as a financial planning analyst at DSF Wealth Management Group, LLC. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a broad range of portfolio management and financial planning services with over 10,000 advisors and more than $256 billion in assets under management.

Wayne Washowich is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors and Absolute Capital Management. Outside of his advisory role, he is involved in a business called Paint Parties and More and serves on the board of directors for Tube City Media. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.