Jeremy Draskovich is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 license and previously worked at Citizens Securities, Inc. for seven years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Logan Dietz is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Robert Baird & Co. and has previously worked at Hefren-Tillotson and Bowling Green State University. The DDK Group at Robert W. Baird & Co., where he works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of wealth management and advisory services, utilizing both discretionary and non-discretionary portfolio management and incorporating internal research and advanced tools.

Stephanie Mckay is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked for 15 years at Hefren Tillotson, Inc. before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, leveraging a combination of in-house and third-party investment managers.

Michaele Mcnelis is a financial advisor at Osaic with 24 years of industry experience. She previously worked for Lincoln Financial Advisors for 23 years before joining Osaic in 2025. Mcnelis holds Series 63 and Series 65 licenses. Outside of advisory work, she co-manages a real estate partnership and serves as a trustee for a family trust that receives royalty income from oil and gas leases. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to provide a range of investment solutions.

Constantine Mavrogianis is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with The ASA Group in a non-variable insurance capacity and serves as an independent agent for several life and health insurance providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Mouganis is a CFP® and ChFC® with 38 years of industry experience. He has worked with LPL Financial since 2023 and previously spent 14 years at Commonwealth Financial Network. He is also the author of the book "Schooled in Retirement." LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Eagon is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for Horn Creek Acres, Inc., an agriculture business in Butler, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joseph Lantz is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has six years of industry experience and is currently a financial advisor at Raymond James Financial Services Advisors, Inc., where he has worked since 2022. Prior to this, he spent 15 years with Federated Hermes. Outside of his advisory role, he serves on the investment committees of two nonprofits, Achieva Family Trust and United Way of Southwestern PA. 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 institutions. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs through a large network of advisors.

John Walter is a Series 66-licensed financial advisor with Edward Jones in Pittsburgh, PA, where he has been practicing since 2019. He has six years of industry experience, including prior roles at Bobby Rahal Motorcar Company and Pep Boys. Outside of his financial advisory work, John serves as a firefighter with the Cranberry Volunteer Fire Department and is a co-owner of JPWS LLC, under which he published a book on online dating. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gavin Mullen is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of Craig-Goodworth-Mullen & Associates, a wealth management group within Merrill Lynch. He specializes in multigenerational planning for individuals, families, and businesses. Gavin joined Merrill in 2012 and provides comprehensive wealth management services, including education planning, retirement income strategies, and small business strategies. Gavin earned both his Bachelor's and Master's degrees from the State University of New York at Plattsburgh and holds an Accredited Certificate from the College for Financial Planning. He holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), along with FINRA Series 7 and Series 66 registrations. Prior to his career in wealth management, Gavin taught mathematics in New York City. He lives in the Highland Park neighborhood of Pittsburgh with his wife and three children. In his personal time, Gavin enjoys golfing, racquetball, running, and table tennis.

Darren Hucko is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 15 years at Hefren Tillotson, Inc. He serves as a board member and participates on the Investment/Finance Committee for the Bender Leadership Academy. He 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. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and investment tools.

Jeffrey Joy is a financial advisor with RBC Capital Markets in Sewickley, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients' risk profiles using both in-house and third-party managers.

Aleksandr Marshall is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to develop financial plans aimed at achieving their goals. Prior to this position, Aleksandr served in several roles within Fidelity Investments, including Investment Consultant from 2024 to 2026, Relationship Manager in 2024, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. Throughout his career at Fidelity Investments, Aleksandr has gained experience in various aspects of client relations and investment consulting. His professional background reflects a progression of increasing responsibilities in the financial services industry. No additional information regarding his education or personal interests has been provided.

Jonathan Mcmonigal is a CFP® and holds a Series 66 designation, with seven years of industry experience. He is currently with Robert Baird & Co. and has previously worked at Hefren Tillotson. Mcmonigal also has prior experience outside of financial services, including roles at Panera Bread and The Pennsylvania State University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies and portfolio management services, supported by internal research and manager oversight, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Diana Freedman is a financial advisor with Raymond James & Associates in Cranberry Township, PA. She holds the Series 66 designation and joined the firm in 2025. Prior to her career in finance, she worked with the Federal Bureau of Investigation and served at the Springdale Police Department. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research resources.

Lisa Hitchcock is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of her advisory work, she serves as treasurer for the North Hills Fast Pitch Softball Boosters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations for clients.

Kevin Sherrets is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved as a majority member and investor in RKM Partners LLC and manages the pass-through tax entity RKM LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jared Scholl is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Carol Beck is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® credential and Series 63 and 65 licenses. She has 41 years of industry experience, including roles at Connecticut General Life Insurance Company and Sandra Solomon Associates. Outside of advising, she is a yoga instructor and president of a leasing business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, employing a range of portfolio management and model-based solutions across multiple platform arrangements.

Deepak Kotwal is a CFP® professional with 35 years of industry experience, currently serving with Cetera since 2020. His prior experience includes over a decade at Sagepoint Financial and a long tenure managing operations at Mon Valley Pathology Associates. He is also involved in fixed insurance sales and acts as a financial professional under the DBA InterGen Advisors. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, and institutional clients with a range of portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 advisors.