Bryan Greenawalt is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Representative, and Private Client Specialist. Prior to joining Fidelity, Bryan worked as a Financial Advisor at Waddell & Reed from 2005 to 2007. With over a decade of experience in the financial services industry, Bryan focuses on creating client-centric strategies that emphasize exceptional client service and personalized guidance. His expertise lies in developing tailored financial plans to support the needs of families. Bryan's career reflects a steady progression through roles of increasing responsibility within the financial planning sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Danielle Hines is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Hefren Tillotson and Clarion University of PA. Danielle is based in Pittsburgh - Wexford, PA. Robert Baird & Co.’s DDK Group serves individuals, including high-net-worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager-traded and model-traded strategies, and tax-management techniques.

Philip Wosotowsky is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 39 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. Their investment approach is model-driven, utilizing portfolios developed by LPL research and third-party strategists, and they offer financial planning, access to managed portfolios, and a range of affiliated non-securities services.

Craig Thompson is a financial advisor at Charles Schwab with 32 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2005. He holds the Series 63 designation and is based in Cranberry Township, PA. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eric Geary is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and sports & entertainment planning.

Andrew Koch is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. He has worked at multiple firms including Cetera and Compass Wealth Management and maintains an ongoing business activity through Compass Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and operational resources.

Jonathan Heller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Cambridge since 2010 and previously spent two years at UBS Financial Services. Outside of his advisory role, he is the owner of JG Heller Litigation Consulting, serving as an expert witness. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Michael McGrath is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he spent 18 years at Hefren Tillotson, Inc. He holds the Series 66 designation and works out of the Pittsburgh–Wexford, PA area. Michael is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and 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, internal research, and advanced tools such as artificial intelligence.

Thomas Nee Jr. is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at MSI Financial Services, Inc. and Principal Financial Services before joining LPL Financial in 2013. Nee also serves as an insurance agent offering various non-variable insurance products including life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Jameson Viljaste is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor financial plans.

Edmund Foster is a financial advisor with RBC Capital Markets who holds the Series 63 designation and has 30 years of industry experience. His prior work includes roles at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies based on each client’s Advisory Risk Profile.

Lisa Hohman is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Katherine Morris is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its predecessor firm since 1988. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies.

Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.

Samantha Hirkala is a Series 66 licensed financial advisor with Robert Baird & Co., bringing four years of industry experience. She previously worked at Hefren-Tillotson, Wells Fargo Advisors, and Chilton Investment Co. The DDK Group at Robert W. Baird & Co., where she operates, provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, employing a combination of managed account strategies, tax management, and ongoing manager oversight.

Eric Lewis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2005 with The Larsen Group as a Client Associate before advancing to an Investment Associate. In 2007, Eric became a Financial Advisor and has since played a key role in developing and maintaining client relationships. He utilizes his knowledge of resources available through Merrill and Bank of America, including credit and lending services, to support his clients' financial needs. Eric’s expertise includes discretionary portfolio management, investment strategies, and assisting business executives and entrepreneurs with 401(k) plan offerings and employee education. His client focus areas span college education planning, divorce transition planning, equity compensation services, institutional investment consulting, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Eric holds several professional designations, including the Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA). He earned his bachelor’s degree in Finance from Slippery Rock University in Pennsylvania. Outside of his professional work, Eric lives in Prospect, Pennsylvania with his wife and two children. He enjoys a range of personal interests such as biking, cooking, football, golfing, hiking, music, scuba diving, skiing, surfing, and volleyball.

Linda Eastberg is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. She has worked with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s advisory risk profile.

James Piotrowski is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 34 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1992 to 2024. Piotrowski also serves as an advisor for Liberty Mutual in property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Kevin Krul is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining RBC Capital Markets in 2022, he spent 22 years at Hefren Tillotson, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers, and provides services such as portfolio management, financial planning, custody, and brokerage.

Curt Coulter is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he serves as a board member of Boars Room LLC, a restaurant and bar in Covington, Kentucky. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.