Colin Jonov is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is a licensed advisor dedicated to helping clients maximize their relationship with Fidelity by identifying and addressing any gaps in their current financial strategies. Colin has accumulated experience in various roles at Fidelity Investments, including Investment Consultant since 2024, Planning Consultant from 2021 to 2024, Relationship Manager in 2021, and Financial Representative from 2020 to 2021. His expertise encompasses financial planning and investment consulting. Outside of his professional work, Colin enjoys family activities, fitness, football, golf, outdoor adventures, and parenthood.

Robert Chiocca is a financial advisor at Charles Schwab with 33 years of industry experience. He has been with Charles Schwab since 1993 and has additionally worked at Charles Schwab Bank, SSB since 2005. He holds a Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a range of multi-asset model portfolios supported by research and due diligence on alternative investments.

Michael Condron is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2009 and concurrently at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of individual and institutional clients, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile. The firm utilizes both in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Chris George is a financial advisor at Robert Baird & Co. with 45 years of industry experience. He holds a Series 63 designation and has worked at Hefren-Tillotson, Inc. since 1980 before joining Robert Baird & Co. in 2022. In addition to his advisory role, he is a self-employed attorney. Chris is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, businesses, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, with investment approaches that include manager-traded and model-traded strategies, tax management, and direct indexing.

John Chamberland is a CFP® with 28 years of industry experience, currently advising at Robert Baird & Co. since 2022. He has a long tenure at Hefren-Tillotson, Inc., where he has worked since 1997. Outside of his financial advisory role, he serves as a deacon at Advance Community Church, managing the church’s finances. John is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research and strategic partnerships.

Ian Davison is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Ryan Naples is a financial advisor with Robert Baird & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren-Tillotson, Inc. and Allegheny Financial Group. 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 with SMA strategies, and custody and brokerage services, supported by in-house research and ongoing manager oversight.

Amanda Tapager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Her prior experience includes roles at SRU Federal Credit Union, Concordia Lutheran Ministries, and Paramount Senior Living at Seven Fields LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers various investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Matthew Mazza is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of advising, Mazza is involved in a steel drum band called Tropical Sands Music and also sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management services through a multi-manager platform and supports advisors with a range of program options and affiliated resources.

Bryan Shoemaker is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Edward Jones, Sherwin Williams, and GlaxoSmithKline. He also operates Shoemaker Investment Group, LLC, a business entity for tax and investment purposes. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Gregory Casten is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joan Mckee is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 63 designation and 32 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she works as a retail sales associate at Kohl’s. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Ralph Freedman III is a financial advisor with Ameriprise in Cranberry Township, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is employed by Poach, Koury & Associates, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-based recommendations that integrate tax efficiency and asset management strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Laura Freedman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2023, she worked at UBS Financial Services from 2014 to 2023. Outside of her advisory role, Freedman is the owner of businesses focused on women's leadership, including executive coaching and keynote speaking. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Katie Bowers is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Hefren-Tillotson, Inc. since 2008. Bowers is based in Pittsburgh - Wexford, PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pension and 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 SMA strategies, tax-management techniques, and internal research tools.

Alexander Shortreed currently serves as a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who work with clients to support their financial goals. Prior to this, he held positions at Fidelity Investments as a Planning Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022. Earlier in his career, he worked as a Financial Planning Assistant at Ameriprise from 2017 to 2021. Throughout his career, Alexander has gained experience in financial planning and client relationship management. Outside of his professional responsibilities, he enjoys spending time with friends, participating in social events, and engaging in activities such as golf, hiking, movies, music, and snowboarding.

Shelley Scalise is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has extensive experience in the financial services industry, having worked in various advisory roles since 1999. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2015 to 2020, Vice President Financial Advisor at First Niagara between 2010 and 2015, Financial Consultant at PNC during 2009 to 2010, Retail Investment Officer at NatCity Investments from 2003 to 2009, and Financial Advisor at Hilliard Lyons Asset Management from 1999 to 2003. Throughout her career, Shelley has focused on collaborating with clients to create financial plans that are clear and tailored to their unique circumstances. She emphasizes understanding her clients' values to make the financial planning process more accessible and aligned with their goals.

James Stossel is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2020, following a 13-year tenure at Woodbury Financial Services. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2013. Devlin is involved with GoodLife Financial Group, LLC, an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, supported by research and technology-driven solutions.

Andrea Hulsman is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at Merrill for five years and Dollar Bank for ten years. Hulsman holds a Series 66 designation and is based in Sewickley, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support client financial goals.