Andrew Patterson is a financial advisor with Robert Baird & Co. based in Pittsburgh - Wexford, PA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He worked at Hefren Tillotson, Inc. for 27 years before joining Robert Baird & Co. in 2022. He is also an investment club member of the Curb Club. 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 financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, overlay management, and tax-focused approaches, supported by internal research and technology.

Susan Cruz is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill and Bank of America since 2018, following two years at Fifth Third Securities. Outside of her advisory role, she serves as an advisory board member for the Parkinson Foundation Western PA and holds board positions with Catholic Charities Diocese of Pittsburgh and the Catholic Foundation for Greater Pittsburgh. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional and charitable organizations.

Neil Pettes is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at multiple firms such as IFS Wealth Management, Cambridge Investment Research, Raymond James Financial Services, and FSC Securities Corporation. He also acts as a licensed notary and has experience as an agent selling various non-variable insurance products. 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 services including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Matthew Dukovich is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been associated with Raymond James in various capacities since 2015 and also operates a streetwear business focused on buying and selling shoes and clothing. 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 specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Zachary Floberg is a Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of the Bohn, Brinker, Floberg, and Gleason Group. Since joining Merrill Lynch in 2013, he has focused on serving business owners, executives, and entrepreneurs by developing tailored wealth management strategies that address their unique professional and personal financial goals. Along with his partners, he aims to build integrated wealth management plans that help clients pursue both short and long-term objectives while managing investment risk. Zach leverages investment insights from Merrill Lynch combined with banking services from Bank of America to provide comprehensive financial solutions. His areas of expertise include education planning, executive compensation, family wealth management, personal retirement planning, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) designations. He earned a bachelor's degree from the University of California system. Outside of his professional work, Zach is involved in his community as a volunteer soccer coach and participates in recreational activities such as biking, cooking, hiking, scuba diving, and soccer. He is a member of the professional organization PGH Dynamo.

Jason Fischer is a financial advisor with LPL Enterprise in Wexford, PA, holding Series 63 and Series 65 licenses and over 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is involved with Uber in a professional capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance products through affiliated entities.

Irwin Jackson is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He has held long-term roles at Heritage Financial Partners Inc. and Heritage Financial Group, and has also worked with Manufacturers Life Insurance Co. since 1981. Jackson serves as a board member of the Diamond Run Home Owners Association in Sewickley, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, allowing clients to receive tailored recommendations using Wells Fargo’s research and planning tools.

Carla Pollice is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes long tenures at CUNA Mutual Group and Cuna Brokerage Services, as well as roles at CUSO Financial Services. 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 variety of advisory and brokerage services with a broad range of investment strategies and support tools.

Ryan Whelan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held various roles including positions at Dr. Robert Coufal & Associates and Carlow University. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Leslie is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, Leslie serves as an officer of the Pittsburgh North Optimist Club, an organization that supports underprivileged children, and is a board member of Senca Valley EMS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers in its approach.

Peter Elers is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 11 years at PNC Investments. He is also the owner of Briarcliff Wealth Management, LLC, an investment-related business based in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored through Wells Fargo’s research and tools, with clients able to choose if and how to implement recommendations via the firm's brokerage or advisory programs.

Adelaide Brant is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has previously worked at PNC Investments, Bank of America/Merrill, and The Fairmont Hotel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize systematic methodologies and long-term asset allocation benchmarks.

Barbara Di Pietro is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2017, working across its Financial Services Inc. and LLC entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing annual advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic analysis.

Steven Hough is a financial advisor with LPL Financial in Wexford, PA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with LPL Financial since 2013 and concurrently operates Private Advisor Group, LLC, an independent registered investment advisor. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Matthew Mervosh is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves on the Finance Council of Holy Apostles Church, assisting with the handling of church funds. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendations through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to support its advisory process.

Nathan Obringer is a CFP® professional with 12 years of industry experience. He currently works at LPL Enterprise and has prior experience with The Prudential Insurance Company of America and Pruco Securities, LLC. Obringer also maintains a non-variable insurance practice in Wexford, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brandon Hook is a CFP® professional with 18 years of experience in the financial industry. He is currently with Robert Baird & Co., where he has worked since 2022, following a 13-year tenure at Hefren Tillotson, Inc. Brandon holds a Series 66 license and operates out of the Pittsburgh - Wexford, PA area. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, 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 a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Christopher Wiles is a CFA® charterholder with 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and previously worked at The Ayco Company, L.P./Mercer Allied, Rockhaven Capital Management, and Strong Capital Management Inc. He serves as a board member of the Mt. Lebanon Pension Investment Board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Ryan Kircher is a Series 66-registered financial advisor with Equitable Advisors in Pittsburgh, PA, with two years of industry experience. His prior work includes roles at Coastal Energy and Water, Rent Right LLC, and academic positions at Florida Gold Coast University and Kent State University. He has also been involved with Jr Upholstery and Blinds for seven years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services to qualified plans.

David Headrick is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Ameriprise and its related entities since 1985. Headrick also owns a consulting business, Headrick & Son LLC, which operates his financial services practice. 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 clients with personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.