Shahrokh Firouzan is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliates since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Schwabauer is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at R.W. Baird & Co., Varsity Tutors, and DermatologistOnCall. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Dick is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and American General since 2006. Outside of his advisory work, he serves as a board member for the North Hills Athletic Association, a youth softball organization, where he manages teams, provides instruction, and participates in fundraising activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, supported by a multi-manager platform and over $256 billion in assets under management.

Caitlin Doucette is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals focused on developing personalized financial plans for clients in the Pittsburgh area. She has held several roles within Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Financial Consultant from 2020 to 2022, Relationship Manager from 2018 to 2020, and Financial Representative from 2015 to 2018. Throughout her tenure at Fidelity, Caitlin has gained experience in client relationship management and financial consulting. She is committed to partnering with clients to meet their financial planning needs. Outside of her professional responsibilities, Caitlin enjoys camping, fitness, outdoor adventures, reading, tennis, and traveling.

James Wiltman is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Wiltman is a co-owner of Climax Partners, an investment partnership, and serves on the Borough of Sewickley Zoning Hearing Board. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

John Mackie is a financial advisor with Robert Baird & Co. in Pittsburgh - Wexford, PA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Hefren Tillotson, Inc. for 16 years before joining Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a range of advisory strategies, including discretionary and non-discretionary portfolio management and separately managed accounts, supported by internal research and manager monitoring.

Dylan John is a Series 66-licensed financial advisor with LPL Enterprise LLC, based in Cranberry Township, PA. He has one year of industry experience and has concurrently maintained outside employment at Lindy's Automotive Warehouse since 2017. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

James Meredith is a CFA® charterholder and holds a Series 66 license, with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022, following a 19-year tenure at Hefren Tillotson, Inc. Outside of his advisory role, Meredith is a lecturer at Saint Vincent College, where he teaches a CFA Level 1 prep course to business students. He also serves as a troop leader for Boy Scouts of America Troop 404 in Cranberry Township. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded SMA strategies, tax management, and internal research tools.

Timothy Armanious is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2014, bringing nine years of experience as an investment analyst, financial consultant, and financial specialist at other financial institutions. He focuses on applying his knowledge and diverse perspectives to assist client families in optimizing financial opportunities. Tim holds a Bachelor of Science degree in Finance and Investment Management from Duquesne University. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Latrobe, Pennsylvania, Tim is an avid ice hockey player, skier, and golfer. He supports local churches and charities and enjoys cooking, spending time with family and friends, as well as traveling.

Thomas Martin is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015 and serves concurrently with the D.C. Air National Guard since 1993. Outside of his advisory work, Martin is involved with Project Star, a respite foster care organization in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling aimed at guiding asset allocation and financial planning decisions.

Cory Cyprowski is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Guggenheim Funds Distributors, ADP Broker Dealer Inc., and Aires. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Edward Opat is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. His prior experience includes roles at LPL Financial, Mutual Service Corporation, and FFP Advisory Services Inc. Outside of his advisory work, he serves as secretary for the Franklintowne Court Condo Owners Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Raymond Ballantine is a CFP® professional with 40 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent 24 years at Hefren Tillotson, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, model-traded strategies, and discretionary management, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

John Cunningham is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms including DSF Wealth Management Group and Cetera Wealth Services. Outside of his advisory role, he is involved in selling life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with access to various investment strategies and program structures.

Lisa Bostedo is a financial advisor with Merrill in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by comprehensive trading, account administration, and custody services.

Stephen Mcgalla IV is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Chad Edwards is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Baird in 2022, he worked for seven years at Hefren Tillotson, Inc. Edwards serves as Treasurer of Lodge 45 Free & Accepted Masons of Pennsylvania and is a board member of the Masonic Fund Society’s Investment/Finance Committee. The DDK Group at Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of advanced tools in delivering financial advice.

Daniel Mackey is a ChFC® and Series 63 licensed financial advisor at LPL Financial with 44 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Mackey also operates a separate business selling life and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Mark Speedy is a financial advisor at Osaic Wealth with 16 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at SagePoint Financial, Inc. He serves on the Pine Springs Camp Golf Committee, assisting in the planning and execution of an annual golf outing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

John Kesich is a financial advisor with Cetera, holding a Series 63 license and 29 years of industry experience. He has worked with Avantax in various capacities from 1997 to 2025 before joining Cetera in 2025. Outside of his advisory role, he is a partner in Kesich Consulting Group, LLP, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and third-party managers.