Robert Singer is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Sanctis is a Series 66-credentialed advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard W.L. Lyons and Federated Securities Corp. Outside of his financial advisory role, Sanctis is a partial owner of an LLC in Las Vegas and a band member in Cranberry Township, Pennsylvania. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and manager monitoring.

Jason Harrison is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 24 years at Hefren Tillotson, Inc. Harrison serves as treasurer and board member for nonprofit organizations including the Magee-Women Research Institute & Foundation and Aquinas Academy, and participates on several committees at UPMC. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pension plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities, supported by internal research and technology to advise clients.

Adam Logan is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and provides both investment and tax-related financial advice through his roles at Kratsas Wealth Management and Mercandante & Company, P.C. Prior to joining Cetera, he worked at firms including Avantax and Penn Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

John Mellor is a financial advisor with LPL Financial in Ambridge, PA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2013, with prior roles at PNC Wealth Management, Uvest Financial Services Group, Inc., and BNY Mellon Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Mahan is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she works closely with high net worth clients to develop financial plans, introducing investment and income strategies to help pursue their individual short and long term goals. She aims to collaborate with clients to create plans that encourage intelligent risk-taking to support a long retirement. Michelle has been with Fidelity Investments since 2004, holding various roles including Vice President, Financial Consultant (2016-2021), Financial Consultant (2011-2016), Investments Consultant (2006-2011), Relationship Manager (2005-2006), and Financial Representative (2004-2005). Prior to joining Fidelity, she worked as a Bank Teller at RBC Centura Bank in 2004.

William Swiontek is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Rush Hodgin is a CFP® professional with 35 years of experience in the financial services industry. He has been with Ameriprise since 1991, including its predecessor entities, and currently holds roles managing advisory businesses in Pittsburgh, PA. Outside of his advisory work, he is involved in tax preparation and real estate activities through separate business ventures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide personalized, non-discretionary recommendations.

Tobin Pyle is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at MGO Inc, Fox Sports Ohio, John Carroll University Recreation Department, and Odyssey Construction and Landscape Design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ralph Linarelli Jr. is a financial advisor at Osaic with 36 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 63 license. Before joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. He is also involved in insurance sales through FamilyWealth Management Group, LLC, focusing on fixed life and disability insurance, fixed and indexed annuities, and life settlements. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs numerous asset-allocation tools and supports both discretionary and non-discretionary portfolio management, combining multiple advisory platforms and third-party investment solutions.

Casey Craig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at Mass Mutual Investors Services, Massmutual, Cambridge Investment Research Advisors, and Securian Financial Services. Outside of his advisory work, he owns Highlander Sports LLC, a business based in Washington, DC. 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, with a focus on both discretionary and non-discretionary strategies supported by advanced operational tools.

Colin Jonov is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is a licensed advisor dedicated to helping clients maximize their relationship with Fidelity by identifying and addressing any gaps in their current financial strategies. Colin has accumulated experience in various roles at Fidelity Investments, including Investment Consultant since 2024, Planning Consultant from 2021 to 2024, Relationship Manager in 2021, and Financial Representative from 2020 to 2021. His expertise encompasses financial planning and investment consulting. Outside of his professional work, Colin enjoys family activities, fitness, football, golf, outdoor adventures, and parenthood.

Timothy Mischik is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing Services LLC, JPMorgan Chase Bank NA, and JP Morgan Securities LLC before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Robert Chiocca is a financial advisor at Charles Schwab with 33 years of industry experience. He has been with Charles Schwab since 1993 and has additionally worked at Charles Schwab Bank, SSB since 2005. He holds a Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a range of multi-asset model portfolios supported by research and due diligence on alternative investments.

Michael Condron is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at City National Bank and Ferris, Baker Watts, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients' risk profiles and implemented through a combination of in-house and third-party managers.

Chris George is a financial advisor at Robert Baird & Co. with 45 years of industry experience. He holds a Series 63 designation and previously worked for Hefren Tillotson, Inc. for 42 years before joining Robert Baird & Co. He is also a self-employed attorney. The DDK Group at Robert Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate and business clients, pensions, and charitable organizations, offering a broad range of financial planning and portfolio management services.

Theresa Sims is a financial advisor at Cetera with 16 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisors and Cetera Investment Services LLC since 2016. Prior to that, she was with The Huntington Investment Company and Edward Jones. Outside of her advisory role, she works as an independent real estate agent with RE/MAX Select Realty and is involved in fixed life insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting a range of program options and investment strategies.

Maria Corradi is a financial advisor with Raymond James Financial and holds the Series 66 designation. She has 10 years of industry experience, including a decade at Janney Montgomery Scott before joining Raymond James in 2025. She serves as a board member of the Beaver County Children & Youth Advisory Board. 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, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Chamberland is a CFP® professional with 28 years of industry experience, currently advising at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 25 years at Hefren Tillotson, Inc. Outside of his advisory role, he serves as a deacon managing finances at Advance Community Church in Mars, Pennsylvania. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a broad range of services including financial planning, portfolio management, and specialized account programs, supported by internal research and technology-driven investment approaches.

Ian Davison is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.