Anthony Harris is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with LPL Financial, joining in 2024, and has previously worked at Cetera, Benchmark Financial Advisors, Wells Fargo Clearing, Morgan Stanley, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons. His other business activities include operating Compass Wealth Management, a DBA for his LPL business. 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 wide range of financial planning and investment management solutions, combining proprietary and third-party strategies for advisory and brokerage clients.

Heather Bonomi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with MML Investors Services since 2007 and MassMutual Life Insurance Company since 2006. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative relationships to deliver written recommendations.

Tami Cale is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has been with UBS PaineWebber since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment plans.

Nolan Patouillet is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was involved with No Filter Photo Booth and Elon University. Nolan serves as a general board member for the Chartiers Valley Junior Colts, assisting with organizational and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors, branch offices, and affiliated capabilities beyond traditional advisory services.

Andrew Marsh is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson, BNY Mellon, UPMC, and Saint Vincent College. He 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 provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and research using advanced tools such as artificial intelligence.

Robert Singer is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Sanctis is a Series 66-credentialed advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard W.L. Lyons and Federated Securities Corp. Outside of his financial advisory role, Sanctis is a partial owner of an LLC in Las Vegas and a band member in Cranberry Township, Pennsylvania. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and manager monitoring.

Jameson Keevican is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Carillon Fund Distributors, Inc., Chartwell TSC Securities Corp., and an ongoing vice president role at TriState Capital Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide client base, including individuals, institutions, and charitable organizations, offering non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.

Jason Harrison is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 24 years at Hefren Tillotson, Inc. Harrison serves as treasurer and board member for nonprofit organizations including the Magee-Women Research Institute & Foundation and Aquinas Academy, and participates on several committees at UPMC. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pension plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities, supported by internal research and technology to advise clients.

Wendy Astorino is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Merrill, Kestra Investment Services, and Royal Alliance Associates. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of investment strategies delivered through a large network of advisors.

Jack Payne is a CFP® and CFA® with 25 years of experience in financial services. He is currently with Morgan Stanley in Pittsburgh, PA, having joined the firm in 2025. His prior roles include positions at PNC Capital Markets, Pnc Fig Advisory, Inc., and Ambassador Financial Group, Inc. Outside of his advisory work, Payne serves on the investment committee of The Bach Choir of Bethlehem and is a non-family trustee for the Dexter F and Dorothy H Baker Foundation, where he helps evaluate and award grants to local nonprofits. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a firm-approved process to support clients in developing financial plans, with a broad range of retail and institutional offerings.

Jonathon Reddig is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 19 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following an earlier role at Citigroup Global Markets. Outside of his advisory work, he serves on the finance and development committees of the Three Rivers Rowing Association in Pittsburgh. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Adam Logan is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and provides both investment and tax-related financial advice through his roles at Kratsas Wealth Management and Mercandante & Company, P.C. Prior to joining Cetera, he worked at firms including Avantax and Penn Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

John Mellor is a financial advisor with LPL Financial in Ambridge, PA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at LPL Financial since 2013, with prior roles at PNC Wealth Management, Uvest Financial Services Group, Inc., and BNY Mellon Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Mahan is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she works closely with high net worth clients to develop financial plans, introducing investment and income strategies to help pursue their individual short and long term goals. She aims to collaborate with clients to create plans that encourage intelligent risk-taking to support a long retirement. Michelle has been with Fidelity Investments since 2004, holding various roles including Vice President, Financial Consultant (2016-2021), Financial Consultant (2011-2016), Investments Consultant (2006-2011), Relationship Manager (2005-2006), and Financial Representative (2004-2005). Prior to joining Fidelity, she worked as a Bank Teller at RBC Centura Bank in 2004.

Jeffrey Englert is a financial advisor at Osaic with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America, Inc. and Voya Financial Advisors. Englert serves as a board member of a local paddling club and is the treasurer of the Pittsburgh Executives Association. He also operates a CPA practice focused on accounting and tax preparation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary and non-discretionary strategies, third-party managers, and alternative investments.

Nathan De Filippi is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked previously at AXA Advisors, H2 R CPA, and BKD, LLP. Outside of his advisory role, he is also the owner of a CPA firm in Beaver, PA, where he provides tax services during the tax season. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and a mix of firm-offered and third-party investment solutions.

Michael Freker is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Equitable Advisors since 2005 and previously had roles at AXA Advisors and Voya Financial Partners. Outside of his advisory work, he is involved in fundraising for The Leukemia & Lymphoma Society and serves on the boards of The Reach Foundation and a diocesan organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, and nonprofit clients. The firm delivers advice through a broad network of Investment Adviser Representatives using a combination of proprietary and third-party advisory programs.

William Swiontek is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Lesley Baker is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at The Huntington Investment Company and Edward Jones. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.