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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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Gennaro M

Series 66

Beaver, PA

Raymond James & Associates

Gennaro Marsico is a financial advisor with Raymond James & Associates, holding a Series 66 credential and offering 21 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, he is a partner in Tesera LLC, an LLC involved in owning undeveloped real estate for potential future development. 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, and municipal entities, providing financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

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

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Gianni D

CFP®, Series 63, Series 65

Pittsburgh, PA

LPL Financial

Gianni Dinello is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021. Prior to joining LPL, he was affiliated with GVD Borsa LLC and held roles at Charles Previs, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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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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Brian D

CFP®, Series 66

Pittsburgh, PA

Wells Fargo Advisors

Brian Debbis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He holds partial ownership interests in Heritage Financial Partners Inc. and Heritage Seubert Financial LLC, both investment-related businesses in Pittsburgh, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings 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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Alex S

Series 63, Series 65

Pittsburgh, PA

Wells Fargo Advisors

Alex Sebastian is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Covenant Annuity and Insurance, Covenant Financial Advisors, Covenant Partners LLC, and 1N1 Enterprises. Outside of his advisory work, Sebastian has a 50% ownership stake in Sebastian Enterprises Inc., which operates two restaurants. 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 planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and planning tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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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Won Son E

Series 66, Series 65, Series 63

Pittsburgh, PA

Raymond James Financial

Won Son Erdman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 11 years of industry experience. Prior to joining Raymond James in 2022, Erdman worked at Waldron Private Wealth and BNY Mellon Wealth Management. He serves as a committee member on the Executive Committee of the Alliance of Merger and Acquisition Advisors, where he helps plan educational events for members nationwide. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports municipal and public-finance work, and features advisory programs including a SIMPLE IRA Employer Advisory & Consulting Services program.

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

College savings (529s, UTMA, etc.)
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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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