Christopher Radke is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank segment since 2018, with prior roles at Cohen & Steers Securities and Cohen & Steers Capital Management from 2014 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, serving clients directly and through employer agreements.

Michael Clark is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management, Schneider Downs Wealth Management Advisors, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, providing access to multiple program structures, third-party managers, and bespoke investment strategies.

Kerry Kelly Jr. is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has previously worked at firms including Babb Inc, Fragasso Financial Advisors, LPL Financial LLC, and Private Client Services. Kelly serves as a board member of the Penn State New Kensington Alumni Association, a nonprofit that provides scholarships to Penn State students. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Isaacson is a financial advisor with Wells Fargo Clearing in Pittsburgh, PA, holding a Series 63 designation and 39 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with an expanded investment menu that includes insurance-related vehicles and bank deposit sweep options.

Daniel Goss is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Robert Baird & Co. since 2022, with prior roles at Hefren Tillotson and PNC. 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 offers a range of services including financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies supported by internal research tools and ongoing manager monitoring.

Lawrence Gleason is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1996, concurrently serving at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Spangler is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. and Securities America Inc. Outside of his advisory role, he is involved with Spectrum Financial Planning Group, focusing on fixed life insurance, disability insurance, long-term care insurance, and fixed annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Jonathan Kratsas is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. In addition to his advisory role, he is the managing partner of Mercadante & Company, P.C., a CPA firm, and serves as a fiduciary trustee. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party managers.

Michael Tapolci is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. His prior roles include positions at RakeTrades, LLC and Trendsetters Trading, LLC. He is also associated with TradezOnTap, LLC, a business entity used for tax and investment purposes that is not investment related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Joseph Larocco is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2020 before joining Fisher Investments in 2020. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services and manages a range of separate accounts and pooled investment vehicles.

David Johnson is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage services.

Richard Hofmann is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Burgatory and within the North Allegheny School District before joining Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across various fund structures and employs oversight controls to address conflicts of interest.

Robert Spagiare is a financial advisor at Equitable Advisors with 45 years of industry experience. He has held Series 63 and Series 65 designations and has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of his advisory role, he is involved in life settlements for fixed and traditional contracts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage channels.

Christopher Guandolo is a CFP® with 26 years of industry experience and is currently an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Janney Montgomery Scott for 18 years. Outside of his advisory role, he owns a small used-car dealership through an S-Corp he manages with his brother. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and incorporates analytical modeling and risk profiling in its advisory approach.

Rebecca Pawuk is a financial advisor at Edelman Financial Engines with 17 years of industry experience. She holds the Series 66 designation and has worked at several Federated entities from 2008 to 2019 before joining Edelman Financial Engines in 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online offerings.

Shayna Deckman is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at PNC Financial Services Group and University of Pittsburgh. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Adam Mascio is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in medical equipment and information technology services and was affiliated with Allegheny College. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored platforms and third-party managers to deliver a variety of advisory and brokerage solutions.

Madison Pittman is a financial advisor at Wells Fargo Advisors with five years of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at Wells Fargo Clearing from 2019 to 2023 and at Northwestern Mutual from 2017 to 2018. She holds a Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Leanna Klett is a Series 66-credentialed financial advisor with Morgan Stanley in Pittsburgh, PA, where she has worked since 2014. She has 13 years of industry experience. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including wrap programs, private fund relationships, and structured product activities.

Gennaro Marsico is a financial advisor with Raymond James & Associates, holding a Series 66 credential and offering 21 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, he is a partner in Tesera LLC, an LLC involved in owning undeveloped real estate for potential future development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.