Jessica Bovo is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, Equitable Advisors, and Axa Advisors, among other positions. Outside of her advisory role, she is employed as a bartender at Aramark in Pittsburgh. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jerel Patch is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built a career since 1989. He serves as a founding member of The JB Group, advising a select group of affluent client families nationwide, including senior executives, business owners, and landowners across various industries. He emphasizes a boutique level of personalized wealth management, leveraging his deep expertise to align the efforts of clients' CPAs, attorneys, and firm specialists in addressing complex, multi-generational financial challenges such as wealth transfer, legacy planning, and philanthropic strategies. Jerel holds multiple professional designations, including Certified Private Wealth Advisor (CPWA®), Certified Investment Management Analyst (CIMA®), Chartered Retirement Plans Specialist (CRPS™), and Certified Plan Fiduciary Advisor (CPFA®), among others awarded by recognized industry organizations. His educational background includes a Bachelor's degree in International Political Economy from Colorado College and an MBA in Finance and Accounting from the University of Chicago Booth School of Business. Committed to community involvement, Jerel founded a group within his office to facilitate colleague participation in charitable organizations focused on hospice care, cancer, mental healthcare, and dyslexia. He and his wife Rachel, a retired oncology nurse and hospice volunteer, live in Denver where they engage in outdoor activities such as golfing, hiking, skiing, and fly fishing.

David Alderson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Robert Baird & Co., Hefren Tillotson, Inc., and TIAA-CREF. 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 portfolio programs, third-party asset management access, and institutional platforms, supported by advanced research and technology tools.

Matthew Smith is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides clients with financial planning and investment management services tailored to their individual needs. His focus is on assisting clients in developing strategies for wealth accumulation and preservation. Matthew brings his expertise to bear in the areas of financial advising within the wealth management sector. He works directly with clients to help navigate complex financial markets and achieve their financial objectives. He holds his position at Merrill Lynch Wealth Management, where he applies his knowledge and skills to deliver comprehensive financial advice. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Patrick Mcgrogan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual, and MetLife Securities. Outside of advisory work, he is involved with The Rock Financial Services Westmoreland LLC, a business entity formed for joint management of office-related expenses and tax preparation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach, using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning, asset management, and insurance products.

Edward Kavo is a CFP® professional with 49 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2011 and previously worked at Walnut Street Securities and Walnut Street Advisers. He serves as a board member of the Christ United Methodist Church Prime Time program. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Olivia Goodwill is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at LPL Financial LLC, Northwest Bank, JPMorgan Chase Bank, and Equitable Advisors, among other firms. Outside of her advisory roles, she has experience with businesses such as Tequila Cowboy and Pennhills Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers services primarily in an advisory capacity.

Eugene Bujaky is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its related entities since 2014, including VOYA Financial Advisors. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multiple program structures and investment platforms.

Robert Jamison III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Thomas Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Wells Fargo in 2024, he worked nine years at Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical for large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Christopher Vactor is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Outside of finance, he was involved with II Pizzaiolo for ten years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party program sponsors to deliver investment solutions tailored to client needs.

James Lowden is a CFP®-designated financial advisor with UBS Financial Services in Pittsburgh, PA, with 46 years of industry experience. He has been with UBS since 1979. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Christopher Merlo is a Series 66 licensed financial advisor with 19 years of industry experience, currently serving at Wells Fargo Advisors since 2023. Prior to this, he worked nearly a decade at Raymond James Financial Services and is involved in tax preparation and planning through his ownership of CAM Tax Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria.

David Liguori is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at UBS Financial Services for 14 years. Outside of his advisory role, he is the sole proprietor of Liguori Properties, LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm‑approved tools without providing individual security recommendations as part of standalone plans.

Pamela Hassinger is a financial advisor at Merrill with Series 63 and Series 66 credentials and 17 years of industry experience. She has been with Merrill Lynch since 1998. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Shannon Mccarey is a financial advisor at Morgan Stanley in Monroeville, PA, holding a Series 66 designation with 18 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and previously spent nine years with Federated Investors and its affiliated entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Figurelli is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following two years at EY. Outside of his advisory role, he co-owns and manages operations for a tax preparation business, Tax Man Joe LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on tax-aware withdrawal strategies and dependable income sources. The firm integrates proprietary research and third-party data in its recommendations, with an emphasis on clients meeting specific asset criteria and utilizing Ameriprise-managed assets.

Joseph Maker is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Waldron Private Wealth and PwC. Outside of advising, he is president of Lobo One LLC, a business in which he holds signing and tax authority responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supporting a broad advisor network with a range of advisory programs and institutional services.

Blaze Tatananni is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Private Bank, National Association from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services, with notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kees Van Der Zee is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Penn State, Stenson, Ripplematch, and Bobs Subs. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized advice using a variety of investment vehicles and third-party advisory models, operating without its own wrap fee program and integrating both proprietary and external solutions.