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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining LPL Financial in 2021, he worked for various insurance carriers and Waddell & Reed, Inc from 2000 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has five years of industry experience. His work history includes roles at PNC Investments LLC and Northwestern Mutual companies prior to joining MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using technology-driven analysis to support collaborative, goal-focused client relationships.

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 at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual and its affiliated companies since 2014. In addition to his advisory role, he is engaged in insurance sales and owns Fetsco Financial LLC, which provides insurance and financial services to clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to develop collaborative, goal-based strategies.

Steven Sanders is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Osaic Wealth, Inc. since 2006 and had a prior 32-year tenure at Sanders Smith Limited. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and access to a broad range of investment products and third-party money managers.

Stephen Small is a financial advisor with Equitable Advisors in Jeannette, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at AXA Advisors, LLC, and has served as a consultant for Marc Jacobsen & Associates. He is also the treasurer for the Ligonier Lodge 331 F&AM in Ligonier, PA. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs delivered through Investment Adviser Representatives and third-party managers. The firm offers a variety of investment vehicles and ERISA fiduciary services and operates without its own wrap fee program, relying on third-party sponsors and affiliated entities.

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 with Robert Baird & Co., holding the PFS™ designation and Series 63 license. He has 48 years of industry experience, including 44 years at Hefren Tillotson, Inc. prior to joining Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm utilizes a range of portfolio management strategies and combines internal research and external partnerships to provide integrated wealth advisory services.

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.

Ty Hosler is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Steel River Techs and Johnston Painting & Decorating. Outside of his advisory role, he is the owner of Drifters Lacrosse Club, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Kyle Walchli is a CFP® professional with eight years of industry experience. He is currently an advisor at Ameriprise in Mount Lebanon, PA, having previously worked at The Huntington Investment Company, J.P. Morgan Securities, and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.

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® with eight years of industry experience. He is currently with Stifel and has previously worked at Federated Investment Counseling and PNC Bank. He is based in Pittsburgh, PA. Stifel serves a diverse clientele including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Kaivon Maknoon is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wachovia Bank, N.A. starting in 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Trevor Young is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, and MSI Financial Services. Outside of his advisory work, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.