Madison Novak is a financial advisor at Robert Baird & Co. with the Series 66 designation and two years of industry experience. Prior to joining Baird, Novak worked at Federated Hermes and has a diverse background including roles at FedEx Ground, Robert Morris University, Ralph Lauren, and Fort Cherry Junior-Senior High School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a broad range of clients including individuals, corporate and business clients, pensions, and charitable organizations. Baird offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology, and manages approximately $394 billion in regulatory assets as of December 31, 2025.

Derek Heuler is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Federated Global Investment Management Corp and related entities for over a decade, as well as at First National Bank of Pennsylvania. Heuler is also a wealth advisor for First National Trust Company and FNB Investment Advisors Inc, though he does not make investment decisions or participate in transaction execution. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party money managers, and a range of program structures supported by over 10,000 advisors and $256 billion in assets under management.

Jacob Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has previously worked at Wealth Enhancement Group and is currently affiliated with Educo Advisor Group. Outside of advising, he serves as a winter indoor soccer referee for the North Union Rec Center. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing a variety of management strategies and supporting technologies.

Jennifer Dagnal is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., Golden Strategies Financial Group, and Howmet Aerospace, Inc. In addition to her advisory role, she operates a sole proprietorship offering paraplanning and client support services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services along with access to third-party money managers and automated portfolio management tools.

Alison Miller is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC for five years and The Ayco Company, L.P./Mercer Allied for six years. Alison is based in Pittsburgh, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Rachel Yovich is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for seven years before joining Merrill in 2022. Outside of her advisory role, she is involved in Meet Bub, LLC, a family-owned farm agriculture business focused on raising animals and producing educational farming videos. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Hricisak II is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has also been affiliated with FNB since 2006. Outside of Cetera, he is involved in fixed life insurance sales and receives compensation for referrals to First National Bank's Trust Department. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Joshua Mounce is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 credential and has worked at several firms including Raymond James Financial Services and Citizens Securities. In addition to his advisory role, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both discretionary and non-discretionary portfolio strategies across multiple platforms.

Mindy Zatta is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Osaic since 2023. She previously worked at SagePoint Financial, Inc. and Lincoln Financial Advisors, where she spent 13 years combined. Outside of her advisory role, Zatta serves on several nonprofit and educational boards, including the Washington County Hospital Authority, the Washington Health Systems Foundation as Vice Chairperson and Investment Committee Chair, the Washington Area Humane Society, and Waynesburg University’s Business Advisory and governing boards. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and use of third-party money managers and managed account solutions.

Nicole Law is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 13 years of industry experience. She has worked at Ameriprise since 2018 and previously spent five years with Federated investment firms from 2013 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving 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 income sources and tax-aware withdrawal strategies.

Nancy Gunter is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds a Series 66 designation and has worked at Hefren Tillotson, Inc. since 1997 before joining Robert Baird in 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research including artificial intelligence tools, and offers municipal advisory services alongside its investment offerings.

Sara Yarosz is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. Her prior roles include positions at Karageorge Wealth Management, Wells Fargo Advisors, and \u0026PARTNERS. Outside of finance, she has been employed at Morton's The Steakhouse since 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Anthony Sciulli is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and joined LPL Enterprise in 2024. Sciulli is also involved with health benefits businesses, including Three Rivers Health Benefits, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset managers, and integrated insurance products.

Scott Parker is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

James Alderson is a financial advisor with Robert Baird & Co. in Pittsburgh, PA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Robert Baird & Co., he worked at Hefren Tillotson. Robert Baird & Co.’s DDK Group, where Alderson is based, operates within the Private Wealth Management department, serving 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 using a combination of manager-traded and model-traded strategies, supported by internal research and advanced tools such as artificial intelligence.

Jessica Sidary Lepore is a financial advisor with Morgan Stanley in Monroeville, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank and PNC Investments from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sarvey Canella is a CFP®-designated financial advisor with over 32 years of industry experience. He has worked at OSAIC since 2024 and previously spent 14 years at Securities America Advisors and Securities America Inc. Canella is president of Canella Insurance Agency, Inc., which focuses on fixed insurance products, and he teaches financial education classes at a local community college. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services through a wide network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes, offering both discretionary and non-discretionary management options.

Benjamin Morgret is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at Federated Global Investment Management Company and its affiliates from 2019 to 2025. Outside of his advisory role, he is a partner and registered agent at Morgret Real Estate LLC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of SMA strategies, tax management, and internal research tools to support client advice.

Thomas Boyer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He provides financial consulting services with a focus on understanding each client's unique planning needs and ensuring they feel heard, adhering to Fidelity's client commitment standards. Thomas has been with Fidelity Investments since 2018, holding several positions including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Associate, and Tax Exempt Market Associate II. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2017 to 2018. No information about his education, credentials, personal interests, or community involvement has been provided.

Michael Goodworth is a Wealth Management Advisor and managing partner of Craig-Goodworth & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Michael is focused on strengthening existing client relationships while cultivating new opportunities, and he applies strategic decisions informed by ongoing market developments to optimize client outcomes. With over two decades of experience, Michael provides a personalized approach to wealth management, prioritizing an understanding of clients' ambitions to tailor plans that support both short and long-term financial goals. He holds a Bachelor's Degree from Penn State University and maintains several FINRA registrations including Series 7, 31, 63, and 65. Additionally, he has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Michael spends time with his wife Heather and their four children. His personal interests include biking, gardening, and skiing.