Michael Mitchko is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Breedlove is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following several years at Morgan Stanley Smith Barney LLC. 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 supported by structured discovery processes and firm-approved planning tools.

Brendon Costa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include significant tenure at LPL Financial, HB Retirement, and Global Retirement Partners. He is also involved as an investment advisor representative and director in several related business activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

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 two years of industry experience. Prior to joining Edward Jones in 2023, Courtney worked at Corpay, American Express, Capital One, and UPS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 nationwide network of more than 23,000 financial advisors.

Lynn Sunseri is a financial advisor with Stifel in Bethel Park, PA, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with Stifel since 2007. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jean Schmid is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing Services LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with the broader Bank of America platform, offering access to a wide range of products and services.

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.

Michael Yoder is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary options, with notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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 advisor with Merrill in Pittsburgh, PA, with 12 years of industry experience. He has worked at Merrill since 2009 and concurrently with Bank of America since 2016. Outside of his advisory role, he serves as a board member and commissioner for Quaker Valley Softball Baseball, a youth baseball organization. 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 to individuals, high-net-worth clients, pension plans, and charitable organizations.

Bradley Tiche is a CFP® and ChFC® with 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory work, he is involved in agricultural operations through Muddy Creek Outdoor Ventures/Farm and holds ownership roles in several related business ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

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.

Danika Wukich is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is part of a team that provides personalized wealth management advice to help clients build, manage, and preserve their wealth. The team focuses on establishing clear objectives and developing prudent strategies tailored to each client’s unique financial situation, drawing on the resources available through Merrill. Danika holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from California State University San Bernardino after graduating from Notre Dame High School. Her areas of client focus include education planning, liquidity management, retirement income, personal retirement planning, portfolio management services, and small business strategies. Outside of her professional role, Danika enjoys biking, camping, golfing, music, tennis, and spending time with her family.

Derek Evans is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Guy Filewich is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 18 years with Commonwealth Financial Network and Laurel Financial Group. He also has experience in fixed insurance sales. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with recommendations delivered through meetings and written summaries.

Joseph Petrovich is a financial advisor with Cetera holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms including Voya Financial Advisors, Northwestern Mutual, and Schneider Downs & Co., Inc. Outside of finance, he is involved with Steel City Aquatics (British Swim School). Cetera Investment Advisers LLC distributes services through a large network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services.

David Pratti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he operates an insurance business under the name First Choice Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michael King is a financial advisor at Morgan Stanley with 43 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he owns and operates a real estate group in Wexford, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment management services supported by structured planning tools and a broad range of advisory programs.