Christine Farrell is a financial advisor at Robert Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously spent 23 years at Hefren Tillotson, Inc. Farrell serves as a board member of the Pittsburgh Presbytery Foundation and participates on its Investment and Finance Committee. She 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 through a range of financial planning, portfolio management, and brokerage services.

Jennifer Haggerty serves as a Private Wealth Advisor at Merrill Lynch Wealth Management. She is a founding member of the Duckworth Haggerty Group, a team she co-established in 2008 that now includes 17 professionals. Jennifer focuses on family wealth management strategies, legacy planning, and tax minimization, drawing from nearly 30 years of experience in the financial services industry. Prior to joining Merrill Lynch, Jennifer provided financial and tax advisory services at Ernst & Young and worked in the private trust department of a large commercial bank. She holds a Bachelor's degree in Economics from Indiana University of Pennsylvania and a Juris Doctorate from The Dickinson School of Law. Her professional designations include Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Jennifer is active with the Women's Leadership Council of the United Way of Southwestern Pennsylvania. She resides in the South Hills area of Pittsburgh with her husband, who is also a Financial Advisor at Merrill. They have five adult children and enjoy hiking, reading, spending time with family, and traveling.

Brian Kocherzat is a CFA® charterholder and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held roles at Hefren Tillotson, Morgan Stanley, and PNC Wealth Management. 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 a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Christopher Hart is a financial advisor with J.P. Morgan Securities based in Pittsburgh, PA. He holds a Series 66 designation and has four years of industry experience, including roles at JPMorgan Chase Bank and JPMorgan Securities. His prior work history also includes positions at Johnson Controls and Olde Stonewall Golf Club. J.P. Morgan Securities provides 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Sarah Rigatti is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including financial planning and estate planning strategies. The firm’s investment approach involves structured discovery, firm-approved planning tools, and modeling techniques such as Monte Carlo simulations, while generally acting in an advisory capacity.

Edward Turk is a CFP® with 31 years of experience in the financial industry. He is currently with RBC Capital Markets, where he has worked since 2024, following eight years at Wells Fargo Clearing. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management services that incorporate a mix of in-house and third-party investment managers, supporting various rebalancing, tax management, and responsible investing options.

Maeve Donohue is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and has previously worked at Hefren-Tillitson and iNetworks, as well as having experience at Bucknell University and Sewickley Academy. Outside of finance, she was involved with Mambo Italia for three years. Maeve is part of The DDK Group within Baird’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, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory approach.

Chase Katterman is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, following a tenure at AXA Advisors and roles at Highmark Stadium and Duquesne University. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a process that assesses client information and risk tolerance to match clients with appropriate investment programs, often utilizing third-party managers and advisory platforms.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

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.

Joseph Ferguson is a financial advisor with Merrill in Pittsburgh, PA, holding Series 65 and Series 66 licenses. He has one year of industry experience, including roles at Bank of America and Merrill since 2025. Prior to his advisory career, his work history includes positions in various sectors such as retail and food services. 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 plans, corporations, and charitable organizations.

Michael Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

William Stroyne is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Securities America Advisors, Inc. and OSAIC before joining LPL Financial. Outside of his advisory role, Stroyne is involved as a band leader and musician with the InTransit Band and serves as a board member for a local building association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven tools, while managing over $819 billion in discretionary assets.

Louie Maser is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Belmont Logistics, Elliot Community Federal Credit Union, Dollar Bank, JC Penney, and Seton Hill University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party investment models delivered through its network of Investment Adviser Representatives.

Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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, institutions, and municipal entities, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Michael Divito is a CFP®-certified financial advisor with Equitable Advisors, based in Pittsburgh, PA, and has 21 years of industry experience. He has been with Equitable Advisors since 2005, following his time at Axa Advisors. Divito serves as a board director for Vibrant Pittsburgh. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and needs.

Patrick Botula is a financial advisor at Raymond James & Associates with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for over four decades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Erik Vollbrecht is a financial advisor with Equitable Advisors in Wexford, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and has prior experience with Axa Advisors. Outside of his advisory role, he serves as a power of attorney for his parents and acts as trustee and successor of an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Andrew Wilk is a Financial Advisor at Merrill Lynch Wealth Management in the Pittsburgh office. He specializes in developing personalized investment and financial strategies for individuals, families, and business owners, focusing on wealth growth, preservation, and transfer. Andrew combines disciplined portfolio management with financial planning to support clients in making informed decisions aligned with their long-term goals. He has experience in college education planning, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, and working with sports and entertainment clients. Andrew's approach is informed by his background in economics, data analytics, and competitive athletics. He earned his bachelor's degree from Chatham University, where he competed in NCAA ice hockey and baseball. He holds the Personal Investment Advisor (PIA) designation. Outside of work, Andrew coaches youth hockey and is involved with his family's hockey business. He serves on the boards of the Alzheimer's Association, Chatham University Alumni Association, and North Hills Community Outreach Young Leaders. He enjoys hockey, golf, tennis, and spending time with his family. Andrew resides in the North Hills of Pittsburgh and is originally from Frisco, Texas.

Nathan Kramm is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Cambridge Investment Research, NYLIFE Securities LLC, and New York Life Insurance Co. He serves as president of a local Toastmasters International chapter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.