James Mrdjenovich
Managing Director
(412) 221-1291
James.Mrdjenovich@IFSGroup.org
James Mrdjenovich has over 20 years of experience in the Wealth Management/Financial Services industry, with a background in investment, retirement, estate, tax, risk, debt, education, and business planning. He obtained a BSBA degree...
Jesse Garshak
Senior Wealth Advisor
(412) 221-1291
More information about Jesse, coming soon!
William Merchad
CFO
William Merchad is a CFO Strategist for the LPL Financial Business Strategy Services team.He provides advisors with actionable insights based on financial analysis and strategicplanning to help drive higher practice valuations.Will has...
James Wellmeier
Administrative Assistant
858-909-7021
James is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. He partners with advisors to provide support on administrative...
Nancy Camilli
Administrative Assistant
Josh Roberts
LPL Plan Manager
Josh’s financial services career launched in 2016 where he served as a financial planner prior to joining LPL Financial in 2022. Josh received his Bachelor of Finance from the University of Appalachian State, and he currently...
Megan Fennie
Marketing Consultant
Autumn OKelley
Bookkeeper