Thomas Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Robert Baird & Co., Hefren-Tillotson, Avantax Investment Services, and Raymond James Financial Services. Outside of advisory work, he is involved in retail sales as Treasurer-Member of Best Feeds Garden Centers and operates as a CPA through Thomas C Pfeifer CPA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides various investment implementation options across multiple custody platforms with discretionary and non-discretionary strategies, maintaining both proprietary model strategies and access to unaffiliated strategists.

William Scott is a financial advisor with Robert Baird & Co., holding a Series 66 credential and seven years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously at Hefren Tillotson. Scott serves as treasurer for the Ellwood City Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of managed account strategies combined with home-office research and investment tools.

Chris Schott is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to understand their goals and assist in creating sound and secure financial plans. His professional experience is centered on investment consultation, focusing on tailored financial strategies for his clients. Outside of his professional role, Chris has interests that include the beach, football, military service, pets, soccer, and traveling.

Louis D'Angelo is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has held roles including owner of D'Angelo Financial Services, LLC, and involvement with the American Cancer Society. He serves on the investment committee for the nonprofit Manchester Bidwell Corporation and is also an author. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Brent Heitzenroder is a financial advisor with Robert Baird & Co. holding a Series 66 designation and nine years of industry experience. He has previous experience at Hefren Tillotson and has been with Robert Baird since 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Brendan Koroly is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His work history includes roles at NextTier, Erie Junior Seawolves, Shenango Beverage, and Gannon University. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Mark Vuono is a Series 66-licensed financial advisor with Raymond James Financial in Pittsburgh, PA, bringing 12 years of industry experience. His career includes roles at Park Avenue Securities and a current position at D'Angelo Financial Services, where he assists with mutual fund due diligence and insurance opportunities. Outside of his financial work, he coaches high school and middle school wrestling teams at his alma mater. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs with tools that include risk profiling and probability modeling.

Johanna Mcbride is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2011. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities, using model-driven investment approaches and offering access to third-party asset managers and wrap programs.

Talitha Esterhuysen is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, with prior experience at Hefren-Tillotson Inc. and United Exports. 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 a variety of financial planning, portfolio management, and advisory services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Matthew Reynolds is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2022 and at Hefren-Tillotson, Inc. since 2014. 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 a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Frederick Christof is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at PNC, M&T Bank, and BNY Mellon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Kristen Gratton is a financial advisor with Mass Mutual Investors Services in Beaver Falls, PA, holding the CFP® and ChFC® designations and with 15 years of industry experience. She has worked with MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of her advisory role, Gratton is involved as a sales agent for health and property/casualty insurance through The Kerr Agency, Inc., and is an owner of Gratton & Kerr Financial Group LLC, which provides insurance, advisory, and financial services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing annual, collaborative client relationships and goal-based planning using firm-approved analytical tools.

Matthew Foglia is a financial advisor with Cambridge Investment Research Advisors who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Outside of his advisory role, he serves as an independent insurance agent and is a board member of the Chagrin Falls Townhouse Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management approaches across multiple custody and platform arrangements.

Sullivan Conway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked primarily with Raymond James since 2017 and is also associated with Dukovich & Associates Financial Services Support in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.

Andrew Patterson is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson, Inc. since 1995. He is a member of the Curb Club investment group. Robert Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a blend of manager-traded and model-traded strategies supported by internal research and technology.

Neil Pettes is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at multiple firms such as IFS Wealth Management, Cambridge Investment Research, Raymond James Financial Services, and FSC Securities Corporation. He also acts as a licensed notary and has experience as an agent selling various non-variable insurance products. 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 services including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Matthew Dukovich is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of his advisory role, he owns LVL Up LLC, a streetwear business focused on buying and selling shoes and clothing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jason Fischer is a financial advisor with LPL Enterprise in Wexford, PA, holding Series 63 and Series 65 licenses and over 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is involved with Uber in a professional capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance products through affiliated entities.

Ryan Whelan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held various roles including positions at Dr. Robert Coufal & Associates and Carlow University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Norman Ballard Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, Ballard is involved in film production and screenwriting as president and executive producer of Barefloor Productions, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide customized recommendation reports. The firm serves high-net-worth clients through a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.