Anthony Smulski is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Laura Gleghorn is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2003. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s platform, providing access to a wide range of products and services beyond traditional investment management.

Domenico Sciulli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at PNC Investments, PNC Bank, Citizens Securities, and JPMorgan Chase Bank. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and ESG processes.

Ryan Hollenbach is a financial advisor with Cetera, holding a Series 66 designation and possessing 21 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients nationwide.

John Kautz is a financial advisor with Robert Baird & Co. in Pittsburgh-Wexford, PA. He holds a Series 66 designation and has five years of industry experience. His prior positions include roles at Hefren-Tilloston, Inc. and ADP, LLC. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing various managed account programs and investment strategies supported by internal research and manager oversight.

Tracy Mceuen is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A., and Merrill. Outside of her advisory role, she is involved in managing bookkeeping and bill payment for TSJ Farm LLC, a family-owned agricultural business. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and public finance capabilities.

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 with Osaic and holds a Series 66 designation. He has six years of industry experience, including five years at Lincoln Financial Advisors. Outside of advising, he is a licensed insurance agent offering accident, health, disability insurance, and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and offers discretionary and non-discretionary portfolio management across multiple investment types.

Tyler Blake is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, following prior roles at Citizens Financial Group and Pruco Securities. Outside of his advisory work, he serves as an assistant coach for the Moon Area High School boys soccer team. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies within the broader J.P. Morgan organization.

Patrick Garbinsky is a CFP® with 40 years of experience in the financial industry. He currently serves as an advisor with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Mutual Benefit Life. He is also involved in fiduciary activities related to the Estate of Mary Lou Stewart. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with model portfolios and research from LPL and third-party providers.

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 positions at CUSO Financial Services, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, she is involved with the YMCA in New Brighton, PA. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports both discretionary and non-discretionary investment strategies and provides access to proprietary and third-party model solutions.

Bonnie McGuire is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2023, she worked for 25 years at Harvest Financial Corporation. Outside of advising, she is a bookkeeper for Oakland Periodontal Associates in Pittsburgh. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Mills is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Waddell & Reed, Inc. Outside of his advisory role, Mills is an independent insurance agent and a college funding aid counselor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house research and third-party model portfolios.

Grant Fleming is a CFP® and Series 66 credentialed advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2022 and Hefren-Tillotson, Inc. since 2011. He 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 financial planning, portfolio management, and a range of custody and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

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 and is currently affiliated with LPL Financial since 2021. His prior roles include positions at Beratung Partners Inc, Sullivan & Danna LLC, Waddell & Reed Inc, and various insurance carriers. He serves on the board of the Veteran's Leadership Program, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

John Daley is a financial advisor at Osaic with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also licensed as an insurance agent, selling traditional life, accident, health, and disability insurance, fixed and indexed annuities, and life settlements. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing firm-provided tools and multiple third-party platforms.

Jacob Schmidt is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. He also has experience working at Bethany College and Elizabeth Forward Highschool. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Michael Champ is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. His background includes roles in education and local government, including positions at Robert Morris University, Beaver Borough, Community College of Beaver County, and Beaver Area High School. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and municipal clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with a notable focus on public finance and municipal services.