Mark Stallsmith is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 credentials and offering 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he owns Strategic Coverages LLC, a property and casualty insurance business, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and both discretionary and non-discretionary management, with a range of proprietary and third-party strategies.

Heather Reed is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Reed serves on the Board of Directors for Ramsey Elementary PTO, where she is also the president. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Timothy Mcelroy is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Kenny McGee is a Series 66-licensed financial advisor with Robert Baird & Co., bringing 27 years of industry experience. He previously spent 23 years at Hefren Tillotson, Inc. before joining Baird in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Jennifer Reddinger is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Her prior roles include positions at Beaconsfield Financial Services, Dinuzzo Private Wealth, and Wealthcare Capital Management. Outside of advisory work, she is involved in equine therapy as an equestrian trainer. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Roger Knouse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2007 and also operates a seasonal tax preparation service assisting relatives, friends, and clients on a separate fee basis. His tax preparation work includes year-round tax planning using tax return software. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Antonio Aiello is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 20 years. He is co-owner of A.B. Strategic Partners, LLC, a business entity unrelated to investment advisory services, and serves on the board of the Pine Richland Youth Center. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart strategies and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Headlee III is a Series 66-registered financial advisor at Edward Jones with three years of industry experience. His prior work includes roles at Schneider Downs, where he performed financial audits, and earlier employment at Mylan and Edward Jones. Outside of finance, he has experience working as a laborer in erosion and sediment control applications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Caulkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2004. Outside of his advisory role, he is a member of a local rock and roll band called Mile Post 6, where he plays guitar and provides vocals. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a broad range of financial topics, while keeping planning and managed-account services separate.

Robert Bodnar is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 33 years of industry experience. He has worked at several firms including Wesbanco Securities Inc., Essex National Securities, LPL Financial, and Ryan Beck & Co. Bodnar is a member of InfraGard Alliance Pittsburgh, which connects members within critical infrastructure to the FBI for information sharing and education. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary authorities with access to both affiliated and third-party money managers.

Pradeep Karunanidhi is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Amazon, Prudential Insurance Company of America, and Western & Southern Financial Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Ivory is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Ivory serves on the board of Mars UP Church and is a committee member of Rich-Mar Rotary, where he helps set up scholarships for students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Karen Hartley is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 20 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns KH Strategic Initiatives, LLC, a consulting business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Frank Emmerling Jr. is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on each client’s risk profile, using a combination of in-house and third-party managers.

Megan Spear is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Ameriprise and its affiliate since 1998. In addition to her advisory role, she owns and operates MTMS Group, a financial advisory business based in Pittsburgh, PA. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Katherine Egbert is a CFP® professional with 28 years of experience in financial services, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1997 to 2020. She holds Series 63 and Series 66 licenses and is based in McKees Rocks, PA. Outside of her advisory role, she co-owns a retail business, Legacy Wine & Spirits, and manages several LLCs related to business expense management and consulting. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Tyson Hilovsky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked for Nationwide Securities Inc. and Nationwide Insurance from 2004 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, he owns a business called 3 Rivers Trading Cards. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging scale and diverse financial service offerings.

Lyric Schnur is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Robert Baird in 2022, Schnur spent 23 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 internal research tools and a mix of manager-traded and model-traded strategies.

Adam Dobies is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Michael Derouin is a CFP®-certified financial advisor with six years of industry experience, currently practicing at Edward Jones in New Kensington, PA. He has held multiple roles at Edward Jones since 2018, with prior experience in real estate and corporate positions, including a brief period as a real estate agent closing out a contract in Nashville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.