Cory Grandel is a financial advisor with LPL Financial in Carnegie, PA, holding a Series 63 designation and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and local government in Greene County. Outside of advising, he has managed a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Sarah Miller is a financial advisor at Merrill with a Series 66 license and one year of industry experience. Prior to joining Merrill, she worked at BNY Mellon and PNC Bank, where she spent nine years. Outside of her advisory role, she serves as executor and successor trustee for family estates. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, and institutional entities.

Corey Oltyan is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Pruco Securities LLC and Axa Advisors LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, 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 discretionary and non-discretionary program options.

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.

Louis Mickavicz is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked with Cetera and its related entities since 2014 and has also been affiliated with First National Bank of Pennsylvania since 2012. Outside of his advisory role, he is involved in fixed life insurance sales and holds a 34% ownership interest in 4M Logistics LLC, a company that manages tenant screening, rent collection, and property maintenance for rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of over 10,000 independent advisors.

Joseph Thompson is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and Hefren-Tillotson prior to joining Robert Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and complex investment strategies.

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.

Elise Yanders is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she leads The Yanders Group. She and her team focus on managing clients' financial resources while incorporating socially responsible investment strategies. Elise has a pioneering background as one of the first African-American females on Wall Street. Her expertise spans college education planning, legacy planning, philanthropic planning, socially responsible investing, and services tailored for endowments, foundations, and non-profits. She collaborates closely with clients to develop personalized financial strategies aimed at helping them achieve 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). Outside of work, she is involved in various community organizations and events, including the Allegheny YMCA, Urban League of Pittsburgh, and charitable events such as MS Walk and Susan Komen Race for the Cure.

Matthew Oxenreiter is a financial advisor with LPL Financial in Bridgeville, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including six years at Cetera Advisor Networks LLC prior to joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs, financial planning, and retirement consulting using discretionary and non-discretionary management supported by in-house and third-party research.

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.

Justin Lloyd is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates its investment services with Bank of America’s broader platform, including lending, custody, and principal trading activities.

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.

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.

Laura Scholz is a financial advisor at Equitable Advisors with nine years of industry experience. She has previously worked at LPL Financial, FSC Securities, Seasons Financial Advisors, and TriState Capital Bank. Scholz serves as a board member of the Pittsburgh Stock and Bond Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and third-party managers to deliver its advisory and brokerage solutions.

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. Since joining Merrill in 2015, she has held various roles including Client Associate and Financial Advisor, developing fundamental practices tailored to her clients' goals. In her current role, she emphasizes a disciplined process, active listening, and collaboration with team members and specialists to deliver comprehensive wealth management support. Olivia became a partner in the Bohn, Brinker, Floberg, and Gleason Group in 2022. She holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Olivia earned a Bachelor's Degree from Slippery Rock University and a Masters of Business Administration (MBA) from Chatham University. She serves as President of the Western PA Women's Exchange for Merrill Lynch Bank of America, a forum promoting support and leadership development for women in wealth management. Her professional affiliations include the Accounting & Financial Women's Alliance, Chatham Alumni Advisory Board, Magee Womens Research Institute and Foundation, Pittsburgh Young Professionals, Wesley Family Services, and Women's Exchange of Western Pennsylvania. Olivia is also involved in community organizations such as Autism Speaks, Sampson Family YMCA of Greater Pittsburgh, Special Olympics, and Wesley Family Services.

Kavitha Ramlal is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Chase Bank and Northwest Bank. Outside of her advisory role, she manages rental property accounting and bookkeeping activities. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to develop financial plans, emphasizing an advisory role without individual security recommendations in standalone planning.