Amanda Dragan is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities, Inc. and Central Office Products (DBA Wireless Zone). Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Natalie Meharey is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016. In addition to her role at Merrill, she is also affiliated with Uber Technologies, Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and various institutional investors.

Adam Kearns is a financial advisor with LPL Financial in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Cetera Investment Services, Cetera Investment Advisors, First National Bank of PA, Infinex Investments, and FIRST Commonwealth Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

Chris Zurich is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also manages existing clients from a Guardian Life Insurance book of business under a broker contract. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio management, and access to a range of brokerage and insurance products.

Corey Oltyan is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Pruco Securities LLC and Axa Advisors LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, 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 discretionary and non-discretionary program options.

Christine O'Brien is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as Vice President of the Reynolds School District Cross Country Boosters and is a trustee of the Goehring Family Irrevocable Trust. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Laura Scholz is a financial advisor at Equitable Advisors with nine years of industry experience. She has previously worked at LPL Financial, FSC Securities, Seasons Financial Advisors, and TriState Capital Bank. Scholz serves as a board member of the Pittsburgh Stock and Bond Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and third-party managers to deliver its advisory and brokerage solutions.

Kavitha Ramlal is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Chase Bank and Northwest Bank. Outside of her advisory role, she manages rental property accounting and bookkeeping activities. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to develop financial plans, emphasizing an advisory role without individual security recommendations in standalone planning.

Timothy Zeuch Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior professional background includes roles with Northwestern Mutual and several Major League Baseball teams. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Stephen Bulazo Jr. is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Painewebber Incorporated since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Vito Cedro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at LPL Financial since 2012 and previously spent six years at Alpern Wealth Management, LLC. Cedro is also involved with Cedro Wealth Management, LLC and H2R Wealth Management, both entities related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment strategies supported by LPL Research and third-party subadvisors.

Allan Telech is a financial advisor with LPL Financial in Bethel Park, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. His career includes over two decades with Waddell & Reed, INC. and various insurance carriers through W & R Insurance Agencies. In addition to his advisory work, he has engaged in seasonal accounting and tax services under a non-investment-related contract. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches across its national network of investment adviser representatives.

John Norman is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to that, he held roles at several Federated affiliates from 2018 to 2020 and has experience in diverse fields including law enforcement and academia. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Peter Strope is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with UBS Financial Services since 2010. Outside of his advisory role, he serves as a professor at the University of Pittsburgh. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services through its integrated platform.

Heather Mullinix is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2025. She previously spent 21 years at Lincoln Financial Advisors. Outside of her advisory role, she is involved with Roses of Paris Flowers and Gifts, supporting marketing and networking efforts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and financial planning. The firm employs advanced asset-allocation tools and multiple third-party solutions to construct diversified portfolios across various asset classes.

Kaitlyn Dizon is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and FlexScreen. Outside of her advisory role, she coaches the varsity girls basketball team at Belle Vernon Area High School. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm manages approximately $394 billion in regulatory assets and provides a range of investment strategies, including manager-traded and model-traded SMA approaches, supported by internal research and strategic partnerships.

David Priore is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at LPL Financial since 2013 and has been affiliated with Century Heritage Federal Credit Union since 2006, where he assists with marketing initiatives and provides non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and technology solutions.

Melanie Illar is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has worked at RBC Capital Markets since 2020 and previously spent eight years at UBS Financial Services. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate in-house and third-party managers, tax management, and responsible investing options.

Michael Smith is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has worked with Cetera and its affiliated entities since 2011. Smith serves as secretary for a nonprofit organization, where he handles communications and event announcements. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Victoria Klacik is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel since 2019 and previously spent thirteen years at UPMC. Klacik serves as a board member for the Baldwin Manor Association, a local neighborhood park in Pittsburgh. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.