Joel Sirota is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Waldron Private Wealth, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis.

Christine Farrell is a financial advisor with Robert Baird & Co. and holds the Series 63 and Series 65 designations. She has 30 years of industry experience, including 27 years at Hefren-Tillotson, Inc. and four years at Robert Baird & Co. She serves as a board member and on the Investment/Finance Committee of the Pittsburgh Presbytery Foundation. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, discretionary and non-discretionary portfolio management services. The firm utilizes manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager oversight supported by internal research and technology.

Simler Batcheler is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 43 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. from 2012 to 2024. He is also the owner of BAI TAX GROUP, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and various technology-driven portfolio management tools.

Brian Kocherzat is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Robert Baird in 2022, he worked at Hefren Tillotson from 2018 and had a three-year period away from the industry. 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, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies supported by internal research and uses both manager-traded and model-traded separately managed accounts.

Anthony Romani III is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Merrill and Bank of America prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing several rental real estate properties in the Pittsburgh area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates ESG criteria in its investment recommendations.

Maeve Donohue is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 credential and has previously worked at Hefren-Tillitson, iNetworks, Bucknell University, Mambo Italia, and Sewickley Academy. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, direct indexing, and internal research tools, including artificial intelligence.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. 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 institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Vincent Kremer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Thrivent and its predecessor firm since 2006. Kremer serves as a board member for Al’s Bike Drive, a charitable program supporting the Toys for Tots initiative by providing new bicycles to children in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations across various planning areas without implementation. The firm combines goal-based analyses with flexible service options, including a managed-account program, while maintaining separation between planning and portfolio management services.

Joseph Ferguson is a financial advisor at Merrill with Series 65 and Series 66 licenses. He is based in Pittsburgh, PA, and has been in the industry since 2025. His prior work experience includes roles at Bank of America, Harris Teeter, Virginia Tech Dining Services, and several other organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

William Stroyne is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His previous roles include two decades at Securities America Advisors, Inc. and OSAIC. Outside of advising, he serves on the board of the McKnight East Building 500 Association and is a band leader and musician for the InTransit Band, which performs at wedding receptions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research and technology-driven portfolio management solutions.

Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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, and municipal entities, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Patrick Botula is a financial advisor at Raymond James & Associates with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for over four decades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Erik Vollbrecht is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2004 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he serves as power of attorney for his parents and is a trustee and successor of an estate. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third-party managers to provide advisory and brokerage solutions.

Jeffrey Frye is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Cambridge in 2020, he worked at MML Investors Services and MassMutual Life Insurance Company for nine years. Outside of his advisory role, Frye is involved as a volunteer committee member with the Outer Banks Relief Foundation and owns tax and financial consulting businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management strategies and operates across multiple custody platforms, combining proprietary models with access to third-party managers.

Amanda Colledge is a Series 66-licensed financial advisor at RBC Capital Markets with 11 years of industry experience. She has worked at RBC Capital Markets since 2019 and previously was with UBS Financial Services from 2017 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and investment solutions, utilizing a mix of in-house and third-party managers along with extensive capital markets resources.

Anthony Greco is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to this, he spent a decade at The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Kejas is a financial advisor with Ameriprise in Allison Park, PA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Scott Tovissi is a financial advisor at OSAIC with 35 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 11 years. Outside of his advisory role, he is co-owner and partner of Lucy Duke LLC, a real estate management entity. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers through multiple advisory platforms. The firm employs a range of asset-allocation and portfolio management tools and supports various account management approaches.

Kathleen Cavataio is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Raposa is a financial advisor with MassMutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Raposa owns and manages a retail store specializing in new and used Legos. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software, with implementation of recommendations conducted through separate arrangements.