Catherine Vandermer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for the National Restaurant Association for 12 years. She holds the Series 66 designation and is based in Cranberry Township, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Chad Edwards is a CFP® certified financial advisor with over 11 years of industry experience. He is currently with Robert Baird & Co. and has previously worked at Hefren-Tillotson, Inc. Edwards serves as treasurer for Lodge 45 Free & Accepted Masons of Pennsylvania and is a board member of the Masonic Fund Society’s Investment/Finance Committee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of strategies, including separately managed accounts and tax-managed approaches, supported by internal research and technology.

Joaquin Lopez is a financial advisor with LPL Financial based in Cranberry Township, PA, holding a Series 63 designation and bringing 26 years of industry experience. He previously spent 23 years with Lincoln Investments before joining LPL Financial in 2023. Outside of his advisory role, Lopez is involved in selling fixed-term and universal life insurance products through a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Olimpio Grieco is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at Allianz Global Investors and SG Americas Securities, LLC. Outside of finance, he has experience in outdoor recreation, having worked with Laurel Highlands Whitewater Rafting. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and nonprofit clients with tailored investment strategies through a variety of advisory programs and portfolio management options.

Joseph Hadobas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves on the finance council of St. Patrick/St. Stainsluas Kotska Parish and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Samuel Dippold is a CFP® professional with 15 years of industry experience. He has worked at Robert Baird & Co. since 2022 and at Hefren-Tillotson, Inc. since 2011. 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 and profit-sharing plans, and charitable organizations. Baird utilizes a range of investment strategies including separately managed accounts, overlay management, and tax-management, supported by internal research and technology tools.

Luke Edwards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Throughout his career at Fidelity, Luke has accumulated experience that supports his approach to partnering with clients to develop thorough financial plans aimed at achieving their unique definitions of financial success. His professional journey encompasses roles focused on investment consulting, planning, relationship management, and client advocacy. Outside of his professional life, Luke's personal interests include comedy, family activities, food, golf, parenthood, and swimming.

Karen Hartley is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 20 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns KH Strategic Initiatives, LLC, a consulting business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Patrick Byrne Jr. is a CFP® with 26 years of industry experience, currently serving at Edward Jones since 1999. He is based in Pittsburgh, PA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Lara Stunkel is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she was involved with PSquare Scents, LLC and volunteered with Animal Friends. The DDK Group at Robert W. Baird & Co., where Lara works, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Nicholas Mitchell is a financial advisor at Robert Baird & Co. with eight years of industry experience and holds a Series 66 designation. He has worked at Robert Baird & Co. since 2022 and previously at Hefren Tillotson from 2017. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and a variety of managed account and brokerage services. The firm uses manager-traded and model-traded strategies, tax management, and internal research, including artificial intelligence tools, in delivering its advisory services.

Frank Emmerling Jr. is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on each client’s risk profile, using a combination of in-house and third-party managers.

Richard Dameron is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Dameron is a Vietnam veteran who served in the United States Army Security Agency from 1962 to 1966 and owns Fernwood Enterprises LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Chelsea Harless is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Outside of her advisory role, she is the sole proprietor of Woods & Spice LLC, a retail and online store based in West Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling in its financial planning process.

Kevin Tatar is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Lincoln Financial Advisors for 22 years before joining Osaic in 2025. Outside of his advisory role, he is also licensed as an insurance agent, offering and servicing fixed insurance products such as fixed and indexed annuities, SPIAs, long-term care, and traditional life insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, with options for discretionary or non-discretionary management and reasonable client-imposed restrictions.

Michael Keefer is a financial advisor with Equitable Advisors in Zelienople, PA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Keefer is also the owner of R E Lane LLC, a CPA firm serving as a trusted advisor in conjunction with his financial advisory role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory programs through a network of representatives and partners with third-party asset managers for portfolio implementation.

Arthur Hazen Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory work, he serves as a board member and secretary for Big Brothers Big Sisters of Greater Pittsburgh, where he is involved in operations, fundraising, and event planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Christopher Hudson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Morgan Stanley, and Wells Fargo Clearing. He has been with Raymond James & Associates since 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ryan Gardner is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aldi USA and MVB Bank, as well as time spent in education and various other positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

Douglas Clark is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He previously worked at Strategic Pension and Financial Partners, LLC, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of advisory work, Clark serves as an Allegheny County elections poll worker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with model portfolios and research from multiple sources.