Jake Nader is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals and families to understand and realize their financial goals, focusing on family wealth management strategies, legacy planning, and personal retirement planning. Jake applies his expertise in wealth management, retirement planning, financial modeling, and portfolio construction to provide tailored financial solutions that aim to improve his clients' lives. Jake joined Merrill Lynch in 2025, bringing experience from his previous roles at an elite boutique investment bank and two private equity firms, where he specialized in investment procurement, financial due diligence, growth equity injections, and mergers and acquisitions. He holds a Bachelor's degree in Finance and Economics from the University of Pittsburgh College of Business Administration and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Residing in Murrysville, Pennsylvania, Jake enjoys spending time with family and pursuing activities such as golfing, skiing, marksmanship, weight training, basketball, chess, music, reading, running, scuba diving, and skydiving.

Frank Ruscetti II is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He previously worked for Harvest Financial Corporation for 19 years before joining LPL Financial in 2023. Outside of his advisory role, he is a licensed notary in Pittsburgh, PA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced technologies.

Joel Sirota is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Waldron Private Wealth, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis.

Christine Farrell is a financial advisor with Robert Baird & Co. and holds the Series 63 and Series 65 designations. She has 30 years of industry experience, including 27 years at Hefren-Tillotson, Inc. and four years at Robert Baird & Co. She serves as a board member and on the Investment/Finance Committee of the Pittsburgh Presbytery Foundation. Robert Baird & Co. serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, discretionary and non-discretionary portfolio management services. The firm utilizes manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager oversight supported by internal research and technology.

Jennifer Haggerty is a Private Wealth Advisor with Merrill Lynch Wealth Management and a founding member of the Duckworth Haggerty Group, a team established in 2008 that includes 17 professionals. She specializes in family wealth management strategies, legacy planning, and tax minimization to assist families in navigating the complexities of wealth. With nearly 30 years of experience, Jennifer’s background includes nine years providing financial and tax advisory services at Ernst & Young, as well as four years working in the private trust department of a large commercial bank. She holds a Doctorate from The Dickinson School of Law at Pennsylvania State University and a Bachelor's Degree in Economics from Indiana University of Pennsylvania. Jennifer also holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Jennifer is active with the Women's Leadership Council of the United Way of Southwestern Pennsylvania. A native of Pittsburgh, she resides in the South Hills with her husband, Joseph Kunze, who is also a Private Wealth Advisor at Merrill. Together they have five adult children. Her personal interests include hiking, reading, spending time with family, and traveling.

Brian Kocherzat is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Robert Baird in 2022, he worked at Hefren Tillotson from 2018 and had a three-year period away from the industry. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies supported by internal research and uses both manager-traded and model-traded separately managed accounts.

Anthony Romani III is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Merrill and Bank of America prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing several rental real estate properties in the Pittsburgh area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates ESG criteria in its investment recommendations.

Christopher Hart is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, NA, and JPMorgan Securities LLC since 2021. Prior to his current role, he had experience at Johnson Controls and Olde Stonewall Golf Club. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Sarah Rigatti is a Series 66-credentialed financial advisor with Morgan Stanley in Pittsburgh, PA, with 10 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize Global Investment Committee data and Monte Carlo simulations to model potential outcomes.

Edward Turk is a financial advisor with RBC Capital Markets, holding CFP®, Series 63, and Series 65 designations. He has 31 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Maeve Donohue is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 credential and has previously worked at Hefren-Tillitson, iNetworks, Bucknell University, Mambo Italia, and Sewickley Academy. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, direct indexing, and internal research tools, including artificial intelligence.

Chase Katterman is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and was previously affiliated with AXA Advisors, LLC. Outside of financial advising, he was involved with Highmark Stadium for nine years and held a role at Duquesne University for four years. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that relies on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Grace Dymski is a CFP® professional with three years of industry experience currently working at Raymond James Financial in Pittsburgh, PA. Her background includes roles in both financial advising and collaborative support at Shorebridge Wealth Management, as well as experience in various positions at Grove City College and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary investment consulting using analytical tools to help clients evaluate potential outcomes.

Beth Deklewa is a financial advisor with LPL Financial in Bridgeville, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with LPL Financial since 2014. Deklewa is also a notary public, a role she assumed in 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of representatives, offering both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Joseph Free is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to his current role, he worked at institutions including Jpmorgan Chase Bank, N.A., Mason Classical Academy, and Ave Maria University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Vincent Kremer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Thrivent and its predecessor firm since 2006. Kremer serves as a board member for Al’s Bike Drive, a charitable program supporting the Toys for Tots initiative by providing new bicycles to children in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations across various planning areas without implementation. The firm combines goal-based analyses with flexible service options, including a managed-account program, while maintaining separation between planning and portfolio management services.

Joseph Ferguson is a financial advisor at Merrill with Series 65 and Series 66 licenses. He is based in Pittsburgh, PA, and has been in the industry since 2025. His prior work experience includes roles at Bank of America, Harris Teeter, Virginia Tech Dining Services, and several other organizations. 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 investment strategies for a range of individual and institutional clients.

Michael Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

William Stroyne is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His previous roles include two decades at Securities America Advisors, Inc. and OSAIC. Outside of advising, he serves on the board of the McKnight East Building 500 Association and is a band leader and musician for the InTransit Band, which performs at wedding receptions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research and technology-driven portfolio management solutions.

Louie Maser is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Belmont Logistics, Elliot Community Federal Credit Union, and Dollar Bank. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor financial plans and advisory programs, operating a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels.