Jessica Bovo is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, Equitable Advisors, and Axa Advisors, among other positions. Outside of her advisory role, she is employed as a bartender at Aramark in Pittsburgh. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Vivis is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments, he held positions at Somerset Trust Company and has a diverse background including work in education and local businesses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios, and it is notable for its use of systematic methodologies and oversight of sub-advisers.

Isaiah Jackson is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and NYLife Securities LLC. Jackson also has experience outside of finance, having worked at Verizon for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jerel Patch is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built a career since 1989. He serves as a founding member of The JB Group, advising a select group of affluent client families nationwide, including senior executives, business owners, and landowners across various industries. He emphasizes a boutique level of personalized wealth management, leveraging his deep expertise to align the efforts of clients' CPAs, attorneys, and firm specialists in addressing complex, multi-generational financial challenges such as wealth transfer, legacy planning, and philanthropic strategies. Jerel holds multiple professional designations, including Certified Private Wealth Advisor (CPWA®), Certified Investment Management Analyst (CIMA®), Chartered Retirement Plans Specialist (CRPS™), and Certified Plan Fiduciary Advisor (CPFA®), among others awarded by recognized industry organizations. His educational background includes a Bachelor's degree in International Political Economy from Colorado College and an MBA in Finance and Accounting from the University of Chicago Booth School of Business. Committed to community involvement, Jerel founded a group within his office to facilitate colleague participation in charitable organizations focused on hospice care, cancer, mental healthcare, and dyslexia. He and his wife Rachel, a retired oncology nurse and hospice volunteer, live in Denver where they engage in outdoor activities such as golfing, hiking, skiing, and fly fishing.

Matthew Smith is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides clients with financial planning and investment management services tailored to their individual needs. His focus is on assisting clients in developing strategies for wealth accumulation and preservation. Matthew brings his expertise to bear in the areas of financial advising within the wealth management sector. He works directly with clients to help navigate complex financial markets and achieve their financial objectives. He holds his position at Merrill Lynch Wealth Management, where he applies his knowledge and skills to deliver comprehensive financial advice. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Olivia Goodwill is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at LPL Financial LLC, Northwest Bank, JPMorgan Chase Bank, and Equitable Advisors, among other firms. Outside of her advisory roles, she has experience with businesses such as Tequila Cowboy and Pennhills Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers services primarily in an advisory capacity.

David Gawne is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Securities Corp. and Grove Point Investments, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Thomas Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Wells Fargo in 2024, he worked nine years at Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical for large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Christopher Vactor is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Outside of finance, he was involved with II Pizzaiolo for ten years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party program sponsors to deliver investment solutions tailored to client needs.

Robert Dunbar is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory work, he serves on the Board of Directors for Little Big Horn Associates, a historical association, where he oversees conference site decisions and leads conferences. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individual and institutional clients, including portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

David Liguori is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at UBS Financial Services for 14 years. Outside of his advisory role, he is the sole proprietor of Liguori Properties, LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm‑approved tools without providing individual security recommendations as part of standalone plans.

Jason Curran is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at BNY Mellon Investor Solutions, LLC and spent over a decade at Morgan Stanley Alternative Investment Partners. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Johnathan Miller is a financial advisor with Robert W. Baird & Co. in Pittsburgh - Wexford, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird, he worked at BNY Mellon and CNB Bank. Miller also has experience with Pro Football Focus. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and brokerage services, utilizing internal research and a mix of manager- and model-traded strategies.

Pamela Hassinger is a financial advisor at Merrill with Series 63 and Series 66 credentials and 17 years of industry experience. She has been with Merrill Lynch since 1998. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Mc Kee is a Series 66-credentialed financial advisor with 11 years of industry experience, currently associated with Robert Baird & Co. since 2022. He previously worked at Hefren-Tillotson, Inc. from 2015 to 2022. Mc Kee serves as an Investment Committee Member for the Marsha Mae Foundation, a scholarship fund. Robert Baird & Co.'s DDK Group operates within the Private Wealth Management department, providing services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a variety of portfolio management strategies, ongoing manager selection, and internal research tools, including artificial intelligence, to deliver advisory services.

Blaze Tatananni is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Private Bank, National Association from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services, with notable inclusion of insurance-related investment options and bank deposit sweep programs.

Austin Miller is a financial advisor with LPL Enterprise, holding the Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he has experience working in education at Gannon University and Knoch High School and Middle School, as well as involvement with Miller Farms for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

Kristopher Nuttall is a financial advisor at Edelman Financial Engines with 22 years of industry experience. His prior roles include positions at The Mutual Fund Store and Natcity Investments, among others. He holds Series 63 and 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management across a range of account types.

William Evancho is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes positions at UBS Financial Services Inc. and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to client risk profiles.

Kees Van Der Zee is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Penn State, Stenson, Ripplematch, and Bobs Subs. Equitable Advisors serves a diverse client base that includes individuals, 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 emphasizes personalized advice using a variety of investment vehicles and third-party advisory models, operating without its own wrap fee program and integrating both proprietary and external solutions.