Kenny McGee is a Series 66-licensed financial advisor with Robert Baird & Co., bringing 27 years of industry experience. He previously spent 23 years at Hefren Tillotson, Inc. before joining Baird in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Damion Barrett Jr. is a financial advisor with Ameriprise in Ellwood City, PA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Kent State University, Marshall's, and Butler County Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Tyler Bream is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Costco Wholesale from 2015 to 2017. 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 and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Francis Magno is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and also has a long tenure at First National Bank of PA since 2002. Magno serves as a board member of the Enon Valley Rod and Gun Club, a nonprofit sportsman club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options, supported by a large nationwide network of advisors.

John Ivory is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Ivory serves on the board of Mars UP Church and is a committee member of Rich-Mar Rotary, where he helps set up scholarships for students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Michael Keefer is a financial advisor with Equitable Advisors in Zelienople, PA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Keefer is also the owner of R E Lane LLC, a CPA firm serving as a trusted advisor in conjunction with his financial advisory role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory programs through a network of representatives and partners with third-party asset managers for portfolio implementation.

Brian Jodon is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Tyson Hilovsky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked for Nationwide Securities Inc. and Nationwide Insurance from 2004 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, he owns a business called 3 Rivers Trading Cards. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging scale and diverse financial service offerings.

Lyric Schnur is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Robert Baird in 2022, Schnur spent 23 years at Hefren Tillotson, Inc. She 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 services including financial planning, portfolio management, and custody and brokerage services, utilizing internal research tools and a mix of manager-traded and model-traded strategies.

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.

Cameron Hiltz is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company, WesBanco Bank, and Edward Jones. Outside of finance, he is involved in an auto detailing business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and written Recommendation Reports focused on income sources and tax-aware withdrawal strategies.

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.

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.

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.

Norman Ballard Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 1998. Outside of finance, he is involved in film production and screenwriting as President and Executive Producer of barefloor productions, inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing retirement-income planning advice through a written Recommendation Report and ongoing support focused on dependable income sources and tax-aware withdrawal strategies.

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.