Elise Yanders serves as a Wealth Management Advisor, leading The Yanders Group at Merrill Lynch Wealth Management. She specializes in a range of financial areas, including college education planning, legacy and philanthropic planning, socially responsible investing, and services tailored for endowments, foundations, and non-profits. Her team collaborates closely with clients to create personalized financial strategies that align with their unique goals. Elise holds a Master's Degree from the University of Illinois System and a Bachelor's Degree from the University of Tennessee System. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). Her expertise supports a comprehensive approach to wealth management. In addition to her professional work, Elise actively participates in community organizations such as the Allegheny YMCA, Shadyside Hospital Foundation, Urban League of Pittsburgh, and the YWCA of Greater Pittsburgh. She volunteers for initiatives including the MS Walk and Susan Komen Race for the Cure. Her personal interests include cooking, dancing, interior decorating, reading, running, spending time with family, and practicing yoga.

Grant Mellon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He worked at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s approach includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leah Laurent is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation with 19 years of industry experience. She previously worked at JP Morgan Institutional Investments Inc. for seven years before joining Edward Jones in 2019. Outside of her advisory role, she has been involved with Pittsburgh Posh Petals since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Lydia Messenger is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, KeyBank, Markel Corporation, UPMC, GTE Financial, GNC, Proforma, and the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.

Julian Marturano is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining OSAIC in 2024, he spent 15 years at Woodbury Financial Services. Outside of his advisory work, he is involved in various insurance sales and holds leadership roles in insurance-related businesses. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of integrated brokerage and advisory services. The firm utilizes asset allocation tools and a variety of investment vehicles to manage portfolios on discretionary or non-discretionary bases.

Samantha Heiser is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Her prior roles include positions at Equitable Advisors, Ally Financial, and Clark Hill, PLC. She also has experience working in education and retail sectors. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, and offers both discretionary and non-discretionary management options.

Michael D'Ambrosio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. His prior experience includes roles at Sagepoint Financial, Inc. and Lewis, McBeth & D'Ambrosio. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios, third-party research, and technology-driven solutions.

Stephen Fuhrer is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He worked at Harvest Financial Corporation for 36 years before joining LPL Financial in 2023. He is also the owner of Fuhrer’s Inc., an insurance agency established in 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Justin Grubisha is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Robert Baird & Co. since 2022 and Hefren Tillotson, Inc. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and offering various discretionary and non-discretionary management options.

Olivia Brinker is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she provides wealth planning strategies to local female business owners, families, and retirees. She became a partner in the Bohn, Brinker, Floberg, and Gleason Group in 2022 and serves as President of the Western PA Women's Exchange for Merrill Lynch Bank of America, a forum for women in wealth management divisions to share ideas and support personal, career, and leadership development. Since joining Merrill Lynch in 2015, Olivia has held various roles including Client Associate and Financial Advisor, building practices from the ground up. She focuses on client needs by actively listening to their goals and delivering tailored wealth management support through collaboration with team members and specialists. Her approach emphasizes quality, timeliness, and a disciplined process. Olivia holds a Bachelor's Degree from Slippery Rock University and an MBA from Chatham University. She has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). She is involved with professional organizations such as the Accounting & Financial Women's Alliance and the Chatham Alumni Advisory Board, and supports community organizations including Autism Speaks, Sampson Family YMCA of Greater Pittsburgh, Special Olympics, and Wesley Family Services.

Joseph Dressel is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He joined Baird in 2025 after 12 years at PNC Financial Services Group Inc. and is based in Pittsburgh, PA. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Bo Edvardsson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors for seven years before joining LPL Financial in 2023. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Kimberly Henry is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 30 years of industry experience, including roles at The Bank of New York Mellon and Northwest Bank prior to joining Cambridge. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Natalie Taylor is a financial advisor with J.P. Morgan Securities LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her prior roles include positions at Achieva Family Trust, PNC Wealth Management, and BNY Mellon Wealth Management. Taylor serves on the boards of several nonprofit organizations, including Shady Side Academy, Shadyside Hospital Foundation, Achieva Family Trust, and the Pittsburgh Glass Center, where she contributes to finance and investment committees. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Allen Zeolla is a financial advisor with Osaic Wealth, Inc. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He also operates AZ Financial, Inc., his own firm, and is involved in tax preparation services as the owner of Tax Services Plus. Additionally, Zeolla is a co-owner of Sign Trendy LLC, a business engaged in billboard management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, automated rebalancing, and access to third-party money managers and wrap programs.

Joseph Nichol is a Series 66 registered advisor at J.P. Morgan Securities with less than one year of industry experience. He previously worked at JPMorgan Chase Bank and Seven Oaks Country Club, and completed his education at Duquesne University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Josephine Mastilak is a CFP® certificant with 43 years of experience in the financial industry. She has been with Stifel since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Peter Seppi is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, 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 financial planning.

Joyce Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has worked at Cetera Investment Services and Cetera Investment Advisors LLC since 2019 and previously spent 14 years with PNC Investments. Outside of her advisory role, she serves as Treasurer for the Kiski Area Cross Country Boosters and holds a Director of Sales and Service position at First National Bank of PA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports discretionary and non-discretionary account management across various program structures.

Brandon Ledoux is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. His work history includes positions at First National Bank of Pennsylvania and Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and manager options across discretionary and non-discretionary accounts.