Randel Morris is a CFP® with 41 years of industry experience, currently affiliated with Raymond James & Associates since 2019. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for two decades and has been involved with RGMO Management LLC since 2012. 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 consulting services emphasizing tailored, non-discretionary strategies supported by extensive research and a wide range of portfolio management styles.

Eric Mozur is a Series 66 credentialed advisor with 13 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 13 years at Hefren Tillotson, Inc. He is based in Pittsburgh - Butler, PA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. Baird employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

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.

Sean Menzies is a financial advisor with LPL Financial in Seven Fields, PA, holding a Series 63 designation and 18 years of industry experience. He has worked at LPL Financial since 2013 and previously operated Good Life Advisors, LLC for 12 years. 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 a range of financial planning and investment management solutions through a large network of advisors using various platforms and strategies.

John Kautz is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, following five years at Hefren-Tillotson, Inc. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously spent 25 years with Harvest Financial Corporation. Outside of her advisory work, she serves as a bookkeeper for Oakland Periodontal Associates in Pittsburgh. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Grant Fleming is a CFP® professional with 12 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services that include manager and model-traded SMA strategies, tax management, and custody solutions.

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, currently affiliated with LPL Financial since 2021. His previous roles include positions at Beratung Partners Inc, Sullivan & Danna LLC, Waddell & Reed Inc, and various insurance carriers. He serves as a board member of the Veteran's Leadership Program, a nonprofit organization in Pittsburgh. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and operational tools.

Yuri Demetris is a CFP® with 17 years of experience in the financial industry. He currently works at Ameriprise and previously spent 11 years at The Huntington Investment Company. He serves as a board member for the Mars Girls Youth Basketball Association in Pennsylvania. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

John Daley is a ChFC® credentialed financial advisor at Osaic with 33 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of his advisory role, he is licensed as an insurance agent and sells traditional life, accident, health, and disability insurance, as well as fixed and indexed annuities and life settlements. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various advanced tools and offers diverse program options through a complex network of affiliated entities.

Jacob Schmidt is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a primarily model-driven investment approach.

Trevor Mc Cance is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Hefren Tillotson and LPL Financial. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by home-office investment professionals and a combination of manager-traded and model-traded strategies.

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.

Matthew Blazewick is a Series 66 credentialed advisor with Robert W. Baird & Co. He has three years of industry experience, including prior roles at Hefren-Tillotson and work at the University of Pittsburgh and Connoquenessing Country Club. Baird’s DDK Group, where Blazewick is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a variety of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies with ongoing manager selection and internal research support.

John Grence is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations to assist clients in modeling financial outcomes.

George Dukovich is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Raymond James Financial and its affiliates since 1999. Outside of advisory work, he owns and operates Dukovich & Associates Financial Services and provides tax services through Moneyline Tax Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports advisory programs with a focus on technology, cybersecurity, and municipal advisory services.