Experts You Can Trust

Our Team

Our Team

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  • At YTS, our team is built on experience, collaboration, and a shared commitment to putting clients first. Our professionals bring together expertise across wealth management, tax planning, insurance, and retirement strategy to deliver fully integrated financial solutions. By working as one coordinated team, we provide personalized guidance, proactive planning, and long-term partnership to help clients navigate every stage of their financial journey.

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The YTS Team

Executives

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    Nicholas A. Subich, CPFA

    President and CEO

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    Nicholas S. Frazetta

    Chief Operating Officer

Advisors

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    Jordan Dunsmore, CEP

    Partner, Wealth Manager

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    Michael Dukovich, RICP®, CPFA®

    Partner, Senior Wealth Manager

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    Joshua R. Yoskosky

    Partner, Branch Wealth Manager

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    Joseph E. Simon, CIMA®

    Partner, Senior Wealth Manager

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    Brody O. Simmons

    Partner, Wealth Manager

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    David Alderson

    Partner, Senior Wealth Manager

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    Mitchell Niderstros CFP®

    Partner, Wealth Manager

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    Michael Vojnik, Jr.

    Partner, Wealth Manager

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    Nathan Staib

    Wealth Manager

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    Creig Batcheler

    Wealth Manager

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    Charles J. Pinchotti, CFP®, CRPC®, CLU®, ChFC®

    Wealth Manager

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    James H. FitzSimmons, Jr.

    Wealth Manager

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    Jim Wehrheim

    Wealth Manager

Administrative

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    Gabby Viragova

    Chief of Staff

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    Brina C. Davis, FPQP®

    Vice President of Integration

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    Marli McCullough

    Director of Human Resources and Events

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    Kelsey Stormer

    Branch Administrative Manager

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    Mary Lynn Meister

    Client Service Associate

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    Karida Celestine

    Client Service Associate

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    Becky Niderstros

    Client Service Associate

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    Kaidyn Orders

    Client Service Associate

  • Tara Smith
    Tara Smith
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    Tara Smith

    Administrative Assistant for the Export branch

  • Ron Moriarty
    Ron Moriarty
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    Ron Moriarty

    Branch Administrative Manager

Insurance

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    Raquel R. Corey

    Director of Insurance

Financial Planning

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    Stephanie A. Bracken, CFP®, FPQP®

    Director of Financial Planning

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    Victoria Yeso

    Financial Paraplanner

Integration

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    Alexis Meeker

    Transition Specialist

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    Andrew Koma

    Transition Specialist

Marketing & Media

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    Jordan Jury

    Director of Media and Video Production

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    Austin Barber

    Content Creator

Facility Management

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    Sam Withrow

    Facilities Associate

You Are in Trusted Hands

  • At YTS Wealth Management, we’re here to help you pursue the future you envision in all aspects of your financial life.

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Insights That

Shape Your Future

Nicholas A. Subich, CPFA

President and CEO

Nick Subich is the President and Chief Executive Officer of YTS Wealth Management, which he co-founded in 2019 with a vision to redefine personalized wealth management. Recognized for his disciplined leadership, relentless work ethic, and commitment to excellence, Nick leads with a results-driven mindset grounded in accountability, innovation, and service, consistently delivering exceptional value to clients and his team.

After beginning his career with Lincoln Financial Securities, Nick transitioned the Company to LPL Financial in 2020 and accelerated YTS’s growth through client-first strategies and operational innovation. Under his leadership, the firm has expanded from $85 million to more than $1.7 billion in assets under management, establishing YTS as one of the fastest growing and most respected wealth management organizations in the Country.

Nick has been recognized as a Forbes Best-in-State Wealth Advisor, Pittsburgh Smart Business 50 honoree, and Johnstown Magazine 35 Under 35 recipient. YTS has been named a Pittsburgh Business Times Fast 50 company, one of the Best Places to Work in Western Pennsylvania, and a Top 20 Wealth Management Service Provider by Financial Services Review Magazine.

