Kenneth Breaden is a CFP® professional with 13 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Patrick Botula is a financial advisor at Raymond James & Associates with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for over four decades. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Amanda Colledge is a Series 66-licensed financial advisor at RBC Capital Markets with 11 years of industry experience. She has worked at RBC Capital Markets since 2019 and previously was with UBS Financial Services from 2017 to 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and investment solutions, utilizing a mix of in-house and third-party managers along with extensive capital markets resources.

Anthony Greco is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to this, he spent a decade at The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathleen Cavataio is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Greno is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Raymond James Financial Services. Greno is involved with Compass Wealth Management, a business related to his LPL practice. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

Kevin Gang is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the Maggio Group in 2023, bringing extensive experience from his long-standing career in the financial industry. Since beginning his career in 1998, Kevin has worked with firms such as J.P. Morgan, AllianceBernstein, Federated Hermes, and most recently served as Senior Vice President at Strive Asset Management. He holds a bachelor's degree in Economics from Allegheny College and is a Certified Investment Management Analyst (CIMA) as well as a Personal Investment Advisor (PIA). Kevin lives in Peters Township with his wife Jamie and their five children. Outside of work, he spends time with his family, participates in church activities, enjoys reading, and watching college football.

Brandon Pruss is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Charles Schwab. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Nathaniel Sepe is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Federated Global Investment Management Corp., Carson Wealth, and USI Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Matthew Hurray is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 26 years of experience to his role. He specializes in addressing a range of client needs, including corporate executive services, equity compensation, retirement planning, portfolio management, and small business strategies. Matthew works with senior executives, business owners, and multi-generational families to develop financial plans that adapt to evolving client priorities and goals. Joining Merrill in 1996, Matthew has extensive experience advising clients on complex financial decisions such as stock option strategies, deferred compensation, retirement planning, and business transitions. He focuses on tailoring investment portfolios that align with individual goals, risk profiles, and timelines, utilizing both traditional and alternative investments as appropriate to pursue growth in varying market environments. Matthew holds a Bachelor's degree in economics and finance from the University of Dayton and a Master's degree in Business Administration from Duquesne University. He is a Personal Investment Advisor (PIA) and is actively involved in community organizations, serving as a committee member for the Duquesne University Student Athletic Fund. Matthew resides in Cranberry Township, Pennsylvania with his wife, Julie, and their twins.

Eric Werner is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2019 before joining Morgan Stanley. Outside of his advisory role, he serves as a trustee and holds power of attorney responsibilities in investment-related capacities. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jessica Leto is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jack Burton is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at KPMG LLP and several financial institutions including Bank of America and Merrill. His background also includes multiple roles at John Carroll University. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Nicholas Simakas is a financial advisor at Morgan Stanley in Sewickley, PA, holding a Series 66 designation with 15 years of industry experience. His career includes seven years at MDT Advisers, a Division of Federated MDTA LLC, before joining Morgan Stanley Private Bank and Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating firm-approved tools and modeling techniques.

Brent Stein is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. and related entities since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and offers advisory programs alongside institutional consulting and portfolio management through a large network.

James Kartsonas is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James, Erie Insurance, John Carroll University, and Peter's Township High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and municipal advisory services through a range of portfolio management strategies and affiliated resources.

Erin Weber is a CFP® professional with nine years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to joining Raymond James, she worked at Hefren Tillotson for six years. She is involved with Women, Wisdom & Wealth, an educational initiative focused on helping women better understand finances through speaking engagements and written materials. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with diverse portfolio management styles supported by affiliated research and model managers.

Lisa Delisio is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Her prior experience includes positions at JCpenney and Fort Pitt Capital Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a nationwide network of investment adviser representatives.

Richard D'amico is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for DWS Distributors, Inc. for 13 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Brian Giffin is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 63 designation and possessing 32 years of industry experience. He has been associated with Raymond James since 2013 and is involved as the owner of Gripstah LLC, a company created for a new direct pay system. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and uses analytical tools for outcome modeling, supporting a range of advisory programs and specialized municipal and public-finance work.