Brett Allen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he is part of Yanders & Associates. With over nine years of experience in the financial industry, Brett specializes in providing personalized financial planning, wealth management, and investment strategies tailored to the unique goals of his clients. His areas of focus include Corporate Executive Services, Divorce Transition Planning, Portfolio Management Services, Women and Wealth, and Sports & Entertainment. Brett holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved with professional organizations such as the 100 Black Men of Western PA, Family House, Inc., the Kappa Scholarship Endowment Fund of Western PA, and the Penn State Alumni Association. Committed to community engagement, Brett participates in several local organizations including the 100 Black Men of Western PA, Family House, the Kappa Scholarship Endowment Fund of Western PA, and the National Pan-Hellenic Council of Pittsburgh Alumni Council. Outside of his professional pursuits, he enjoys baseball, basketball, football, golfing, music, and spending time with his family.

Anthony Romani III is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Merrill and Bank of America prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing several rental real estate properties in the Pittsburgh area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates ESG criteria in its investment recommendations.