A Johnstown, Pennsylvania native, Nick earned his Bachelor’s degree in Business Administration with concentrations in Finance and Economics from Lock Haven University, where he also played football. He later served as an Infantry Officer in the Pennsylvania Army National Guard, concluding his service as a Captain and Company Commander in the 1st of the 109th Infantry Regiment. Nick is actively involved in his community, serving on the Lock Haven University Foundation board. He lives in Murrysville, PA, with his wife Regina, their sons Anthony and Arthur, and their dogs Conan and Caroline. He enjoys endurance training and recently completed an Ironman 70.3 race.

Nicholas S. Frazetta

Chief Operating Officer

Nick Frazetta, a graduate of Plum High School and current Chief Operating Officer and Partner at YTS Wealth Management, is a strategic, solutions-driven leader recognized for his operational expertise and steadfast commitment to organizational excellence. Since joining YTS, Nick has played a pivotal role in optimizing internal processes, strengthening cross-department collaboration, and driving sustainable growth-efforts that led to his partnership in 2023 and subsequent promotion to COO.

Nick is widely respected for his strong work ethic, hands-on leadership approach, and ability to solve complex challenges at the highest levels of the organization. He is deeply invested in developing talent across the firm, actively mentoring team members and fostering a culture centered on accountability, innovation, and continuous improvement.

A forward thinking leader, Nick is also highly innovative in leveraging technology and artificial intelligence to improve operational efficiency, enhance client experience, and support scalable growth across the organization.

Committed to giving back to his community, Nick annually supports the Plum High School baseball team by donating Nike cleats selected by team captains and has established a scholarship fund benefiting student-athletes in his hometown.

Nick holds a Bachelor of Science in Economics from Penn State University. Outside of the office, he enjoys golfing, staying active, and spending time with his family.

Jordan Dunsmore, CEP

Partner, Wealth Manager

Jordan grew up in the Chicago suburbs and earned his Bachelor’s Degree in Business Marketing from Benedictine University in Lisle, Illinois. Before joining YTS Wealth Management, Jordan held positions with a boutique investment and insurance firm in Chicago and was Vice President of ETF sales with First Trust Portfolios, where he consulted with some of the largest financial advisory teams in the country. He passed the Series 6, 7, 63 and 65 exams (currently held with LPL Financial), and holds life and health insurance licenses. With over 15 years of financial services experience, Jordan has tailored a wealth planning process that manages risk and provides predictability to families, business owners and young professionals.

Outside of the office, Jordan is involved with the Pittsburgh Society of Investment Professionals, is a member of the Pittsburgh Field Club, and serves as a board member of the World Salvation Center. Prior to his career in the financial services industry, he was a “Class A” PGA Professional at Butler National Golf Club in Oak Brook, Illinois, and The Bear’s Club in Jupiter, Florida. Jordan lives in Cranberry, Pennsylvania, with his wife and three young sons.

Michael Dukovich, RICP®, CPFA®

Partner, Senior Wealth Manager

Michael Dukovich is a seasoned wealth management professional with dual certifications— Retirement Income Certified Professional® (RICP®)—Certified Plan Fiduciary Advisor® (CPFA®), enhanced by his securities licenses held through LPL Financial. A graduate of Harvard University (Cambridge, MA), he earned his Bachelor of Arts in Psychology with a concentration in Business. During his time at Harvard, Michael excelled on the baseball diamond as a pitcher and first baseman, helping lead the Crimson to an Ivy League championship in 2005.

