Elise Yanders serves as a Wealth Management Advisor, leading The Yanders Group at Merrill Lynch Wealth Management. She specializes in a range of financial areas, including college education planning, legacy and philanthropic planning, socially responsible investing, and services tailored for endowments, foundations, and non-profits. Her team collaborates closely with clients to create personalized financial strategies that align with their unique goals. Elise holds a Master's Degree from the University of Illinois System and a Bachelor's Degree from the University of Tennessee System. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). Her expertise supports a comprehensive approach to wealth management. In addition to her professional work, Elise actively participates in community organizations such as the Allegheny YMCA, Shadyside Hospital Foundation, Urban League of Pittsburgh, and the YWCA of Greater Pittsburgh. She volunteers for initiatives including the MS Walk and Susan Komen Race for the Cure. Her personal interests include cooking, dancing, interior decorating, reading, running, spending time with family, and practicing yoga.

James Reed is a financial advisor with LPL Financial in Sewickley, PA, holding Series 63 and 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Gradient Securities and Five Points Frontier, and he has been involved with the George A. Reed Insurance Agency since 1991, where he is a part owner and agent specializing in property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through its national network of investment adviser representatives, including discretionary and non-discretionary management, model portfolios, and advanced technology-driven investment strategies.

Christine O'Brien is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as Vice President of the Reynolds School District Cross Country Boosters and is a trustee of the Goehring Family Irrevocable Trust. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Matthew Oxenreiter is a financial advisor with LPL Financial in Bridgeville, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including six years at Cetera Advisor Networks LLC prior to joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs, financial planning, and retirement consulting using discretionary and non-discretionary management supported by in-house and third-party research.

Grant Mellon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He worked at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s approach includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leah Laurent is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 designation with 19 years of industry experience. She previously worked at JP Morgan Institutional Investments Inc. for seven years before joining Edward Jones in 2019. Outside of her advisory role, she has been involved with Pittsburgh Posh Petals since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Lydia Messenger is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, KeyBank, Markel Corporation, UPMC, GTE Financial, GNC, Proforma, and the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.

John Jones III is a financial advisor at Morgan Stanley with 17 years of experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Julian Marturano is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining OSAIC in 2024, he spent 15 years at Woodbury Financial Services. Outside of his advisory work, he is involved in various insurance sales and holds leadership roles in insurance-related businesses. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of integrated brokerage and advisory services. The firm utilizes asset allocation tools and a variety of investment vehicles to manage portfolios on discretionary or non-discretionary bases.

Justin Lloyd is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Samantha Heiser is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Her prior roles include positions at Equitable Advisors, Ally Financial, and Clark Hill, PLC. She also has experience working in education and retail sectors. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, and offers both discretionary and non-discretionary management options.

Eric Theoret is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career at Morgan Stanley-affiliated entities spans over 18 years, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to create tailored plans.

Ben Spagiare is a financial advisor with Equitable Advisors in Aspinwall, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Equitable Advisors since 2010, including time when the firm operated as Axa Advisors. His other business activities include involvement in an outside insurance business. Equitable Advisors serves a diverse client base, including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs and a hybrid advisory and brokerage model.

Michael D'Ambrosio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. His prior experience includes roles at Sagepoint Financial, Inc. and Lewis, McBeth & D'Ambrosio. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios, third-party research, and technology-driven solutions.

Stephen Fuhrer is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He worked at Harvest Financial Corporation for 36 years before joining LPL Financial in 2023. He is also the owner of Fuhrer’s Inc., an insurance agency established in 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Laura Scholz is a financial advisor at Equitable Advisors with nine years of industry experience. She has previously worked at LPL Financial, FSC Securities, Seasons Financial Advisors, and TriState Capital Bank. Scholz serves as a board member of the Pittsburgh Stock and Bond Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and third-party managers to deliver its advisory and brokerage solutions.

Justin Grubisha is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Robert Baird & Co. since 2022 and Hefren Tillotson, Inc. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and offering various discretionary and non-discretionary management options.

Olivia Brinker is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she provides wealth planning strategies to local female business owners, families, and retirees. She became a partner in the Bohn, Brinker, Floberg, and Gleason Group in 2022 and serves as President of the Western PA Women's Exchange for Merrill Lynch Bank of America, a forum for women in wealth management divisions to share ideas and support personal, career, and leadership development. Since joining Merrill Lynch in 2015, Olivia has held various roles including Client Associate and Financial Advisor, building practices from the ground up. She focuses on client needs by actively listening to their goals and delivering tailored wealth management support through collaboration with team members and specialists. Her approach emphasizes quality, timeliness, and a disciplined process. Olivia holds a Bachelor's Degree from Slippery Rock University and an MBA from Chatham University. She has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). She is involved with professional organizations such as the Accounting & Financial Women's Alliance and the Chatham Alumni Advisory Board, and supports community organizations including Autism Speaks, Sampson Family YMCA of Greater Pittsburgh, Special Olympics, and Wesley Family Services.

Kavitha Ramlal is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Chase Bank and Northwest Bank. Outside of her advisory role, she manages rental property accounting and bookkeeping activities. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to develop financial plans, emphasizing an advisory role without individual security recommendations in standalone planning.

Timothy Zeuch Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior professional background includes roles with Northwestern Mutual and several Major League Baseball teams. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.