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.

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 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.

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.

Patricia John is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2022, previously serving at Hefren-Tillotson, Inc. for 16 years. She is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and use of artificial intelligence in client advice.

Jean Schmid is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley Smith Barney, and Citigroup Global Markets. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 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.

Lauren Bauer is the Resident Director and Wealth Management Advisor at Merrill, where she has served since 2015. In her role, Lauren specializes in providing financial advice and guidance to individuals and organizations, focusing on retirement and other financial goals. She assists clients through a disciplined process that emphasizes simplicity, transparency, and progress measurement. Lauren also focuses on corporate and nonprofit retirement plans, holding internal designations such as Senior Retirement Benefits Consultant and Defined Contribution Investment Consulting, as well as the Certified Plan Fiduciary Advisor credential. Lauren holds the Certified Investment Management Analyst (CIMA) designation issued by the Investments & Wealth Institute. She earned this credential after completing a program at the Chicago Booth School of Business. Additionally, Lauren is a Personal Investment Advisor and a Retirement Benefits Consultant. She graduated from the University of Dayton with a bachelor's degree. Lauren is involved in community organizations including serving as a Trustee of the Erie Community Foundation and participating in the Erie Women's Fund, Women United for Community Schools, and UPMC Safe Harbor Behavioral Health.

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.

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.