Chris Zurich is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Guardian Life. Zurich manages a book of business from Guardian Life clients under a broker contract but does not solicit new Guardian business. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its research team and third-party strategists, and offers financial planning, access to external asset managers, and insurance product facilitation.

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.

Corey Oltyan is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2020. Prior to that, he held positions at Pruco Securities LLC, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., Axa Advisors, Llc, and Apptio. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and operates a multi-manager platform with various program structures and custodial relationships.

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.

Matthew Oxenreiter is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at Cetera Advisor Networks, Walnut Street Securities, and Vicus Capital. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of advisory strategies and operational tools.

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 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.

Ben Spagiare is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2010. Outside of his advisory role, he is involved in an outside insurance business. Equitable Advisors serves individual clients, 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 utilizes third-party advisory models and provides ERISA fiduciary services, delivering a range of investment solutions including mutual funds, ETFs, and alternative investments.

Stephen Fuhrer is a ChFC® with 39 years of industry experience, currently serving as a financial advisor with LPL Financial since 2023. Prior to joining LPL, he worked for 36 years at Harvest Financial Corporation. Fuhrer is also the owner of Fuhrer’s Inc., an insurance agency he has operated since 1986. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a broad range of financial planning and investment management solutions.

Laura Scholz is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at LPL Financial, TriState Capital Bank, and Seasons Financial Advisors. She serves as a nonprofit board member of the Pittsburgh Stock and Bond Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and relies on third-party asset managers and sponsored programs for most investment model implementations.

Justin Grubisha is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 13 years at Hefren Tillotson, Inc. The DDK Group, where Grubisha is a team member, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services supported by internal research and advanced tools, including artificial intelligence.