Adam Dobies is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

David Smedley is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for eight years and METLIFE SECURITIES Inc for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Stephan Ernharth is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63, 65, and 66 credentials and bringing 36 years of industry experience. Prior to joining LPL Financial in 2017, he spent 12 years at National Planning Corporation. Outside of financial advising, he is the owner of The Fast Bear Labrador Retrievers and is also licensed as an attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Scott Steiner is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2022. His prior roles include positions at Duquesne University and experience with a volunteer income tax assistance program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

David Pifer is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. He also has a long tenure at Hefren-Tillotson, Inc., where he has worked since 2000. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, 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 manager selection, internal research, and advanced tools such as artificial intelligence.

Drew Wagnild is a financial advisor at Merrill with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America enables access to a broad range of products and services beyond typical managed account offerings.

Kurt Carlson is a financial advisor with Raymond James & Associates, holding CFP® and CFA® credentials and over 35 years of industry experience. His prior experience includes roles at Robert Baird & Co. and Hefren-Tillotson, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with more than 5,400 financial advisors and approximately $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including high-net-worth individuals, corporations, and public entities, and is noted for its integrated municipal and public finance capabilities.

Chris Simakas is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley in various capacities since 2005, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, though clients are responsible for implementation and updates.

James Fitz Simmons is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Lincoln Financial Securities and ADP, and he is also the owner and producer at 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 through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Steven Kantz is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Cetera Advisors LLC, Private Advisor Group, LLC, and LPL Financial. In addition to his advisory work, he is licensed to sell life, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.

Rush Hodgin is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at La Roche University from 2016 to 2020 before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Allison Plutt Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Financial Services since 1991 and PFS Investments Inc. since 1987. Prior to his financial career, he worked for the City of Pittsburgh from 1982 to 2017. He also receives compensation for part-time referrals of home security and automation products, as well as other home-related services, through affiliated companies. Primerica Advisors is an institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies mainly on model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Keith Colonna Sr. is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, in addition to prior experience at Citigroup Global Markets dating back to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques in its financial planning process.

Bavneet Makkar is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Cranberry Township, PA. Prior to Schwab, he worked at TD Ameritrade and has experience in various roles including behavioral specialist work through Gene Cook Supports, where he assists a client with autism focusing on personal development and emotional expression. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts within a large, integrated operational framework.

Jill Baker is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in business ownership through JKBS, a consulting entity. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

James Reed is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Gradient Securities and Five Points Frontier, and he has been involved with the George A. Reed Insurance Agency since 1991, where he is a part owner and agent specializing in property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through its national network of investment adviser representatives, including discretionary and non-discretionary management, model portfolios, and advanced technology-driven investment strategies.

Joseph Betten Jr. is a financial advisor with LPL Financial in Warrendale, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He worked previously at Cco Investment Services Corp for seven years before joining LPL Financial in 2017. Outside of his advisory role, he is involved with several insurance agencies affiliated with his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diversified advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research from internal and third-party sources.

Mark Sekera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Prior to joining Schwab in 2020, he worked at TIAA and TIAA-CREF from 2013 to 2020. Outside of his advisory work, Sekera serves as a firefighter for the Cranberry Township Fire Department. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment guidance, supported by multi-asset model portfolios, formal alternative-investment processes, and integrated brokerage, custody, and advisory services.

Stephen Fuhrer is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He worked at Harvest Financial Corporation for 36 years before joining LPL Financial in 2023. He is also the owner of Fuhrer’s Inc., an insurance agency established in 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Lynn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010 and also has a longstanding role with The Talent Group starting in 2007. Outside of his advisory work, he has served as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.