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.

Rush Hodgin is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at La Roche University from 2016 to 2020 before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income, tax-aware withdrawal strategies, and Social Security 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.

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.

Keith Colonna Sr. is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, in addition to prior experience at Citigroup Global Markets dating back to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques in its financial planning process.

Bavneet Makkar is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Cranberry Township, PA. Prior to Schwab, he worked at TD Ameritrade and has experience in various roles including behavioral specialist work through Gene Cook Supports, where he assists a client with autism focusing on personal development and emotional expression. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts within a large, integrated operational framework.

Daniel Joseph is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014 and previously was affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jill Baker is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in business ownership through JKBS, a consulting entity. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

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.

James Reed is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Gradient Securities and Five Points Frontier, and he has been involved with the George A. Reed Insurance Agency since 1991, where he is a part owner and agent specializing in property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through its national network of investment adviser representatives, including discretionary and non-discretionary management, model portfolios, and advanced technology-driven investment strategies.

Joseph Betten Jr. is a financial advisor with LPL Financial in Warrendale, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He worked previously at Cco Investment Services Corp for seven years before joining LPL Financial in 2017. Outside of his advisory role, he is involved with several insurance agencies affiliated with his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diversified advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research from internal and third-party sources.

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.

John Jones III is a financial advisor at Morgan Stanley with 17 years of experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Mark Sekera is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Prior to joining Schwab in 2020, he worked at TIAA and TIAA-CREF from 2013 to 2020. Outside of his advisory work, Sekera serves as a firefighter for the Cranberry Township Fire Department. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios, formal alternative-investment processes, and integrated brokerage, custody, and advisory services.

Justin Lloyd is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Eric Theoret is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career at Morgan Stanley-affiliated entities spans over 18 years, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to create tailored plans.

Ben Spagiare is a financial advisor with Equitable Advisors in Aspinwall, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Equitable Advisors since 2010, including time when the firm operated as Axa Advisors. His other business activities include involvement in an outside insurance business. Equitable Advisors serves a diverse client base, including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs and a hybrid advisory and brokerage model.

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.