Jennifer Greene is a financial advisor with Robert Baird & Co. in Pittsburgh - Wexford, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her previous roles include positions at Private Advisor Group, LPL Financial, and PNC Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection and monitoring supported by internal research tools.

Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to understand their personal financial situations and develops comprehensive financial plans tailored to individuals and families. He leverages his deep knowledge of financial planning to assist clients in navigating the challenges of investing. Prior to joining Fidelity Investments, Justin worked as a Financial Consultant at E*TRADE from 2019 to 2020. He has also held positions at Charles Schwab, serving as an Associate Financial Consultant from 2017 to 2019 and participating in the Financial Consultant Academy from 2015 to 2017.

Kathryn Bruckner is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked at Robert Baird & Co. since 2022 and concurrently at Hefren Tillotson since 2016. She 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, portfolio management, and custody and brokerage services, supported by internal research, manager selection, and advanced investment tools.

Douglas Turner is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and totaling 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Turner serves as secretary and board member of the Kiwanis Club of Pittsburgh and Foundation and as treasurer of the St. Cecilia Music Fund. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through a network of independent financial professionals, utilizing both proprietary and unaffiliated strategies with various custody and platform arrangements.

Frederick Thompson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at several firms including Sagepoint Financial, Inc. and currently serves as a partner at Lewis, McBeth & D'Ambrosio. Outside of financial services, Thompson is the head boys lacrosse coach at Shady Side Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of advisors and provides access to multiple investment program options and third-party managers.

Charles Pinchotti is a CFP® and ChFC® credentialed advisor with 44 years of industry experience. He is currently with LPL Financial, joining in 2024 after 11 years at Lincoln Financial Securities Corporation. In addition to his advisory role, he is involved in selling non-variable insurance products including auto, home, commercial, life insurance, and fixed annuities through Beaver Valley Independent Insurance Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and access to diverse strategies and technology.

Mark Stallsmith is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 credentials and offering 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he owns Strategic Coverages LLC, a property and casualty insurance business, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and both discretionary and non-discretionary management, with a range of proprietary and third-party strategies.

Connie Jazbinsek is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bradley Colvin is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Robert Baird & Co. since 2022 and has been with Hefren Tillotson since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Sumana Naik is a Financial Advisor with Merrill Lynch Wealth Management. She draws from her early career experience in institutional finance to provide clients with a broad perspective on the financial ecosystem, including insights into how deposits fuel lending, mortgages become investment products, and capital flows through markets. Naik emphasizes understanding and education, taking time to comprehend each client's financial picture and explaining the reasoning behind recommendations. She focuses on helping clients navigate financial decisions with clarity and confidence. Naik's client focus includes physicians, business owners, multigenerational families, and professionals seeking a trusted partner in corporate benefits, executive services, divorce transition planning, education and employee benefits planning, executive compensation, family wealth management strategies, legacy planning, women and wealth, and sports and entertainment sectors. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Maryland. Naik is proficient in English and Kannada. Outside of her professional role, Naik participates in community activities including the American Heart Association's Heart Ball Auction Committee, the Greater Pittsburgh Community Food Bank, and North Hills Community Outreach. She is a wife and mother of two and engages in personal interests such as cooking, dancing, football, gardening, golfing, music, running marathons, singing, spending time with family, and traveling.

Cathy Mcreynolds is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 1995. In addition to her advisory role, she engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional plans.

Heather Reed is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Reed serves on the Board of Directors for Ramsey Elementary PTO, where she is also the president. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kimberly Pennine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, NYLIFE Securities, and New York Life Insurance. She has also operated as a self-employed advisor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage, insurance products, and lending programs.

Timothy Mcelroy is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Gretchen Ross is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, The Coury Firm, and The Bank of New York Mellon. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Secular Return Estimates and Monte Carlo simulations.

Brian Stumpf is a financial advisor with Ameriprise in Mckees Rocks, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BDS Coventry, LLC, an operating company related to his financial services practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning and utilizes algorithmic tools overseen by a specialized committee.

Kevin McCarthy is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior experience includes roles at Woodbury Financial Services Inc and National Planning Corporation. He is also involved in non-variable insurance activities related to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technologies such as machine learning.

Joseph Feola Jr. is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 credentials and has 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves as a board member of the American Cancer Society and is president of the Pi Kappa Alpha, Alpha Theta Alumni Corporation at West Virginia University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools without providing individual security recommendations in standalone plans.

Scott Accamando is a financial advisor with Ameriprise Financial Services holding Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Lincoln Investment for 11 years before joining Ameriprise in 2026. Based in Pittsburgh, PA, he serves clients through a large, diversified advisory firm. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice. The firm’s approach involves algorithmic analysis and integrates asset allocation, withdrawal strategies, and Social Security planning within an investment universe that includes affiliated and third-party products.

Victoria Hays is a Planning Consultant with experience in financial planning and client relationship management. She has held roles including Relationship Manager at Fidelity Investments from 2024 to 2025, Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, Client Solution Specialist and Manager at PNC Investments from 2016 to 2020, and Call Center Representative at Pacific Life Insurance Company from 2012 to 2016. She holds a California Insurance License. Victoria's approach focuses on understanding her clients' personal stories, family situations, jobs, and future goals to co-create customized financial plans. She prioritizes building strong relationships with clients and partnering with them in her role at Fidelity. Outside of her professional work, Victoria's personal interests include cooking and baking, parenthood, reading, and volunteering.