Cole Pearson is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Morgan Stanley and has held positions outside of finance, including roles at Baldwin Supply Company and USA Hockey. 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 offers a range of advisory services featuring discretionary and non-discretionary portfolio management, separately managed accounts, tax-management, and municipal advisory services.

Brennon Paik is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. His background includes roles at Trinity Wealth Securities, Tristate Financial Advisors, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held positions at the University of Pittsburgh and Chipotle Mexican Grille. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kenneth Lazarowicz is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Avantax Insurance Agency, Avantax Investment Services, and Avantax Advisory Services. Outside of advising, he owns and operates Kenneth J Lazarowicz & Associates, a CPA firm providing tax and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management and planning services through a multi-manager platform with discretionary and non-discretionary options.

Diana Kierzkowski is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Michael Mucha is a Series 66-licensed financial advisor with Robert Baird & Co. in Pittsburgh – Wexford, PA, where he has worked since 2023. He has three years of industry experience, including prior roles at Hefren Tillotson and professional experience at Ohio University and Target. Outside of his advisory work, Mucha was involved with the Avonworth Soccer Association for three years. He is part of The DDK Group at Robert W. Baird & Co., 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 both manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and artificial intelligence.

Christian Melendez Carpintero is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles at Gnc, Fennel Brothers, Geodis, Syncreon, Laroche, and Aroogas. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual registration as an SEC-registered investment adviser and broker-dealer.

Deborah Sheehan is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Sanjit Khara is a financial advisor at Wells Fargo Advisors in Pittsburgh, PA, with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Khara is involved in trustee and executor roles for family-related financial matters and holds part ownership in KM Wealth Management LLC and Heritage Seubert Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad array of planning services and integrates advisory services with other financial products and referral channels.

Andrew Conti is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He previously worked at Boenning & Scattergood for six years and at Ross, Sinclaire & Associates, LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.

Justin Tillotson is a Series 66 licensed advisor at Robert W. Baird & Co. with four years of experience in the industry. He previously worked at Hefren-Tillotson and has worked in various roles, including at Shenot Farms and educational institutions. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and leverages internal research and technology, including artificial intelligence, to deliver advisory services.

Steven Wagner is a financial advisor at Cetera with two years of industry experience. He previously worked for Federated Hermes for 26 years before joining Cetera in 2024. Outside of his advisory role, he also manages the financial affairs of Bray Farm Income Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by its nationwide network of over 10,000 advisors.

Alex Ferraccio is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, legacy planning, and retirement income. Alex works with individuals and families to navigate complex financial decisions through personalized advice and comprehensive planning, utilizing the resources of Merrill Lynch Wealth Management and Bank of America to coordinate investment management, retirement planning, education funding, lending solutions, and other financial aspects. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Alex earned his bachelor's degree from the Pennsylvania State University System. His approach focuses on understanding what matters most to each client in order to provide thoughtful guidance and build long-term relationships that adapt to clients' evolving priorities. Outside of his professional role, Alex enjoys biking, soccer, and tennis.

Dominic Perry is a financial advisor with LPL Financial based in Cranberry Township, PA, holding a Series 63 designation and 11 years of industry experience. He previously worked at Perry & Company PC from 2013 to 2020 and has been involved with Wessel & Company since 2020, where he is a CPA firm partner providing tax work and business services for small, privately held businesses. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Ryan Churchfield is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Robert Baird & Co., Hefren Tillotson, PNC Investments, and Charles Schwab. He is based in Pittsburgh, PA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to produce tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Patrick Milas is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Edward Jones, he worked at Citizens Securities Inc., PNC Bank, and MFA Wealth. Outside of his advisory role, he is president of a photobooth rental business he co-founded with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs, managed solutions, and investment options supported by a nationwide network of financial advisors and branch offices.

Christopher Balcerek is a CFP®-credentialed financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS, he worked at the Federal Reserve Bank of Dallas and held various roles including positions at Costco Wholesale and the University of Dayton Recreation Center. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, utilizing model-based asset allocations and research from its Chief Investment Office and global research division to tailor financial plans aligned with clients’ goals and risk tolerances.

Kolby Ripper is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His career includes roles at Fidelity Brokerage Services LLC since 2018 and prior experience in finance and accounting roles at multiple firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction from an investable universe including mutual funds, ETFs, and ETPs.

Edmond Watters is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. His prior roles include positions at Mid Atlantic Capital Corp and Cline Financial Group LLC. Outside of his advisory work, Watters serves as a board member and Chair of the Nominating and Governance Committee at The Neighborhood Academy, an educational nonprofit in Pittsburgh. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a wide range of investment and financial planning services.

Gregory Furer is a CFP® professional associated with LPL Financial in Pittsburgh, PA, with 19 years of industry experience. His prior roles include positions at Waddell & Reed, PNC Investments, and Kaplan, Inc. He has served on the boards of Bethesda Lutheran Services and Poly Smith Inc., and is involved with the North American Lutheran Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology solutions.

Adam Dobies is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.