Deeply rooted in his community, Michael maintains memberships at Pittsburgh Field Club, Oakmont Yacht Club, and Millvale Sportsman’s Club. He resides in Fox Chapel with his wife, Chelsea—owner and operator of Big Blue Swim Schools in Pittsburgh—and their three children: Mackenzie, Olivia, and Boden. When not supporting their children’s activities, Mike and Chelsea can often be found exploring new culinary spots, playing golf, and traveling together. An active philanthropist, Michael and his wife Chelsea dedicate time and resources to several local nonprofits: the Miracle League of Western PA, Boys Hope Girls Hope, and Cuddles for Kids—organizations committed to empowering youth and families in the Pittsburgh region. Michael’s personal passions are centered on the outdoors, enjoying skiing, shooting, hiking, camping, hunting, fishing, and boating.

Joshua R. Yoskosky

Partner, Branch Wealth Manager

Josh provides guidance in the areas of investments, retirement, insurance, and estate and tax planning strategies. Josh holds the Series 6, 63, 7, and 66 through LPL Financial, SIE securities license, Pennsylvania Life, Accident and Health Insurance License, as well as his Pennsylvania Casualty and Allied Lines and Property and Allied Lines licenses. Josh is from the Belle Vernon area and graduated from the University of Pittsburgh, earning a Bachelor of Science Degree in Business Administration.

He currently resides in Arlington, VA with his wife Nicole. Josh enjoys cars, traveling, exercising, and spending time with his family and friends. He is also very involved with the Belle Vernon Rotary Club where he has served as club president and is a Paul Harris Fellow.

Joseph E. Simon, CIMA®

Partner, Senior Wealth Manager

Joe grew up in Brockton, MA and holds a Bachelor of Science degree in Business Administration from Stonehill College in Easton, MA. With over 25 years of experience in the a services industry Joe began his career as a Financial Advisor at American Express Financial Advisors and PaineWebber.

Joe holds the Series 7, 63 and 66 licenses through LPL Financial, along with his life, accident, and health insurance licenses. He specializes in building comprehensive financial plans customized to the individual goals of client families.

Joe resides in Lanexa, VA with his wife Natalie and four kids: Joey, Eve, Avery and Wren. In his spare time, he enjoys playing golf, listening to music, and traveling. He is also an auto enthusiast and an avid Boston Red Sox and New England Patriots fan.

Brody O. Simmons

Partner, Wealth Manager

Brody is a Wealth Manager who provides guidance in the areas of investing, retirement, insurance, estate, and tax planning. Brody holds the Series 7, 63, 65, and SIE with LPL Financial and Pennsylvania Life, Accident, and Health Insurance License. He graduated from California University of Pennsylvania earning a Bachelor of Science Degree in Finance with minors in Economics and Marketing, where he participated in the University’s baseball program.

Brody currently resides in Plum, PA where he and his family are active in the community. He is still a baseball lover, playing in a summer league based out of McKeesport. In his spare time, Brody enjoys spending time with his family and friends, fishing, being outside, and exercising.

Brody’s favorite part about being an advisor is helping guide his clients on the path to meet their financial goals and objectives, no matter how big or small they may be!

David Alderson

Partner, Senior Wealth Manager

A Pittsburgh native, David grew up in the Clairton area. He graduated from Saint Vincent College in Latrobe, PA with a Liberal Art’s Degree in Finance and a minor in Business Management and Criminal Justice. Before joining YTS, David held positions with TIAA-CREF, Hefren-Tillotson, and Baird, focusing on helping professionals in academic, medical, governmental, research, and cultural sectors achieve their financial and retirement objectives. David holds Series 6, 7, 63, and 65 securities licenses with LPL Financial, along with insurance licenses essential for retirement and estate planning.

In his free time, David serves as the current Vice President of the Pittsburgh Stock & Bond Association, where he leads efforts to provide networking and educational opportunities for members, support charitable initiatives, and advocate for investment professionals throughout the Greater Pittsburgh area. David lives in Murrysville with his wife, Jacquie, and their daughter, Claire. David enjoys watching sports, golfing, running, and spending time with family and friends. He and Jacquie are enthusiastic supporters of the University of Pittsburgh athletics.

