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Edward I
ChFC®, Series 63, Series 65
Pittsburgh, PA
Cetera
Edward Ifft Jr. is a financial advisor at Cetera with over 56 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of his advisory work, he serves on the board of directors for Hope Network, a nonprofit supporting programs for the physically disabled, and is a trustee for the Kate M Kelley Foundation, which provides grants to Catholic institutions and charities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing both affiliated and third-party managers across multiple program structures.
Vilyamir K
Series 66
Pittsburgh, PA
Robert Baird & Co.
Vilyamir Kolesnichenko is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at Hefren-Tillotson and several other firms. Outside of his advisory role, he serves as a volunteer director on the board of the Ukrainian Self-reliance of Western PA Federal Credit Union and is involved in artistic ventures including wedding photography and fine art sales. Robert Baird & Co.’s DDK Group, where Kolesnichenko is based, serves individuals, corporate clients, pension plans, and charitable organizations through a variety of financial planning and portfolio management services, employing both manager-traded and model-traded strategies supported by internal research and technology.
Pamela P
Series 63, Series 66
Pittsburgh, PA
RBC Capital Markets
Pamela Pasterick is a financial advisor with RBC Capital Markets in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to each client's risk profile, utilizing a combination of in-house and third-party investment managers.
Keith D
Series 66
Upper Saint Clair, PA
Merrill
Keith Devine is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2022, he worked at Monaghan Tooling Group and has experience in education and early childhood services through roles at the University of Dayton, The Little Gym, and Peters Township School District. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Kenneth S
Series 63, Series 65
Upper Saint Clair, PA
Merrill
Kenneth Sharon is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 32 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Kenneth began his career with Merrill in 1990 after graduating from Pennsylvania State University System with a Bachelor's Degree in Business Administration. Kenneth focuses on comprehensive wealth management strategies tailored to meet the needs of individuals and families at every stage of life. His areas of expertise include college education planning, family wealth management, liquidity management, personal retirement planning, philanthropic and socially responsible investing, women and wealth, and tax minimization. He emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Outside of his professional work, Kenneth is involved with his family and has participated in various youth sports programs and charitable organizations. His personal interests include baseball, cooking, gardening, hiking, ice hockey, tennis, woodworking, and spending time with his family.
Korey C
Series 66
Pittsburgh, PA
Equitable Advisors
Korey Carnvale is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and is based in Pittsburgh, PA. Prior to joining Equitable Advisors, Korey worked at Ohio University and held positions in retail and education sectors. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.
Katie B
Series 63, Series 65
Pittsburgh, PA
LPL Financial
Katie Byers is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at National Planning Corporation from 2009 to 2017. She has also maintained a related business under Speakman Financial since 2004. 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 financial planning and asset management services through a large network of investment adviser representatives.
Mitchell M
Series 66
Canonsburg, PA
UBS Financial Services
Mitchell Mulqueen is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at the University of Pittsburgh and North Canton High School. Outside of his advisory role, he is also engaged in ridesharing and food delivery services with Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.
Marc C
ChFC®, Series 63, Series 65
Pittsburgh, PA
Cetera
Marc Canovali is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has worked with firms including Private Advisor Group, LPL Financial, and The Advisor Group, where he is an owner. Outside of advising, he is an insurance agent specializing in life, health, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party money managers.
Robert K
Series 66
Pittsburgh, PA
Fidelity
Robert Keiscer is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, AXA Advisors, and other firms. Keiscer is based in Pittsburgh, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI-driven methods.
Paul G
CFP®, Series 63
Mt Lebanon, PA
Ameriprise
Paul Grachen is a CFP® with 35 years of industry experience and is currently affiliated with Ameriprise in Pittsburgh, PA. He has worked at Ameriprise and its predecessor entity since 1990. Outside of his advisory role, he serves as a basketball referee. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.
Kelly W
Series 66
Upper Saint Clair, PA
Merrill
Kelly Wisniewski is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Samuel G
Series 63
Pittsburgh, PA
LPL Financial
Samuel Ginsberg is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked at Boenning & Scattergood Inc for 14 years before joining LPL Financial in 2023. 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.
Matthew H
Series 66
Sewickley, PA
Merrill
Matthew Hurray is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 26 years of experience to his role. He specializes in addressing a range of client needs, including corporate executive services, equity compensation, retirement planning, portfolio management, and small business strategies. Matthew works with senior executives, business owners, and multi-generational families to develop financial plans that adapt to evolving client priorities and goals. Joining Merrill in 1996, Matthew has extensive experience advising clients on complex financial decisions such as stock option strategies, deferred compensation, retirement planning, and business transitions. He focuses on tailoring investment portfolios that align with individual goals, risk profiles, and timelines, utilizing both traditional and alternative investments as appropriate to pursue growth in varying market environments. Matthew holds a Bachelor's degree in economics and finance from the University of Dayton and a Master's degree in Business Administration from Duquesne University. He is a Personal Investment Advisor (PIA) and is actively involved in community organizations, serving as a committee member for the Duquesne University Student Athletic Fund. Matthew resides in Cranberry Township, Pennsylvania with his wife, Julie, and their twins.
Christine M
Series 66, Series 65
Pittsburgh, PA
UBS Financial Services
Christine Mulkerrin is a financial advisor at UBS Financial Services in Pittsburgh, PA, with 22 years of industry experience. She holds the Series 66 and Series 65 designations and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.
Chad I
Series 66
Pittsburgh, PA
Merrill
Chad Irving is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has dedicated his entire professional career since 1997. He has held multiple roles within the firm, including Premier Wealth Planner and leadership positions in Philadelphia, Pittsburgh, and Atlanta. Since returning to Pittsburgh in 2013, Chad provides customized wealth management strategies tailored to his clients' needs. Chad holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Exit Planning Advisor (CEPA®). He earned a Bachelor's Degree from Pennsylvania State University. His expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and values-based investing. In addition to his professional work, Chad is involved with the Western Pennsylvania chapter of the Cystic Fibrosis Foundation. His personal interests include cooking, golfing, spending time with his family, and traveling.
Kevin D
CFA®, Series 66
Pittsburgh, PA
Cetera
Kevin Day is a CFA® charterholder with 13 years of experience in the financial industry. He has worked at Cetera since 2018 and previously held roles at Federated Investors and First National Bank of Pennsylvania. In addition to his advisory role, he serves as Market Executive for FNB Wealth Management, overseeing sales and service functions at First National Trust Company. Cetera Investment Advisers LLC is a national investment advisory firm that serves individual, corporate, institutional, and charitable clients. The firm offers a range of portfolio management, retirement, and consulting services through a multi-manager platform with flexible program options and over $256 billion in assets under management.
Daniel G
Series 63, Series 65
Pittsburgh, PA
OSAIC
Daniel Gray is a financial advisor at Osaic Wealth Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, Money Concepts Capital Corp, and Bombardier. In addition to his advisory role, Gray operates a tax analysis and preparation business as a sole proprietor. Osaic Wealth Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party managers and alternative investments.
Colleen N
Series 66
Pittsburgh, PA
Robert Baird & Co.
Colleen Neuendorffer is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Fuller & Co, and Hefren-Tillotson. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.
John Z
Series 66
Upper Saint Clair, PA
Merrill
John Zalewski Jr. is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at BNY Mellon for ten years. 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. The firm offers model-based and discretionary strategies designed by internal and third-party managers for individuals, high-net-worth clients, and institutions.
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