Stephen Vivis is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. His prior work includes roles at Somerset Trust Company and various positions in education and retail. He also has experience working in small business operations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

John Barbiaux is a Series 66-licensed financial advisor with Edward Jones in Saxonburg, PA. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory work, he owns a photography business where he also writes blog posts related to photography and equipment. 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 investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Olivia Goodwill is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL in 2025, she worked at J.P. Morgan Securities and Equitable Advisors among other firms. Outside of her advisory work, she has involvement with Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

Eugene Bujaky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior firms include Voya Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures, including access to third-party money managers and automated investment solutions.

David Gawne is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corp. for eight years. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Robert Dunbar is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory work, he serves on the Board of Directors for Little Big Horn Associates, a historical association, where he oversees conference site decisions and leads conferences. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individual and institutional clients, including portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Jason Curran is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at BNY Mellon Investor Solutions, LLC for three years and Morgan Stanley Alternative Investment Partners for twelve years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 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.

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.

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.