Mitchell Niderstros CFP®

Partner, Wealth Manager

Mitchell is a Wealth Manager and provides guidance to his clients in the areas of investing, retirement, insurance, estate and tax planning. Mitchell grew up locally in North Huntington, Pennsylvania and graduated from Saint Vincent College where he majored in Finance and minored in Mathematics. During his time there, he played volleyball with the men’s club team and during his senior year founded the men’s first NCAA Division III team. He currently holds his Series 7, Series 66, and Life, Accident, and Health Insurance licenses. He is also a Certified Financial Planner™ practitioner.

Mitchell is an active board member for the Chestnut Ridge Chapter of the American Red Cross and is also a member of the Pittsburgh Stock & Bond Association. He is passionate about working within and supporting his community and is proud to serve the greater Pittsburgh area and Western Pennsylvania. Mitchell and his wife Emily reside with their son Levi in Ligonier Township. In his spare time Mitchell enjoys playing in various adult softball leagues, hiking, fishing, and spending time with friends and family.

Michael Vojnik, Jr.

Partner, Wealth Manager

Mike is a Wealth Manager who provides guidance in the areas of investing, retirement, insurance, estate, and tax planning. He holds the Series 7, 63, & 66, held with LPL Financial, and Pennsylvania Life, Accident, and Health Insurance License, along with Fixed and Variable Annuities. Mike graduated from The Pennsylvania State University with a Bachelor of Science degree in Economics and went on to gain investment expertise at The Vanguard Group and in commercial real estate acquisitions at Zucker Investment Group.

Mike is passionate about helping others invest. He currently resides in Monroeville, PA where he enjoys being active with his family playing golf, boating, and exercising.

Nathan Staib

Wealth Manager

Nate is a Wealth Manager who provides guidance in the areas of investing, retirement, insurance, estate, and tax planning. He holds the SIE and Series 7 with LPL Financial and is currently studying for the Series 66 and Pennsylvania Life, Accident, and Health Insurance License. He recently graduated from the University of Pittsburgh with a Bachelor of Science in Finance with a minor in Economics.

Outside of work, Nate enjoys spending time with his family, taking his dog, Prime Time, for long walks, and working out.

Creig Batcheler

Wealth Manager

Creig feels that continuing education is what makes a professional valuable to their clients. Creig attained his Bachelor of Science degree in Education from Lock Haven University of Pennsylvania in 1970. He was awarded the Chartered Life Underwriter designation in 1977, and the Chartered Financial Consultant designation in1983, by the American College. He earned his Certified Financial Planner certification in 2007. In 2008 he earned the designation of Chartered Retirement Planning Counselor. He continues to add value to his client relationships by continuing his educational pursuits in selected financial planning subject areas. He has successfully completed the FINRA sponsored Series 6, 7, 63, and 65 examinations.

To help his clients achieve the highest rate of success, Creig tries to offer access to a broad scope of investment planning ideas and financial solutions. He was drawn to YTS for the opportunity to provide his clients with a wider array of products and services with back up from a group of highly motivated professionals. Creig believes that the most important part of the process is to get back to the client with the correct answer to their planning question in a timely manner.

During his time outside of the office, Creig enjoys quality time with his wife, Jeanne. Together, they have a wonderful dog named Benelli who is Creig’s favorite hunting partner. When not out in the fields with Benelli, he can be found on any number of sporting clays courses in the area.

Charles J. Pinchotti, CFP®, CRPC®, CLU®, ChFC®

Wealth Manager

Chuck was raised in Rochester, PA, and is a graduate of Rochester Area High School. He spent his collegiate years at Indiana University of Pennsylvania. Chuck has 40 years of experience in the financial services arena and has attained several advanced industry designations including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Chartered Life Underwriter (CLU).

Chuck has always had a passion for sports. He was a PIAA sport official for a number of years. In his spare time, he enjoys playing pickleball, tennis and going to the gym. Chuck currently lives in Monaca with his wife, Gloria. They have welcomed five grandchildren into the family and enjoy spectating their activities together.

