Dustin Thompson is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Hefren Tillotson, Inc. for nine years. He serves as a board member and on the Investment Finance Committee of the Seneca Valley Foundation. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and customized investment solutions, supported by in-house research and a combination of manager-traded and model-traded strategies.

Richard Petro is a financial advisor at Osaic Wealth with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. from 2010 to 2024. He is also an insurance agent with Canella Financial Group, specializing in fixed annuity sales and life insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment process focused on asset allocation and portfolio optimization and is notable for its scale, recent consolidation activity, and complex affiliate network.

Vilyamir Kolesnichenko is a financial advisor with Robert W. Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Hefren-Tillotson and has diverse prior experience including roles outside finance. He serves as a volunteer director on the board of the Ukrainian Self-reliance of Western PA Federal Credit Union and is engaged in creative activities such as wedding photography and fine art sales. Baird’s DDK Group, where he is based, serves individuals, corporate clients, pensions, and charitable organizations with financial planning, portfolio management, and custody services. The firm manages approximately $394 billion in assets and offers a mix of manager-traded and model-traded strategies supported by in-house research and specialized advisory services.

Robert Wilson Jr. is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Cetera in Wexford, PA. His background includes roles at various financial services firms, including Best Times Financial and American Portfolios Financial Services, Inc. Outside of finance, he has experience working in the food service industry with Big Dipper BBQ and Owego Original Italian. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, utilize third-party managers, or construct customized strategies across discretionary and non-discretionary program structures.

Marc Canovali is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has worked with firms including Private Advisor Group, LPL Financial, and The Advisor Group, where he is an owner. Outside of advising, he is an insurance agent specializing in life, health, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party money managers.

Nathaniel Sepe is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Federated Global Investment Management Corp., Carson Wealth, and USI Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Matthew Hurray is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 26 years of experience to his role. He specializes in addressing a range of client needs, including corporate executive services, equity compensation, retirement planning, portfolio management, and small business strategies. Matthew works with senior executives, business owners, and multi-generational families to develop financial plans that adapt to evolving client priorities and goals. Joining Merrill in 1996, Matthew has extensive experience advising clients on complex financial decisions such as stock option strategies, deferred compensation, retirement planning, and business transitions. He focuses on tailoring investment portfolios that align with individual goals, risk profiles, and timelines, utilizing both traditional and alternative investments as appropriate to pursue growth in varying market environments. Matthew holds a Bachelor's degree in economics and finance from the University of Dayton and a Master's degree in Business Administration from Duquesne University. He is a Personal Investment Advisor (PIA) and is actively involved in community organizations, serving as a committee member for the Duquesne University Student Athletic Fund. Matthew resides in Cranberry Township, Pennsylvania with his wife, Julie, and their twins.

Eric Werner is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2019 before joining Morgan Stanley. Outside of his advisory role, he serves as a trustee and holds power of attorney responsibilities in investment-related capacities. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tammy Neff is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, she worked at Hefren Tillotson and Mühlenkamp & Company. 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 using a variety of financial planning and portfolio management strategies.

Colleen Neuendorffer is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Fuller & Co, and Hefren-Tillotson. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Jessica Leto is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brian Liptak is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera Investment Services, Northwest Advisors, and Northwest Bank, where he has also maintained a longstanding involvement. Outside of his advisory work, he holds an ownership interest in Brokers Services Marketing Group, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Jack Burton is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at KPMG LLP and several financial institutions including Bank of America and Merrill. His background also includes multiple roles at John Carroll University. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Kelli Cerra is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has worked previously at Lincoln Financial Securities and BCR Financial Services, LLC. Outside of advising, she is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, utilizing model portfolios, third-party subadvisors, and customized strategies.

Nicholas Simakas is a financial advisor at Morgan Stanley in Sewickley, PA, holding a Series 66 designation with 15 years of industry experience. His career includes seven years at MDT Advisers, a Division of Federated MDTA LLC, before joining Morgan Stanley Private Bank and Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating firm-approved tools and modeling techniques.

Brent Stein is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. and related entities since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and offers advisory programs alongside institutional consulting and portfolio management through a large network.

James Kartsonas is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James, Erie Insurance, John Carroll University, and Peter's Township High School. 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, institutions, and municipal entities—and offers financial planning, investment consulting, and municipal advisory services through a range of portfolio management strategies and affiliated resources.

Theresa Hutchinson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 34 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and also has experience with Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is involved with Medallion Wealth Management, where she works with credit union clients on fixed income products and insurance-related services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies, supporting a multi-billion dollar asset base.

Erin Weber is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to joining Raymond James, she worked at Hefren Tillotson for six years. She is involved with Women, Wisdom & Wealth, an educational initiative focused on helping women better understand finances through speaking engagements and written materials. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with diverse portfolio management styles supported by affiliated research and model managers.

Lisa Delisio is a financial advisor with LPL Financial holding Series 63 and 65 designations and 19 years of industry experience. Her prior work includes roles at Fort Pitt Capital Group, PWA Wealth Management, BNY Mellon Securities Corporation, and PNC Wealth Management. 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, third-party asset management access, and institutional platforms.