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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.
Gennaro M
Series 66
Beaver, PA
Raymond James & Associates
Gennaro Marsico is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2014. Marsico is a partner in Tesera LLC, a real estate development venture focused on owning undeveloped properties. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and institutional consulting, with specialized services in public finance and municipal advisory work.
Markus W
Series 65
Pittsburgh, PA
Raymond James Financial
Markus Williams is a financial advisor at Raymond James Financial Services Advisors Inc. in Pittsburgh, PA, holding a Series 65 credential with one year of industry experience. His prior roles include work with iHeart Media and Touchstone Capital Inc. Outside of finance, he works as a valet at Allegheny Country Club and participates in client relations events for iHeart Media. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a variety of implementation options while frequently operating in an advisory capacity rather than as a delegated manager.
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.
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.
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.
Emmett S
Series 63, Series 66
Beaver Falls, PA
Edward Jones
Emmett Santillo is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Outside of his advisory role, he serves as Chairperson on the three-member elected board for North Sewickley Township, where he participates in the water authority and planning commission. Edward Jones is a full-service wealth management firm serving 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.
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.”
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.
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.
Shane S
Series 66
Bellevue, PA
LPL Financial
Shane Suders is a financial advisor with LPL Financial based in Bellevue, PA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at CIVISTA Bank and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.
Miguel G
Series 66
Cranberry Township, PA
Raymond James & Associates
Miguel Gonzalez Jr. is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2022. In addition to his advisory role, he serves in fiduciary capacities such as trustee and executor. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through non-discretionary advisory relationships and has specialized capabilities in public finance and municipal services.
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.
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.
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.
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.
Luke M
Series 66
Pittsburgh, PA
Merrill
Luke Mazur is a Series 66-licensed financial advisor with Merrill, based in Pittsburgh, PA, and has been with the firm since 2022. Prior to his current role, he held positions at Bank of America and has experience in various industries including automotive sales and military service. Outside of finance, he was involved in small business operations related to pressure washing and gutter services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries.
Zachary S
Series 66
Pittsburgh - Wexford, PA
Robert Baird & Co.
Zachary Sanctis is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following roles at J.J.B. Hilliard W.L. Lyons and Federated Securities Corp. Outside of his advisory work, he is a partial owner of an LLC and a member of a local band. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, overlay management, and tax-management techniques, supported by internal research and strategic partnerships.
Jason H
Series 63, Series 66
Pittsburgh - Wexford, PA
Robert Baird & Co.
Jason Harrison is a financial advisor with Robert W. Baird & Co. and holds the Series 63 and Series 66 designations. He has 28 years of industry experience, including a long tenure at Hefren-Tillotson, Inc. He serves as treasurer and board member for nonprofit organizations including the Magee-Women Research Institute & Foundation and Aquinas Academy, and participates on multiple finance and investment committees for UPMC. The DDK Group, part of Baird’s Private Wealth Management department, serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm combines discretionary and non-discretionary portfolio management with manager selection, tax management, and direct indexing, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.
Adam L
Series 63, Series 65
Sewickley, PA
Cetera
Adam Logan is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and provides both investment and tax-related financial advice through his roles at Kratsas Wealth Management and Mercandante & Company, P.C. Prior to joining Cetera, he worked at firms including Avantax and Penn Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.
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