Matthew Orman is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 1994. His outside business activities include ownership and management roles in entities related to his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kyle Klinek is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity since 2022, including Planning Consultant, Relationship Manager, Investment Solutions Representative II and I, and Customer Relationship Advocate. His experience spans client relationship management and investment solutions. Kyle holds an Arkansas Insurance License. He focuses on helping clients replace financial stress with clarity and confidence through education, personalized planning, and knowledge of financial markets. His approach emphasizes understanding clients' situations on a deeper level to add value to their lives. Outside of his professional work, Kyle enjoys fitness, attending social events with friends, visiting museums, music, outdoor adventures, and traveling.

Chris Labrador is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he focuses on understanding his clients both financially and personally to assess their needs, risk tolerance, and future goals, aiming to assist them in achieving those objectives. His professional experience includes previous positions as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020, a Senior Financial Advisor and Team Leader at Huntington Investment Company from 2016 to 2017, and an Advisor Direct Financial Advisor at PNC Investments from 2013 to 2016. Outside of his professional work, Chris has interests in cars, family activities, movies, parenthood, photography, and traveling.

Ryan Felice is an advisor at Fidelity Investments with Series 63 and 65 credentials and approximately one year of industry experience. His prior work history includes roles at Bill Few Associates, Inc., WesBanco, Inc., and various positions at The Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nicholas Streit is a Series 66-licensed financial advisor at Thrivent Investment Management with 17 years of industry experience. His prior roles include positions at Facet Wealth, Zacks Investment Management, Avantax, Morningstar Investment Services, Scottrade, Edelman Financial Services, LPL Financial, and Ameriprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses that address a wide range of planning topics without including implementation of recommendations. The firm combines planning with managed-account services through a consolidated billing option called “WealthPlan,” while maintaining separation between the two services.

Mark Summers is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill Lynch and S&T Wealth Management. He is also employed as a financial advisor at Shorebridge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal and public finance advisory work.

James Stager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, specializing in wealth management strategies and retirement planning. James works closely with high net worth individuals and business owners, focusing on helping them invest and preserve assets to achieve retirement and legacy goals. He holds a Bachelor of Arts degree in Economics with a minor in Anthropology from the College of William and Mary and earned an MBA with a concentration in strategic planning and finance from the University of Pittsburgh's Joseph M. Katz Graduate School of Business. James has professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is active in his community and maintains involvement with his alma mater, serving on the College of William and Mary Reunion Committee. He is also engaged with several wildlife conservation organizations such as Ducks Unlimited and the Wild Sheep Foundation. In his personal time, he enjoys fishing, hunting, reading, traveling, and spending time with his family.

Jennefer Bartholomew is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Bank USA, UBS Financial Services, Bank of America N.A., and Merrill. Bartholomew serves as Secretary on the Board of Directors for Communities in Schools - Pittsburgh-Allegheny County and is Vice President of the Northland Public Library Foundation's Board of Directors. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, complemented by RBC’s capital markets capabilities.

Lacey York is a financial advisor at Stifel with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel since 2009. Outside of her advisory role, she serves as an endowment committee member for the Child Health Association of Sewickley, assisting with updating investment policy statements and evaluating endowment performance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sonia Khanna is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. She previously worked at Thakar Financial LLC and Raymond James Financial Services, Inc. for six years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Frank Ruscetti II is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He previously worked at Harvest Financial Corporation for 19 years before joining LPL Financial in 2023. Outside of his advisory role, he is a licensed notary in Pittsburgh and the sole owner of HFC Wealth Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology tools and a large network of over 22,000 advisors.

Joel Sirota is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Waldron Private Wealth, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis.

Christine Farrell is a financial advisor at Robert Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously spent 23 years at Hefren Tillotson, Inc. Farrell serves as a board member of the Pittsburgh Presbytery Foundation and participates on its Investment and Finance Committee. She 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 through a range of financial planning, portfolio management, and brokerage services.

Simler Batcheler is a financial advisor with LPL Financial based in Aspinwall, PA, holding CFP® and ChFC® designations and over 40 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Trustmont Advisory Group and Trustmont Financial Group from 2012 to 2024, as well as at Osaic FS and Independent Advisers Group Corp. He also owns BAI TAX GROUP, a tax preparation and accounting business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Brian Kocherzat is a CFA® charterholder and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held roles at Hefren Tillotson, Morgan Stanley, and PNC Wealth Management. 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 a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Maeve Donohue is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and has previously worked at Hefren-Tillitson and iNetworks, as well as having experience at Bucknell University and Sewickley Academy. Outside of finance, she was involved with Mambo Italia for three years. Maeve is part of The DDK Group within Baird’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 financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory approach.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Vincent Kremer is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Thrivent since 2006. Outside of his advisory work, he serves as a board member for Al's Bike Drive, a charitable program supporting the Toys for Tots initiative in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm emphasizes holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under separate billing arrangements.

William Stroyne is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Securities America Advisors, Inc. and OSAIC, with a combined tenure of over 22 years. Outside of his advisory career, he is involved as a board member for the McKnight East Building 500 Association and leads a band that performs live music at wedding receptions. 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, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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 a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.