Bryan Gratton is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including over a decade with Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also involved in insurance and advisory services through his role as owner of Gratton & Kerr Financial Group LLC and serves as a sales agent with The Kerr Agency Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including money-manager services and educational seminars.

Russell Werme is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 14 years of industry experience. He previously worked at Merrill for three years before joining Raymond James, where he has been since 2016. Outside of his advisory role, Werme owns Lucid Services, LLC, a business that bids on VA contracts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Laura Gleghorn is a Series 66-licensed financial advisor with Merrill in Sewickley, PA, where she has worked since 2003. She has 24 years of industry experience. 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.

Domenico Sciulli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at PNC Investments, PNC Bank, Citizens Securities, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and ESG processes.

Ryan Hollenbach is a financial advisor with Cetera, holding a Series 66 designation and possessing 21 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients nationwide.

Brodie Patten is a financial advisor with Osaic and holds a Series 66 designation. He has six years of industry experience, including five years at Lincoln Financial Advisors. Outside of advising, he is a licensed insurance agent offering accident, health, disability insurance, and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and offers discretionary and non-discretionary portfolio management across multiple investment types.

Tyler Blake is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, following prior roles at Citizens Financial Group and Pruco Securities. Outside of his advisory work, he serves as an assistant coach for the Moon Area High School boys soccer team. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies within the broader J.P. Morgan organization.

Patrick Garbinsky is a CFP® with 40 years of experience in the financial industry. He currently serves as an advisor with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Mutual Benefit Life. He is also involved in fiduciary activities related to the Estate of Mary Lou Stewart. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with model portfolios and research from LPL and third-party providers.

Stacey Sullivan is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at CUSO Financial Services, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, she is involved with the YMCA in New Brighton, PA. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports both discretionary and non-discretionary investment strategies and provides access to proprietary and third-party model solutions.

Jeffrey Mills is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Waddell & Reed, Inc. Outside of his advisory role, Mills is an independent insurance agent and a college funding aid counselor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house research and third-party model portfolios.

Michael Champ is a CFP® professional with two years of experience, currently serving as an advisor at Raymond James & Associates. His background includes roles in education and municipal service at various institutions in Beaver, PA, along with his current position at Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

James Stager is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, specializing in wealth management strategies and retirement planning. James works closely with high net worth individuals and business owners, focusing on helping them invest and preserve assets to achieve retirement and legacy goals. He holds a Bachelor of Arts degree in Economics with a minor in Anthropology from the College of William and Mary and earned an MBA with a concentration in strategic planning and finance from the University of Pittsburgh's Joseph M. Katz Graduate School of Business. James has professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is active in his community and maintains involvement with his alma mater, serving on the College of William and Mary Reunion Committee. He is also engaged with several wildlife conservation organizations such as Ducks Unlimited and the Wild Sheep Foundation. In his personal time, he enjoys fishing, hunting, reading, traveling, and spending time with his family.

Lacey York is a financial advisor at Stifel with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel since 2009. Outside of her advisory role, she serves as an endowment committee member for the Child Health Association of Sewickley, assisting with updating investment policy statements and evaluating endowment performance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sonia Khanna is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. She previously worked at Thakar Financial LLC and Raymond James Financial Services, Inc. for six years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Renee Varner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Cetera and its affiliated entities since 2015. Outside of her advisory role, she is involved in fixed life insurance sales outside of Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.

Kathleen Cavataio is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Gang is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the Maggio Group in 2023, bringing extensive experience from his long-standing career in the financial industry. Since beginning his career in 1998, Kevin has worked with firms such as J.P. Morgan, AllianceBernstein, Federated Hermes, and most recently served as Senior Vice President at Strive Asset Management. He holds a bachelor's degree in Economics from Allegheny College and is a Certified Investment Management Analyst (CIMA) as well as a Personal Investment Advisor (PIA). Kevin lives in Peters Township with his wife Jamie and their five children. Outside of work, he spends time with his family, participates in church activities, enjoys reading, and watching college football.

Richard Petro is a financial advisor at OSAIC with 35 years of industry experience. He has held positions at Securities America Advisors, Inc. and SECURITIES AMERICA Inc. from 2010 to 2024. Outside of his advisory role, he is an agent with Canella Financial Group, engaged in fixed annuity and life insurance sales since 1991. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to manage portfolios across various asset classes.

Matthew Hurray is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 26 years of experience to his role. He specializes in addressing a range of client needs, including corporate executive services, equity compensation, retirement planning, portfolio management, and small business strategies. Matthew works with senior executives, business owners, and multi-generational families to develop financial plans that adapt to evolving client priorities and goals. Joining Merrill in 1996, Matthew has extensive experience advising clients on complex financial decisions such as stock option strategies, deferred compensation, retirement planning, and business transitions. He focuses on tailoring investment portfolios that align with individual goals, risk profiles, and timelines, utilizing both traditional and alternative investments as appropriate to pursue growth in varying market environments. Matthew holds a Bachelor's degree in economics and finance from the University of Dayton and a Master's degree in Business Administration from Duquesne University. He is a Personal Investment Advisor (PIA) and is actively involved in community organizations, serving as a committee member for the Duquesne University Student Athletic Fund. Matthew resides in Cranberry Township, Pennsylvania with his wife, Julie, and their twins.

Jessica Leto is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.