Conrad Naugler is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation. He has experience working at BNY for five years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Andrew Conti is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Boenning & Scattergood and Ross, Sinclaire & Associates, LLC. 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, supported by extensive technology and a large network of advisors.

Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Daniel Sherman is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as an elected Township Auditor in Slippery Rock Township. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charities. The firm offers customized investment strategies through various advisory programs using a combination of in-house and third-party managers, with options for discretionary and non-discretionary portfolio management.

Justin Tillotson is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2022. His prior experience includes positions at Hefren-Tillotson and work related to Elon University and Eden Christian Academy. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Alex Ferraccio is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, legacy planning, and retirement income. Alex works with individuals and families to navigate complex financial decisions through personalized advice and comprehensive planning, utilizing the resources of Merrill Lynch Wealth Management and Bank of America to coordinate investment management, retirement planning, education funding, lending solutions, and other financial aspects. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Alex earned his bachelor's degree from the Pennsylvania State University System. His approach focuses on understanding what matters most to each client in order to provide thoughtful guidance and build long-term relationships that adapt to clients' evolving priorities. Outside of his professional role, Alex enjoys biking, soccer, and tennis.

Patrick Milas is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Edward Jones in 2024, Milas worked at Citizens Securities Inc., PNC Bank, and MFA Wealth. Outside of his advisory role, he is president of a photobooth rental company he co-founded with his wife, occasionally working events on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers a broad national network of advisors and branch offices.

Christopher Balcerek is a CFP®-certified financial advisor with five years of industry experience, currently with UBS Financial Services in Sewickley, PA. His prior roles include positions at the Federal Reserve Bank of Dallas and Costco Wholesale. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor strategies based on proprietary research and model-based asset allocations.

Joseph Molinero is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Molinero serves as a board member of the Pittsburgh Stock and Bond Association and holds a secretary position at the Three Rivers Labor Management Committee, a nonprofit organization focused on fostering labor-management relations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning arrangements.

Adam Dobies is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and 18 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Smedley is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior firms include Lincoln Financial Securities Corporation and MSI Financial Services, Inc. He also maintains a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, delivered through a large network of investment adviser representatives.

Richard Staszak is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in activities related to fixed insurance products, including life, disability, annuities, long-term care, variable universal life, and linked insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Stephan Ernharth is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63, 65, and 66 designations and bringing 36 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation from 2005 to 2017. Outside of advising, he is the owner of The Fast Bear Labrador Retrievers and is also licensed as an attorney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.

Scott Fetsko is a Financial Consultant at Fidelity Investments, where he focuses on providing clients with a holistic approach to financial planning. He emphasizes effective communication to understand clients' financial and retirement goals and aims to offer guidance that helps them achieve peace of mind throughout the planning process. Scott has experience in the financial services industry, having held roles as a Financial Advisor at Edward Jones from 2019 to 2020 and as a Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2023 before joining Fidelity Investments in 2023. Outside of his professional work, Scott engages in family activities, fitness, and parenthood.

David Pifer is a CFP® professional with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 22 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that 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, utilizing both internal research and external manager selection.

Drew Wagnild is a financial advisor with Merrill in Wexford, PA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Muscatello is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he has been involved in several business ventures, primarily inactive, including ownership of companies serving the utility and metal processing industries. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Charles Previs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked for Waddell & Reed and various insurance carriers for 38 years before joining LPL in 2021. Outside of his advisory work, he is involved with Associates of Clifton Park, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Erika Ulrich is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she worked for CDS Administrators, Inc. for 14 years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Tidball is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His previous work includes roles at Sagepoint Financial, Inc., T & D Advisors Incorporated, and American General Securities Incorporated. Outside of his advisory work, he refers clients to attorneys specializing in estate planning and eldercare. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.