Giovanni Giambanco is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. He has been with Equitable Advisors since 2022 and has prior experience that includes roles at Clarion University and Weis Markets. Outside of his financial advisory work, he is active as a self-employed sales vendor on multiple online marketplaces including eBay, Facebook Marketplace, Mercari, and Depop. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to match clients to advisory program models or discretionary managers, utilizing both proprietary and third-party solutions.

Stephen Pepmeyer is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and has prior involvement with St. Sebastian Church from 2010 to 2017. In addition to his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a percentage-based wrap fee structure rather than fixed fees.

Lance Cunningham is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of advising, he is co-owner of an oil and gas leasing business, owner of a tax preparation firm, and serves as an elder on the board of Unity Presbyterian Church. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christine Dobis is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at BNY Mellon and S&T Bank and has a background that includes ownership interests in a sales consulting firm and a family investment holding company. 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 a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elliot Kistler is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with DSF Wealth Management Group, Voya Financial Advisors, and Cetera Wealth Services, among others. He is also involved as a financial professional with DSF Wealth Management Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

Jeremy Floberg is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2002. Outside of his advisory role, he serves as a raft guide for River Riders, a for-profit corporation. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Patrick is a financial advisor with Wells Fargo Clearing in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside his advisory work, he serves as a trustee of a family trust and acts as executor for his father’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Kevin Murphy is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, he worked at Petsmart for sixteen years. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services through a variety of program strategies and extensive manager selection overseen by the firm’s CIO and platform.

Matthew Prepelka is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes 12 years at UBS Financial Services Inc. Outside of his advisory role, he owns Two Brothers Holdings (Bucks and Bos Archery Shop) and Big Bow Outdoor Productions, a media production company, and serves on the board of Outdoor Immersion, a charitable organization managing a race event. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitchell Mercer is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at THE O.N. Equity Sales Company, Ohio National Financial Services, and Federated MDTA LLC. Mercer is also involved in selling life insurance and operates a business entity related to his LPL work. 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 utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Lattimore is a Private Wealth Advisor with Merrill Private Wealth Management. He has over 15 years of experience, including five years in real estate finance prior to joining Merrill Lynch Wealth Management in 2008. He specializes in offering financial guidance, education, and wealth management strategies to families and individuals addressing financial challenges. Chris holds a bachelor's degree in mathematics and economics from the University of California, Santa Barbara, and completed an accredited certificate program at the London School of Economics and Political Science. He holds the CERTIFIED FINANCIAL PLANNER® certification and also serves as an adjunct faculty member teaching financial planning at Duquesne University. He was named to Forbes' list of "America's Top Next-Generation Wealth Advisors" in 2018 and their "Best-in-State Next-Generation Wealth Advisors" list in 2019. Chris lives in Allison Park with his wife and four daughters, and his personal interests include reading, running, and spending time with his family.

Jonathan Mack is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and First National Bank of Pennsylvania. He serves as a board member of the South Side Chamber of Commerce, a community organization focused on supporting business development in Pittsburgh’s South Side neighborhood. 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 for a variety of individual and institutional investors.

Deron Donalson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Robert Baird & Co. in 2022, he worked at Hefren Tillotson, Inc. for 14 years, PNC Wealth Management for 4 years, and J.J.B. Hilliard, W.L. Lyons, LLC for 1 year. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services, employing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Marc De Santis is a financial advisor at RBC Capital Markets with 16 years of industry experience. He has previously worked at Bank of America, Merrill, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jesse Best is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cetera in Oakmont, PA. His prior roles include positions at The Huntington Investment Company, Avantax, PNC Investments, and Ameriprise Financial. Outside his advisory work, he serves as a board member for the Oakmont Boulevard Project, a city improvement initiative focused on local safety and holiday decorations. Cetera Investment Advisers LLC provides services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across diverse program structures.

Xane Stock is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Xane worked at Cambridge Investment Research, Inc. and SagePoint Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a process that combines fundamental research with quantitative analysis and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Elizabeth Treater is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses. She has prior experience at Touchstone Capital, Inc., American Pension Benefits, and Federated Investment Counseling. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Bethany Mitcheltree is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services from 2002 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Kathleen Favorite is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, she serves as president of Favorite Properties Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and manages third-party asset managers with oversight from an independent due-diligence consultant.