Michael Mc Kee is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 10 years of industry experience. He has worked with Robert Baird & Co. since 2022 and previously with Hefren-Tillotson, Inc. from 2015. He serves as an investment committee member for the Marsha Mae Foundation’s scholarship fund. Baird’s DDK Group, where Mc Kee is based, offers a range of wealth management services including financial planning, portfolio management, and custody services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a mix of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools to deliver client advice.

Joseph Maker is a CFP®-credentialed financial advisor with nine years of industry experience, currently with Raymond James Financial Services Advisors Inc. He previously worked at Waldron Private Wealth and PwC. Outside of his advisory role, he serves as President of Lobo One LLC, a business partnership. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

Kristopher Nuttall is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner support and online tools, providing diversified portfolios and a range of management options across multiple account types.

William Evancho is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes positions at UBS Financial Services Inc. and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to client risk profiles.

Daniel Crawford is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Katherine Lust is a CFP® and holds a Series 66 designation with five years of industry experience. She is currently with Robert Baird & Co. and previously worked at Hefren-Tillotson, Inc. for ten years. 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 using a range of portfolio management and financial planning services.

James Marnell is a Series 66 credentialed financial advisor with 13 years of industry experience. He has worked at UBS Financial Services since 2018 and previously spent six years with Nationwide Securities, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Andrew Jugan II is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is involved in consulting through GTFM Management Group, LLC, and participates in leadership education for financial service owners and leaders via NGCSA, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized retirement recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Sarah Depaoli is a financial advisor at Morgan Stanley in Sewickley, PA, with 13 years of industry experience. She holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for ten years prior to joining Morgan Stanley. Outside of her advisory work, she serves as a board member of the Great Lakes Portuguese Water Dog Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning tools combined with advisory support.

Donna Cheswick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013. Outside of advising, she is managing member of Cheswick Divorce Solutions LLC and serves as a board member of the Collaborative Law Association of Southwestern Pennsylvania; she also volunteers as an ambassador for the Institute for Divorce Financial Analysts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Brian Donley is a financial advisor with LPL Financial, holding the CFP® designation and 29 years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and has maintained a long-term role with Summit Wealth Advisors since 2012. Donley serves as a for-profit board member of Capital City Brewing. 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, employing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Crey Keitzer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at LPL Financial since 2013 and was associated with Stratos Wealth Partners from 2015 to 2025. Keitzer has been involved in multiple investment-related business activities affiliated with LPL over the years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Christopher Crayton is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at firms including Cambridge Investment Research, Cantella & Co., Raymond James Financial Services, and Commonwealth Financial Network. Outside of his advisory work, he is involved with J Cubed Financial Advisory Group, Inc., an entity related to his business activities with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party subadvisors, and technology-supported strategies.

Mark Belschner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he owns MCB Financial, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products through a network of financial advisors.

James Meredith is a financial advisor at Robert Baird & Co. with 47 years of industry experience. He holds the PFS™ designation and Series 63 registration. Meredith previously worked at Hefren-Tillotson, Inc. for over four decades before joining Robert Baird & Co. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning, portfolio management, and brokerage services, employing a range of investment strategies from traditional to non-traditional approaches.

John Tarquinio is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not offer individual security recommendations within its standalone planning services.

Ghada Osta is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at multiple financial institutions, including PNC, Bank of America/Merrill Lynch, and Al Hilal Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Hutchinson is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of advisory work, he holds a majority ownership in HUTCHINSON GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Martin Zimmel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He provides investment guidance to a select group of families, assisting them in making informed decisions to achieve their financial goals. Martin emphasizes building lasting relationships based on trust, integrity, and superior client service. His career in financial services spans over 15 years, including roles as Financial Consultant at Fidelity Investments from 2014 to 2019, Financial Specialist at PNC Investments from 2006 to 2014, and Financial Advisor at Morgan Stanley from 2005 to 2006. Outside of his professional work, Martin has interests in boating, cars, fishing, parenthood, traveling, and volunteering.

Jamie Patten is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 10 years before joining Osaic in 2025. Outside of his advisory role, Patten is an insurance agent offering various insurance products including health, disability, and fixed annuities, and he is a co-owner of a financial services LLC. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, and institutional entities through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on both discretionary and non-discretionary bases.