Pittsburgh, PA 420 Fort Duquesne Blvd Office

Craig Shensa is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes 23 years at The Monteverde Group and five years at Royal Alliance Associates. He maintains involvement with The Monteverde Group as a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Antonio Loffreda Mancinelli is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wealth Management Partners, LLC and Commonwealth Financial Network for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

William Place is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He previously worked at Kestra Investment Services, LLC for 13 years and has been associated with Jacobson Associates, Inc. for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Daniel Martin is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and having 34 years of industry experience. He previously worked at Royal Alliance Associates for five years and The Monteverde Group for 21 years. He maintains an ongoing investment-related business activity associated with The Monteverde Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Adri Bleier is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Royal Alliance Associates and operates the Bleier Insurance Group. Outside of advising, she is involved in podcasting through the Wiz Bleier Show and works as a website and technology consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Lawrence Jacobson is a financial advisor with LPL Financial who holds a Series 63 designation and has 33 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services. He also operates Jacobson Associates, a separate business entity established in 1993. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of services including financial planning, advisory programs, retirement plan consulting, and brokerage, supported by model portfolios and research from internal and third-party sources.

Wendy Astorino is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2018, following six years at Royal Alliance Associates, INC. Astorino is also active as a non-variable insurance agent through The Monteverde Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

James Monteverde is a Chartered Financial Consultant (ChFC®) with 50 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to this, he was with Royal Alliance Associates, Inc. for five years and led The Monteverde Group for over five decades. He is involved with ECA Marketing, focusing on non-variable annuities, and also works with life, health, and disability income products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and advanced technologies to support discretionary and non-discretionary investment management.

Ryan Duchak is a financial advisor with LPL Financial in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes five years at Royal Alliance Associates. Outside of advisory services, he has a business DBA related to his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research, model portfolios, and a variety of investment strategies.