James H. FitzSimmons, Jr.

Wealth Manager

Jim FitzSimmons is a graduate of Geneva College in Beaver Falls, PA with a BS in Human Resource Management. He is an agency principal and licensed insurance agent in PA and Ohio.

Jim was raised and currently lives in Monaca. In his spare time, he enjoys spending time with his family, especially his son Jesse. Jim frequently goes to Pitt Football games to watch his nephew play and is an avid golfer and fisherman.

Jim Wehrheim

Wealth Manager

A proud graduate of Wheeling Central Catholic High School, Jim distinguished himself early as a leader and competitor, serving as captain of the basketball team and playing on the school’s State Championship team during his junior year.

Jim continued his academic and athletic career at Thiel College, earning his bachelor’s degree while competing on the basketball team. During his junior year, he helped lead the team to a conference championship, further demonstrating his commitment to teamwork and excellence.

Following graduation, Jim began a career in the insurance and investment industry, where he has remained a trusted professional for more than 55 years. His longevity in the financial services field reflects his dedication to clients and his commitment to integrity and sound guidance.

In addition to his professional accomplishments, Jim served honorably in the United States Army Reserve as a Platoon Leader, exemplifying leadership and service to his country.

Jim has long been active in civic and fraternal organizations, serving as Past President of the North Hills Jaycees, Past President of the North Side Rotary, and Past President of the Thiel College Alumni Association. He is a 32nd Degree Mason and a Shriner, and a proud member of Pittsburgh Court #2 Jesters, where he has served as Past Impresario and Director.

A devoted community member, Jim has maintained long-standing memberships with Shannopin Country Club, The Moose, the American Legion, the VFW, and Teutonia Männerchor German Club.

An avid hunter and outdoorsman, he values tradition, camaraderie, and time spent in the great outdoors.

Throughout his life, Jim has demonstrated enduring leadership, professional excellence, and a steadfast commitment to service in his community.

Gabby Viragova

Chief of Staff

As Chief of Staff at YTS Wealth Management, Gabby plays an integral role in assisting CEO Nick Subich and supporting the firm’s daily operations. With a thoughtful and collaborative approach, she helps strengthen communication, streamline processes, and bring strategic initiatives to life. Known for her positivity, professionalism, and genuine care for others, Gabby fosters a culture of teamwork and purpose throughout the organization.

Before joining YTS, Gabby served as Chief of Staff at a private aviation firm, where she refined her skills in executive support, organization, and leadership in a fast-paced environment.

Gabby holds a Bachelor of Arts in Business Management from the University of Pittsburgh at Johnstown. Beyond her professional life, she is an active member of Lymphoma Ladies, dedicating her time to community support and advocacy.

Residing in Export, PA, Gabby enjoys hiking, running, and spending time with her family, fiancé, Bradley, and their two dogs, Plato and Blitz. Grounded in kindness and driven by purpose, she strives to make a meaningful impact in everything she does—both professionally and personally.

Brina C. Davis, FPQP®

Vice President of Integration

As Vice President of Integration, Brina is responsible for developing training systems, leading all acquisition projects, and optimizing administrative operations to continuously improve and grow our organization. She played a crucial role in the early stages of our affiliates and the development of various branch locations. Brina joined YTS in July 2020 as a Client Service Associate. She advanced to Administrative Manager for all branch locations and was appointed Director of Integration and Training in December 2023. She is currently serving as the Vice President of Integration.

During this time, she earned her Financial Paraplanner Qualified Professional designation and Pennsylvania Life, Accident, and Health Insurance License. Brina graduated from Saint Vincent College with a Bachelor of Arts Degree in Music and Psychology in May 2016.

Brina currently resides in Greensburg, PA with her son, Elliot. In her spare time, she teaches piano and music theory and volunteers with the Bovard Firehall Ladies Auxiliary. She enjoys being outdoors, traveling, and spending time with friends and family.

