George Batyko is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Gregory Ohl is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he is involved in managing a real estate holding company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services using proprietary research and tools, with flexible implementation options across brokerage and advisory platforms.

Brian Paluso is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial, having joined in 2021, and previously worked at firms including FSC Securities Corporation, Chartwell Investment Partners, TriState Capital Bank, and Invesco Advisers. Outside of his advisory role, he operates a business called Nursing Your Nest Egg. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a mix of proprietary research, third-party strategies, and technology tools across its extensive advisor network.

Jacob Danner is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cetera and James Eisnor. Outside of his advisory work, he has been involved with several businesses in the hospitality and event sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management programs, supported by advanced research tools and a large network of advisors.

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.

Eric Lewis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2005 with The Larsen Group as a Client Associate before advancing to an Investment Associate. In 2007, Eric became a Financial Advisor and has since played a key role in developing and maintaining client relationships. He utilizes his knowledge of resources available through Merrill and Bank of America, including credit and lending services, to support his clients' financial needs. Eric’s expertise includes discretionary portfolio management, investment strategies, and assisting business executives and entrepreneurs with 401(k) plan offerings and employee education. His client focus areas span college education planning, divorce transition planning, equity compensation services, institutional investment consulting, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Eric holds several professional designations, including the Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA). He earned his bachelor’s degree in Finance from Slippery Rock University in Pennsylvania. Outside of his professional work, Eric lives in Prospect, Pennsylvania with his wife and two children. He enjoys a range of personal interests such as biking, cooking, football, golfing, hiking, music, scuba diving, skiing, surfing, and volleyball.

Christina Martin Fuselier is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 1992. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through affiliated companies.

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.

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.

Eugene Bujaky is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its related entities since 2014, including VOYA Financial Advisors. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multiple program structures and investment platforms.

Robert Jamison III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

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.