Michael Mitchko is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He previously worked for Edward Jones for ten years before joining Equitable Advisors in 2026. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a network of Investment Adviser Representatives. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, emphasizing client information gathering, risk assessment, and the use of third-party asset managers and advisory models.

Alan Breedlove is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, Citigroup Global Markets in 2008-2009, and UBS Financial Services in 2007-2008. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, including tailored financial and estate planning. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Thomas Eaglehouse is a Series 65-credentialed financial advisor with 11 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2023 and previously spent six years with Foundations Investment Advisors, LLC. Outside of his advisory work, he is also involved as an agent in the insurance and benefits sector. Cambridge Investment Research Advisors serves a diverse clientele, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides access to multiple platforms and third-party advisers and develops proprietary model strategies under its Founders Gate Capital brand.

Courtney Mitchko is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. Prior to Edward Jones, she worked at Corpay, American Express, Capital One, and UPS. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Lynn Sunseri is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in making informed decisions.

Stephanie Bracken is a CFP® professional with two years of experience in financial advising at LPL Financial. Her prior work includes roles at Nordstrom and UPMC Magee Womens Research Institute. 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 portfolio programs, and institutional platforms, supported by advanced research tools and a network of over 22,800 advisors.

Joseph Murray is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual Investment Services LLC, Federated Hermes, and BNY Mellon. 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 portfolio programs, third-party asset management access, and institutional platforms.

Jean Schmid is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley Smith Barney, and Citigroup Global Markets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colin Rosenberg is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides comprehensive advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Zachary Kenny is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at firms including Federated Hermes, PNC Investments, and Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lauren Bauer is the Resident Director and a Wealth Management Advisor at Merrill, where she has been serving clients since 2015. She provides personalized financial advice and guidance, assisting individuals and organizations in planning and investing for retirement and other financial objectives. Lauren focuses on simplifying the investment process through a disciplined approach, while also offering expertise in corporate and nonprofit retirement plans. Lauren holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute, along with the Certified Plan Fiduciary Advisor (CPFA) designation and is a Retirement Benefits Consultant. She earned her bachelor's degree from the University of Dayton and has completed a program at Chicago Booth School of Business. Lauren leverages her educational background to help clients and retirement plan participants better understand their investment options. In addition to her professional work, Lauren is involved in the community, serving on the Board of Trustees for the Erie Community Foundation. She is an active member of the Erie Women's Fund, Women United for Community Schools, and the United Way Young Leaders Society. Her involvement reflects a commitment to supporting local organizations and initiatives.

Marissa Dello Russo is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having four years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at Stitch Fix and engaged in roles with the Pittsburgh Chapter of the American Institute of Architects and Girl Scouts Western Pennsylvania. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and research but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Jonathan Adams is a Series 66-licensed financial advisor with Merrill, based in Pittsburgh, PA, and has 12 years of industry experience. He has worked with Merrill since 2009 and also has a record with Bank of America dating back to 2016. Adams serves as a board member and commissioner in a youth baseball organization, Quaker Valley Softball Baseball. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Staib is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and YTS Wealth Management since 2024 and has prior experience in landscaping and education. Staib is also affiliated with the University of Pittsburgh and has held various roles in the education sector. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Derek Evans is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions while leveraging research from Wells Fargo Investment Institute and third-party sources.

Guy Filewich is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Laurel Financial Group, and Equitable Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools across diverse planning areas, including retirement, wealth transfer, and specialized niche services.

Brian Duncan is a CFP® professional with 19 years of experience in financial advising. He is affiliated with Cambridge Investment Research Advisors and has held advisory roles and ownership positions in multiple financial and wealth management firms since 2007. Duncan serves as Treasurer and board member of the Keystone Community Foundation. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, including pension and charitable organizations. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Joseph Petrovich is a financial advisor with Cetera, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Goldman Sachs Wealth Services and Voya Financial Advisors, as well as work with Northwestern Mutual and Populus Group. Outside of finance, he has been involved with Steel City Aquatics (British Swim School) for several years. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Michael King is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he spent nine years with Wells Fargo Clearing. Outside of his advisory role, he owns and operates King Real Estate Group. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning processes and comprehensive investment resources.

Cameron Ryan is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 credential. Prior to joining Equitable Advisors in 2022, Cameron held various roles outside the financial industry. He also tutors children in math. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and other institutional clients through a network of Investment Adviser Representatives, utilizing a range of firm-offered programs and third-party asset managers.