Shannon Mccarey is a financial advisor at Morgan Stanley in Monroeville, PA, holding a Series 66 designation with 18 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and previously spent nine years with Federated Investors and its affiliated entities. 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, and manages approximately $2.74 trillion in client assets.

Joseph Figurelli is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following two years at EY. Outside of his advisory role, he co-owns and manages operations for a tax preparation business, Tax Man Joe LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on tax-aware withdrawal strategies and dependable income sources. The firm integrates proprietary research and third-party data in its recommendations, with an emphasis on clients meeting specific asset criteria and utilizing Ameriprise-managed assets.

Joseph Maker is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Waldron Private Wealth and PwC. Outside of advising, he is president of Lobo One LLC, a business in which he holds signing and tax authority responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supporting a broad advisor network with a range of advisory programs and institutional services.

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 with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Penn State, Stenson, and Ripplematch. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

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.

Michael Spiller is a financial advisor with LPL Financial in Monroeville, PA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at CVS Health for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

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.

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.

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.