Christine O'Brien is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. 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 serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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.

Stephen Fuhrer is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He worked at Harvest Financial Corporation for 36 years before joining LPL Financial in 2023. He is also the owner of Fuhrer’s Inc., an insurance agency established in 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Timothy Zeuch Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior professional background includes roles with Northwestern Mutual and several Major League Baseball teams. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Richard Deitrick Jr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Stephen Bulazo Jr. is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Painewebber Incorporated since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

David Maniet is a financial advisor at LPL Financial with 31 years of industry experience. He previously spent 20 years at Triad Advisors, Inc. Outside of his advisory work, Maniet is involved in automotive restoration and storage through a business called Daves Toy Box, and he owns a retail operation specializing in hobby and estate merchandise. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research from multiple sources.

Joseph Dressel is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He joined Baird in 2025 after 12 years at PNC Financial Services Group Inc. and is based in Pittsburgh, PA. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, 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 across traditional and non-traditional investment strategies.

Vito Cedro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at LPL Financial since 2012 and previously spent six years at Alpern Wealth Management, LLC. Cedro is also involved with Cedro Wealth Management, LLC and H2R Wealth Management, both entities related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment strategies supported by LPL Research and third-party subadvisors.