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Michael P

Series 66

Cranberry Township, PA

Wells Fargo Advisors

Michael Priola is a financial advisor with Wells Fargo Advisors in Cranberry Township, PA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with specialized services in areas such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Timothy Z

Series 66

Pittsburgh, PA

Fidelity

Timothy Zeuch Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior professional background includes roles with Northwestern Mutual and several Major League Baseball teams. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Richard D

Series 63, Series 65

Pittsburgh, PA

Morgan Stanley

Richard Deitrick Jr. is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models.

General estate planning guidance
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Lynn H

Series 66

Pittsburgh - Wexford, PA

Robert Baird & Co.

Lynn Hyde is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2022, following an 11-year tenure at Hefren Tillotson, Inc. Lynn is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Randee B

CFP®, Series 66

Pittsburgh - Wexford, PA

Robert Baird & Co.

Randee Baer is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. She is currently with Robert Baird & Co., where she has worked since 2022, following a decade at Hefren Tillotson, Inc. Randee is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and access to separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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David M

Series 63, Series 65

Pittsburgh, PA

LPL Financial

David Maniet is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining LPL Financial in 2022, he spent 20 years with Triad Advisors, Inc. In addition to his advisory work, he is involved in automotive restoration and runs a hobby retail business focused on estate merchandise. 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, and institutional platforms, supported by diverse investment strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph D

Series 66

Pittsburgh, PA

Robert Baird & Co.

Joseph Dressel is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He joined Baird in 2025 after 12 years at PNC Financial Services Group Inc. and is based in Pittsburgh, PA. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kyler V

Series 66

Sewickley, PA

RBC Capital Markets

Kyler Valecko is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018. Prior to joining RBC, he was with Ibis Signs for four years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

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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Vito C

Series 63, Series 65

Pittsburgh, PA

LPL Financial

Vito Cedro is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with LPL Financial since 2012 and previously with Alpern Wealth Management and Solenture Advisors. Cedro is involved with Cedro Wealth Management and H2R Wealth Management, both affiliated entities under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a wide range of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacquelyn C

Series 66

Pittsburgh, PA

Merrill

Jacquelyn Connell is a financial advisor with Merrill in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, she worked with Achieva Family Trust and Duquesne University. She is also involved in community service, teaching an Estates, Wills, and Trusts course as adjunct faculty at Duquesne University’s paralegal program and serving on the board of River Communities Fiduciary Services, a nonprofit assisting individuals with disabilities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Jeffrey S

Series 63, Series 65

Sewickley, PA

RBC Capital Markets

Jeffrey Schmitt is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes eight years at UBS Financial Services and his current roles at City National Bank and RBC Capital Markets, both since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with discretionary and non-discretionary management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

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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Allan T

Series 63, Series 65

Bethel Park, PA

LPL Financial

Allan Telech is a financial advisor with LPL Financial in Bethel Park, PA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His career includes roles at Waddell & Reed, INC., various insurance carriers, and ATA Associates over a 21-year period before joining LPL Financial in 2021. Outside of his advisory role, Allan works seasonally as a contract employee providing accounting and tax services. 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 services including financial planning, wrap and model portfolio programs, and access to third-party asset management, supported by a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bo E

Series 66

Pittsburgh, PA

LPL Financial

Bo Edvardsson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Lincoln Financial Advisors, MSI Financial Services, Inc., and New England Securities. In addition to his advisory role, he is involved in non-variable insurance relationships. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kimberly H

Series 65

Pittsburgh, PA

Cambridge Investment Research Advisors

Kimberly Henry is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 30 years of industry experience, including roles at The Bank of New York Mellon and Northwest Bank prior to joining Cambridge. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Natalie T

Series 63, Series 65

Pittsburgh, PA

J.P. Morgan Securities

Natalie Taylor is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 credentials. She has 20 years of experience in the industry, including prior roles at PNC Wealth Management and BNY Mellon Wealth Management. Taylor serves on the boards of several Pittsburgh-based nonprofits, including Shady Side Academy, Shadyside Hospital Foundation, Achieva Family Trust, and Pittsburgh Glass Center, where she participates in finance and investment committees. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Allen Z

Series 63, Series 65

Pittsburgh, PA

OSAIC

Allen Zeolla is a financial advisor with Osaic Wealth, Inc. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He also operates AZ Financial, Inc., his own firm, and is involved in tax preparation services as the owner of Tax Services Plus. Additionally, Zeolla is a co-owner of Sign Trendy LLC, a business engaged in billboard management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, automated rebalancing, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph N

Series 66

Pittsburgh, PA

J.P. Morgan Securities

Joseph Nichol is a Series 66 registered advisor at J.P. Morgan Securities with less than one year of industry experience. He previously worked at JPMorgan Chase Bank and Seven Oaks Country Club, and completed his education at Duquesne University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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James Y

Series 66

Pittsburgh, PA

Equitable Advisors

James Young II is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has held various roles outside of finance, including co-owning a fitness business and leading sales for an ATM service company. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Silviya S

Series 66

Sewickley, PA

RBC Capital Markets

Silviya Stoimenova is a financial advisor with RBC Capital Markets in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets LLC since 2014. Outside of her advisory role, she works as an independent contractor providing translation services for two companies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

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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Josephine M

CFP®, Series 63, Series 65

Pittsburgh, PA

STIFEL

Josephine Mastilak is a CFP® certificant with 43 years of experience in the financial industry. She has been with Stifel since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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