Shannon Mccarey is a financial advisor at Morgan Stanley in Monroeville, PA, holding a Series 66 designation with 18 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and previously spent nine years with Federated Investors and its affiliated entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Figurelli is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following two years at EY. Outside of his advisory role, he co-owns and manages operations for a tax preparation business, Tax Man Joe LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on tax-aware withdrawal strategies and dependable income sources. The firm integrates proprietary research and third-party data in its recommendations, with an emphasis on clients meeting specific asset criteria and utilizing Ameriprise-managed assets.

Joseph Maker is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Waldron Private Wealth and PwC. Outside of advising, he is president of Lobo One LLC, a business in which he holds signing and tax authority responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supporting a broad advisor network with a range of advisory programs and institutional services.

Blaze Tatananni is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Private Bank, National Association from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services, with notable inclusion of insurance-related investment options and bank deposit sweep programs.

Michael Spiller is a financial advisor with LPL Financial in Monroeville, PA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at CVS Health for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Andrew Jugan II is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is involved in consulting through GTFM Management Group, LLC, and participates in leadership education for financial service owners and leaders via NGCSA, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized retirement recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Anthony Figurelli is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of advisory work, he holds ownership in a business called Zipmia, LLC, established for estate planning purposes. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Limberiou is a CFP®-designated financial advisor with three years of industry experience. He is currently with Edward Jones and previously worked at Allegheny Financial Group, Premier Wealth Partners, RetireRight Financial Planning, and First National Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Glatt is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Waddell & Reed, Inc. and various insurance carriers. His experience includes insurance sales and related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management options.

Daniel Rafferty is a financial advisor at J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation. He has one year of industry experience, with prior roles at UBS and JPMorgan Chase Bank, N.A. His background also includes work in non-financial sectors and attending the University of Pittsburgh. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework and offers a range of investment solutions through a highly regulated and diversified financial organization.

Nestor Lutsiv is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Merrill, GrubHub, Abarta, Carnegie Beer Outlet, and the University of Pittsburgh. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gregory Smith is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked in advisory roles at Fidelity Investments and Fidelity Investments FMR since 2022, and previously held positions at Merit Financial Advisors and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

James Meredith is a financial advisor at Robert Baird & Co. with 47 years of industry experience. He holds the PFS™ designation and Series 63 registration. Meredith previously worked at Hefren-Tillotson, Inc. for over four decades before joining Robert Baird & Co. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning, portfolio management, and brokerage services, employing a range of investment strategies from traditional to non-traditional approaches.

Tammy Baumgarten is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch and R Wine Cellar. Outside of finance, she has experience in the hospitality industry, including a role at Hyde Park Prime Steakhouse. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Paul Lang is a CFP® professional with eight years of experience in the financial services industry. He is currently with Stifel, where he has been since 2020. His prior experience includes roles at Federated Investment Counseling and PNC Bank. Lang also worked briefly with the Pittsburgh Steelers in 2016. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kaivon Maknoon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Kaivon is based in Pittsburgh, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of investment options such as insurance-related vehicles and bank deposit sweep programs.

Trevor Young is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2020, following prior roles at Royal Alliance Associates, Inc. and Sii. Outside of advising, he is involved in non-variable insurance activities on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Alannah Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at The Vanguard Group, Old Navy, and involvement in educational institutions such as The Scranton School for Deaf and Hard-of-Hearing Children and Florida International University. Outside of her advising duties, she coordinates seasonal market events for a local management consulting firm. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Gary Laird is a financial advisor at Thrivent Investment Management in Pittsburgh, PA, with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial services career, he was associated with Eden Christian Academy for 23 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm’s approach separates planning from managed-account programs, emphasizing ongoing reviews without discretionary trading authority.

Michael Figurelli is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he is involved in business ownership through Figurelli & Associates. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.