Mark Rusiski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 15 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, trustee services, and insurance product facilitation.

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 and spent over a decade at Morgan Stanley Alternative Investment Partners. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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® 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 designations and four years of industry experience. His prior work includes roles at Penn State, Stenson, Ripplematch, and Bobs Subs. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

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 at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for six years and Precision Garage Doors for four years. Marks is also involved in insurance activities through a licensed agency in Pittsburgh, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and was previously with Bay Crest Partners LLC from 2015 to 2018. 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 and financial planning services supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Kyle Rutledge is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at firms including Federated Hermes and Babcock Trading Company. Rutledge’s employment history also includes positions in educational institutions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory platforms.

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.

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.

Brian Donley is a CFP® professional at LPL Financial with 30 years of industry experience. He has held roles at Summit Wealth Advisors, Lincoln Financial Securities Corporation, and Summit Investment Advisors prior to joining LPL in 2020. Outside of his advisory work, Donley serves as a board member for Capital City Brewing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and operational tools.