Megan Spear is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Ameriprise and its affiliate since 1998. In addition to her advisory role, she owns and operates MTMS Group, a financial advisory business based in Pittsburgh, PA. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Steven Selip is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge since 2013 and also has a longstanding affiliation with Chestnut Ridge Primary Care since 2003. Outside of his advisory role, Selip serves as president of the Westmoreland County Medical Society and is involved in medical practice focused on treating opioid use disorder. 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 plan advisory services through a network of independent financial professionals utilizing a variety of portfolio strategies and custody arrangements.

Jacob Dukman is a CFP® and Series 66 credentialed financial advisor with three years of industry experience. He is currently with Charles Schwab, having previously worked at Morgan Stanley and Hefren-Tillotson. Dukman also has experience in academic and public sectors, including roles at Allegheny College and the Laurel Highlands School District. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Mark White is a financial advisor with LPL Enterprise LLC based in Cranberry Township, PA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, Whipperhill Consulting, and Allan Myers. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset management arrangements. The firm integrates adviser programs with sales of financial products and provides a platform that includes discretionary and non-discretionary financial planning and investment services.

Timothy Donoghue II is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson and PNC. Robert Baird & Co.’s Private Wealth Management department, where Timothy serves on the DDK Group team, provides services to individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of advanced tools in delivering advisory services.

John Fritz III is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Ameriprise and its predecessor firm since 1997. Outside of his advisory role, he has interests in real estate ownership unrelated to his investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Kenneth Newmeyer is a financial advisor with Wells Fargo Clearing in Sewickley, PA, holding a Series 63 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member for Whitetail Meadows Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education, with a notable inclusion of insurance-related investment options.

Katherine Egbert is a CFP® professional with 28 years of experience in financial services, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1997 to 2020. She holds Series 63 and Series 66 licenses and is based in McKees Rocks, PA. Outside of her advisory role, she co-owns a retail business, Legacy Wine & Spirits, and manages several LLCs related to business expense management and consulting. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Sinclair II is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 20 years of industry experience. His prior experience includes roles at Cetera and Atlantic Financial Group. He is also involved in non-variable insurance sales, including fixed annuities, life insurance, long-term care, and disability products. 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 comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Matthew Dudkowski is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 credentials. Dudkowski serves as a board member of the Community Health Challenge, where he provides guidance on financial matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors.

Cole Pearson is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Morgan Stanley and has held positions outside of finance, including roles at Baldwin Supply Company and USA Hockey. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services featuring discretionary and non-discretionary portfolio management, separately managed accounts, tax-management, and municipal advisory services.

Brennon Paik is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. His background includes roles at Trinity Wealth Securities, Tristate Financial Advisors, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held positions at the University of Pittsburgh and Chipotle Mexican Grille. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kenneth Lazarowicz is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Avantax Insurance Agency, Avantax Investment Services, and Avantax Advisory Services. Outside of advising, he owns and operates Kenneth J Lazarowicz & Associates, a CPA firm providing tax and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management and planning services through a multi-manager platform with discretionary and non-discretionary options.

Michael Mucha is a Series 66-licensed financial advisor with Robert Baird & Co. in Pittsburgh – Wexford, PA, where he has worked since 2023. He has three years of industry experience, including prior roles at Hefren Tillotson and professional experience at Ohio University and Target. Outside of his advisory work, Mucha was involved with the Avonworth Soccer Association for three years. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and artificial intelligence.

Brian Jodon is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Conrad Naugler is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work history includes five years with BNY and various roles in construction and contracting firms. 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, supported by a large network of financial advisors and branch offices nationwide.

Daniel Sutherland is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Youngblood Paving Inc and IA Construction. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Justin Tillotson is a Series 66 licensed advisor at Robert W. Baird & Co. with four years of experience in the industry. He previously worked at Hefren-Tillotson and has worked in various roles, including at Shenot Farms and educational institutions. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and leverages internal research and technology, including artificial intelligence, to deliver advisory services.

Alex Ferraccio is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, legacy planning, and retirement income. Alex works with individuals and families to navigate complex financial decisions through personalized advice and comprehensive planning, utilizing the resources of Merrill Lynch Wealth Management and Bank of America to coordinate investment management, retirement planning, education funding, lending solutions, and other financial aspects. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Alex earned his bachelor's degree from the Pennsylvania State University System. His approach focuses on understanding what matters most to each client in order to provide thoughtful guidance and build long-term relationships that adapt to clients' evolving priorities. Outside of his professional role, Alex enjoys biking, soccer, and tennis.

Dominic Perry is a financial advisor with LPL Financial based in Cranberry Township, PA, holding a Series 63 designation and 11 years of industry experience. He previously worked at Perry & Company PC from 2013 to 2020 and has been involved with Wessel & Company since 2020, where he is a CPA firm partner providing tax work and business services for small, privately held businesses. LPL Financial serves individuals, retirement plans, banks, credit unions, 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 research and third-party subadvisors.