Lindsey Wedner is a financial advisor at Equitable Advisors with 15 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Equitable Advisors since 2011, including time at its predecessor Axa Advisors. Outside of her advisory role, she consults to Coldwell Bankers Realtors helping them secure insurance and financial products. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives and third-party program sponsors.

Gina Harbison is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Hefren Tillotson, Inc. and Morgan Stanley. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, 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 separately managed account programs, utilizing internal research and a combination of manager-traded and model-traded strategies.

Thomas Walsh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Avantax Insurance Agency and Avantax Advisory Services in prior roles. In addition to his advisory work, he is president of Thomas M Walsh & Associates, LLC, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various investment program options and discretionary and non-discretionary portfolio management services.

Randolph Bodnar is a financial advisor at Merrill with 27 years of industry experience. He has held his current position since 2000 and holds Series 63 and Series 66 designations. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Coughlin is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at MDT Advisers, Federated investment entities, BNY Mellon, and JPMorgan Chase Bank. He serves as a board member and treasurer for Red's Locker, a nonprofit organization that provides sports equipment to underprivileged areas in Pittsburgh. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence and ESG frameworks, with implementation support from affiliated investment-management entities.

Kelly Sullivan is a financial advisor with RBC Capital Markets in Canonsburg, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Kerry Campolong is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1994. In her role, Kerry focuses on assisting clients with building comprehensive wealth management strategies that address their individual needs, particularly in areas such as college education planning, personal retirement planning, and retirement income. With over 32 years of experience, Kerry utilizes her expertise to provide personalized attention and advice to individuals and families. Her approach begins with listening to her clients to understand their priorities, helping them make informed decisions and develop successful financial plans. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kerry earned her high school diploma from Paramus Catholic Girls High School. Outside of her professional work, Kerry enjoys music, spending time with her family, and watching movies. She participates in community involvement when able.

Morgan Gemondo is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining LPL Financial in 2025, he spent six years with Cambridge Investment Research. Outside of his advisory work, he has experience with Thomas Financial and previously worked at the Caldalzo Contemporary Dance Studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, including third-party asset management and institutional platforms.

Thomas Etzel is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has a background in accounting, operating his own CPA practice since 1993. Etzel is also the president and founder of The Foundation For Global Peace Building, a nonprofit organization, and a self-published author through his company Trailblazer Publishing LLC. Cetera Investment Advisers LLC provides a multi-manager investment platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Steven Hicks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial and Foresters Advisory Services LLC for a combined 24 years. Outside of his advisory role, Hicks serves as an advisory board member for White Oaks Assisted Living and is active with the Lost Creek United Methodist Church and Lost Creek Lions Club in various administrative and leadership capacities. 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 and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

William Spero is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Foresters Financial Services, and First Investors Corp. He is a managing partner at Tri-Pointe Wealth Advisors, LLC, and is a member of the Southwest Regional Chamber of Commerce. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Daniel Dee is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, BlackRock Investments, and earlier at Merrill. 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 serves individual, high-net-worth, pension, corporate, and charitable clients using model-based and discretionary strategies developed by internal and third-party managers.

Jason Baer is a financial advisor with Stifel in Bethel Park, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Moran Jr. is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. Prior to his financial career, he held positions at Southern Airways Express and worked in various roles including education and retail. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs and partners.

Jeffrey Russo is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 36 years of industry experience. His prior work includes roles at Citizens Securities, Inc. and AllState Insurance Company. He serves as a board member for the Water and Sewage Municipal Authority for Plum Borough, where he participates in decisions on budgets, projects, and facility management. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers through a multi-manager platform.

Tina Giambanco is a CFP® with 27 years of industry experience, currently affiliated with Cetera in Pittsburgh, PA. Her prior experience includes roles at LPL Financial and M&T Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

John Harshman is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Citizens Securities Inc. and Clarfeld Financial Advisors, LLC. Outside of his advisory work, he serves on the investment committee for Claysville Sportsman's Club and holds board and committee roles with the Pittsburgh Cultural Trust and the BISA membership committee, as well as assisting as a soccer coach. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

Christian Barry is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. since 2008. He 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 range of financial planning, portfolio management, and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Beth Loop is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 2013 and holds Series 63 and Series 66 licenses. 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 offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Irene Elena Tyler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets. Outside of her advisory role, she is a notary public in Pittsburgh, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, relying on research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.