Scott Steiner is a financial advisor with LPL Financial based in Pittsburgh, PA. He holds a Series 65 designation and has two years of industry experience. Prior to joining LPL Financial, he was affiliated with Duquesne University and participated in volunteer income tax assistance programs. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shelley Coneybeer is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at The Huntington Investment Company, Bank of America, Merrill, and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Lopresti is a financial advisor at OSAIC with 33 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. Outside of his advisory role, he is a partner in Weiss Lopresti Capital Management and L&W Holdings, LLC, and also acts as an insurance agent focusing on fixed insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and provides access to discretionary and third-party managed strategies through a multi-advisor platform.

Michael Derouin is a CFP®-certified financial advisor with six years of industry experience, currently practicing at Edward Jones in New Kensington, PA. He has held multiple roles at Edward Jones since 2018, with prior experience in real estate and corporate positions, including a brief period as a real estate agent closing out a contract in Nashville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Ronald Geisler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Cetera and its affiliate firms since 2021 and spent 18 years at LPL Financial prior to that. Outside of his advisory work, he is also involved in fixed insurance sales, including life, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, using a multi-manager platform that includes affiliated and third-party managers across discretionary and non-discretionary program structures.

Gregory Molchen is a financial advisor with Raymond James & Associates in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at TriState Capital Bank, Chartwell TSC Securities Corp., and Northwestern Mutual. He is involved in local government as a member of the Bell Acres Borough Council and Planning Commission. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services through a variety of portfolio management strategies, emphasizing non-discretionary client relationships.

Mackenzie Powell is a financial advisor at Ameriprise with a Series 66 designation and has been in the industry since 2023. Prior to joining Ameriprise, Powell held various roles including positions at Westminster College and New Wilmington Nutrition. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Kantz is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Cetera Advisors LLC, Private Advisor Group, LLC, and LPL Financial. In addition to his advisory work, he is licensed to sell life, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.

Ralph Powell III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he is president of Monroeville Financial Advisors, LLC, a business focused on leasing office space. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Patrick Bransome is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Gregory Podufal is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and previously worked at PNC Bank from 2015 to 2019. Outside of his advisory role, he has a 50% ownership interest in a coffee truck business in Bridgeville, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Sarah Miller is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at BNY Mellon and PNC Bank. She serves as an executor and successor trustee for family estate matters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Leslie Hewitt is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting services through various tailored, non-discretionary programs.

Allison Plutt Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Financial Services since 1991 and PFS Investments Inc. since 1987. Prior to his financial career, he worked for the City of Pittsburgh from 1982 to 2017. He also receives compensation for part-time referrals of home security and automation products, as well as other home-related services, through affiliated companies. Primerica Advisors is an institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies mainly on model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Joseph Thompson is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Hefren-Tillotson, Raymond James & Associates, and Merrill. He has been with Robert Baird & Co. since 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager selection supported by internal research and technological tools, managing approximately $394 billion in regulatory assets as of the end of 2025.

Michael Gordon is a financial advisor with Morgan Stanley in Greensburg, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Daniel Joseph is a financial advisor at Equitable Advisors with 12 years of industry experience and holds a Series 66 designation. He has been with Equitable Advisors since 2014, previously associated with Axa Advisors. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model that assesses client information and risk tolerance to match them with appropriate advisory programs, utilizing a mix of third-party asset managers and internally managed strategies.

Elise Yanders is a Wealth Management Advisor leading The Yanders Group at Merrill Lynch Wealth Management, where she and her diverse team focus on managing clients' financial resources with an emphasis on socially responsible investment strategies. She is among the few African-American females who have worked on Wall Street and founded her own group to provide personalized wealth management. Her areas of expertise include college education planning, legacy planning, philanthropic planning, socially responsible and values-based investing, women and wealth, and services for endowments, foundations, and non-profits. She collaborates with clients to develop financial strategies tailored to their long-term 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 holds several 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). She is active in various professional and community organizations such as the Allegheny YMCA, Urban League of Pittsburgh, and Women's Sports Foundation Committee, and participates in community events like the MS Walk and Susan Komen Race for the Cure. Outside of her professional work, Elise enjoys cooking, dancing, interior decorating, reading, running, practicing yoga, and spending time with her family.

Christopher Schmauch is a financial advisor with Wells Fargo Advisors in Greensburg, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes positions at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. He has ownership interests in several investment-related businesses, including a financial planning practice and a partial ownership in Highlands Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Christine O'Brien is a financial advisor with LPL Enterprise, holding the Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior work includes a decade at Pruco Securities, LLC, and ongoing service with Prudential Insurance Company of America. 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 provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach, offering financial planning, consulting, and access to third-party asset managers and wrap programs.