Craig Mcroberts is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hefren Tillotson, Inc. since 1993 before joining Robert Baird & Co. in 2022. 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 variety of financial planning, portfolio management, and advisory services utilizing a combination of manager-traded and model-traded strategies, with ongoing investment oversight and the use of internal research and technology tools.

Undra Johnson is a financial advisor at UBS Financial Services with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, each for multiple years. Outside of his advisory role, he serves as a financial board member for Christ Church in Bethel Park, PA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Nathaniel Carulli is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Green Holdings LLC and Foresters Financial Services. Outside of his advisory work, he is involved in coaching baseball at the community level. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Thomas Heller is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at NEXT Financial Group for 25 years. He also engages in tax preparation and accounting as a CPA on a limited basis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing various management approaches and investment research.

Anthony Benvin Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 37 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2009 and has also been involved with the Financial Foresight Group, Inc. since 2005. Benvin serves as a trustee for the Anthony E Benvin III Memorial Foundation, which awards scholarships. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Bradley Colvin is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Robert Baird & Co. since 2022 and has been with Hefren Tillotson since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Sumana Naik is a Financial Advisor with Merrill Lynch Wealth Management. She draws from her early career experience in institutional finance to provide clients with a broad perspective on the financial ecosystem, including insights into how deposits fuel lending, mortgages become investment products, and capital flows through markets. Naik emphasizes understanding and education, taking time to comprehend each client's financial picture and explaining the reasoning behind recommendations. She focuses on helping clients navigate financial decisions with clarity and confidence. Naik's client focus includes physicians, business owners, multigenerational families, and professionals seeking a trusted partner in corporate benefits, executive services, divorce transition planning, education and employee benefits planning, executive compensation, family wealth management strategies, legacy planning, women and wealth, and sports and entertainment sectors. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Maryland. Naik is proficient in English and Kannada. Outside of her professional role, Naik participates in community activities including the American Heart Association's Heart Ball Auction Committee, the Greater Pittsburgh Community Food Bank, and North Hills Community Outreach. She is a wife and mother of two and engages in personal interests such as cooking, dancing, football, gardening, golfing, music, running marathons, singing, spending time with family, and traveling.

Cathy Mcreynolds is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 1995. In addition to her advisory role, she engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional plans.

Heather Reed is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Reed serves on the Board of Directors for Ramsey Elementary PTO, where she is also the president. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Stephen Smiechowski is currently an Investment Solutions Representative III at Fidelity Investments, where he works alongside clients to co-create financial plans tailored to their unique goals. His role involves collaborating with clients to address their individual financial needs. Stephen has held various positions in the financial services sector, including Private Client Banker at JP Morgan Chase from 2021 to 2022, and Licensed Relationship Banker roles at Huntington Investment Company from 2019 to 2021 and at Citizens Securities from 2017 to 2019. Over his career, he has gained experience in client relationship management and financial planning. He holds insurance licenses in Arkansas and California.

Debra Bushman is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 15 years. Outside of her advisory role, she is an officer of Samantha's Limo Service, a transportation company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering investment and fee-based financial planning services. The firm provides a broad planning menu including retirement, education, and specialized services, supporting client recommendations with proprietary research and planning tools.

Frank Runco Jr. is a financial advisor with LPL Financial in Canonsburg, PA, holding a Series 63 designation and 34 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Brian Stumpf is a financial advisor with Ameriprise in Mckees Rocks, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BDS Coventry, LLC, an operating company related to his financial services practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning and utilizes algorithmic tools overseen by a specialized committee.

Nicholas Smutney is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cetera. His prior work includes roles at DSF Wealth Management, PNC Investments, and Merrill Lynch. He is also an insurance agent involved in the sale of life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a range of program structures and custodial relationships.

Anthony Campano is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and collaborates extensively with program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Jennifer Wanchisn is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Accamando is a financial advisor with Ameriprise Financial Services holding Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Lincoln Investment for 11 years before joining Ameriprise in 2026. Based in Pittsburgh, PA, he serves clients through a large, diversified advisory firm. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice. The firm’s approach involves algorithmic analysis and integrates asset allocation, withdrawal strategies, and Social Security planning within an investment universe that includes affiliated and third-party products.

Christopher Natali is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Raymond James Financial in Pittsburgh, PA. He has been involved with Shorebridge Wealth Management since 2014 and serves as a director and treasurer for The Natali Foundation, a nonprofit organization. Additionally, he works as an insurance agent, selling disability and life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and is known for its municipal advisory capabilities and specialized SIMPLE IRA Employer Advisory program.

Laura Clemens is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she has experience in real estate ownership unrelated to her investment activities. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm delivers written, non-discretionary recommendation reports through a centralized consulting team, combining research, modeling, and tax-efficiency analysis to support clients’ retirement income strategies.

Hannah Simon is a Series 66-licensed financial advisor with Morgan Stanley in Pittsburgh, PA, bringing 11 years of industry experience. She has been with Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.