Michael Mc Kee is a Series 66-credentialed financial advisor with 11 years of industry experience, currently associated with Robert Baird & Co. since 2022. He previously worked at Hefren-Tillotson, Inc. from 2015 to 2022. Mc Kee serves as an Investment Committee Member for the Marsha Mae Foundation, a scholarship fund. Robert Baird & Co.'s DDK Group operates within the Private Wealth Management department, providing services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a variety of portfolio management strategies, ongoing manager selection, and internal research tools, including artificial intelligence, to deliver advisory services.

Joseph Maker is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Waldron Private Wealth and PwC. Outside of advising, he is president of Lobo One LLC, a business in which he holds signing and tax authority responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supporting a broad advisor network with a range of advisory programs and institutional services.

Blaze Tatananni is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Private Bank, National Association from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services, with notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kristopher Nuttall is a financial advisor at Edelman Financial Engines with 22 years of industry experience. His prior roles include positions at The Mutual Fund Store and Natcity Investments, among others. He holds Series 63 and 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management across a range of account types.

William Evancho is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes positions at UBS Financial Services Inc. and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to client risk profiles.

Kees Van Der Zee is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Penn State, Stenson, Ripplematch, and Bobs Subs. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized advice using a variety of investment vehicles and third-party advisory models, operating without its own wrap fee program and integrating both proprietary and external solutions.

Timothy Ungarean Jr. is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. His prior roles include work at JKS Financial and The Pittsburgh Golf Club, as well as studies at the University of Pittsburgh. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Aaron Marks is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for six years and Precision Garage Doors for four years. Marks is also involved in insurance activities through a licensed agency in Pittsburgh, PA. 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 organizations. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Daniel Crawford is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Katherine Lust is a CFP®-designated financial advisor with Robert Baird & Co., where she has worked since 2022. She has five years of industry experience, including six years at Hefren-Tillotson, Inc. prior to joining Baird. She 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 employs a range of portfolio management strategies, financial planning services, and utilizes internal research and technology, including artificial intelligence, to support client advice.

Joshua Dobi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Dobi Financial Group, LLC, which he founded, Sagepoint Financial, Inc., and T & D Advisors Incorporated. Outside of his advisory work, he serves on several nonprofit boards such as the North Mecklenburg Rotary Club, Novant Health Foundation, and the Cain Center for the Arts, and is involved in local community organizations including the Charlotte Independence Soccer Club and Lake Norman Woman Magazine. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with a variety of managed account and third-party manager options.

Thomas Farrington is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and was previously with Bay Crest Partners LLC from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

James Marnell is a Series 66 credentialed financial advisor with 14 years of industry experience. He has worked at UBS Financial Services since 2018 and previously spent six years at Nationwide Securities, LLC. Based in Sewickley, PA, he provides advisory services through UBS’s platform. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Andrew Jugan II is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is involved in consulting through GTFM Management Group, LLC, and participates in leadership education for financial service owners and leaders via NGCSA, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized retirement recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Sarah Depaoli is a financial advisor at Morgan Stanley in Sewickley, PA, with 13 years of industry experience. She holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for ten years prior to joining Morgan Stanley. Outside of her advisory work, she serves as a board member of the Great Lakes Portuguese Water Dog Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning tools combined with advisory support.

Kyle Rutledge is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at firms including Federated Hermes and Babcock Trading Company. Rutledge’s employment history also includes positions in educational institutions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory platforms.

Donna Cheswick is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cambridge and its affiliated entities since 2013. Outside of her advisory role, she is the managing member of Cheswick Divorce Solutions LLC, serves as a board member of the Collaborative Law Association of Southwestern Pennsylvania, and volunteers as an ambassador for the Institute for Divorce Financial Analysts. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms, alongside proprietary strategies under the Founders Gate Capital brand.

Christopher Limberiou is a CFP®-designated financial advisor with three years of industry experience. He is currently with Edward Jones and previously worked at Allegheny Financial Group, Premier Wealth Partners, RetireRight Financial Planning, and First National Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Rafferty is a financial advisor at J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation. He has been in the industry since 2024, with prior experience at UBS and JPMorgan Chase Bank, N.A. Before entering the financial sector, he worked at Independence Excavating Inc and operated No Pressure House Wash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program is non-discretionary, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Nestor Lutsiv is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, GrubHub, and Abarta, as well as work at the University of Pittsburgh and self-employment. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by implementing model-based and discretionary investment strategies.