Brent Ulreich is a CFP® professional with 10 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously was with Hefren-Tillotson, Inc. from 2012 to 2017. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, using a range of strategies that include separately managed accounts and tax-management techniques.

Corey Utz is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. He also maintains a role at Hefren-Tillotson, Inc., where he has worked since 2014. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies, manager selection, overlay management, and tax management approaches to deliver tailored investment advice.

Madysn Tusick is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Duquesne University and has experience in roles at Bruster's Real Ice Cream and Blackhawk School District. Outside of advising, Tusick works seasonally in tax preparation and is a certified Notary Public in Pennsylvania. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income stability and tax-aware withdrawal strategies.

Ronald Balog is a financial advisor with OSAIC who holds a Series 66 designation and has 22 years of industry experience. He has worked at Royal Alliance since 2021 and was previously with Insight Global Wealth Strategies and Cetera Advisor Networks LLC from 2015 to 2021. Outside of his advisory role, he is involved in high school football as the varsity head coach at Freedom Area High School and serves as president of the Midwestern Athletic Conference Coaches Association. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Barbara Neal is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been involved in the family business, Slater Electric & Sons Inc., where she serves as owner-president and participates in office operations. Additionally, Neal serves as a notary public for the Commonwealth of Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

James Fawcett is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at PFS Investments Inc. and Knights of Columbus. Outside of advisory activities, he is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions.

Brian Koble is a CFA® charterholder with 23 years of industry experience. He is currently with Raymond James & Associates and has previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. Mr. Koble serves on several nonprofit boards, including as a finance committee member of Sacred Heart Parish and board member roles at Aquinas Academy, Pittsburgh CLO, and Parents for Excellence in Catholic Education. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services supported by an extensive affiliate network and specialized municipal and public finance capabilities.

John Nelson Jr. is a financial advisor at Cetera with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. Nelson has held roles at several firms including Securian Financial Services Inc. and Greater Allegheny Financial Group, where he serves as president. He is also involved as an agent/broker with Greater Allegheny Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients nationwide.

James Wallisch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes long tenures at Raymond James Financial and Raymond James Financial Services, Inc., followed by his current roles at LPL Financial since 2020 and F.C. Financial Services Inc. since 2009. He serves as a board member of the Fox Chapel Presbyterian Church Endowment Committee in Pittsburgh. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

William Mancino is a financial advisor with Robert Baird & Co. and holds the Series 66 designation. He has 18 years of industry experience, including roles at Hefren Tillotson, Inc. and Robert Baird & Co. The DDK Group at Robert W. Baird & Co., where Mancino serves, operates within the Private Wealth Management department and provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Robert Kovalchik is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 1984. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Daniel Goss is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Robert Baird & Co. since 2022, with prior roles at Hefren Tillotson and PNC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies supported by internal research tools and ongoing manager monitoring.

James Spangler is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. and Securities America Inc. Outside of his advisory role, he is involved with Spectrum Financial Planning Group, focusing on fixed life insurance, disability insurance, long-term care insurance, and fixed annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Jonathan Kratsas is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. In addition to his advisory role, he is the managing partner of Mercadante & Company, P.C., a CPA firm, and serves as a fiduciary trustee. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party managers.

Michael Tapolci is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. His prior roles include positions at RakeTrades, LLC and Trendsetters Trading, LLC. He is also associated with TradezOnTap, LLC, a business entity used for tax and investment purposes that is not investment related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

David Johnson is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2013. 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 combination of advisory and brokerage services.

Richard Hofmann is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Burgatory and within the North Allegheny School District before joining Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across various fund structures and employs oversight controls to address conflicts of interest.

Christopher Guandolo is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. since 2025. He worked at Janney Montgomery Scott for 18 years prior to joining Raymond James. Outside of his advisory role, he is a co-owner of G2 Enterprises, Inc., which operates a used-car dealership and other business ventures. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and governmental entities. The firm offers tailored, non-discretionary advisory solutions and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

Rebecca Pawuk is a financial advisor at Edelman Financial Engines with 17 years of industry experience. She holds the Series 66 designation and has worked at several Federated entities from 2008 to 2019 before joining Edelman Financial Engines in 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online offerings.

Shayna Deckman is a Series 66-licensed financial advisor with Merrill, based in Sewickley, PA. She has been with Merrill and Bank of America since 2026 and has prior experience at PNC Financial Services Group from 2018 to 2026, as well as roles at the University of Pittsburgh and the University of Florida. 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 including individuals, high-net-worth clients, and institutional investors.