Anna Rodgers is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Co. Incorporated from 2006 to 2022 and UBS Financial Services from 2022 to 2024 before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether to implement recommendations through brokerage or advisory programs.

Elijah Loncar is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Capgemini and Rivertowne Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Harvest Financial Corporation for 36 years and has been involved with Fuhrer’s, Inc. since 1984. Outside of his advisory role, he operates Fuhrer’s Inc., which includes an insurance agency offering life, health, disability, long term care, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Eugene Pruszynski is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2007. 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 and discretionary investment management with multi-asset model portfolios and a centralized operational structure.

Samantha Duffy is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Securities America Advisors and William J. Stroyne Financial Services. Outside of finance, she is a professional musician and teacher, performing on violin and viola with local symphonies and providing private music lessons. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on diversified portfolio construction and access to third-party managed accounts.

Travis Barker is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes tenure at Hefren Tillotson and Lions Gate Wealth Management. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Robert Rodgers is a financial advisor with Robert Baird & Co., holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has worked at Hefren Tillotson, Inc. since 2008 and joined Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Elizabeth Kline is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has worked at several firms, including Federated Global Investment Management Company from 2019 to 2024 and Duncan Financial Planning Advisors since 2026. Kline also has teaching experience as faculty at Gampel Pavilion. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension 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 various portfolio management solutions with discretionary and non-discretionary options, proprietary and third-party strategies, and maintains specific controls around affiliated-strategy economics and advisor business relationships.

Robert Shields is a CFP® professional with 47 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Waddell & Reed, INC. for 39 years. Outside of his advisory role, Shields is involved in a non-variable insurance business, Good Life Insurance Associates, based in Wyomissing, PA. 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 diverse advisory programs and retirement plan consulting, utilizing various model portfolios, research, and technologies to support discretionary and non-discretionary management.

Michael Sullivan is a CFP® professional based in Pittsburgh, PA, with 23 years of experience in the financial industry. He has worked at LPL Financial since 2021 and previously held roles at Beratung Partners, Inc., Sullivan & Danna LLC, James Sullivan, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations with a range of advisory programs, financial planning services, and brokerage offerings supported by research and model portfolios.

Sarah Stanley is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. Her prior work includes roles at TD Ameritrade and BNY Mellon, as well as positions within Charles Schwab entities since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 formal alternative-investment process.

David Trafican is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previous work history at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, 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.

Michael Quinlan is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He previously worked at PNC Investments for 18 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he has a 50% ownership interest in Bella Bambini Cello, a distillery in Corapolis, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients able to choose from brokerage or advisory implementation options.

James Scaltz III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He previously worked for Lord Abbett Distributor, LLC for 15 years before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Bryan Calixto Corona is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at JPMC Chase from 2022 to 2024. Outside of finance, he has worked as an independent contractor in waste management, specializing in composting and recycling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexandra Sanzone is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. She previously worked at Hefren-Tillotson, Inc. beginning in 2013. 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. Baird provides a range of financial planning and portfolio management services through multiple SMA strategies, tax management, and a combination of internal research and external partnerships.

Toni Ondek is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. Located in Cranberry Township, PA, Ondek holds the Series 63 and Series 66 licenses. Raymond James & Associates 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, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Tremaine is a financial advisor with Ameriprise in Sewickley, PA, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tremaine serves on the Board of Directors for the Sewickley Water Authority. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Vincent Richtar is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and having 32 years of industry experience. He previously worked at Cottrill Arbutina Wealth Management Group from 2015 to 2019 and has been with LPL Financial since 2013. Richtar also engages in fixed insurance sales as an independent contractor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit 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, providing both discretionary and non-discretionary management along with access to model portfolios and research from multiple sources.

Jessica Green is a financial advisor with Robert Baird & Co., holding a Series 66 credential and eight years of industry experience. Her previous roles include positions at Hefren Tillotson, Stitch Fix, and BNY Mellon. 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, offering financial planning, portfolio management, and custody services. The firm employs a range of strategies including manager-traded and model-traded SMA approaches, overlay management, and tax-management techniques, supported by ongoing manager selection and internal research.