Natalie Meharey is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. In addition to her advisory role, she has been associated with Uber Technologies, Inc. since 2016. 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, offering model-based and discretionary strategies supported by internal and third-party investment teams for a range of individual and institutional clients.

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.

Cory Grandel is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. His background includes extensive work with Waddell & Reed, Inc. and several local organizations, including the Pennsylvania State Treasurer Association and United Way of Greene County. Outside of his advisory role, he has managed a business entity, Cory L. Grandel, LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies.

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 designations and has worked at Raymond James since 2022. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Raymond James & Associates 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

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 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.

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 serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She is the founder of The Yanders Group at Merrill, where she leads a diverse team of financial professionals committed to managing clients' financial resources, integrating socially responsible investment strategies into their wealth management approach. Yanders 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 earned a Master's Degree from the University of Illinois System and a Bachelor's Degree from the University of Tennessee System. Her areas of expertise include college education planning, legacy planning, philanthropic planning, socially responsible and ESG investing, and wealth management for various client groups such as women, LGBT individuals, and those in sports and entertainment. Yanders is actively involved in her community, participating in organizations such as the Allegheny YMCA, Community College of Allegheny County Foundation, and the Urban League of Pittsburgh, among others. She also volunteers for events like the MS Walk and Susan Komen Race for the Cure. Outside of her professional pursuits, her personal interests include cooking, dancing, interior decorating, reading, running, spending time with her family, and yoga.

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.

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.

Lydia Messenger is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, KeyBank, Markel Corporation, UPMC, GTE Financial, GNC, Proforma, and the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.

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.

Julian Marturano is a financial advisor with OSAIC holding a ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. He is involved in life and health insurance sales through multiple agencies and serves as founder of Service Financial Group, LLC. OSAIC serves a wide range of clients including individual and institutional investors, offering integrated brokerage and advisory services. The firm utilizes various tools such as asset-allocation models and risk-tolerance assessments to build diversified portfolios and provides access to multiple advisory platforms and third-party money managers.

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.

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.