Stephen Bender is a financial advisor with Stifel in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he manages rental properties in Nags Head, North Carolina. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses designed to support client decision-making.

James Wallisch is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior firms include Raymond James Financial and Raymond James Financial Services, where he worked for over two decades. He serves on the endowment committee of Fox Chapel Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other entities. The firm offers a range of investment solutions including financial planning, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Michael Clark is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company, Schneider Downs Wealth Management Advisors, and PNC Investments. Cetera Investment Advisers LLC is a nationally registered SEC adviser serving individual clients, employer-sponsored 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 access to affiliated and third-party managers and various program options.

Kerry Kelly Jr. is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has previously worked at firms including Babb Inc, Fragasso Financial Advisors, LPL Financial LLC, and Private Client Services. Kelly serves as a board member of the Penn State New Kensington Alumni Association, a nonprofit that provides scholarships to Penn State students. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Isaacson is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Lawrence Gleason is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1996, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Larocco is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2020 before joining Fisher Investments in 2020. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services and manages a range of separate accounts and pooled investment vehicles.

Joseph Dambrosio is a financial advisor with LPL Financial in Monroeville, PA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Sagepoint Financial, INC for 11 years before joining LPL Financial in 2020. Outside of his advisory role, he owns a Fantastic Sams hair salon franchise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology, and diverse investment options.

Jennifer Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her background includes roles at Pennsylvania State Employee Credit Union, Citizens Securities, Inc., and Citizens Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Jacob Greenberg is a Series 66-licensed financial advisor with UBS Financial Services in Pittsburgh, PA, where he has worked since 2013. He has 14 years of experience in the industry. UBS Financial Services serves individual, corporate, and institutional clients through 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 investment strategies.

Thomas Conway is a ChFC® with 33 years of experience in the financial services industry. He is currently with OSAIC since 2024 and has held prior roles at Everbank and Securities America Advisors, Inc. Since 2002, he has also operated Conway Financial, where he is involved in the sale of fixed and equity index annuities as well as term life insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm utilizes a model-based investment approach with portfolio optimization tools and offers a variety of advisory and brokerage services across multiple platforms.

Jonathan Smith is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Clarfeld Financial Advisors, Citizens Bank, and BNY Mellon. Smith serves on the fundraising committee of the Carnegie Library of Pittsburgh’s Board of Trustees in a non-voting advisory capacity. Merrill provides managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services to a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm emphasizes multiple investment program strategies with both client and advisor discretion and integrates tax-efficient capabilities alongside its affiliation with Bank of America’s broader financial platform.

Fallon Kiefer is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 66 and Series 63 designations. She has two years of industry experience and has worked at Wells Fargo Clearing since 2021. Prior to that, her work history includes roles outside of the financial industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research and analytics to guide its investment approach, offering both brokerage and advisory solutions.

Eric Spiker is a financial advisor with Thrivent Investment Management based in Allison Park, PA. He holds the Series 66 designation and has five years of industry experience. Prior to joining Thrivent, he worked at Kevin Kilfoyle Insurance Agency and has held various roles including positions at the University of Pittsburgh and the Town of Ocean City. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across multiple topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Thomas Tornow is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 33 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Metropolitan Life Insurance Company, and MetLife Securities Inc. Outside of advisory work, he has been involved with Mademoiselle for more than three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, featuring access to third-party asset managers and model portfolios, alongside affiliated insurance and trust services.

Jonathan Weiss is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Company. Weiss is involved in several insurance and business ventures, including fixed insurance sales and managing an S corporation related to insurance commissions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering services ranging from comprehensive financial planning to advisor-managed portfolios and retirement consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform integrating various advisory and brokerage programs.

Won Son Erdman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience. Their prior roles include positions at Waldron Private Wealth, BNY Mellon Wealth Management, and Hunter Associates. Erdman serves as a committee member of the Alliance of Merger and Acquisition Advisors and owns LoBo One LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Leslie Craven is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, Craven serves on the Board of Directors for the Pine-Richland Opportunities Fund, a nonprofit focused on supporting local students. RBC Wealth Management, a division of RBC Capital Markets, offers financial planning, discretionary and non-discretionary portfolio management, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm customizes investment strategies to clients' risk profiles, utilizing a combination of in-house and third-party managers, with options for tax management and responsible investing.

Nolan Patouillet is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was involved with No Filter Photo Booth and Elon University. Nolan serves as a general board member for the Chartiers Valley Junior Colts, assisting with organizational and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors, branch offices, and affiliated capabilities beyond traditional advisory services.

Luke Mazur is a financial advisor at Merrill with a Series 66 designation and four years in the industry. His prior work experience includes roles at Bank of America, Fox Chapel Golf Club, and several small businesses in the Pittsburgh area. Outside of his advisory work, he has been involved in entrepreneurial ventures such as pressure washing and gutter services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.