Kyle Rutledge is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His career includes roles at Federated Hermes and multiple positions in the education and food service sectors. He has an ongoing business activity with Babcock Trading Company. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, with a significant portion of its assets managed on a non-discretionary basis and utilizes LPL-sponsored programs and endorsed TAMPs in its advisory model.

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.

Timothy Weishorn is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 license and bringing 27 years of industry experience. He previously worked at LPL Financial and Wells Fargo Advisors. He serves as a non-profit board member of the Pineview Condo Association in Greensburg, PA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and it maintains a unique affiliation with a municipal advisor to support its public finance work.

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.

Vincent Schohn is a financial advisor at MassMutual Investors Services with five years of industry experience. He holds Series 63 and Series 65 licenses. His background includes roles at PNC Investments LLC and Northwestern Mutual in various capacities from 2020 to 2025, along with earlier experience outside the financial sector. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to develop written recommendations tailored to clients’ goals.

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.

Chad Ferri serves as the Resident Director at Merrill, where he and his team provide a comprehensive range of financial advisory services. His role focuses on working with individuals and families to simplify their financial lives, optimize resources, and build successful futures. Chad aims to establish deep and genuine connections with his clients, becoming a primary point of contact for their financial endeavors. Chad began his career at Merrill in 2019 as an intern with the McLaughlin-Heckmann Team. He spent time in the downtown Pittsburgh office working with multiple financial advising teams across the market, developing client and account servicing skills. He returned to Greensburg and joined the Financial Advisor Program in 2022 to deepen relationships with clients and expand connections with prospective clients. His expertise includes family wealth management strategies, personal retirement planning, and retirement income. A 2019 graduate of Saint Vincent College, Chad holds a Bachelor of Science degree in Finance – Investment Management. He carries the Personal Investment Advisor (PIA) professional designation and participates in the Saint Vincent College Alumni Council. Outside of work, Chad enjoys traveling, boating, spending time with his nephews, and caring for his houseplant collection.

Brian Fetsco is a financial advisor with Mass Mutual Investors Services in Greensburg, PA, holding Series 65 and Series 63 credentials and possessing 21 years of industry experience. He has been with Mass Mutual Investors Services and the MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is also a licensed insurance agent specializing in life, health, group life, group health, disability insurance, and annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers ongoing, collaborative financial planning engagements using firm-approved tools, offering a range of investment and event-driven planning services.

Stephen Small is a financial advisor with Equitable Advisors in Jeannette, PA, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked with AXA Advisors, LLC. Outside of his advisory work, he serves as treasurer for Ligonier Lodge 331 F&AM and consults for Marc Jacobsen & Associates. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Deborah Caley is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Wachovia Securities, LLC since 2003. 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 that incorporates firm-approved tools and models, managing approximately $2.74 trillion in client assets.

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.

Chad Rosensteel is a financial advisor with Edward Jones in Greensburg, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, including two years at Allstate Insurance Co before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

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.