Grant Fleming is a CFP® and Series 66 credentialed advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2022 and Hefren-Tillotson, Inc. since 2011. 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 financial planning, portfolio management, and a range of custody and brokerage services, supported by internal research and a combination of manager-traded and model-traded strategies.

Anthony Ross is a financial advisor with Ameriprise in Wexford, Pennsylvania, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business as an employee contractor at Poach, Koury & Associates LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jason Seibert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2019. In his role, he focuses on helping clients develop potential solutions and providing investment guidance tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. Jason holds the CERTIFIED FINANCIAL PLANNER® certification and a Personal Investment Advisor designation. He graduated from The University of Pittsburgh with a bachelor's degree in Political Science and a minor in Economics. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, philanthropic planning, portfolio management services, and sports and entertainment. He lives in Pittsburgh with his wife Charlene and their two daughters. The family is active in the community, supporting Special Olympics Pennsylvania and other local causes. Jason participates in community volunteer work as part of Merrill Lynch's tradition of engagement.

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.

Jamie Danna is a CFP® with 16 years of industry experience and is currently affiliated with LPL Financial since 2021. His prior roles include positions at Beratung Partners Inc, Sullivan & Danna LLC, Waddell & Reed Inc, and various insurance carriers. He serves on the board of the Veteran's Leadership Program, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

James Wyman II is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including City National Bank and KeyBank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management strategies that utilize both in-house and third-party investment managers.

Cody Wimer is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Tanner Cogar is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to that, he was with Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. He also has a five-year work history at Robert Morris 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Daley is a financial advisor at Osaic with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also licensed as an insurance agent, selling traditional life, accident, health, and disability insurance, fixed and indexed annuities, and life settlements. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing firm-provided tools and multiple third-party platforms.

Jacob Schmidt is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. He also has experience working at Bethany College and Elizabeth Forward Highschool. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Ronald Short Jr. is a financial advisor with Stifel in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Champ is a CFP® professional with two years of experience, currently serving as an advisor at Raymond James & Associates. His background includes roles in education and municipal service at various institutions in Beaver, PA, along with his current position at Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

David Groetsch Jr. is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the board of the North Hills YMCA and is a board member of the Pennsylvania Basketball Coaches Association. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering financial planning and estate strategies supported by structured planning tools and research from its Global Investment Committee.

Rita Huckle is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 42 years of industry experience. She has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of her advisory role, she has been involved in non-investment related referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while maintaining operational oversight of its investment models.

Mark Paschel is a Planning Consultant at Fidelity Investments, where he supports families in understanding their financial needs and goals while delivering dedicated service. He has been with Fidelity since 2023, initially serving as a Financial Representative, then as a Relationship Manager before assuming his current role in 2026. His experience at Fidelity Investments spans several positions, providing him with a comprehensive understanding of financial planning and client relationship management. Mark focuses on helping clients achieve their financial objectives through personalized strategies. Outside of work, Mark engages in activities such as spending time at the beach, participating in family activities, fitness, social events with friends, music, and traveling.

Matthew Blazewick is a Series 66 credentialed advisor with Robert W. Baird & Co. He has three years of industry experience, including prior roles at Hefren-Tillotson and work at the University of Pittsburgh and Connoquenessing Country Club. Baird’s DDK Group, where Blazewick is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a variety of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies with ongoing manager selection and internal research support.

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.

Allison O'Brien is a financial advisor with Robert Baird & Co. and holds the CFP® designation, along with Series 66 and Series 65 licenses. She has 18 years of industry experience, including roles at Hefren Tillotson Inc. and Robert Baird & Co. since 2022. She 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, using a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence, to support client advice.

Michael Kemper is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2015 and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options within an integrated advisory, brokerage, and custody platform.

Kelly Knight is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 2015, progressing through positions including Financial Representative I, Relationship Manager, and Financial Consultant I. Kelly works closely with her clients to understand their goals, preferences, and concerns to develop personalized financial plans. Her experience spans multiple roles within Fidelity, providing her with comprehensive knowledge of financial consulting and client relationship management. Kelly emphasizes partnership with clients to create plans that align with their priorities. Outside of her professional work, Kelly enjoys activities such as spending time at the beach, hiking, traveling, reading, and engaging in family activities. She also has an interest in pets.