Mark Prunier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He partners with clients to understand their families and preferences, helping them work toward their financial goals through personalized planning. Mr. Prunier has extensive experience within Fidelity Investments, having served in various roles since 2000. His prior positions include Vice President, Senior Account Executive; Branch Planning Consultant; Planning Consultant; Assigned Relationship Manager; Fixed Income Manager; and Investments Manager, among others. This progression reflects a broad expertise in financial services and client relationship management. No information regarding Mr. Prunier's education, credentials, personal interests, or community involvement was provided.

Jay Simon is a CFP® with 37 years of industry experience, currently working at Robert Baird & Co. since 2022. He previously spent over three decades at Hefren Tillotson, Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both internal research and external partnerships in their investment approach.

Bernadette Law is a financial advisor at Edelman Financial Engines with 24 years of industry experience. She holds a Series 66 designation and has worked at several firms including E*TRADE and its affiliates prior to joining her current firm. Outside of finance, she operates a dance education and performance business as a sole proprietor. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Ralph Martin is a financial advisor with Ameriprise in Gibsonia, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that complements the work of its financial advisors.

Randel Morris is a CFP® professional with 41 years of industry experience, currently with Raymond James & Associates since 2019. He previously worked at JJB Hilliard WL Lyons LLC and Hilliard Lyons, with over a decade managing RGMO Management LLC. Outside of his advisory role, he has been involved in managing rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting services, emphasizing tailored, non-discretionary advice supported by extensive research and a range of portfolio management strategies.

Eric Mozur is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, following a 17-year tenure at Hefren Tillotson, Inc. He 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 offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and municipal advisory services.

Anthony Smulski is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

John Kautz is a financial advisor with Robert Baird & Co. in Pittsburgh-Wexford, PA. He holds a Series 66 designation and has five years of industry experience. His prior positions include roles at Hefren-Tilloston, Inc. and ADP, LLC. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing various managed account programs and investment strategies supported by internal research and manager oversight.

Tracy Mceuen is a financial advisor at Raymond James & Associates with nine years of industry experience. Prior to joining Raymond James in 2024, she worked at Bank of America and Merrill from 2018 to 2024 and spent 15 years at Mead Johnson Nutrition. She is a member of TSJ Farm LLC, where she handles bookkeeping and bill payment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, emphasizing non-discretionary planning supported by extensive research and a broad range of portfolio management styles.

Mark Kuehn is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Thrivent and its predecessor entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial topics without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining these as separate services.

Bonnie McGuire is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2023, she worked for 25 years at Harvest Financial Corporation. Outside of advising, she is a bookkeeper for Oakland Periodontal Associates in Pittsburgh. LPL Financial serves a broad client base including 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, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Grant Fleming is a CFP® and Series 66 credentialed advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2022 and Hefren-Tillotson, Inc. since 2011. He 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 financial planning, portfolio management, and a range of custody and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Anthony Ross is a financial advisor with Ameriprise in Wexford, Pennsylvania, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business as an employee contractor at Poach, Koury & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Hill is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, Hill serves as secretary for Al's Bike Drive, a local charitable program supporting the Toys for Tots initiative by providing new bicycles to children in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm integrates planning with managed-account programs while keeping these services separate.

Jamie Danna is a CFP® with 16 years of industry experience and is currently affiliated with LPL Financial since 2021. His prior roles include positions at Beratung Partners Inc, Sullivan & Danna LLC, Waddell & Reed Inc, and various insurance carriers. He serves on the board of the Veteran's Leadership Program, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Joseph Motisi is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2022, he worked at CUNA Mutual Group, CUNA Brokerage Services, Citizens Securities, Citizens Bank, and Huntington Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

John Daley is a financial advisor at Osaic with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also licensed as an insurance agent, selling traditional life, accident, health, and disability insurance, fixed and indexed annuities, and life settlements. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing firm-provided tools and multiple third-party platforms.

Jacob Schmidt is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. He also has experience working at Bethany College and Elizabeth Forward Highschool. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Trevor Mc Cance is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Hefren Tillotson and Hefren-Tillotson, Inc. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by ongoing manager selection and internal research tools.

Mark Paschel is a Planning Consultant at Fidelity Investments, where he supports families in understanding their financial needs and goals while delivering dedicated service. He has been with Fidelity since 2023, initially serving as a Financial Representative, then as a Relationship Manager before assuming his current role in 2026. His experience at Fidelity Investments spans several positions, providing him with a comprehensive understanding of financial planning and client relationship management. Mark focuses on helping clients achieve their financial objectives through personalized strategies. Outside of work, Mark engages in activities such as spending time at the beach, participating in family activities, fitness, social events with friends, music, and traveling.