Mckenzie Miller is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, Miller worked in the hospitality industry, including roles at Dinos Sports Bar and Lounge and Foxes Pizza Den. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, employer-sponsored 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 affiliated insurance and trust services.

Bruce Bateman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1989 and has operated his own business involving hay and cattle sales since 2008. Bateman also serves as a director on the board of the Grove City Sportsmens Club. 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, pension plans, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

William Wilson is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Hefren Tillotson, Inc. for 32 years before joining Baird in 2022. William is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager oversight.

Craig Caldwell is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Caldwell is involved in the food and beverage industry as the owner of Smoke & Shine, a catering business specializing in smoked meats, and serves as CEO of a distillery in Slippery Rock, PA. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Courtney Ricciardella is a Series 66-licensed financial advisor with Morgan Stanley in Butler, PA, where she has worked since 2009. She has 18 years of industry experience. Outside of her advisory role, she is involved in coaching and sales as an independent contractor for Beachbody. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Samuel Hawkins is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services for 18 years and has operated Hawkins Ins Inc since 2006. Hawkins is also the sole proprietor of Hawkins Financial Services, an investment advisory sole proprietorship. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services using a model-based investment process and supports a broad platform of managed accounts and third-party manager programs.

Joshua Henschel is a financial advisor at Robert Baird & Co. with Series 66 registration and one year of industry experience. He has been with Baird since 2025. Outside of his advisory role, he is the sole owner of a small owner-occupied rental property in Pittsburgh. The DDK Group is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and custody services, with a range of investment strategies supported by internal research and ongoing manager oversight.

Debbie Montag Evans is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 18 years of industry experience. Her prior roles include positions at Hefren Tillotson and LPL Financial. She is based in Pittsburgh - Butler, PA. She 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 and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Daniel Chittock is a financial advisor at Edward Jones with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Edward Jones since 2019. Prior to that, he was employed at NYLIFE Securities LLC and New York Life Insurance Company for one year each. He also served at Bethesda Baptist Church for 23 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

John Barbiaux is a Series 66-licensed financial advisor with Edward Jones in Saxonburg, PA. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory work, he owns a photography business where he also writes blog posts related to photography and equipment. 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 and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Todd Fleming is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent several years with Hefren-Tillotson, Inc. in various capacities. Todd 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 range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Jeffrey Geibel is a financial advisor at Edward Jones in Butler, PA, holding CFP® and ChFC® designations with 17 years of industry experience. His prior roles include positions at Slippery Rock University and Woodmen Of The World Life Insurance Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with approximately 23,701 advisors and manages over $1 trillion in assets.

Nathan Rodgers is a financial advisor at LPL Financial with 22 years of industry experience and a Series 66 designation. His prior roles include positions at Cuna Mutual Group, Nationwide Securities, The Huntington Investment Company, Natcity Investments, PNC Wealth Management, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers financial planning, portfolio management programs, third-party asset management, and institutional platforms supported by a large network of investment adviser representatives.

Erik Lenyk is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Robert Baird & Co. in 2022, he worked for 18 years at Hefren Tillotson, Inc. 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 provides a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services.

Bernadette Law is a financial advisor at Edelman Financial Engines with 24 years of industry experience. She holds a Series 66 designation and has worked at several firms including E*TRADE and its affiliates prior to joining her current firm. Outside of finance, she operates a dance education and performance business as a sole proprietor. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Robert Deemer is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company and Edward Jones. Outside of financial advising, he serves as a part-owner and attends quarterly board meetings for an apartment complex. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data to deliver tax-aware withdrawal strategies and income planning.

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.

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.

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.