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Drew L
Series 66
Sewickley, PA
OSAIC
Drew Linarelli is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors and Raymond James Financial Services. Outside of advising, he operates a business offering insurance products, including accident, health, disability, and life insurance. OSAIC Wealth, Inc. serves a diverse clientele including individual, high-net-worth, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party partnerships to construct and manage portfolios across a wide range of asset classes.
Samuel H
Series 63, Series 65
Butler, PA
OSAIC
Samuel Hawkins is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services for 18 years and operates Hawkins Financial Services as a sole proprietor. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a broad range of investment types.
Craig T
Series 63, Series 66
Pittsburgh - Wexford, PA
Robert Baird & Co.
Craig Tillotson is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 38 years at Hefren Tillotson, Inc. and over four decades of self-employment. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, employing various separately managed account strategies and combining internal research and technology in client advice.
John R
Series 63, Series 66
Sewickley, PA
RBC Capital Markets
John Reba is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Hefren-Tillotson, Inc. for 13 years before joining RBC Capital Markets in 2022. Reba serves as a voting member of the investment and finance committees on the board of the Brothers Brother Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management, responsible investing, and alternative investments.
Jackson G
Series 66
Sewickley, PA
RBC Capital Markets
Jackson Geisler is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and founding Geisler & Company Financial Planning. Outside of finance, he has experience in the food and beverage sector, including time at I Love Juice Bar and Fresh From the Farm Juice. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Melissa O
CFP®, Series 63, Series 66
Pittsburgh - Wexford, PA
Robert Baird & Co.
Melissa O’Malley is a CFP® professional with 26 years of experience in financial advising. She has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson, Inc. for 26 years. She is based in Pittsburgh - Wexford, PA. Melissa is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing manager-traded and model-traded strategies alongside internal research and tools.
Christine S
CFP®, Series 63, Series 65
Cranberry Township, PA
Raymond James & Associates
Christine Saitta is a CFP®-certified financial advisor with 29 years of industry experience. She is currently with Raymond James & Associates and has previously worked at City National Bank and RBC Capital Markets. Outside of her advisory role, she manages bookkeeping duties for a family-owned contracting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary services, supported by diverse portfolio management styles and in-house research.
Mark O
Series 66
Beaver, PA
Raymond James & Associates
Mark O'Leary is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2014 and previously held positions at Merrill from 2005 to 2011 and 2013 to 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and affiliated research.
Zachary R
Series 66
Seven Fields, PA
LPL Financial
Zachary Ross is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. He has previously worked at Northwestern Mutual and Edward Jones and spent over a decade with JetBlue Airways. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.
Kevin M
Series 63, Series 65
Cranberry Township, PA
Equitable Advisors
Kevin Murray is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party asset managers and advisory models to deliver tailored investment solutions.
Joshua H
Series 66
Pittsburgh - Butler, PA
Robert Baird & Co.
Joshua Henschel is a financial advisor at Robert Baird & Co. with Series 66 registration and one year of industry experience. He has been with Baird since 2025. Outside of his advisory role, he is the sole owner of a small owner-occupied rental property in Pittsburgh. The DDK Group is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and custody services, with a range of investment strategies supported by internal research and ongoing manager oversight.
Stacy M
Series 63, Series 65
Pittsburgh - Wexford, PA
Robert Baird & Co.
Stacy Mchugh is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Cambridge Investment Research Advisors, and United Capital Financial Advisers. Outside of her advisory role, she is a commissioned notary in Gibsonia, PA. The DDK Group at Robert W. Baird & Co., where she is based, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.
Michael G
Series 66
Cranberry Township, PA
Wells Fargo Advisors
Michael Gielarowski is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu using proprietary research and tools, with services tailored to clients meeting net-worth thresholds.
Debbie M
Series 63, Series 66
Pittsburgh - Butler, PA
Robert Baird & Co.
Debbie Montag Evans is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 designations and has 18 years of industry experience. Her prior roles include positions at Hefren Tillotson and LPL Financial. She is based in Pittsburgh - Butler, PA. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.
Donald H
Series 63
Wexford, PA
UBS Financial Services
Donald Healy is a financial advisor with UBS Financial Services in Wexford, PA, holding a Series 63 designation and 42 years of industry experience. He has been with UBS since 1984. Outside of his advisory role, he is a partner in a real estate rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.
Landon O
Series 66
Cranberry Township, PA
LPL Financial
Landon Oddono is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. He has worked at LPL Financial since 2018 and has prior experience at Junior Achievement of Western PA and Penn Stater Hotel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides 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.
Daniel D
CFP®, Series 66
Cranberry Twp, PA
Fidelity
Daniel DeCola is a Financial Consultant at Fidelity Investments, where he has worked since 2014 in various capacities, including Financial Representative, Investment Consultant, and currently as a Financial Consultant. His career in finance spans roles at Bank of America as an Operations Consultant and Merrill Lynch as a Valuations Analyst. Throughout his career, Daniel has focused on building long-term client relationships and guiding clients through wealth accumulation and protection. He emphasizes developing financial plans aimed at pursuing better futures for clients and their families. Outside of his professional work, Daniel has interests in baseball, golf, outdoor adventures, parenthood, and traveling.
Alphonse W
Series 63, Series 65
Cranberry Township, PA
Raymond James & Associates
Alphonse Weber is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Hefren-Tillotson for 13 years before joining Raymond James in 2022. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Keith C
Series 66
Sewickley, PA
Morgan Stanley
Keith Colonna Jr. is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, Colonna is involved with Big Woods Bucks, a hunting and fishing lifestyle brand where he creates related written and social media content. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.
Kent C
Series 66
Wexford, PA
Equitable Advisors
Kent Clifton is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors LLC. Outside of his advisory role, Kent is a board member of the POISE Foundation and participates in the BNI networking group in Western Pennsylvania. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm’s advisory services include firm-offered programs and referrals to third-party asset managers, with a focus on matching clients to appropriate investment models and discretionary managers.
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