Bradley Dishart is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously spent over 30 years at Hefren Tillotson, Inc. Outside of advising, he is a passive investor in ALPX Energy. The DDK Group at Robert W. Baird & Co., where he works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology, including artificial intelligence, in client advice.

Craig Shensa is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes 23 years at The Monteverde Group and five years at Royal Alliance Associates. He maintains involvement with The Monteverde Group as a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kimberly Fleming is a CFA® charterholder with 47 years of experience in the financial industry. She is currently with Robert Baird & Co., where she has worked since 2022, and previously with Hefren-Tillotson, Inc. since 1979. Fleming serves on the boards of the Buhl Foundation and Dollar Bank, where she is involved in investment and finance committees as well as general duties. She is part of the DDK Group at Robert W. Baird & Co., a team within the Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research, manager oversight, and strategic affiliations.

Joseph Ford III is a Series 66-credentialed financial advisor with Edward Jones, based in Allison Park, PA, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Deborah Brent is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Motif Investing, and Equitable. She is based in Pittsburgh, PA. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and at Duncan Financial Planning Advisors since 2026. Outside of advisory roles, Waite is president and owner of FLEX SOURCE, INC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolios and model-based solutions.

Anthony Anater is a CFP® professional with nine years of industry experience, currently serving at Charles Schwab & Co., Inc. in Pittsburgh, PA, where he has worked for ten years. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Joslyne Counselman is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, Joslyne serves as a board member for Al's Bike Drive, supporting the Toys for Tots program by organizing bicycle donations, and as chair/president of the North Allegheny Women's Association, a local social and charitable organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers clients integrated planning and managed-account solutions with periodic reviews through a network of financial advisors.

Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Micah Larson is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Equitable Advisors since 2018. His prior roles include positions at Axa Advisors and community-focused work with the Penn Hills and Baierl Family YMCAs. Larson serves as Treasurer on the Advisory Board of the Trade Institute of Pittsburgh and works as a life coach and consultant. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions.

Eric Fetterman is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Shawn King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. He also has a longstanding affiliation with First National Bank PA and receives compensation for referrals to its trust department, in addition to conducting fixed life insurance sales outside of Cetera. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, encompassing discretionary and non-discretionary program options.

Zachary Schwartz is a Financial Advisor at Merrill Lynch Wealth Management. He joined his family's practice in 2021 after nearly a decade of managing political campaigns for candidates at various levels of government and working in the US Energy Industry. His professional background in politics has shaped his approach to client service, emphasizing effective communication and personalized attention. He holds a Bachelor's Degree in Political Science from Muhlenberg College and is a Personal Investment Advisor (PIA). Zachary's areas of focus include employee benefits planning, executive compensation, family wealth management strategies, legacy planning, and socially responsible and values-based investing. Outside of his professional role, Zachary is involved in community service through organizations such as Pittsburgh Action Against Rape and Tree of Life Congregation. He is also active in Pittsburgh's Jewish Community and volunteers with the Jewish Federation of Greater Pittsburgh. His personal interests include adventure sports, boating, cooking, dancing, reading, running, spending time with family, and writing.

Cole Chiappialle is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Telhio Credit Union. Outside of his advisory role, he is also engaged as an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by model portfolios and research.

Christopher Benec is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, tax-efficient strategies, and algorithmic tools to produce tailored, non-discretionary recommendation reports delivered in partnership with the advisor.

Dena Karsin is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 36 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2018 and with Raymond James Financial Services, Inc. since 2013. Outside of her advisory work, she serves as an operations manager and sales assistant at Shorebridge Wealth Management in Pittsburgh. 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 investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory capabilities along with specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Garrett Temchulla is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including the period when the firm operated as Axa Advisors, LLC. Outside of his advisory role, he is the owner of a real estate and rental business, GT Getaways, LLC. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Taylor Dunkin is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has three years of industry experience and has been with Wells Fargo Clearing for ten years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Kaczmarek is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors Financial Network LLC since 2008. The firm serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Wells Fargo Advisors offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Elizabeth Horn is a financial advisor at Morgan Stanley in Monroeville, PA, holding Series 63 and Series 65 licenses with two years of industry experience. She has been with Morgan Stanley since 2018, and her prior work experience includes roles at Dormont Appliance, Swatch, and American Eagle Outfitters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 utilizes structured planning tools and scenario modeling in its financial planning process.