Timothy Mcelroy is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Kenny McGee is a Series 66-licensed financial advisor with Robert Baird & Co., bringing 27 years of industry experience. He previously spent 23 years at Hefren Tillotson, Inc. before joining Baird in 2022. He is part of The DDK Group within Robert W. Baird & Co.’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, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Victoria Hays is a Planning Consultant with experience in financial planning and client relationship management. She has held roles including Relationship Manager at Fidelity Investments from 2024 to 2025, Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, Client Solution Specialist and Manager at PNC Investments from 2016 to 2020, and Call Center Representative at Pacific Life Insurance Company from 2012 to 2016. She holds a California Insurance License. Victoria's approach focuses on understanding her clients' personal stories, family situations, jobs, and future goals to co-create customized financial plans. She prioritizes building strong relationships with clients and partnering with them in her role at Fidelity. Outside of her professional work, Victoria's personal interests include cooking and baking, parenthood, reading, and volunteering.

Luke Adams is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to grow and protect their wealth, make informed investment decisions, and simplify their financial lives. He has been with Fidelity since 2017, progressing through multiple roles that have provided him with comprehensive experience in financial planning and client support. His career at Fidelity began as an intern in 2017, followed by positions as a Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before assuming his current role. Through these roles, Luke has developed expertise in financial planning and investment consulting. Outside of his professional work, Luke is interested in beach activities, fitness, football, golf, running, and traveling.

Tyler Bream is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Costco Wholesale from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Justin Aughinbaugh is a CFP® professional with five years of industry experience, currently associated with LPL Financial in Seven Fields, PA. His prior experience includes roles at VLN Partners and several advisory firms since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, operating through a large network of investment adviser representatives.

Scott Fenwick is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he contributes to Fansided and works as a rideshare driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Logan Nash is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining LPL Enterprise, Nash worked at Uber and has academic and teaching experience at the University of Pittsburgh and North Hills High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and other financial services.

Ronald Paule is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Edward Jones for 15 years and Waddell & Reed for 2 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a broad spectrum of investment options.

Nicole Di Piero is a CFP® certificant with seven years of industry experience, currently affiliated with Charles Schwab. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016, with prior experience at PNC Bank NA. Charles Schwab & Co., Inc. serves a large client base consisting primarily of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Caitlin Doucette is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals focused on developing personalized financial plans for clients in the Pittsburgh area. She has held several roles within Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Financial Consultant from 2020 to 2022, Relationship Manager from 2018 to 2020, and Financial Representative from 2015 to 2018. Throughout her tenure at Fidelity, Caitlin has gained experience in client relationship management and financial consulting. She is committed to partnering with clients to meet their financial planning needs. Outside of her professional responsibilities, Caitlin enjoys camping, fitness, outdoor adventures, reading, tennis, and traveling.

Dylan John is a Series 66-licensed financial advisor with LPL Enterprise LLC, based in Cranberry Township, PA. He has one year of industry experience and has concurrently maintained outside employment at Lindy's Automotive Warehouse since 2017. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

James Meredith is a CFA® charterholder and holds a Series 66 license, with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022, following a 19-year tenure at Hefren Tillotson, Inc. Outside of his advisory role, Meredith is a lecturer at Saint Vincent College, where he teaches a CFA Level 1 prep course to business students. He also serves as a troop leader for Boy Scouts of America Troop 404 in Cranberry Township. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded SMA strategies, tax management, and internal research tools.

Joaquin Lopez is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Investments for 23 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Ivory is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Ivory serves on the board of Mars UP Church and is a committee member of Rich-Mar Rotary, where he helps set up scholarships for students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Luke Edwards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Throughout his career at Fidelity, Luke has accumulated experience that supports his approach to partnering with clients to develop thorough financial plans aimed at achieving their unique definitions of financial success. His professional journey encompasses roles focused on investment consulting, planning, relationship management, and client advocacy. Outside of his professional life, Luke's personal interests include comedy, family activities, food, golf, parenthood, and swimming.

Michael Keefer is a financial advisor with Equitable Advisors in Zelienople, PA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Keefer is also the owner of R E Lane LLC, a CPA firm serving as a trusted advisor in conjunction with his financial advisory role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory programs through a network of representatives and partners with third-party asset managers for portfolio implementation.

Ryan Gardner is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aldi USA and MVB Bank, as well as time spent in education and various other positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

Jacob Dukman is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. His career includes roles at Morgan Stanley and Hefren-Tillotson, as well as prior experience at Allegheny College. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary investment guidance and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Mark White is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and four years of industry experience. Before joining LPL Enterprise in 2025, he worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment approaches developed by internal and third-party strategists and offers a range of financial planning, consulting, and access to third-party asset managers.