Jason Baer is a financial advisor with Stifel in Bethel Park, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Moran Jr. is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. Prior to his financial career, he held positions at Southern Airways Express and worked in various roles including education and retail. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs and partners.

Jeffrey Russo is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and affiliated entities since 2019, with prior experience at AllState Insurance Company. Outside of his advisory role, he serves as a board member for the Water and Sewage Municipal Authority for Plum Borough. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to various investment strategies and platforms.

Christian Barry is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. since 2008. He is part of The DDK Group, a team within Baird’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 financial planning, portfolio management, and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Irene Elena Tyler is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2015. Outside of her advisory role, she serves as a notary public in Pittsburgh, PA. 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, incorporating modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Luke Thompson is a financial professional at Cetera with a Series 66 designation and one year of industry experience. He has held roles at Cetera Wealth Services, DSF Wealth Management Group, The Clouser Group, and others since 2024. Thompson is also an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves individual, corporate, charitable, institutional, and employer-sponsored retirement plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers within a multi-manager platform.

Matthew Knight is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and model portfolios.

Rosalind Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior roles include positions at Grove Point Advisors, H. Beck, and The Musuneggi Financial Group. In addition to her advisory work, she has outside employment with Stitch Fix. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a variety of model portfolios.

Kevin Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL in 2024, he worked at Cetera and Benchmark Wealth Management, where he spent over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Richard Bondi Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at City National Bank and RBC Wealth Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services with a non-discretionary approach, supported by extensive research and a range of portfolio management styles.

Jason Messick is a financial advisor at LPL Financial with 30 years of industry experience. He previously worked for Harvest Financial Corporation for 29 years before joining LPL Financial in 2023. He holds Series 63 and Series 65 designations and owns a non-investment related business, DiBase and Messick Associates. 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 and financial planning services, utilizing model portfolios, third-party research, and various portfolio management options.

Phoenix Smith is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked previously at Cetera, Benchmark Wealth Management, and other firms. Smith is also the owner of Parallel Inc., a business unrelated to his investment advisory work. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

James Eisnor is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 22 years of industry experience. He has previously worked at Cetera and operated Eisnor Financial Group LLC. Outside of his advisory role, Eisnor is president of Joy Haven Property Management, a family farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Allison Deklewa is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing 19 years of industry experience. Her work history includes roles at Hefren Tillotson and Medallion Wealth prior to joining Robert Baird. 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, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, ongoing manager monitoring, and use of technology such as artificial intelligence.

Katherine Markowski is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Watermark Financial since 2011 and SagePoint Financial from 2011 to 2023. She also provides tax preparation services and consulting on financial matters related to divorce. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers and managed-account solutions.

Charles Hartmann is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Prior to that, he worked at City National Bank. Hartmann serves on the Board of Directors for the Sigma Chi Club of Pittsburgh, advising on housing and fundraising matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs and integrates in-house and third-party managers with capabilities in tax management, responsible investing, and alternative investments.

Edward Poach III is a CFP®-designated financial advisor with Ameriprise in Washington, PA, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he serves on the board of the Washington Symphony Orchestra, including a role on the artistic committee and as assistant treasurer, and is involved as a cantor at Immaculate Conception Church. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Emma Sarnese is a CFP® professional with eight years of industry experience, currently with Osaic Wealth Inc. She has held positions at Hornor Townsend & Kent LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Additionally, she serves as Director of Investment Services for Axias Wealth Advisors. Osaic Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Tracy Hindman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Her prior experience includes six years at Prudential Insurance Company of America and Pruco Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Melissa Pikul Clemens is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, she serves as Marketing Chair and Co-Chair for Women for Economics & Leadership Development and is a volunteer board member for the Ronald McDonald House of Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.