Allison Deklewa is a Series 66-registered financial advisor with Robert Baird & Co., bringing 20 years of industry experience. Her career includes prior roles at Morgan Stanley, Medallion Wealth, and Hefren Tillotson. 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. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies along with internal research and tools to support client advice.

Katherine Markowski is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Watermark Financial and SagePoint Financial. In addition to her advisory role, she provides tax preparation and divorce consulting services, and serves as an executrix for an estate. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation. The firm is notable for its scale, complex affiliate network, and integration of alternative investments and multiple program offerings.

Christopher Radke is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank segment since 2018, with prior roles at Cohen & Steers Securities and Cohen & Steers Capital Management from 2014 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, serving clients directly and through employer agreements.

Charles Hartmann is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Prior to that, he worked at City National Bank. Hartmann serves on the Board of Directors for the Sigma Chi Club of Pittsburgh, advising on housing and fundraising matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs and integrates in-house and third-party managers with capabilities in tax management, responsible investing, and alternative investments.

Michael Clark is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company, Schneider Downs Wealth Management Advisors, and PNC Investments. Cetera Investment Advisers LLC is a nationally registered SEC adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program options.

Edward Poach III is a CFP®-designated financial advisor with Ameriprise in Washington, PA, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he serves on the board of the Washington Symphony Orchestra, including a role on the artistic committee and as assistant treasurer, and is involved as a cantor at Immaculate Conception Church. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Emma Sarnese is a CFP® professional with eight years of experience in the financial services industry. She currently works at Osaic Wealth Inc and previously held roles at Hornor Townsend & Kent LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. She also served in a non-investment capacity at South Hills Community Baptist Church for ten years. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a wide array of investment and planning programs.

Tracy Hindman is a Certified Financial Planner (CFP®) with 28 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase, N.A., where she has worked since 2019. Her prior experience includes six years at Prudential Insurance Company of America and Pruco Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework when appropriate.

Kerry Kelly Jr. is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has previously worked at firms including Babb Inc, Fragasso Financial Advisors, LPL Financial LLC, and Private Client Services. Kelly serves as a board member of the Penn State New Kensington Alumni Association, a nonprofit that provides scholarships to Penn State students. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Isaacson is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Lawrence Gleason is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1996, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melissa Pikul Clemens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Cetera since 2019 and previously was with Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, she serves as marketing chair and co-chair for Women for Economics & Leadership Development and is a volunteer board member for the Ronald McDonald House of Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that supports a variety of portfolio management strategies and program structures.

Joseph Larocco is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2020 before joining Fisher Investments in 2020. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services and manages a range of separate accounts and pooled investment vehicles.

Richard Hofmann is a financial advisor with Fidelity Investments in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Burgatory and educational positions within North Allegheny School District and Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles and structures.

Robert Spagiare is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. He is also involved in a life settlements business focused on fixed and traditional contracts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs that encompass a range of investment vehicles and ERISA fiduciary services.

Wes Morgan currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he leads a team of financial professionals focused on creating financial plans tailored to individual client needs, emphasizing clarity, confidence, and care. Prior to his current role, Wes was a Regional Sales Manager at Citizens Securities from 2013 to 2023, where he gained extensive experience in financial services and client relationship management. Outside of his professional career, Wes has personal interests in fitness, football, golf, and parenthood.

Christian Cardello is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Premier Bank & Trust. Outside of advising, he is a partner in RDSC AMICI LLC and owns CSG Properties, LLC, and also serves as an independent insurance agent. 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 advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple investment approaches.

Thomas Stroyne is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with OSAIC since 2024 and previously spent over two decades with Golden Strategies Financial Group and Securities America Advisors, Inc. Stroyne also serves as an officer for a local homeowners association in Venetia, PA. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs, employing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and advanced portfolio tools.

Kenneth Raymond is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 27 years. Outside of his advisory role, he is involved in aviation sales and leasing through World Wide Aviation Services, LLC. 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 utilizes model-driven investment approaches and offers access to third-party asset managers alongside financial planning and consulting services.

Linda Herman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her background includes roles at Kohl's, Tri Rivers Electric, Oppenheimer, and Wells Fargo Clearing. 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 offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.