Miguel Gonzalez Jr. is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with Raymond James & Associates since 2022. Prior to joining Raymond James, he worked at Ameriprise Financial Services from 2014 to 2022. He also performs fiduciary activities such as serving as a trustee, conservator, executor, or personal representative. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and in-house research.

Anthony Harris is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has previously worked at firms including Cetera, Benchmark Financial Advisors, Wells Fargo Advisors, Morgan Stanley, PNC Wealth Management, and J.J.B. Hilliard. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing a range of portfolio programs, third-party asset management, and institutional platforms.

Leslie Craven is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, Craven serves on the Board of Directors for the Pine-Richland Opportunities Fund, a nonprofit focused on supporting local students. RBC Wealth Management, a division of RBC Capital Markets, offers financial planning, discretionary and non-discretionary portfolio management, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm customizes investment strategies to clients' risk profiles, utilizing a combination of in-house and third-party managers, with options for tax management and responsible investing.

Andrew Marsh is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson, BNY Mellon, UPMC, and Saint Vincent College. He 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 provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and research using advanced tools such as artificial intelligence.

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 with Robert W. Baird & Co. and holds the Series 63 and Series 66 designations. He has 28 years of industry experience, including a long tenure at Hefren-Tillotson, Inc. He serves as treasurer and board member for nonprofit organizations including the Magee-Women Research Institute & Foundation and Aquinas Academy, and participates on multiple finance and investment committees for UPMC. The DDK Group, part of Baird’s Private Wealth Management department, serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm combines discretionary and non-discretionary portfolio management with manager selection, tax management, and direct indexing, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

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 34 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1991 to 2020. He is involved in managing multiple advisory businesses and co-owns a tax preparation firm. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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 has worked at Hefren-Tillotson, Inc. since 1980 before joining Robert Baird & Co. in 2022. In addition to his advisory role, he is a self-employed attorney. Chris is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, businesses, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, with investment approaches that include manager-traded and model-traded strategies, tax management, and direct indexing.