Lacey York is a financial advisor at Stifel with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel since 2009. Outside of her advisory role, she serves as an endowment committee member for the Child Health Association of Sewickley, assisting with updating investment policy statements and evaluating endowment performance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Frank Ruscetti II is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He previously worked for Harvest Financial Corporation for 19 years before joining LPL Financial in 2023. Outside of his advisory role, he is a licensed notary in Pittsburgh, PA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced technologies.

Joel Sirota is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Waldron Private Wealth, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis.

Christine Farrell is a financial advisor with Robert Baird & Co. and holds the Series 63 and Series 65 designations. She has 30 years of industry experience, including 27 years at Hefren-Tillotson, Inc. and four years at Robert Baird & Co. She serves as a board member and on the Investment/Finance Committee of the Pittsburgh Presbytery Foundation. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, discretionary and non-discretionary portfolio management services. The firm utilizes manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager oversight supported by internal research and technology.

Brian Kocherzat is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Robert Baird in 2022, he worked at Hefren Tillotson from 2018 and had a three-year period away from the industry. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies supported by internal research and uses both manager-traded and model-traded separately managed accounts.

Renee Varner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Cetera and its affiliated entities since 2015. Outside of her advisory role, she is involved in fixed life insurance sales outside of Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.

Maeve Donohue is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 credential and has previously worked at Hefren-Tillitson, iNetworks, Bucknell University, Mambo Italia, and Sewickley Academy. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, 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 SMA strategies, tax management, direct indexing, and internal research tools, including artificial intelligence.

Vincent Kremer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Thrivent and its predecessor firm since 2006. Kremer serves as a board member for Al’s Bike Drive, a charitable program supporting the Toys for Tots initiative by providing new bicycles to children in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations across various planning areas without implementation. The firm combines goal-based analyses with flexible service options, including a managed-account program, while maintaining separation between planning and portfolio management services.

William Stroyne is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His previous roles include two decades at Securities America Advisors, Inc. and OSAIC. Outside of advising, he serves on the board of the McKnight East Building 500 Association and is a band leader and musician for the InTransit Band, which performs at wedding receptions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research and technology-driven portfolio management solutions.

Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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 a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Patrick Botula is a financial advisor at Raymond James & Associates with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for over four decades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Erik Vollbrecht is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2004 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he serves as power of attorney for his parents and is a trustee and successor of an estate. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third-party managers to provide advisory and brokerage solutions.

Jeffrey Frye is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Cambridge in 2020, he worked at MML Investors Services and MassMutual Life Insurance Company for nine years. Outside of his advisory role, Frye is involved as a volunteer committee member with the Outer Banks Relief Foundation and owns tax and financial consulting businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management strategies and operates across multiple custody platforms, combining proprietary models with access to third-party managers.

Amanda Colledge is a Series 66-licensed financial advisor at RBC Capital Markets with 11 years of industry experience. She has worked at RBC Capital Markets since 2019 and previously was with UBS Financial Services from 2017 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and investment solutions, utilizing a mix of in-house and third-party managers along with extensive capital markets resources.

Anthony Greco is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to this, he spent a decade at The Huntington Investment Company. 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 and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Kejas is a financial advisor with Ameriprise in Allison Park, PA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kathleen Cavataio is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Levendusky is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BNY Mellon Securities Corp and Nuveen Asset Management, LLC. He also participates as a financial advisor with NSS Life. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by both discretionary and non-discretionary management, incorporating research and model portfolios from LPL Research and other subadvisors.

Stephen Pepmeyer is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and has prior involvement with St. Sebastian Church from 2010 to 2017. In addition to his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a percentage-based wrap fee structure rather than fixed fees.

Thomas Bourg is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sage Advisory Services and Invesco Advisers, Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee, employs tax-aware and risk management strategies, and manages a broad range of accounts including separate accounts, pooled vehicles, and retirement plans.