Bavneet Makkar is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Cranberry Township, PA. Prior to Schwab, he worked at TD Ameritrade and has experience in various roles including behavioral specialist work through Gene Cook Supports, where he assists a client with autism focusing on personal development and emotional expression. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts within a large, integrated operational framework.

Jill Baker is a Series 66-licensed financial advisor with Ameriprise, based in Wexford, PA, and has 23 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is involved in managing her own business consulting activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

James Reed is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held positions at LPL Financial since 2021 and previously worked with Gradient Securities and Five Points Frontier. Reed is part owner and agent at George A. Reed Insurance Agency, an insurance business he has been involved with since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, and supports advisors with research and operational tools across various investment strategies.

Joseph Betten Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cco Investment Services Corp for seven years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Mark Sekera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Prior to joining Schwab in 2020, he worked at TIAA and TIAA-CREF from 2013 to 2020. Outside of his advisory work, Sekera serves as a firefighter for the Cranberry Township Fire Department. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 guidance, supported by multi-asset model portfolios, formal alternative-investment processes, and integrated brokerage, custody, and advisory services.

Samantha Heiser is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Her prior roles include positions at Equitable Advisors, Ally Financial, and Clark Hill, PLC. She also has experience working in education and retail sectors. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, and offers both discretionary and non-discretionary management options.

Justin Grubisha is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 13 years at Hefren Tillotson, Inc. The DDK Group, where Grubisha is a team member, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services supported by internal research and advanced tools, including artificial intelligence.

Michael Lynn is a financial advisor with Cambridge Investment Research Advisors who holds Series 63, 65, and 66 licenses and has 31 years of industry experience. He has been with Cambridge since 2010 and is also involved with The Talent Group. Lynn operates an independent insurance agency as a side business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of platforms, proprietary model strategies, and access to third-party advisers.

Michael Priola is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and was previously with Wells Fargo Clearing from 2016 to 2023. He is based in Cranberry Township, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Lynn Hyde is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2022, following an 11-year tenure at Hefren Tillotson, Inc. Lynn is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

Randee Baer is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022, following a decade at Hefren Tillotson, Inc. Randee 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 a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and access to separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Joseph Dressel is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He joined Baird in 2025 after 12 years at PNC Financial Services Group Inc. and is based in Pittsburgh, PA. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kyler Valecko is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018. Prior to joining RBC, he was with Ibis Signs for four years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jeffrey Schmitt is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes eight years at UBS Financial Services and his current roles at City National Bank and RBC Capital Markets, both since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with discretionary and non-discretionary management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Insurance Group. In addition to his advisory work, he owns a golf simulator business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participates in wrap programs.

Silviya Stoimenova is a financial advisor with RBC Capital Markets in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. Outside of her advisory role, she works as an independent contractor providing translation services for two companies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Martin Mancuso is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, and has 55 years of industry experience. His career includes roles at Cambridge Investment Research, Raymond James Financial Services, and FSC Securities Corporation. He is also involved with Mancuso Enterprises, L.P., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers customized financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools for research and operations.

Todd Todorich is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Merrill for 16 years before joining Raymond James. He is also a partner in Tesera LLC, an entity involved in owning undeveloped real estate for potential future development. 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 wide range of clients—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bret Wagner is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2005. In this capacity, he works primarily with high net worth clients, focusing on financial planning. Prior to joining Fidelity Investments, Bret served as a Client Service Full Trader at Charles Schwab Corporation from 1999 to 2004. With 26 years of experience in the financial services industry, Bret brings extensive knowledge in client-focused financial strategies and portfolio management. His career experience encompasses both trading and comprehensive financial consulting. Outside of his professional work, Bret enjoys boating, fishing, golf, and outdoor adventures.

Andrew Aufderheide is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Hefren-Tillotson Inc. from 2008 to 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, discretionary and non-discretionary portfolio management, and utilizes a mix of manager-traded and model-traded strategies supported by internal research and technology.