Pittsburgh, PA Waterfront Dr Office

Christopher Natali is a CFP®-certified financial advisor with 19 years of industry experience, currently serving clients at Raymond James Financial in Pittsburgh, PA. He has been involved with Shorebridge Wealth Management since 2014 and serves as a director and treasurer for The Natali Foundation, a nonprofit organization. Additionally, he works as an insurance agent, selling disability and life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and is known for its municipal advisory capabilities and specialized SIMPLE IRA Employer Advisory program.

Dena Karsin is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 36 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2018 and with Raymond James Financial Services, Inc. since 2013. Outside of her advisory work, she serves as an operations manager and sales assistant at Shorebridge Wealth Management in Pittsburgh. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory capabilities along with specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Erik Olson is a CFA® charterholder and Series 63 licensee with four years of industry experience. He currently works at Raymond James Financial and previously spent seven years at Bank of New York Mellon. Outside the firm, he is associated with Shorebridge Wealth Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Winfield Smathers IV is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as trustee for his grandfather’s irrevocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical and risk-profiling tools, alongside specialized municipal advisory services and employer consulting programs.

Joseph Maker is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Waldron Private Wealth and PwC. Outside of advising, he is president of Lobo One LLC, a business in which he holds signing and tax authority responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supporting a broad advisor network with a range of advisory programs and institutional services.

Mark Summers is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill Lynch and S&T Wealth Management. He is also employed as a financial advisor at Shorebridge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal and public finance advisory work.

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.

Joseph Lantz is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has six years of industry experience and is currently a financial advisor at Raymond James Financial Services Advisors, Inc., where he has worked since 2022. Prior to this, he spent 15 years with Federated Hermes. Outside of his advisory role, he serves on the investment committees of two nonprofits, Achieva Family Trust and United Way of Southwestern PA. 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 institutions. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs through a large network of advisors.

Won Son Erdman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 11 years of industry experience. Prior to joining Raymond James in 2022, Erdman worked at Waldron Private Wealth and BNY Mellon Wealth Management. He serves as a committee member on the Executive Committee of the Alliance of Merger and Acquisition Advisors, where he helps plan educational events for members nationwide. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports municipal and public-finance work, and features advisory programs including a SIMPLE IRA Employer Advisory & Consulting Services program.

Kyle Balliet is a CFP® professional with 17 years of industry experience. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2013. Balliet is also involved with Shorebridge Wealth Management, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through various advisory programs and maintaining specialized services such as municipal and public-finance advising.