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.

Justin Baierl is a CFP®-designated financial advisor with five years of industry experience. He is currently with LPL Financial and also operates J Cubed Financial Advisory Group, Inc. Additionally, he is a licensed notary in Pennsylvania and holds a non-variable insurance license. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

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 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2005. Outside of advising, she is involved with LFS Management, a business focused on bill payment and protection services. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, delivered through a centralized consulting team in partnership with client advisors.

William Riley is a financial advisor with Wells Fargo Advisors in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Riley is also the owner of Riley Financial Strategies Group LLC and serves as a trustee for associated family and employee benefit trusts. 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 wide range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations for clients.

Douglas Schreck is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 17 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 using firm-approved tools and scenario modeling.

Wendy Nice is a financial advisor with Charles Schwab in Cranberry Township, PA, holding a Series 66 designation and seven years of industry experience. Her work history includes positions at TD Ameritrade, JP Morgan Securities, Merrill, Bank of America, and PNC Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervision and a formal alternative investments program.

Huma Mohiuddin is a Series 66 credentialed financial advisor at Merrill with 11 years of industry experience. She worked at BNY Mellon for nine years before joining Merrill in 2024. Mohiuddin serves on the boards of the American Heart Association and the Pittsburgh Ballet Theatre. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services and investment solutions to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers a range of model-based and discretionary strategies supported by internal and third-party managers.

Micah Delo is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves as a trustee and treasurer at the First Presbyterian Church of Pittsburgh and is a board member of the Shannopin Country Club. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of investment strategies and platforms tailored to client objectives.

Daniel Swiderski is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Scott Holmes II is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Goodwill of SWPA & NCWV and Everett & Hurite, as well as experience in both educational and corporate settings. Holmes has also been involved in the sale of non-investment products related to home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing custody services.

Anna Rodgers is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Co. Incorporated from 2006 to 2022 and UBS Financial Services from 2022 to 2024 before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether to implement recommendations through brokerage or advisory programs.

Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Harvest Financial Corporation for 36 years and has been involved with Fuhrer’s, Inc. since 1984. Outside of his advisory role, he operates Fuhrer’s Inc., which includes an insurance agency offering life, health, disability, long term care, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Steven Sabol is a CFP® professional with five years of experience in financial advising, currently with Ameriprise. His prior roles include positions at Stifel Independent Advisors, J Cubed Financial Advisory Group, Bury Financial Group, and UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Brad Chiesa is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in assisting business owners and entrepreneurs with complex wealth management needs following significant liquidity events or business sales. His practice emphasizes exit planning and liquidity strategies, investment management, trust and estate planning, customized credit and lending solutions through Bank of America, philanthropy, and family wealth governance. Brad also offers expertise in supporting families facing medical disabilities, severe illness, or special needs. With over a decade of experience as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, Brad brings a broad perspective to financial advisory services, combining lending, cash management, and investment banking knowledge. He focuses on helping clients navigate the complexities of structuring sales, investing proceeds, wealth preservation, and legacy planning to align with long-term goals. Brad holds the Certified Exit Planning Advisor (CEPA) designation and earned a Bachelor of Science in Business Administration from the University of Pittsburgh. Brad is involved with The Challenge Program and lives in South Fayette with his family. Outside of work, he enjoys biking, cooking, football, golfing, music, and soccer.

Eugene Pruszynski is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2007. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and a centralized operational structure.

Samantha Duffy is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Securities America Advisors and William J. Stroyne Financial Services. Outside of finance, she is a professional musician and teacher, performing on violin and viola with local symphonies and providing private music lessons. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on diversified portfolio construction and access to third-party managed accounts.

Susan Delfine is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1982. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.