Mark Kuehn is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Thrivent and its predecessor entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial topics without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining these as separate services.

Steven Hill is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, Hill serves as secretary for Al's Bike Drive, a local charitable program supporting the Toys for Tots initiative by providing new bicycles to children in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm integrates planning with managed-account programs while keeping these services separate.

Yuri Demetris is a CFP® with 17 years of experience in the financial industry. He currently works at Ameriprise and previously spent 11 years at The Huntington Investment Company. He serves as a board member for the Mars Girls Youth Basketball Association in Pennsylvania. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Trevor Mc Cance is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Hefren Tillotson and LPL Financial. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by home-office investment professionals and a combination of manager-traded and model-traded strategies.

John Grence is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations to assist clients in modeling financial outcomes.

George Dukovich is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Raymond James Financial and its affiliates since 1999. Outside of advisory work, he owns and operates Dukovich & Associates Financial Services and provides tax services through Moneyline Tax Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports advisory programs with a focus on technology, cybersecurity, and municipal advisory services.

Jordan Nance is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to his financial services career, he spent ten years in medical sales and has been involved with Friends of Murrysville Parks since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large retail advisor and branch network with approximately $1.01 trillion in assets under management.

Matthew Orman is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 1994. His outside business activities include ownership and management roles in entities related to his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nicholas Streit is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at Facet Wealth, Zacks Investment Management, Avantax Investment Services, Morningstar Investment Services, and Scottrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics without implementation services. The firm emphasizes goal-based planning combined with managed-account options under a consolidated billing approach, focusing on ongoing reviews delivered through a network of financial advisors.

Amanda Taylor is a financial advisor at Robert Baird & Co. with 18 years of industry experience and holds a Series 66 designation. She previously worked at Hefren-Tillotson for over a decade and rejoined the firm’s successor before joining Robert Baird in 2022. Outside of her advisory role, she works as a server at her family’s bar-restaurant and serves as Treasurer and Board Member for the Karn City Area Youth Football organization. Robert Baird & Co. serves individuals, corporate and business clients, pension plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with tax management and direct indexing, supported by ongoing research and internal tools including artificial intelligence.

Vincent Kremer is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Thrivent since 2006. Outside of his advisory work, he serves as a board member for Al's Bike Drive, a charitable program supporting the Toys for Tots initiative in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm emphasizes holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under separate billing arrangements.

Thomas Edwards is a financial advisor with Robert Baird & Co. in Pittsburgh - Butler, PA, holding a Series 66 license and 11 years of industry experience. Before joining Baird in 2022, he worked at Hefren Tillotson, Inc. for seven years. Edwards serves as a volunteer trustee for the Grand Lodge of Pennsylvania, assisting with the development of its long-term investment policy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and other wealth management services to individuals, businesses, pensions, and charitable organizations. The firm offers a range of investment strategies and emphasizes ongoing manager selection, internal research, and unique municipal advisory services.

Jessica Horan is a financial advisor at Robert Baird & Co. with a Series 66 designation. She has 10 years of industry experience, having worked at Hefren Tillotson from 2016 to 2023 before joining Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, utilizing internal research and technology including artificial intelligence in its investment approach.

John Kejas is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Ameriprise Financial Services and its affiliates since 1989. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Thomas Bourg is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sage Advisory Services and Invesco Advisers, Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee, employs tax-aware and risk management strategies, and manages a broad range of accounts including separate accounts, pooled vehicles, and retirement plans.

Karen Marshall is a Series 66-licensed financial advisor with one year of industry experience. She has worked with Cetera and related entities since 2026 and previously spent 14 years at PNC Bank. 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 provides a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Ronald Esposito is a financial advisor with Ameriprise in New Castle, PA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and has prior experience in tax preparation through his seasonal employment at Matter of Tax. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate tax-efficient retirement income recommendations.

Kevin Sherrets is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved as a majority member and investor in RKM Partners LLC and manages the pass-through tax entity RKM LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Fraser III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hefren-Tillotson, Inc. for 14 years prior to his current roles at Cetera and Fraser Wealthcare. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multi-manager platforms and various program structures.

Kyle Larsen is a financial professional with 14 years of industry experience, currently affiliated with Cetera since 2023. He holds a Series 66 designation and has prior experience with Securian Financial Services, Minnesota Life Insurance, and CRI Securities. Outside of his advisory role, he is involved in fixed insurance sales through North Star Consultants and provides financial services under North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party strategies.