Eric West is a Series 66-registered financial advisor with Thrivent Investment Management in Clinton, PA, where he has worked since 2026. Prior to joining Thrivent, he spent ten years with Community Consolidated School District #62 and nine years with Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and broad financial planning topics without portfolio management for institutional clients.

Gregory Ohl is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors Financial Network since 2011. Outside of his advisory role, he is involved in managing several investment-related entities, including ownership of a commercial real estate LLC and a financial practice support company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations across various specialized planning needs.

Hannah Snyder is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked as a senior producer at Hearst Television and as the owner, producer, and director of Rose Gold Pictures, an independent documentary film company. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment programs and third‑party managers.

Brian Paluso is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and previously worked at FSC Securities Corporation, Chartwell Investment Partners, Chartwell TSC Securities Corp., and TriState Capital Bank. In addition to his advisory role, he operates a business called Nursing Your Nest Egg. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various investment strategies.

Jacob Danner is a financial advisor at LPL Financial with Series 66 credentials and four years of industry experience. He has previously worked at Cetera and has maintained a role at James Eisnor since 2021. Outside of advisory services, he is involved with Benchmark Wealth Management, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Howard Mcelfresh is a CFA® charterholder with 22 years of industry experience. He is currently with Ameriprise Financial Services, where he has worked since 2026. His prior experience includes roles at Huntington Bank, TD Ameritrade, Edward Jones, New York Life Insurance, and Fifth Third Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service providing written Recommendation Reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s investment approach incorporates proprietary research, third-party data, and algorithmic tools within a defined investment ecosystem.

John Boffelly is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in developing, communicating, and executing tailored financial strategies for clients. He manages complex fiduciary, agency, and individual retirement accounts and collaborates with teams in wealth management, banking services, and trust services to support clients in achieving their financial goals. His client focus areas include family wealth management strategies, investment consulting for defined contribution plans, liquidity management, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John began his career as a Financial Advisor with Lincoln Financial Group and served as a Senior Portfolio Manager with PNC Wealth Management for 19 years before joining Merrill Lynch in 2016. He holds a Bachelor of Arts degree in History and Economics from the University of Pittsburgh and has earned the Personal Investment Advisor (PIA) designation. Beyond his professional role, John is an active member of the North Hills community and participates in various groups and affiliations. He is also a parishioner at Our Lady of Carmel in Ross Township.

John O’Donnell is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients’ individual financial goals. John provides support in areas such as college education planning, legacy planning, retirement income, portfolio management, and small business strategies, as well as investment consulting for defined contribution plans. With nearly five years of experience in the financial industry, John works closely with clients to develop financial plans focused on asset growth, income protection, and tax-efficient wealth transition. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. In addition to his professional work, John participates in community service, reflecting Merrill’s tradition of community involvement. His personal interests include hiking, attending sporting events, listening to music, golfing, basketball, cooking, football, soccer, swimming, reading, and spending time with his family.

Max Simone is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, he worked at Northern Trust and BNY Mellon. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Bovo is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Clearing Services, Equitable Advisors, and Axa Advisors. Outside of her advisory role, she is employed part-time as a bartender. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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 with Fidelity Investments in Covington, KY. He holds the Series 66 designation and has been with Fidelity since 2025. Prior to his current role, his background includes positions in various industries such as technology, construction, and retail sales. Outside of finance, he works part-time as a restaurant employee during the NFL season. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Robert Jamison III is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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. Prior to joining Equitable Advisors in 2017, he worked at AXA Advisors and was employed at LaRoche College. Outside of finance, he was involved for ten years with II Pizzaiolo. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and TAMPs to deliver advisory and brokerage solutions.

James Lowden is a CFP®-designated financial advisor with UBS Financial Services in Pittsburgh, PA, with 46 years of industry experience. He has been with UBS since 1979. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Joseph Rongaus is a financial advisor with UBS Financial Services in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he serves on the board of directors for South Hills Country Club, overseeing the club's operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Christopher Merlo is a Series 66 licensed financial advisor with 19 years of industry experience, currently serving at Wells Fargo Advisors since 2023. Prior to this, he worked nearly a decade at Raymond James Financial Services and is involved in tax preparation and planning through his ownership of CAM Tax Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria.

James Verlato is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include 20 years at Avantax Insurance Services and 15 years with 1st Global Advisor Services. He also operates as a sole proprietor CPA. Cetera Investment Advisers LLC provides services through a large network of independent advisors to a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees over $256 billion in assets under management.

Kenneth Marx is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been associated with Cetera Wealth Services since 2013 and currently works at Cetera in Washington, Pennsylvania. Outside of advisory services, he owns Station Capital Tax Services, a tax preparation and bookkeeping business, and is involved in Medicare sales and fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform that supports both discretionary and non-discretionary account structures.