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Michael T

Series 66

Wexford, PA

LPL Financial

Michael Tapolci is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. His prior roles include positions at RakeTrades, LLC and Trendsetters Trading, LLC. He is also associated with TradezOnTap, LLC, a business entity used for tax and investment purposes that is not investment related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

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

Series 63, Series 65, Series 66

Pittsburgh, PA

J.P. Morgan Securities

David Johnson is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage services.

Wealth management Executive Founder/Business Owner
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Richard H

Series 66

Cranberry Twp, PA

Fidelity

Richard Hofmann is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Burgatory and within the North Allegheny School District before joining Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across various fund structures and employs oversight controls to address conflicts of interest.

Charitable giving & philanthropy Active portfolio management
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Rebecca P

Series 66

Sewickley, PA

Edelman Financial Engines

Rebecca Pawuk is a financial advisor at Edelman Financial Engines with 17 years of industry experience. She holds the Series 66 designation and has worked at several Federated entities from 2008 to 2019 before joining Edelman Financial Engines in 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Shayna D

Series 66

Sewickley, PA

Merrill

Shayna Deckman is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at PNC Financial Services Group and University of Pittsburgh. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Madison P

Series 66

Cranberry Township, PA

Wells Fargo Advisors

Madison Pittman is a financial advisor at Wells Fargo Advisors with five years of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at Wells Fargo Clearing from 2019 to 2023 and at Northwestern Mutual from 2017 to 2018. She holds a Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Markus W

Series 65

Pittsburgh, PA

Raymond James Financial

Markus Williams is a financial advisor with Raymond James Financial Services Advisors Inc. in Pittsburgh, PA, holding a Series 65 credential and one year of industry experience. He has also worked with iHeart Media and Touchstone Capital Inc. outside of his advisory role. Additionally, he serves as a valet at the Allegheny Country Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports its clients through a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Zachary K

Series 66, Series 63

Cranberry Township, PA

Charles Schwab

Zachary Krial is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he owns a home with two livable units, living in one and renting the other. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Christopher D

Series 63, Series 65

Pittsburgh, PA

LPL Financial

Christopher Dulovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at East Suburban Networkers, Waddell & Reed, and PNC Investments. Dulovich also managed Dulo Enterprises LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Benjamin M

Series 66

Gibsonia, PA

Edward Jones

Benjamin Murray is a financial advisor with Edward Jones in Gibsonia, PA, holding a Series 66 credential and having eight years of industry experience. Prior to joining Edward Jones in 2018, he worked briefly at Federated Investors and Model Cleaners, LLC. Outside of his advisory role, he serves as an assistant junior varsity baseball coach at South Fayette High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Eric S

Series 66

Allison Park, PA

Thrivent Investment Management

Eric Spiker is a financial advisor with Thrivent Investment Management based in Allison Park, PA. He holds the Series 66 designation and has five years of industry experience. Prior to joining Thrivent, he worked at Kevin Kilfoyle Insurance Agency and has held various roles including positions at the University of Pittsburgh and the Town of Ocean City. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across multiple topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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August D

Series 66, Series 63

Sewickley, PA

Morgan Stanley

August Damian is a financial advisor at Morgan Stanley in Sewickley, PA, with five years of industry experience. His prior roles include positions at WesBanco Securities, Wesbanco Bank, and Cambridge Investment Research. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools to support client decision-making.

General estate planning guidance
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Thomas T

Series 63

New Kensington, PA

LPL Enterprise

Thomas Tornow is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Outside of his advisory work, he has involvement with Mademoiselle spanning over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

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

Series 63, Series 65

Cranberry Twp, PA

Fidelity

Tony Bianco is a Financial Consultant based in Pittsburgh. He currently serves as a Relationship Manager at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2023 to 2024, and has experience as a Retirement Plan Consultant at Corebridge Financial from 2022 to 2023. He also served as an Investment Advisor Representative at Osaic Wealth from 2020 to 2022. Throughout his career, Tony has focused on assisting clients with their financial planning needs to help them work toward their goals. Outside of his professional work, he spends time on the pickleball court and enjoys a variety of personal interests including boating, camping, fitness, scuba diving, soccer, and traveling.

General retirement planning Wealth management
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Miguel G

Series 66

Cranberry Township, PA

Raymond James & Associates

Miguel Gonzalez Jr. is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with Raymond James & Associates since 2022. Prior to joining Raymond James, he worked at Ameriprise Financial Services from 2014 to 2022. He also performs fiduciary activities such as serving as a trustee, conservator, executor, or personal representative. Raymond James & Associates 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, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and in-house research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Anthony H

CFP®, Series 63, Series 65

Sewickley, PA

LPL Financial

Anthony Harris is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Cetera, Benchmark Financial Advisors, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers diverse advisory programs and financial planning services supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Leslie C

Series 63, Series 65

Gibsonia, PA

RBC Capital Markets

Leslie Craven is a financial advisor with RBC Capital Markets in Gibsonia, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, Craven serves on the Board of Directors for the Pine-Richland Opportunities Fund, a nonprofit focused on supporting local students. RBC Wealth Management, a division of RBC Capital Markets, offers financial planning, discretionary and non-discretionary portfolio management, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm customizes investment strategies to clients' risk profiles, utilizing a combination of in-house and third-party managers, with options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Andrew M

Series 66

Pittsburgh - Wexford, PA

Robert Baird & Co.

Andrew Marsh is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson, BNY Mellon, UPMC, and Saint Vincent College. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and research using advanced tools such as artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Robert S

Series 63, Series 66

Cranberry Twp, PA

Edward Jones

Robert Singer is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Zachary S

Series 66

Pittsburgh - Wexford, PA

Robert Baird & Co.

Zachary Sanctis is a Series 66-credentialed advisor at Robert Baird & Co. with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard W.L. Lyons and Federated Securities Corp. Outside of his financial advisory role, Sanctis is a partial owner of an LLC in Las Vegas and a band member in Cranberry Township, Pennsylvania. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and manager monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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