Brett White is a financial advisor with Robert Baird & Co. holding a Series 66 designation and four years of industry experience. He has worked at Robert Baird since 2022 and concurrently serves as a real estate agent with Coldwell Banker Realty Services. Robert Baird & Co. is a firm within the Private Wealth Management department that serves individuals, business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with internal research tools including artificial intelligence.

Jeffrey Reimer is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at MetLife Securities Inc. for ten years prior to joining his current firm in 2017. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life/accident/health insurance and serves as a seat attendant for the Pittsburgh Steelers’ Heinz Field. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Jeffrey Sollars is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Bank of America, Merrill, and Morgan Stanley. 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, pension plans, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research resources.

Jennifer Lawrence is a financial advisor at Wells Fargo Advisors in Pittsburgh, PA, with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing, Jennifer Lawrence Consulting LLC, and Allegheny Financial Group, Ltd. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services requiring specific advisor credentials.

Christopher Butsko is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding the Series 66 designation and bringing 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Myah Irick is a Private Wealth Advisor at Merrill Private Wealth Management, where she founded the Irick Group in January 2020. She specializes in providing wealth planning strategies to successful executives, sports and entertainment professionals, individuals and families navigating sudden wealth, as well as nonprofits and foundations. Myah leads a team dedicated to helping clients manage significant wealth through customized investment and wealth planning, with a focus on aligning wealth with clients' values. Before joining Merrill, Myah held positions as an Executive Director at JPMorgan Private Bank and a relationship manager at PNC Wealth Management. She also served in senior roles at Columbia University advising families on philanthropy and estate planning. Her professional credentials include the Chartered Financial Consultant (ChFC) designation, Chartered Advisor in Philanthropy (CAP), and Personal Investment Advisor (PIA), along with specialized focus in Sports & Entertainment. Myah holds a Bachelor of Arts from Lewis & Clark College, a Master of Arts from Columbia University, and a joint international MBA from Brown University and Instituto de Empresa. She has a certificate in Financial Planning from Northwestern University. Beyond her professional work, Myah serves on the boards of organizations such as the Carnegie Science Center, Girls Inc., The Advanced Leadership Institute, and United Way. Her experience as Miss Oregon in 2003 has inspired her commitment to promoting educational opportunities for women. She is also active as a speaker on topics including sudden wealth management, values-aligned investing, family governance, multigenerational wealth, and strategic philanthropy.

Michael Duckworth is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He is a founding member of The Duckworth Haggerty Group, a seventeen-person team serving approximately 100 core families. Michael and his team provide specialized support and planning services to clients, focusing on areas such as investment management, liquidity event strategies, trust and estate planning services, customized credit and lending, philanthropy, and family wealth dynamics and governance. They also have significant experience addressing financial planning for families with members who have medical disabilities, severe illnesses, or special needs. Michael joined Merrill in 2008, bringing with him 15 years of experience from the private client advisory group of a large commercial bank. He earned his bachelor's degree from the University of Pittsburgh and holds the Personal Investment Advisor (PIA) designation. His client base includes successful business executives and entrepreneurs managing complex wealth and liquidity events. He has been recognized by Barron's as a Top Financial Advisor from 2011 through 2026 and named to Forbes's Best-in-State Wealth Advisors list multiple times between 2018 and 2026. Michael serves on the board of directors for the Children's Museum of Pittsburgh. He lives north of Pittsburgh with his wife Tracy and their three children.

Christopher Moyer is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previous work experience at Giant Eagle and academic roles at James Madison University, Hood College, and Governor Thomas Johnson High School. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and a range of third-party and proprietary advisory solutions.

Katelynn Powell is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she gained experience in various roles including digital agency work and real estate, and she is co-owner of The OnCue Collective, a musical theater workshop business for children. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Matthew Gunther is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Citizens Securities, Ivy Funds Distributor, and Waddell & Reed. Outside of his advisory work, he is the owner of White Sand Investments, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jessica Bilby is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent 10 years at Janney Montgomery Scott. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Nicholas Sandusky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and BNY Mellon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many institutional advisers.

Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He worked at Commonwealth Financial Network for 17 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing various financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Robert Roskosh is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling.

Jacqueline Scalise is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network, LPL Financial, Waddell & Reed, The Huntington Investment Company, and National Planning Corporation. Scalise is also involved with Duncan Financial Group in Pittsburgh as an investment representative. Cambridge Investment Research Advisors serves a diverse client base of both individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms, supporting both discretionary and non-discretionary management with proprietary and third-party model strategies.

Patrick Eastburn is a Series 66-licensed advisor at Robert Baird & Co. with one year of industry experience. His prior roles include positions at Hunter Associates, American Eagle Outfitters, and First National Bank Corporation. He is also involved with The Turn Club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines manager-traded and model-traded strategies, uses internal research and AI tools, and offers municipal advisory services.

Barry Courson is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Robert Hilf, and Waddell & Reed. Courson is also co-owner of No Status Quo, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Allen Williams Jr. is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding a Series 66 license and two years of industry experience. Prior to joining the firm, he spent eight years at S.E. Schultz Electric, Inc. Outside of his advisory role, he works as an assistant varsity wrestling coach for Chartiers Houston School District. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Jaime Croissant is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Touchstone Capital, Robert W. Baird & Company, and Hefren-Tillotson. Outside of finance, he teaches personal art lessons once a week. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Tracey Smith is a financial advisor at Ameriprise with 31 years of industry experience. She has been with Ameriprise since 2005 and holds the Series 63 and Series 66 registrations. Outside of her advisory role, she has involvement in a business focused on bill payment and protection services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a structured service that emphasizes dependable income and tax-aware withdrawal strategies.