Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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 diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Patrick Botula is a financial advisor at Raymond James & Associates with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for over four decades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Erik Vollbrecht is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2004 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he serves as power of attorney for his parents and is a trustee and successor of an estate. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third-party managers to provide advisory and brokerage solutions.

Jeffrey Frye is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Cambridge in 2020, he worked at MML Investors Services and MassMutual Life Insurance Company for nine years. Outside of his advisory role, Frye is involved as a volunteer committee member with the Outer Banks Relief Foundation and owns tax and financial consulting businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management strategies and operates across multiple custody platforms, combining proprietary models with access to third-party managers.

Jessica Horan is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has 10 years of industry experience, having worked at Hefren Tillotson from 2016 to 2023 before joining Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, utilizing internal research and technology including artificial intelligence in its investment approach.

Amanda Colledge is a Series 66-licensed financial advisor at RBC Capital Markets with 11 years of industry experience. She has worked at RBC Capital Markets since 2019 and previously was with UBS Financial Services from 2017 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and investment solutions, utilizing a mix of in-house and third-party managers along with extensive capital markets resources.

Anthony Greco is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to this, he spent a decade at The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Kejas is a financial advisor with Ameriprise in Allison Park, PA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Patrick Levendusky is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BNY Mellon Securities Corp and Nuveen Asset Management, LLC. He also participates as a financial advisor with NSS Life. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by both discretionary and non-discretionary management, incorporating research and model portfolios from LPL Research and other subadvisors.

Thomas Bourg is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sage Advisory Services and Invesco Advisers, Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee, employs tax-aware and risk management strategies, and manages a broad range of accounts including separate accounts, pooled vehicles, and retirement plans.

Jo Larson is a Series 66-credentialed financial advisor with Edward Jones, based in Cranberry Township, PA, and has 21 years of experience with the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Greno is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Raymond James Financial Services. Greno is involved with Compass Wealth Management, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

Karen Marshall is a Series 66-licensed financial advisor with one year of industry experience. She has worked with Cetera and related entities since 2026 and previously spent 14 years at PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Brandon Pruss is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Charles Schwab. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Dustin Thompson is a financial advisor with Robert Baird & Co. and Hefren-Tillotson, Inc., holding Series 63 and Series 66 licenses with 21 years of industry experience. He serves as a board member and participates on the Investment Finance Committee of the Seneca Valley Foundation. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, providing financial planning, portfolio management, and advisory services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, internal research including AI tools, and offers municipal advisory services alongside brokerage and custody services.

Nathaniel Sepe is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Federated Global Investment Management Corp., Carson Wealth, and USI Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Eric Werner is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2019 before joining Morgan Stanley. Outside of his advisory role, he serves as a trustee and holds power of attorney responsibilities in investment-related capacities. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tammy Neff is a financial advisor at Robert Baird & Co. with 21 years of industry experience. She holds the CFA® designation along with Series 63, 65, and 66 licenses. Her career includes roles at Hefren Tillotson and Mühlenkamp & Company prior to joining Robert Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary portfolio management, separately managed accounts, and utilizes internal research and technology, including artificial intelligence, to inform client advice.

Brian Liptak is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Cetera Investment Services, Northwest Advisors, and Northwest Bank, where he has worked since 2004. Outside of his advisory practice, Liptak holds a 30% ownership interest in Brokers Services Marketing Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and innovative technologies such as machine learning.

Jack Burton is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at KPMG LLP and several financial institutions including Bank of America and Merrill. His background also includes multiple roles at John Carroll University. Charles Schwab & Co., Inc. serves 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 and offers a multi-asset investment approach supported by in-house research and alternative investment options.