Marli McCullough

Director of Human Resources and Events

Marli serves as the Director of Human Resources and Events, where she combines her creativity, people-first mindset, and organizational leadership to cultivate meaningful connections both inside and outside the firm. She is dedicated to building strong relationships, fostering collaboration, and creating environments where individuals feel valued and supported.

Marli brings a diverse background to her role, having transitioned from a successful career in cardiac sonography. Her experience working closely with patients and healthcare teams helped shape her strengths in empathy, communication, and high-pressure coordination—qualities that translate seamlessly into her work in HR and event strategy.

With a passion for thoughtful event planning and organizational culture development, Marli is committed to enhancing the employee experience, elevating engagement opportunities, and strengthening the sense of community across the organization.

Marli lives in Murrysville with her fiancé, Mike, and their two children, Hayden and Elley. Outside of her career, she loves being outdoors, staying active, and making lasting memories with her family, especially through travel. Marli is also deeply passionate about volunteering and staying active in her church community, where she finds fulfillment in giving back and connecting with others.

Kelsey Stormer

Branch Administrative Manager

Kelsey is a Senior Client Service Associate, renowned for her exceptional customer service and administrative office support. She graduated from Duquesne University in 2021 with a Bachelor of Science in Business Administration, where she developed a strong foundation in business principles and practices.

Kelsey currently resides in Ligonier, PA, with her fiancé, Thomas. In her free time, she enjoys playing golf, which allows her to stay active and enjoy the outdoors. She also cherishes spending quality time with her family and friends, often organizing gatherings and outings to stay connected with her loved ones. Kelsey’s blend of professional dedication and personal interests makes her a valued member of our team and a joy to be around.

Mary Lynn Meister

Client Service Associate

Mary Lynn is a dedicated Client Service Associate. Originally from the North Hills of Pittsburgh, she spent two decades in the Lehigh Valley area outside of Philadelphia, where she raised her three children—Brady, Ethan, and Emily—and built a successful 15-year career in banking.

Her recent move back to Pittsburgh reflects her deep-rooted love for family and community. Mary Lynn brings warmth, attention to detail, and a strong service mindset to her role, supporting clients and ensuring smooth daily operations.

Outside the office, she enjoys baking, treasure hunting at local thrift stores, and spending quality time with her family—especially during their cherished annual beach vacations. She has a long-time goal of opening Mrs. Bee’s Bakery, named after the first initials of her children.

Karida Celestine

Client Service Associate

Karida is a dedicated Client Service Associate with strong interpersonal and communication skills. She discovered a passion for Culinary Arts and Finance early in her career. After earning a Bachelor of Science degree from Drexel University, she managed multiple restaurants, consistently exceeding targets and building strong client relationships.

Karida’s love for structure and accounting led to a seamless transition into the financial services industry. Joining YTS has fueled her passion for healthy financial management.

Since 2018, Karida has been a committed member of the Board of Directors for High Calling Ministries Church. She lives in White Plains, Maryland, with her husband and two daughters. In her spare time, she enjoys running, creating healthy recipes, attending volleyball games, watching documentaries, and making memories with her family and friends.

Becky Niderstros

Client Service Associate

At YTS, Becky’s goal as a Client Service Associate is to deliver excellence in customer service, support the Advisors as a trusted resource, and continually learn from talented colleagues. Originally from North Huntingdon, PA, she graduated from Norwin High School and the Monroeville School of Business, focusing on Business Administration.

Becky gained valuable experiences through roles such as Secretary at Westinghouse Bettis Corp. and Branch Operations Assistant at Baird Wealth Management prior to her position at YTS. Her son Mitchell, a Wealth Manager at YTS, inspired her passion for the industry, providing motivation to pursue further education and growth in the field.

 

 

 

Kaidyn Orders

Client Service Associate

Kaidyn Orders graduated from Bethany College with dual degrees in Finance and Business Management. While at Bethany, she was a member of the women’s lacrosse team, where she developed teamwork, leadership, and strategic decision-making skills that now guide her approach to helping clients reach their financial goals.

