Ryan Naples is a financial advisor with Robert Baird & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren-Tillotson, Inc. and Allegheny Financial Group. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management with SMA strategies, and custody and brokerage services, supported by in-house research and ongoing manager oversight.

Bryan Shoemaker is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Edward Jones, Sherwin Williams, and GlaxoSmithKline. He also operates Shoemaker Investment Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Katie Bowers is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Hefren-Tillotson, Inc. since 2008. Bowers is based in Pittsburgh - Wexford, PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded SMA strategies, tax-management techniques, and internal research tools.

Timothy Swetoha is an investment advisory representative with OSAIC, holding a Series 63 designation and 33 years of industry experience. He has worked at several firms, including Securities America Advisors and Investacorp, and is involved in life insurance sales through Equity of America Financial Group. Swetoha also assists in tax preparation at Steven Oberst Tax Service. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with access to various investment platforms and third-party managers. The firm employs asset-allocation tools and risk assessment methods to build portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

James Stossel is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2020, following a 13-year tenure at Woodbury Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Grogan is a financial advisor with Cetera in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. His work history includes roles at First National Bank of PA, Dollar Bank, Park Avenue Securities LLC, and Guardian Life Insurance Co. Cetera Investment Advisers LLC serves a nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services to individual, employer-sponsored, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with various program options, managing over $256 billion in assets and supporting more than 10,000 advisors.

Melissa Cunningham is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Citizens Securities, Inc. for three years before joining Morgan Stanley in 2019. Outside of her advisory role, Cunningham contributes a monthly column to Roundel Magazine about her experiences owning a Mini Cooper. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2013. Devlin is involved with GoodLife Financial Group, LLC, an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, supported by research and technology-driven solutions.

Ishaan Shah is a financial advisor with Equitable Advisors in Bridgeville, PA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked at Equitable Advisors since 2012 and previously at Axa Advisors, LLC. Outside of his advisory role, Shah is a consultant for David Pratti and owns Shah Ventures, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ryan Duchak is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes five years at Royal Alliance Associates. Outside of advisory services, he has a business DBA related to his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research, model portfolios, and a variety of investment strategies.

Nicholas Perini is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for six years. Outside of his advisory role, he owns a personal cryptocurrency investment activity focused on Ethereum and Cardano. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

James Herrington is the principal and sole advisor at Herrington Investment Solutions in Pittsburgh, PA, holding the CFA® designation and Series 66 license with 24 years of industry experience. Since 2008, he has also served as Head of Private and Public Equity at the West Virginia Investment Management Board, where he selects and monitors outside investment managers. Herrington Investment Solutions provides discretionary portfolio management and investment advisory services to a small client base of individual households, including both high-net-worth and non-HNW clients. The firm is characterized by its single-advisor structure and hands-on management approach.

Todd Stepke is a financial advisor with Key Wealth Management, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has previously worked with LPL Financial for more than two decades. Outside of investment advisory, he has been involved in tax preparation and accounting services through TSTEPKE & ASSOCIATES, INC. Key Wealth Management provides financial planning, investment management, and retirement/pension plan consulting to individuals, families, trusts, businesses, and charities. The firm uses a customized, strategic asset-allocation approach across a broad range of investment types and offers specialized retirement plan consulting with ERISA fiduciary services.

Joseph Beck is a financial advisor at Elm Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked with Elder Law Management since 2002. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses firm-developed model portfolios and a combination of fundamental analysis, modern portfolio theory, and trading approaches, with client approval required for transactions.

Mary Stanek is a financial advisor at Elm Capital Management LLC in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. She previously worked at West Chester Capital Advisors, Inc. for 10 years and currently serves as Chief Investment Officer at both Elm Capital Management and Eastern Financial Group, Inc. Additionally, she has a role as a document processing specialist at NPC Inc. Elm Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations, focusing on non-discretionary portfolio management and pension consulting using fundamental analysis and Modern Portfolio Theory.

George Sweeney is a financial advisor at Elm Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elm Capital since 2020. He is also affiliated with Eastern Financial Group, Inc. dba Elder Law Management, where he provides estate and insurance planning services. Elm Capital Management LLC operates as a six-advisor team offering non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies within firm-developed model portfolios.

Ronald Jones is a financial advisor at Elm Capital Management LLC with 30 years of industry experience. He holds a Series 63 designation and has a background that includes ownership of law firms specializing in estate and tax planning, as well as serving as an adjunct professor at Penn State University since 1991. Jones has been with Elm Capital Management since 2020. Elm Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations, focusing on non-discretionary portfolio management and pension consulting. The firm employs a tailored advisory approach using fundamental analysis and Modern Portfolio Theory, offering both long- and short-term strategies, and maintains formal affiliations with legal and elder-law entities.

Kenneth Summit is a financial advisor with Elm Capital Management LLC in Pittsburgh, PA, holding a Series 65 designation and 11 years of industry experience. He has worked at Elder Law Management since 2015. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension plans, trusts, estates, and corporate clients. The firm uses model portfolios combined with fundamental analysis and modern portfolio theory, delivering advice primarily on a non-discretionary basis.

Sanggi (David) Jeon is a Series 65 licensed advisor with Elm Capital Management LLC, where he has worked since 2020. He has four years of industry experience and has also been involved with Eastern Financial Group, Inc. dba Elder Law Management since 2015. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses firm-developed model portfolios combined with fundamental analysis and modern portfolio theory, offering clients transaction approval and ongoing monitoring aligned with their objectives.