Robert Singer is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Mazur is a Series 66-licensed financial advisor with Merrill, based in Pittsburgh, PA, and has been with the firm since 2022. Prior to his current role, he held positions at Bank of America and has experience in various industries including automotive sales and military service. Outside of finance, he was involved in small business operations related to pressure washing and gutter services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries.

Zachary Sanctis is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following roles at J.J.B. Hilliard W.L. Lyons and Federated Securities Corp. Outside of his advisory work, he is a partial owner of an LLC and a member of a local band. 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 through a range of financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, overlay management, and tax-management techniques, supported by internal research and strategic partnerships.

Jason Harrison is a financial advisor with Robert W. Baird & Co. and holds the Series 63 and Series 66 designations. He has 28 years of industry experience, including a long tenure at Hefren-Tillotson, Inc. He serves as treasurer and board member for nonprofit organizations including the Magee-Women Research Institute & Foundation and Aquinas Academy, and participates on multiple finance and investment committees for UPMC. The DDK Group, part of Baird’s Private Wealth Management department, serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm combines discretionary and non-discretionary portfolio management with manager selection, tax management, and direct indexing, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Adam Logan is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and provides both investment and tax-related financial advice through his roles at Kratsas Wealth Management and Mercandante & Company, P.C. Prior to joining Cetera, he worked at firms including Avantax and Penn Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

John Mellor is a financial advisor with LPL Financial in Ambridge, PA, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michelle Mahan is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she works closely with high net worth clients to develop financial plans, introducing investment and income strategies to help pursue their individual short and long term goals. She aims to collaborate with clients to create plans that encourage intelligent risk-taking to support a long retirement. Michelle has been with Fidelity Investments since 2004, holding various roles including Vice President, Financial Consultant (2016-2021), Financial Consultant (2011-2016), Investments Consultant (2006-2011), Relationship Manager (2005-2006), and Financial Representative (2004-2005). Prior to joining Fidelity, she worked as a Bank Teller at RBC Centura Bank in 2004.

William Swiontek is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Rush Hodgin is a CFP® professional with 34 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1991 to 2020. He is involved in managing multiple advisory businesses and co-owns a tax preparation firm. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kyle Balliet is a CFP® with 17 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. in Pittsburgh, PA. He has been with Raymond James and affiliated entities since 2013. Outside of advising, he is involved with Shorebridge Wealth Management, a non-investment related support company. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and collaborates with clients to develop tailored financial plans using firm research and modeling tools.

Tobin Pyle is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at MGO Inc, Fox Sports Ohio, John Carroll University Recreation Department, and Odyssey Construction and Landscape Design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ralph Linarelli Jr. is a financial advisor at Osaic with 36 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 63 license. Before joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. He is also involved in insurance sales through FamilyWealth Management Group, LLC, focusing on fixed life and disability insurance, fixed and indexed annuities, and life settlements. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs numerous asset-allocation tools and supports both discretionary and non-discretionary portfolio management, combining multiple advisory platforms and third-party investment solutions.

Casey Craig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Mass Mutual Investors Services and Massmutual from 2015 to 2019. He is also the owner of Highlander Sports LLC, a non-investment-related business based in Washington, DC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Zonno is a financial advisor based in Pittsburgh, PA, affiliated with Cetera. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior work history includes roles at Dollar Bank, FSB, W&S Brokerage Services, Western & Southern Life, LPL Financial, Northwest Bank, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Colin Jonov is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is a licensed advisor dedicated to helping clients maximize their relationship with Fidelity by identifying and addressing any gaps in their current financial strategies. Colin has accumulated experience in various roles at Fidelity Investments, including Investment Consultant since 2024, Planning Consultant from 2021 to 2024, Relationship Manager in 2021, and Financial Representative from 2020 to 2021. His expertise encompasses financial planning and investment consulting. Outside of his professional work, Colin enjoys family activities, fitness, football, golf, outdoor adventures, and parenthood.

Timothy Mischik is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing Services LLC, JPMorgan Chase Bank NA, and JP Morgan Securities LLC before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Robert Chiocca is a financial advisor at Charles Schwab with 33 years of industry experience. He has been with Charles Schwab since 1993 and has additionally worked at Charles Schwab Bank, SSB since 2005. He holds a Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a range of multi-asset model portfolios supported by research and due diligence on alternative investments.

Michael Condron is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2009 and concurrently at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of individual and institutional clients, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile. The firm utilizes both in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Andrew Harvey is a Series 66-licensed financial advisor with four years of industry experience, currently associated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research Inc. since 2019 and joined Duncan Financial Planning Advisors in 2026. Outside of advisory services, he works as an independent insurance agent through Duncan Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement advisory services. The firm offers a range of implementation options and proprietary and third-party model strategies, supported by institutional resources and compliance controls.

Chris George is a financial advisor at Robert Baird & Co. with 45 years of industry experience. He holds a Series 63 designation and has worked at Hefren-Tillotson, Inc. since 1980 before joining Robert Baird & Co. in 2022. In addition to his advisory role, he is a self-employed attorney. Chris is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, businesses, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, with investment approaches that include manager-traded and model-traded strategies, tax management, and direct indexing.