Based in Jeannette, Pennsylvania, Kaidyn Orders lives with her boyfriend and is currently studying for the Securities Industry Essentials (SIE) exam as she builds her career in wealth management. She’s passionate about creating meaningful client relationships, helping individuals and families make informed financial decisions, and providing personalized guidance tailored to each client’s needs.

Outside of work, Kaidyn Orders enjoys staying active and spending time with friends and family. Her balance of professionalism, dedication, and authenticity allows her to connect with clients on a personal level while helping them plan for a confident financial future.

Tara Smith

Administrative Assistant for the Export branch
Tara Smith
Tara Smith

Tara serves as the Administrative Assistant for the Export branch of YTS Wealth Management. She has developed a strong foundation in the financial industry through her experience in client services and operational support. She is passionate about creating positive client experiences and takes pride in building meaningful, long-lasting relationships. Tara is committed to ongoing professional development and education as she continues to expand her knowledge and grow within the financial services industry.

Born and raised in Greensburg, Pennsylvania, Tara remains deeply connected to the community she calls home. Outside of work, Tara is a proud mother of five children who keep her busy with their active sports schedules and everyday adventures. In her free time, she enjoys exercising, spending time outdoors, and making lasting memories with friends and family. She also never passes up the opportunity to enjoy Sarris chocolate, a local favorite.

Ron Moriarty

Branch Administrative Manager
Ron Moriarty
Ron Moriarty

Ron brings 24 years of experience in the wealth management space, most recently serving as a Private Client Banker. His industry knowledge and client service experience will be a great asset to the YTS team. A lifelong resident of Northern Virginia, Ron is married with three children and currently resides in Leesburg, Virginia. Outside of work, Ron is a talented musician who plays drums and percussion in a local band. He also enjoys golf and says he’s not quite bad enough to stop playing!

Raquel R. Corey

Director of Insurance

As the Director of Insurance, Raquel specializes in guiding both current and prospective clients through a range of insurance solutions, including Medicare, Marketplace, Group Insurance, and Ancillary products. She expertly manages individual and group insurance plans, along with supplemental coverage options. Raquel holds a Pennsylvania Life, Accident, and Health license and has a diverse healthcare portfolio with 30 carriers, offering clients a wide range of tailored insurance solutions. Her expertise ensures clients receive the best coverage for their unique needs. She graduated cum laude in 2015 from California University of Pennsylvania with a bachelor’s degree in public relations, concentrating in applied communications, and is also a proud member of the National Society of Leadership and Success.

Raquel lives in Apollo, PA, with her husband, Jared, and their Goldendoodle, Remington. Outside of work, she enjoys teaching line dancing, shopping, spending time at the beach, and cherishing moments with family and friends.

Stephanie A. Bracken, CFP®, FPQP®

Director of Financial Planning

Steph is a CFP® professional and Director of Financial Planning at YTS, where she collaborates with wealth managers and paraplanners to create high-tech, high-touch financial plans. With six years of experience as an LPL Financial paraplanner, Steph has since advanced to her current director role. She believes her success is tied to others’ success and is dedicated to making clients’ dreams a reality. She earned a Bachelor of Science in Biological Sciences with minors in Chemistry and Theatre Arts from the University of Pittsburgh and holds the Financial Paraplanner Qualified Professional™ certification.

Steph lives in White Oak, PA with her boyfriend Nate and their two cats, Toby and Leia. Outside of work, she enjoys concerts, spending time with family and friends, and exercising.

Victoria Yeso

Financial Paraplanner

Tori collaborates with the wealth managers in preparing financial plans as one of YTS’s financial paraplanners. She has approximately two years of experience with LPL Financial and building comprehensive financial plans. Tori believes every client is unique and strives to put their needs and goals first. “No one cares how much you know until they know how much you care.”

