Jason Kollar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 25 years of experience at Merrill, all as a Financial Advisor, and focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Jason's expertise includes executive compensation, family wealth management strategies, personal retirement planning, divorce transition planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree from Geneva College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason has been recognized on the Forbes Best-in-State Wealth Advisors list for 2022. Born and raised in Bentleyville, Pennsylvania, Jason is married with three children. He holds a pilot's license and enjoys golfing, hunting, fishing, and gardening. He lives on a 40-acre farm where he spends most of his time with family.

Chris Simakas is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley in various capacities since 2005, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, though clients are responsible for implementation and updates.

Mackenzie Powell is a financial advisor at Ameriprise with a Series 66 designation and has been in the industry since 2023. Prior to joining Ameriprise, Powell held various roles including positions at Westminster College and New Wilmington Nutrition. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amanda Dragan is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities, Inc. and Central Office Products (DBA Wireless Zone). Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Steven Kantz is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Cetera Advisors LLC, Private Advisor Group, LLC, and LPL Financial. In addition to his advisory work, he is licensed to sell life, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.

Ralph Powell III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he is president of Monroeville Financial Advisors, LLC, a business focused on leasing office space. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Natalie Meharey is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. In addition to her advisory role, she has been associated with Uber Technologies, Inc. since 2016. 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 strategies supported by internal and third-party investment teams for a range of individual and institutional clients.

Patrick Bransome is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Gregory Podufal is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and previously worked at PNC Bank from 2015 to 2019. Outside of his advisory role, he has a 50% ownership interest in a coffee truck business in Bridgeville, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Adam Kearns is a financial advisor with LPL Financial in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Cetera Investment Services, Cetera Investment Advisors, First National Bank of PA, Infinex Investments, and FIRST Commonwealth Bank. 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. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

Chris Zurich is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also manages existing clients from a Guardian Life Insurance book of business under a broker contract. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio management, and access to a range of brokerage and insurance products.

Cory Grandel is a financial advisor with LPL Financial in Carnegie, PA, holding a Series 63 designation and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and local government in Greene County. Outside of advising, he has managed a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Sarah Miller is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at BNY Mellon and PNC Bank. She serves as an executor and successor trustee for family estate matters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Corey Oltyan is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Pruco Securities LLC and Axa Advisors LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Leslie Hewitt is a financial advisor with Raymond James & Associates in Monroeville, PA, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. Prior to joining Raymond James in 2022, Hewitt worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Allison Plutt Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Financial Services since 1991 and PFS Investments Inc. since 1987. Prior to his financial career, he worked for the City of Pittsburgh from 1982 to 2017. He also receives compensation for part-time referrals of home security and automation products, as well as other home-related services, through affiliated companies. Primerica Advisors is an institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies mainly on model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Louis Mickavicz is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked with Cetera and its related entities since 2014 and has also been affiliated with First National Bank of Pennsylvania since 2012. Outside of his advisory role, he is involved in fixed life insurance sales and holds a 34% ownership interest in 4M Logistics LLC, a company that manages tenant screening, rent collection, and property maintenance for rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of over 10,000 independent advisors.

Keith Colonna Sr. is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, in addition to prior experience at Citigroup Global Markets dating back to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques in its financial planning process.

Joseph Thompson is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and Hefren-Tillotson prior to joining Robert Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Daniel Joseph is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014 and previously was affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.