Shane Stewart is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he participates in the Conservation Reserve Enhancement Program (CREP) through the Farm Service Agency in Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Scott Fenwick is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he contributes to Fansided and works as a rideshare driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Neda Fritz is a financial advisor with Ameriprise in Wexford, PA, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise provides a retirement-income planning service for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Kadilak Jr. is a CFP®-certified financial advisor with 43 years of industry experience. He is currently with Cetera and has held roles at Securian Financial Services and Minnesota Life Insurance Company. He serves on the advisory board of the Beaver Rehabilitation Center. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and approximately 800,000 clients across individual, corporate, charitable, and institutional segments. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Michael Mitchko is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He previously worked for Edward Jones for ten years before joining Equitable Advisors in 2026. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a network of Investment Adviser Representatives. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, emphasizing client information gathering, risk assessment, and the use of third-party asset managers and advisory models.

Alan Breedlove is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, Citigroup Global Markets in 2008-2009, and UBS Financial Services in 2007-2008. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, including tailored financial and estate planning. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Brendon Costa is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior roles include positions at Global Retirement Partners, HB Retirement, LPL Financial, and Ameriprise. He is involved as a director of Beale Financial Group and as an investment advisor representative at PK Retirement Advisory. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to both proprietary and third-party investment strategies across multiple platforms.

Walter Mancing is a financial advisor with Stifel in Beaver, PA, holding a Series 66 credential and 22 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he is involved in writing and producing film and television screenplays, comic books, and novels through his joint ownership of Hammerspace LLC. Mancing also serves on the Board of Trustees and multiple committees at The Ellis School, a private K-12 girls’ school. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment methodologies and provides services ranging from financial planning to asset allocation guidance.

Courtney Mitchko is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. Prior to Edward Jones, she worked at Corpay, American Express, Capital One, and UPS. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Joseph Murray is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual Investment Services LLC, Federated Hermes, and BNY Mellon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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.

Colin Rosenberg is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides comprehensive advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Zachary Kenny is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at firms including Federated Hermes, PNC Investments, and Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Luca Pusateri is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at Integrity Financial Advisors, LLC, K&L Ventures, and involvement with the University of Kentucky Football Team. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Michael Yoder is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, Clearbridge Investments, Ferris, Baker Watts, Citigroup Global Markets, and Legg Mason Wood Walker. He is based in Sewickley, PA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources, applying diversification and modern portfolio theory to its offerings, while providing brokerage and advisory solutions at scale.

Lauren Bauer is the Resident Director and a Wealth Management Advisor at Merrill, where she has been serving clients since 2015. She provides personalized financial advice and guidance, assisting individuals and organizations in planning and investing for retirement and other financial objectives. Lauren focuses on simplifying the investment process through a disciplined approach, while also offering expertise in corporate and nonprofit retirement plans. Lauren holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute, along with the Certified Plan Fiduciary Advisor (CPFA) designation and is a Retirement Benefits Consultant. She earned her bachelor's degree from the University of Dayton and has completed a program at Chicago Booth School of Business. Lauren leverages her educational background to help clients and retirement plan participants better understand their investment options. In addition to her professional work, Lauren is involved in the community, serving on the Board of Trustees for the Erie Community Foundation. She is an active member of the Erie Women's Fund, Women United for Community Schools, and the United Way Young Leaders Society. Her involvement reflects a commitment to supporting local organizations and initiatives.

Marissa Dello Russo is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having four years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at Stitch Fix and engaged in roles with the Pittsburgh Chapter of the American Institute of Architects and Girl Scouts Western Pennsylvania. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and research but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Jonathan Adams is a Series 66-licensed financial advisor with Merrill, based in Pittsburgh, PA, and has 12 years of industry experience. He has worked with Merrill since 2009 and also has a record with Bank of America dating back to 2016. Adams serves as a board member and commissioner in a youth baseball organization, Quaker Valley Softball Baseball. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Logan Nash is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining LPL Enterprise, Nash worked at Uber and has academic and teaching experience at the University of Pittsburgh and North Hills High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and other financial services.

Bradley Tiche is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 34 years of industry experience. He has been with Cambridge since 2009, following a brief tenure at First Midwest Securities, Inc. Outside of advising, he is involved in agricultural ventures through ownership of Muddy Creek Outdoor Ventures/Farm. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing 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.

Patrick Bould is a financial advisor with Cetera and holds a Series 63 designation. He has 22 years of industry experience, including roles at Cetera since 2004 and operating his own firm, Bould Financial Professionals, since 2012. In addition to his advisory work, he serves as president of Bould & Associates P.C., an accounting, tax, and consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets.