Craig Baum is a CFP® professional with 36 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2011 and has been involved with Wealth Preservation And Management, Inc. and Wilson Baum Agency, Inc. for multiple decades. Outside of his advisory work, he is a freelance photographer and serves as a seasonal ski instructor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Adam Hubert is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds a Series 66 designation and has previously worked at Hefren-Tillotson, Saint Vincent College, and with the Pittsburgh Steelers. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research, manager selection, and advanced investment strategies.

Devin Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in wealth management. She works with a team of advisors to assist clients through all stages of life, focusing on accumulation, distribution, and preservation of wealth. Devin specializes in family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. Devin holds a Bachelor's Degree from Westminster College and is designated as a Personal Investment Advisor (PIA). She emphasizes understanding clients' life priorities to develop comprehensive financial strategies that align with their goals and passions. Devin is also involved in professional organizations including the United Way Bridges Society and the United Way Women's Leadership Council. Outside of her professional role, Devin is active in her local community in Pittsburgh, volunteering through various local channels. She enjoys spending time with family and friends, traveling, and cooking.

Arthur Hazen Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 24 years of industry experience and has worked at several firms, including BPU Investment Management Inc. and Invest Financial Corporation, before joining Cambridge in 2013. Hazen also serves as a board member and secretary at BBBS of Greater Pittsburgh, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supports both discretionary and non-discretionary management, and offers proprietary model strategies under the Founders Gate Capital brand.

Matthew Nichter is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has managed Nichter Wealth Management since 2012 and has been affiliated with Cetera since 2000. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering various portfolio management and financial planning services through a large network of independent advisors.

Mary Meiman is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of experience in the industry. Her prior work includes roles at Propel Schools and Wheeling Jesuit University. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services and manages approximately $394 billion in assets as of December 31, 2025.

Gregory Swickline is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2017 and previously was involved with Cooper's Hawk Winery & Restaurant from 2015 to 2017. He is currently based in Pittsburgh, PA. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kara Elledge is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Pruco Securities, The Prudential Insurance Company of America, The Huntington Investment Company, Wells Fargo Advisors, and McKinley Carter Wealth Services. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Lichtenstein is a financial advisor at Edward Jones in Bridgeville, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Burton is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Amazon and longstanding involvement with Cetera Advisors LLC and his own firm, Burton Wealth Management. He also works as a fixed insurance agent, offering life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large network of independent advisors. The firm provides a variety of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with options ranging from automated allocations to customized strategies.

Dante Docchio is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds the Series 66 designation and began his career in the industry in 2026. Prior to his current role, he has work experience with SSB Bank and completed an internship at Osaic Wealth/Service Wealth. Outside of finance, he is involved with McDowell's Inn. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a model-based approach that incorporates third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Tyler Lambert is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held roles at PNC Bank and PNC Investments from 2014 to 2018. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Gilbert Davis is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Wells Fargo Advisors since 2022. Prior to that, he has been with Case, Sabatini & Co. since 2005, where he is a non-equity partner at a CPA firm, and worked at Hefren Tillotson, Inc. from 2005 to 2022. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

Kathleen Hassenfeldt is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with access to both in-house and third-party investment managers.

Brendan Anderson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes positions at Westinghouse Electric Company, Miami University, and the Mt Lebanon School District. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and investment products.

Joseph Kloecker is a CFP® professional affiliated with Raymond James Financial in Pittsburgh, PA, with four years of industry experience. His prior work includes roles at JFS Wealth Advisors, DFA Securities, Wells Fargo Bank, and Ernst & Young LLP. He is also involved with Creative Financial Team, LLC, a non-investment-related advisory support business. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Donald Fitch is a financial advisor at Merrill in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. He has been with Merrill and Bank of America since 2018. Prior to his current role, his background includes positions at Direct Sign Wholesale, Texas A&M, and Park University. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Eric Hernandez is a financial advisor at Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation. He joined the firm in 2025, following five years of employment with Starbucks Coffee Corporation and five years as a student. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individual clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Thomas Mathison is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked specifically with Morgan Stanley Private Bank since 2015. Mathison holds a Series 66 designation and serves as Treasurer for a local Toastmasters International club focused on public speaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs, including financial planning supported by proprietary tools and analyses.

Samuel Marsteller is a financial advisor at Equitable Advisors based in Pittsburgh, PA, with two years of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including positions in education and food service. He is also a marching band instructor for the Baldwin Whitehall School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor solutions to clients’ risk tolerance and objectives.