David Liguori is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at UBS Financial Services for 14 years. Outside of his advisory role, he is the sole proprietor of Liguori Properties, LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm‑approved tools without providing individual security recommendations as part of standalone plans.

Jason Curran is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at BNY Mellon Investor Solutions, LLC for three years and Morgan Stanley Alternative Investment Partners for twelve years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Douglas Jamison is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Edward Jones, and Fort Hays State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing proprietary research and algorithmic portfolio construction.

Joseph Maker is a CFP®-credentialed financial advisor with nine years of industry experience, currently with Raymond James Financial Services Advisors Inc. He previously worked at Waldron Private Wealth and PwC. Outside of his advisory role, he serves as President of Lobo One LLC, a business partnership. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

Blaze Tatananni is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Morgan Stanley Private Bank, National Association from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services, with notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kees Van Der Zee is a financial advisor at Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Equitable Advisors, he worked at Penn State, Stenson, and Ripplematch. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Timothy Ungarean Jr. is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. His prior roles include work at JKS Financial and The Pittsburgh Golf Club, as well as studies at the University of Pittsburgh. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jimmy Peraffan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. He served in the U.S. Marine Corps from 2018 to 2023 and continues to serve in the U.S. Marine Corps Reserve. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm’s investment offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Aaron Marks is a financial advisor with LPL Enterprise who holds a Series 66 designation and has six years of industry experience. He previously worked at Wells Fargo Clearing for six years and at Precision Garage Doors for four years. Marks is also involved in non-variable insurance activities through an insurance agency in Pittsburgh. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios, third-party asset managers, and an integrated platform that includes insurance and lending products.

F Minor is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and operated Minor Group Inc. for over two decades. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Dobi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Sagepoint Financial, Inc. and operated Dobi Financial Group, LLC. His non-investment activities include serving on the boards of the North Mecklenburg Rotary Club, Novant Health Foundation, Charlotte Independence Soccer Club, and the Cain Center for the Arts. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Thomas Farrington is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its Private Bank since 2018, following three years at Bay Crest Partners LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

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.

Donna Cheswick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013. Outside of advising, she is managing member of Cheswick Divorce Solutions LLC and serves as a board member of the Collaborative Law Association of Southwestern Pennsylvania; she also volunteers as an ambassador for the Institute for Divorce Financial Analysts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

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.

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.

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.

Jessica Mc Crory is a financial advisor at LPL Financial with nine years of industry experience. She previously worked for Lincoln Financial Securities Corporation from 2016 to 2024. Mc Crory is a Series 66 credential holder. Outside her advisory role, she serves as secretary and board member for Premiere Auto Sales in Washington, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Christopher Crayton is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at firms including Cambridge Investment Research, Cantella & Co., Raymond James Financial Services, and Commonwealth Financial Network. Outside of his advisory work, he is involved with J Cubed Financial Advisory Group, Inc., an entity related to his business activities with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party subadvisors, and technology-supported strategies.