Johnathan Miller is a financial advisor with Robert W. Baird & Co. in Pittsburgh - Wexford, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird, he worked at BNY Mellon and CNB Bank. Miller also has experience with Pro Football Focus. He is part of The DDK Group within Baird’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, and brokerage services, utilizing internal research and a mix of manager- and model-traded strategies.

Michael Mc Kee is a Series 66-credentialed financial advisor with 11 years of industry experience, currently associated with Robert Baird & Co. since 2022. He previously worked at Hefren-Tillotson, Inc. from 2015 to 2022. Mc Kee serves as an Investment Committee Member for the Marsha Mae Foundation, a scholarship fund. Robert Baird & Co.'s DDK Group operates within the Private Wealth Management department, providing services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a variety of portfolio management strategies, ongoing manager selection, and internal research tools, including artificial intelligence, to deliver advisory services.

Austin Miller is a financial advisor with LPL Enterprise, holding the Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he has experience working in education at Gannon University and Knoch High School and Middle School, as well as involvement with Miller Farms for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

Kristopher Nuttall is a financial advisor at Edelman Financial Engines with 22 years of industry experience. His prior roles include positions at The Mutual Fund Store and Natcity Investments, among others. He holds Series 63 and 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management across a range of 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®-designated financial advisor with Robert Baird & Co., where she has worked since 2022. She has five years of industry experience, including six years at Hefren-Tillotson, Inc. prior to joining Baird. She 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 employs a range of portfolio management strategies, financial planning services, and utilizes internal research and technology, including artificial intelligence, to support client advice.

James Marnell is a Series 66 credentialed financial advisor with 14 years of industry experience. He has worked at UBS Financial Services since 2018 and previously spent six years at Nationwide Securities, LLC. Based in Sewickley, PA, he provides advisory services through UBS’s platform. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Brian Donley is a CFP® professional at LPL Financial with 30 years of industry experience. He has held roles at Summit Wealth Advisors, Lincoln Financial Securities Corporation, and Summit Investment Advisors prior to joining LPL in 2020. Outside of his advisory work, Donley serves as a board member for Capital City Brewing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Crey Keitzer is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2013. Prior to this, he spent 10 years at Stratos Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management options, combining customized strategies with access to third-party asset managers and technology tools.

Christopher Crayton is a CFP® professional with 12 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research, Cantella & Co., Raymond James Financial Services, and Commonwealth Financial Network. Crayton is involved with J Cubed Financial Advisory Group, Inc., a business related to his LPL activities. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, retirement advice, and institutional platforms, supporting a large network of advisors with a broad range of investment solutions.

Mark Belschner is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network 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 serves individuals, trusts, and institutional clients, offering a broad range of financial planning services supported by Wells Fargo research and planning tools.

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 Series 63 and Series 66 designations and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Citizens, PNC, MB Healthcare Inc, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Christopher Hutchinson is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has previously worked at Wells Fargo Clearing, Ameriprise, and A. G. Edwards & Sons, Inc. He holds Series 63 and Series 65 licenses and is based in Cranberry Township, PA. Outside of his advisory role, he has ownership in HUTCHINSON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other 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 Wealth, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years and MSI Financial Services, Inc. for 5 years. Patten is also an insurance agent offering various fixed and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and offers a wide range of managed portfolio programs and third-party manager options.

Dara Ferchak is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been associated with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2000. Outside of advisory work, she owns Ferchak And Associates, an investment-related business, and works as a substitute teacher. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.