ADVISOR BIO

Lauren Thomas is a financial advisor at Morgan Stanley. Lauren has been in the industry for over 15 years and holds both Series 7 and SIE licenses. Lauren's experience includes previous roles at Morgan Stanley & Co. Incorporated. Lauren's specializations include a range of services including portfolio management, investment advice, and financial planning. Lauren's expertise and dedication help clients navigate the complexities of the financial market.

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ADVISOR BIO

Lawrence Petrucci is an active investment advisor with Raymond James & Associates, Inc. in SEWICKLEY, PA. Lawrence is registered with FINRA and 52 state securities regulators. Lawrence has been in the industry for 35 years. Lawrence also has previous registrations with several firms including MORGAN KEEGAN & COMPANY, INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, LEGG MASON WOOD WALKER, INCORPORATED, FIRST ALBANY CORPORATION, SCOTIA CAPITAL MARKETS (USA) INC. and WESTINGHOUSE SECURITIES CORPORATION. Lawrence is a Series 7, Series 16, Series 24 and Series 63 licensed investment advisor with a SIE designation. Lawrence offers investment advice to a range of clients, including individuals, corporations, institutions, and high-net-worth individuals.

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ADVISOR BIO

Leah Drake Wetzel is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Leah has been working in the financial services industry since February 24, 2003. Leah has held previous roles with firms such as Merrill Lynch, PNC Capital Markets LLC, PNC Investments, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., CCO Investment Services Corp., New England Securities, American Express Financial Advisors Inc., and IDS Life Insurance Company. Leah is registered to provide investment advisory services in Pennsylvania. Leah holds Series 63, 65, 7, 9, 10, and SIE licenses.

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ADVISOR BIO

Linda Louise Eastberg is a financial advisor with over 35 years of experience in the industry. Linda is currently registered with RBC Capital Markets, LLC. Linda has previously worked for Jefferies & Company, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated and Alex. Brown & Sons Incorporated. Linda holds Series 3, 7, 8, 9, 10, 55, 57TO and SIE licenses. Linda provides financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services to individuals, corporations, businesses, pooled investment vehicles and charitable organizations.

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ADVISOR BIO

Lisa Hohman is a financial advisor currently registered with Morgan Stanley. Lisa has been working in the financial industry since 2001. Prior to joining Morgan Stanley, Lisa was affiliated with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lisa has a Series 7, Series 31 and Series 66 license. Lisa provides services to individuals, businesses, investment companies, and insurance companies.

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ADVISOR BIO

Lori Brinker is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lori has been working in the financial industry since 1997. Lori is licensed in 55 states and holds the Series 3, 7, 9, 10, 31, 63, and 65 licenses. Lori provides financial planning and investment management services to individuals, families, and businesses. Lori is also a part-time instructor at Duquesne University/Kaplan University.

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ADVISOR BIO

Mark F. Santia is a financial advisor with RBC Capital Markets, LLC in Sewickley, Pennsylvania. Mark has been in the industry since 1985. Mark's previous experience includes roles at UBS Financial Services Inc., Citigroup Global Markets Inc. and Lehman Brothers Inc. Mark specializes in providing financial advice for individuals, businesses, and institutions.

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ADVISOR BIO

Mark Bradley Trauman is a financial advisor with over 30 years of experience in the industry. Mark is registered with the state of Pennsylvania as a Registered Representative and Investment Advisor Representative. Mark is also a Certified Financial Planner™. Currently, Mark is affiliated with Commonwealth Financial Network. He is also affiliated with Reliance Financial Advisors. Mark has a broad range of experience serving individuals, corporations, trusts, retirement plans, and charitable organizations.

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ADVISOR BIO

Matthew Mazza is a financial advisor with Cetera Investment Advisers LLC. Matthew has been working in the financial industry since October 5, 2000. Matthew is registered to provide investment advice in Pennsylvania. Matthew has experience providing financial advice to individuals, businesses, and charitable organizations. Matthew offers a variety of financial products and services, including financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Matthew Hurray is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Matthew is licensed in 40 states and has been in the industry since 1998. Matthew is a Series 66, Series 7, Series 31 and SIE licensed professional.

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