Joshua Dobi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Dobi Financial Group, LLC, which he founded, Sagepoint Financial, Inc., and T & D Advisors Incorporated. Outside of his advisory work, he serves on several nonprofit boards such as the North Mecklenburg Rotary Club, Novant Health Foundation, and the Cain Center for the Arts, and is involved in local community organizations including the Charlotte Independence Soccer Club and Lake Norman Woman Magazine. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with a variety of managed account and third-party manager options.

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.

Sarah Depaoli is a financial advisor at Morgan Stanley in Sewickley, PA, with 13 years of industry experience. She holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for ten years prior to joining Morgan Stanley. Outside of her advisory work, she serves as a board member of the Great Lakes Portuguese Water Dog Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning tools combined with advisory support.

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.

Anthony Figurelli is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of advisory work, he holds ownership in a business called Zipmia, LLC, established for estate planning purposes. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Donna Cheswick is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cambridge and its affiliated entities since 2013. Outside of her advisory role, she is the managing member of Cheswick Divorce Solutions LLC, serves as a board member of the Collaborative Law Association of Southwestern Pennsylvania, and volunteers as an ambassador for the Institute for Divorce Financial Analysts. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms, alongside proprietary strategies under the Founders Gate Capital brand.

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.

Robert Glatt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining LPL Financial in 2021, he worked for various insurance carriers and Waddell & Reed, Inc from 2000 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Rafferty is a financial advisor at J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation. He has been in the industry since 2024, with prior experience at UBS and JPMorgan Chase Bank, N.A. Before entering the financial sector, he worked at Independence Excavating Inc and operated No Pressure House Wash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program is non-discretionary, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Nestor Lutsiv is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, GrubHub, and Abarta, as well as work at the University of Pittsburgh and self-employment. Merrill, along 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 by implementing model-based and discretionary investment strategies.

Vincent Schohn is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at PNC Investments LLC and Northwestern Mutual, as well as experience outside finance at Logistics Plus and Penn State Erie The Behrend College. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning without discretionary investment authority.

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.

Gregory Smith is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked in advisory roles at Fidelity Investments and Fidelity Investments FMR since 2022, and previously held positions at Merit Financial Advisors and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Chad Ferri serves as the Resident Director at Merrill, where he and his team provide a comprehensive range of financial advisory services. His role focuses on working with individuals and families to simplify their financial lives, optimize resources, and build successful futures. Chad aims to establish deep and genuine connections with his clients, becoming a primary point of contact for their financial endeavors. Chad began his career at Merrill in 2019 as an intern with the McLaughlin-Heckmann Team. He spent time in the downtown Pittsburgh office working with multiple financial advising teams across the market, developing client and account servicing skills. He returned to Greensburg and joined the Financial Advisor Program in 2022 to deepen relationships with clients and expand connections with prospective clients. His expertise includes family wealth management strategies, personal retirement planning, and retirement income. A 2019 graduate of Saint Vincent College, Chad holds a Bachelor of Science degree in Finance – Investment Management. He carries the Personal Investment Advisor (PIA) professional designation and participates in the Saint Vincent College Alumni Council. Outside of work, Chad enjoys traveling, boating, spending time with his nephews, and caring for his houseplant collection.

Jessica Mc Crory is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Securities Corporation for eight years. In addition to her advisory role, she serves as secretary on the board of Premiere Auto Sales in Washington, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Steven Sanders is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has worked with Cetera and its affiliates since 2026 and was previously associated with Osaic Wealth, Inc. and Sanders Smith Limited for extended periods. His activities include providing investment management, financial planning, and offering traditional insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization techniques and offers both brokerage and advisory services across various programs, supported by a complex network of affiliated entities.

Deborah Caley is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Wachovia Securities, LLC since 2003. 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, including tailored financial planning that incorporates firm-approved tools and models, managing approximately $2.74 trillion in client assets.

James Meredith is a financial advisor with Robert Baird & Co., holding the PFS™ designation and Series 63 license. He has 48 years of industry experience, including 44 years at Hefren Tillotson, Inc. prior to joining Robert Baird & Co. in 2022. 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 utilizes a range of portfolio management strategies and combines internal research and external partnerships to provide integrated wealth advisory services.

Thomas Drucis is a financial advisor at Cetera with 34 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., and Eastern Point Advisors Inc. Outside of financial advising, he is involved in the sale of comic books and consults on business valuation and settlement matters as a partner at Service First. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Tammy Baumgarten is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch and R Wine Cellar. Outside of finance, she has experience in the hospitality industry, including a role at Hyde Park Prime Steakhouse. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.