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.

James Mccrorey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Citizens Securities, Inc. for 17 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Kara Elledge is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, The Huntington Investment Company, Wells Fargo Advisors Financial Network, and McKinley Carter Wealth Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing 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.

Daniel Mcelhinny is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera Investment Advisors LLC since 2019 and at Cetera Investment Services LLC since 2018, alongside a role at First National Bank of PA starting in 2015. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

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.

Mark Smith is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and PNC Investments. 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, and institutions.

Matthew Dudkowski is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. He serves as a board member of Community Health Challenge, providing guidance on financial matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Andrew Morrison is a Wealth Management Advisor with extensive experience in the financial services industry. He has managed corporate and individual client relationships for over 38 years, focusing exclusively for the past 28 years on the wealth management needs of individuals and families. His expertise includes investment management, retirement planning, education planning, insurance and estate planning, as well as residential and personal financing. Mr. Morrison holds a Bachelor of Arts degree in Economics from Washington & Jefferson College and an MBA from the University of Pittsburgh. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER®, Retirement Income Certified Professional (RICP®), Certified Divorce Financial Analyst (CDFA®), and Chartered Advisor in Philanthropy (CAP®). These credentials support his ability to serve the comprehensive needs of affluent individuals and families. Residing in Allison Park, Pennsylvania, Mr. Morrison and his wife Karen are involved with The Woodlands Foundation, an organization dedicated to providing programs for children and young adults with disabilities and chronic illness, where he serves on the board of directors. In his personal time, he enjoys golfing, traveling, and spending time with his family.