John Kautz is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2022, following five years at Hefren-Tillotson, Inc. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in assets as of December 31, 2025.

Tracy Mceuen is a financial advisor at Raymond James & Associates with nine years of industry experience. Prior to joining Raymond James in 2024, she worked at Bank of America and Merrill from 2018 to 2024 and spent 15 years at Mead Johnson Nutrition. She is a member of TSJ Farm LLC, where she handles bookkeeping and bill payment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, emphasizing non-discretionary planning supported by extensive research and a broad range of portfolio management styles.

Mark Kuehn is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Thrivent and its predecessor entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial topics without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining these as separate services.

Brodie Patten is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. He previously worked at Lincoln Financial Advisors for five years and at Highmark for five years. Outside of his advisory role, he operates an insurance agency offering accident, health, disability, and life insurance products. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, providing comprehensive financial planning and various portfolio management programs. The firm employs model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers both discretionary and advisor-managed investment strategies.

Tyler Blake is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Citizens Financial Group and Pruco Securities. Outside of his advisory role, he serves as the assistant coach for the Moon Area High School boys soccer team. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to build model allocations and offers broader derivatives and commodities capabilities through certain regulatory registrations and affiliates.

Patrick Garbinsky is a CFP® with 40 years of experience in the financial industry. He currently serves as an advisor at LPL Financial and has previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Mutual Benefit Life. He is also involved in acting as a fiduciary for the Estate of Mary Lou Stewart. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive financial planning and investment management through a diverse range of platforms and tools.

Stacey Sullivan is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. Her prior roles include work at Cuso Financial Services, Princor Financial Services Corporation, Principal Life Insurance Company, MSI Financial Services, and KeyBanc Capital Markets. She is also involved in community activities, including volunteering with the YMCA. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians, supports both discretionary and non-discretionary management, and provides proprietary model strategies through its Founders Gate Capital brand.

Bonnie Mcguire is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously spent 25 years with Harvest Financial Corporation. Outside of her advisory work, she serves as a bookkeeper for Oakland Periodontal Associates in Pittsburgh. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Jeffrey Mills is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Waddell & Reed, Inc. Outside of his advisory role, Mills serves as an independent insurance agent and a college funding aid counselor. 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 institutions. Its platform includes financial planning, model portfolio programs, third-party asset management, and institutional services, supported by technology tools for operational and research assistance.

Grant Fleming is a CFP® professional with 12 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 11 years at Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services that include manager and model-traded SMA strategies, tax management, and custody solutions.

Anthony Ross is a financial advisor with Ameriprise in Wexford, Pennsylvania, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business as an employee contractor at Poach, Koury & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Hill is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, Hill serves as secretary for Al's Bike Drive, a local 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 nonprofit clients, focusing on holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm integrates planning with managed-account programs while keeping these services separate.

Jamie Danna is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial since 2021. His previous roles include positions at Beratung Partners Inc, Sullivan & Danna LLC, Waddell & Reed Inc, and various insurance carriers. He serves as a board member of the Veteran's Leadership Program, a nonprofit organization in Pittsburgh. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and operational tools.

Yuri Demetris is a CFP® with 17 years of experience in the financial industry. He currently works at Ameriprise and previously spent 11 years at The Huntington Investment Company. He serves as a board member for the Mars Girls Youth Basketball Association in Pennsylvania. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

John Daley is a ChFC® credentialed financial advisor at Osaic with 33 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of his advisory role, he is licensed as an insurance agent and sells traditional life, accident, health, and disability insurance, as well as fixed and indexed annuities and life settlements. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various advanced tools and offers diverse program options through a complex network of affiliated entities.

Jacob Schmidt is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a primarily model-driven investment approach.

Michael Champ is a CFP® professional with two years of experience, currently serving as an advisor at Raymond James & Associates. His background includes roles in education and municipal service at various institutions in Beaver, PA, along with his current position at Raymond James. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Mark Paschel is a Planning Consultant at Fidelity Investments, where he supports families in understanding their financial needs and goals while delivering dedicated service. He has been with Fidelity since 2023, initially serving as a Financial Representative, then as a Relationship Manager before assuming his current role in 2026. His experience at Fidelity Investments spans several positions, providing him with a comprehensive understanding of financial planning and client relationship management. Mark focuses on helping clients achieve their financial objectives through personalized strategies. Outside of work, Mark engages in activities such as spending time at the beach, participating in family activities, fitness, social events with friends, music, and traveling.

Matthew Blazewick is a Series 66 credentialed advisor with Robert W. Baird & Co. He has three years of industry experience, including prior roles at Hefren-Tillotson and work at the University of Pittsburgh and Connoquenessing Country Club. Baird’s DDK Group, where Blazewick is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a variety of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies with ongoing manager selection and internal research support.

Allison O’Brien is a CFP® professional with 18 years of experience in financial advising. She has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded SMA strategies along with proprietary research and technology tools.