In 2023, Tori obtained two Bachelor of Science degrees from Penn State in Economics and Finance. Tori is originally from the Erie, PA area and now resides in Mount Lebanon, PA. In her free time, she enjoys participating in church events, attending orchestras/concerts, and listening to a good documentary with her fiancé.

Alexis Meeker

Transition Specialist

Alexis is a service-driven professional who brings both warmth and precision to every client interaction. In her role as Transition Specialist and Client Service Associate, she plays a vital role in guiding clients through onboarding and transitional phases with care, clarity, and confidence. Her ability to anticipate needs, manage details, and communicate effectively ensures every client experience is smooth, informed, and tailored.

With a background in recruiting, administrative support, and financial services, Alexis combines her organizational skills with a people-first mindset. She has successfully supported both internal teams and clients across fast-paced environments, earning a reputation for being dependable, approachable, and solutions-focused. Her natural ability to connect with others and her dedication to getting things right make her valuable to clients navigating change.

Alexis is passionate about creating experiences that make people feel supported, seen, and confident throughout their journey. As she grows in her career, she remains committed to building trust and delivering consistent value—one thoughtful interaction at a time.

Beyond the workplace, Alexis loves to travel to new and exciting places, spend time with friends and family, and stay active with Pilates. She also enjoys sewing from time to time and is always looking for new ways to grow, both personally and professionally.

Andrew Koma

Transition Specialist

Andrew holds a Bachelor of Science in Business Administration degree in Finance with a minor in Accounting from Seton Hill University. During his time at Seton Hill University, he was a committed member of the Division 2 Soccer Team. His experience as a student-athlete taught him the importance of discipline, resilience, and teamwork—skills that directly translate to his professional approach.

Outside of work, Andrew enjoys spending time with family and friends, working out, watching sports, and snowboarding. He brings the same level of dedication to his personal life as he does to his professional career—staying active, connected, and committed to continuous growth both in and out of the office.

Jordan Jury

Director of Media and Video Production

Jordan Jury, a Greensburg, PA native, joined YTS Wealth with a mission to transform how we connect through technology and social media. With a background in Health and Physical Education and Strength and Conditioning from Indiana University of Pennsylvania, Jordan brings a unique perspective on discipline and creativity to our team.

His passion for videography and photography led him to pursue a career where he could tell compelling stories and capture meaningful moments. At YTS Wealth, Jordan spearheads innovative projects, from podcast production to social media content, ensuring our message reaches and resonates with our audience. Jordan leads the charge in redefining our digital presence.

Austin Barber

Content Creator

Austin is a Content Creator at YTS Wealth Management, where his creativity and technical expertise bring the firm’s brand and vision to life through impactful visual storytelling. With a passion for media production and a sharp eye for detail, Austin plays a key role in developing engaging digital content—from concept to final cut—that captures the energy, authenticity, and mission of YTS.

Originally from Johnstown, PA, Austin attended Greater Johnstown and Lock Haven schools. Beyond his professional focus, he is deeply rooted in his community, dedicating time to coaching and mentoring underprivileged youth.

Austin cherishes his close-knit family. Outside of work, he enjoys fitness, outdoor activities, gaming, and movies. Driven, grounded, and creatively inspired, Austin continues to grow his craft and make a meaningful impact both in media and in the community he calls home.

Sam Withrow

Facilities Associate

Sam brings more than 30 years of expertise in CNC programming and the preventative maintenance of complex, multi-million-dollar equipment. A proud veteran of the U.S. Navy, he currently resides in Murrysville with his wife, Rebecca.

Outside of work, Sam enjoys spending time outdoors biking, hiking, skeet shooting, and hunting. He and Rebecca also look forward to relaxing trips to Narragansett Beach in Rhode Island. When he’s not outdoors, Sam enjoys working in the kitchen, where he likes to make homemade pizza and freshly baked breads.

Our Team

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