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Christian M
Series 66
Pittsburgh, PA
Equitable Advisors
Christian Melendez Carpintero is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles at Gnc, Fennel Brothers, Geodis, Syncreon, Laroche, and Aroogas. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual registration as an SEC-registered investment adviser and broker-dealer.
Sean S
Series 66
Cannonsburg, PA
LPL Financial
Sean Setaro is a financial advisor with LPL Financial in Cannonsburg, PA, holding the Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Edward Jones for four years and spent eight years at Industrial Scientific Corporation. He is also involved as a non-variable insurance agent and participates in the Succession, Wealth and Insurance Network. LPL Financial serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting. The firm provides both discretionary and non-discretionary management and utilizes various investment strategies supported by proprietary research and third-party subadvisors.
Deborah S
Series 63, Series 65
Pittsburgh, PA
Wells Fargo Advisors
Deborah Sheehan is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.
Sanjit K
Series 66
Pittsburgh, PA
Wells Fargo Advisors
Sanjit Khara is a financial advisor at Wells Fargo Advisors in Pittsburgh, PA, with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Khara is involved in trustee and executor roles for family-related financial matters and holds part ownership in KM Wealth Management LLC and Heritage Seubert Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad array of planning services and integrates advisory services with other financial products and referral channels.
Lance B
Series 63, Series 66
Bethel Park, PA
Edward Jones
Lance Burgert is a financial advisor with Edward Jones in Bethel Park, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Andrew C
Series 63, Series 65
Pittsburgh, PA
LPL Financial
Andrew Conti is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He previously worked at Boenning & Scattergood for six years and at Ross, Sinclaire & Associates, LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.
Steven F
Series 63, Series 65
Pittsburgh - South Hills, PA
Robert Baird & Co.
Steven Fischetti is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Baird in 2020. Outside of his advisory role, he serves on the boards of the George Benson Scholarship Fund and Powerloom Corporation, and is also a board member of South Hills Country Club. Baird’s Private Wealth Management department, including the DDK Group where Fischetti works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.
Steven W
Series 63, Series 65
Pittsburgh, PA
Cetera
Steven Wagner is a financial advisor at Cetera with two years of industry experience. He previously worked for Federated Hermes for 26 years before joining Cetera in 2024. Outside of his advisory role, he also manages the financial affairs of Bray Farm Income Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by its nationwide network of over 10,000 advisors.
Ryan C
Series 66
Pittsburgh, PA
Ameriprise
Ryan Churchfield is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Robert Baird & Co., Hefren Tillotson, PNC Investments, and Charles Schwab. He is based in Pittsburgh, PA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to produce tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Patrick M
CFP®, Series 65, Series 63
Bridgeville, PA
Edward Jones
Patrick Milas is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Edward Jones, he worked at Citizens Securities Inc., PNC Bank, and MFA Wealth. Outside of his advisory role, he is president of a photobooth rental business he co-founded with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs, managed solutions, and investment options supported by a nationwide network of financial advisors and branch offices.
Edmond W
Series 63, Series 66
Pittsburgh, PA
Morgan Stanley
Edmond Watters is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. His prior roles include positions at Mid Atlantic Capital Corp and Cline Financial Group LLC. Outside of his advisory work, Watters serves as a board member and Chair of the Nominating and Governance Committee at The Neighborhood Academy, an educational nonprofit in Pittsburgh. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a wide range of investment and financial planning services.
Joseph M
Series 63, Series 65
Upper St. Clair, PA
Morgan Stanley
Joseph Molinero is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Molinero serves as a board member of the Pittsburgh Stock and Bond Association and holds a secretary position at the Three Rivers Labor Management Committee, a nonprofit organization focused on fostering labor-management relations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning arrangements.
Gregory F
CFP®, Series 63, Series 65
Pittsburgh, PA
LPL Financial
Gregory Furer is a CFP® professional associated with LPL Financial in Pittsburgh, PA, with 19 years of industry experience. His prior roles include positions at Waddell & Reed, PNC Investments, and Kaplan, Inc. He has served on the boards of Bethesda Lutheran Services and Poly Smith Inc., and is involved with the North American Lutheran Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology solutions.
Margaret E
Series 63, Series 65
Pittsburgh, PA
Morgan Stanley
Margaret Everly is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.
Jeanette F
Series 63
Pittsburgh, PA
Morgan Stanley
Jeanette Fay is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 63 license and with 35 years of industry experience. She has previously worked at Citigroup Global Markets and Morgan Stanley Smith Barney and currently serves at Morgan Stanley Private Bank. Outside of her advisory role, she is president and director of FabricFreak.com, Inc., and serves as a director on the boards of Loom and JMF Design, both textile-related businesses. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools to support customized financial strategies.
Richard S
Series 63, Series 66
Pittsburgh, PA
Cetera
Richard Staszak is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is involved in activities related to fixed insurance products, including life, disability, annuities, long-term care, variable universal life, and linked insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
Scott S
Series 65
Pittsburgh, PA
LPL Financial
Scott Steiner is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2022. His prior roles include positions at Duquesne University and experience with a volunteer income tax assistance program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.
Scott F
Series 66
Pittsburgh, PA
Fidelity
Scott Fetsko is a Financial Consultant at Fidelity Investments, where he focuses on providing clients with a holistic approach to financial planning. He emphasizes effective communication to understand clients' financial and retirement goals and aims to offer guidance that helps them achieve peace of mind throughout the planning process. Scott has experience in the financial services industry, having held roles as a Financial Advisor at Edward Jones from 2019 to 2020 and as a Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2023 before joining Fidelity Investments in 2023. Outside of his professional work, Scott engages in family activities, fitness, and parenthood.
Gary K
CFP®, Series 63, Series 65
McMurray, PA
OSAIC
Gary Krikorian is a financial advisor with OSAIC holding CFP®, Series 63, and Series 65 designations and has 37 years of industry experience. Prior to joining OSAIC, he worked for over 21 years at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.
Joseph M
Series 63
Bethel Park, PA
STIFEL
Joseph Muscatello is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he has been involved in several business ventures, primarily inactive, including ownership of companies serving the utility and metal processing industries. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
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