Andrew Marsh is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson, BNY Mellon, UPMC, and Saint Vincent College. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and research using advanced tools such as artificial intelligence.

Nicholas Curinga III is a financial advisor affiliated with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has previously worked at firms including Waddell & Reed, Cetera, and Citizens Securities. Outside of his LPL role, he manages independent investment advisory firms and is involved with multiple non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Peter Coughlin is a Series 66-licensed financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2023, he spent 15 years at California University of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Zachary Sanctis is a Series 66-credentialed advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard W.L. Lyons and Federated Securities Corp. Outside of his financial advisory role, Sanctis is a partial owner of an LLC in Las Vegas and a band member in Cranberry Township, Pennsylvania. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and manager monitoring.

Peter Diulus is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has worked with firms including VOYA Financial Advisors and DSF Wealth Management Group, where he is a partial owner. He also contributes as a coach and co-author for training financial advisors and serves on the finance committee of St. Elizabeth Parish. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of advisors, using a multi-manager platform with discretionary and non-discretionary options.

Jason Harrison is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 24 years at Hefren Tillotson, Inc. Harrison serves as treasurer and board member for nonprofit organizations including the Magee-Women Research Institute & Foundation and Aquinas Academy, and participates on several committees at UPMC. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pension plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities, supported by internal research and technology to advise clients.

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 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2013, with prior roles at PNC Wealth Management, Uvest Financial Services Group, Inc., and BNY Mellon Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Kurelko II is a financial advisor at Morgan Stanley with a Series 66 designation and experience working across financial and healthcare sectors including UPMC and PNC. He joined Morgan Stanley in 2024 and has a diverse background spanning roles in consulting, retail, and healthcare before entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Rush Hodgin is a CFP® professional with 35 years of experience in the financial services industry. He has been with Ameriprise since 1991, including its predecessor entities, and currently holds roles managing advisory businesses in Pittsburgh, PA. Outside of his advisory work, he is involved in tax preparation and real estate activities through separate business ventures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide personalized, non-discretionary recommendations.

Michael Costa is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments LLC, Citizens Securities, Inc., KeyBank, and PNC Wealth Management. Costa is based in Bridgeville, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Leonard Ulish Jr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials. He has experience working at PNC Bank, National Association for ten years and has been with Raymond James and Wiemann Wealth since 2026. Leonard also completed a two-year program at The American College of Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and it supports clients through various advisory programs and a large network of affiliated firms.

Ralph Linarelli Jr. is a CFP® and ChFC® professional affiliated with OSAIC, bringing 36 years of industry experience. He spent 27 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Linarelli also engages in the sale of fixed life and disability insurance, fixed and indexed annuities, and life settlements through FamilyWealth Management Group, LLC. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various advisory programs and third-party manager options.

Timothy Mischik is a financial advisor at Edward Jones in Sewickley, PA, holding a Series 63 designation with nine years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JPMorgan Chase Bank NA, Wells Fargo Clearing Services LLC, and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various advisory programs and investment solutions.

Thomas Provins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. He serves as a board member on the Mount Lebanon Financial Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Condron is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at City National Bank and Ferris, Baker Watts, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients' risk profiles and implemented through a combination of in-house and third-party managers.

Chris George is a financial advisor at Robert Baird & Co. with 45 years of industry experience. He holds a Series 63 designation and previously worked for Hefren Tillotson, Inc. for 42 years before joining Robert Baird & Co. He is also a self-employed attorney. The DDK Group at Robert Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate and business clients, pensions, and charitable organizations, offering a broad range of financial planning and portfolio management services.

Christopher Pfanstiel is a financial advisor with Osaic Wealth Inc, holding the CFP®, ChFC®, and Series 66 designations and has 17 years of industry experience. He has previously worked with Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Northwestern Mutual in various wealth management and investment roles. Outside of his advisory work, he is the founder of Axias Wealth Advisors, an LLC providing insurance recommendations during financial planning, and participates in financial industry focus groups. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a large multi-advisor platform offering brokerage and advisory services. Its investment approach emphasizes model-based asset allocation and portfolio optimization with various managed strategies and third-party programs.

John Chamberland is a CFP® professional with 28 years of industry experience, currently advising at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 25 years at Hefren Tillotson, Inc. Outside of his advisory role, he serves as a deacon managing finances at Advance Community Church in Mars, Pennsylvania. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a broad range of services including financial planning, portfolio management, and specialized account programs, supported by internal research and technology-driven investment approaches.