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Patrick M

CFP®, Series 65, Series 63

Bridgeville, PA

Edward Jones

Patrick Milas is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Edward Jones, he worked at Citizens Securities Inc., PNC Bank, and MFA Wealth. Outside of his advisory role, he is president of a photobooth rental business he co-founded with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs, managed solutions, and investment options supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph M

Series 63, Series 65

Upper St. Clair, PA

Morgan Stanley

Joseph Molinero is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Molinero serves as a board member of the Pittsburgh Stock and Bond Association and holds a secretary position at the Three Rivers Labor Management Committee, a nonprofit organization focused on fostering labor-management relations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning arrangements.

General estate planning guidance
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Richard S

Series 63, Series 66

Pittsburgh, PA

Cetera

Richard Staszak is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in activities related to fixed insurance products, including life, disability, annuities, long-term care, variable universal life, and linked insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Scott F

Series 66

Pittsburgh, PA

Fidelity

Scott Fetsko is a Financial Consultant at Fidelity Investments, where he focuses on providing clients with a holistic approach to financial planning. He emphasizes effective communication to understand clients' financial and retirement goals and aims to offer guidance that helps them achieve peace of mind throughout the planning process. Scott has experience in the financial services industry, having held roles as a Financial Advisor at Edward Jones from 2019 to 2020 and as a Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2023 before joining Fidelity Investments in 2023. Outside of his professional work, Scott engages in family activities, fitness, and parenthood.

General retirement planning
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Gary K

CFP®, Series 63, Series 65

McMurray, PA

OSAIC

Gary Krikorian is a financial advisor with OSAIC holding CFP®, Series 63, and Series 65 designations and has 37 years of industry experience. Prior to joining OSAIC, he worked for over 21 years at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph M

Series 63

Bethel Park, PA

STIFEL

Joseph Muscatello is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he has been involved in several business ventures, primarily inactive, including ownership of companies serving the utility and metal processing industries. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Charles P

Series 63, Series 65

Bethel Park, PA

LPL Financial

Charles Previs is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 38 years with Waddell & Reed and various insurance carriers. In addition to his advisory work, he is involved with Associates of Clifton Park on non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and various management options.

College savings (529s, UTMA, etc.)
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Richard T

CFP®, Series 63, Series 65

Pittsburgh, PA

OSAIC

Richard Tidball is a CFP® with 39 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Sagepoint Financial, Inc. and T & D Advisors Incorporated. Tidball also refers clients to attorneys specializing in estate planning and eldercare. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, utilizing various tools and third-party resources to construct and manage portfolios tailored to clients’ needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan V

Series 66

McMurray, PA

LPL Financial

Jonathan Vernacchio is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and Clearview Credit Union, having held previous roles at PNC Investments and PNC Bank. Outside of his advisory work, he is the owner of The Discount Closet LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Carly J

Series 66

Monongahela, PA

LPL Financial

Carly Jenkins is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Ic Advisory Services Inc and The Investment Center Inc. Outside of her advisory role, she is involved with Jenkins Tax, Accounting & Financial Services. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs alongside research-supported model portfolios and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Maximilian B

Series 63, Series 66

Canonsburg, PA

Wells Fargo Clearing

Maximilian Burton is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2010, including six years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Jason K

Series 66

Upper Saint Clair, PA

Merrill

Jason Kollar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 25 years of experience at Merrill, all as a Financial Advisor, and focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Jason's expertise includes executive compensation, family wealth management strategies, personal retirement planning, divorce transition planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree from Geneva College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason has been recognized on the Forbes Best-in-State Wealth Advisors list for 2022. Born and raised in Bentleyville, Pennsylvania, Jason is married with three children. He holds a pilot's license and enjoys golfing, hunting, fishing, and gardening. He lives on a 40-acre farm where he spends most of his time with family.

Liquidity event planning Business exit / sale strategy General retirement planning Retirement income strategy Executive Women Professionals
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Amanda D

Series 66

Canonsburg, PA

Cetera

Amanda Dragan is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities, Inc. and Central Office Products (DBA Wireless Zone). Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Natalie M

Series 66

Upper Saint Clair, PA

Merrill

Natalie Meharey is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016. In addition to her role at Merrill, she is also affiliated with Uber Technologies, Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and various institutional investors.

Tax-loss harvesting Active portfolio management Passive / index investing
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Adam K

Series 63, Series 65

Canonsburg, PA

LPL Financial

Adam Kearns is a financial advisor with LPL Financial in Canonsburg, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Cetera Investment Services, Cetera Investment Advisors, First National Bank of PA, Infinex Investments, and FIRST Commonwealth Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Chris Z

Series 66

McMurray, PA

LPL Enterprise

Chris Zurich is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also manages existing clients from a Guardian Life Insurance book of business under a broker contract. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio management, and access to a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Cory G

Series 63

Carnegie, PA

LPL Financial

Cory Grandel is a financial advisor with LPL Financial in Carnegie, PA, holding a Series 63 designation and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and local government in Greene County. Outside of advising, he has managed a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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Corey O

Series 66

Canonsburg, PA

Cetera

Corey Oltyan is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Pruco Securities LLC and Axa Advisors LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Louis M

Series 63, Series 66

Scott Township, PA

Cetera

Louis Mickavicz is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked with Cetera and its related entities since 2014 and has also been affiliated with First National Bank of Pennsylvania since 2012. Outside of his advisory role, he is involved in fixed life insurance sales and holds a 34% ownership interest in 4M Logistics LLC, a company that manages tenant screening, rent collection, and property maintenance for rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of over 10,000 independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christine O

Series 63, Series 65

Sharon, PA

LPL Enterprise

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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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