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John Alexander Callas

Advisor at LPL Financial — Kittanning, PA Market Street

Updated today

Credentials

Series 63, Series 65

Experience

41 years

Location

Kittanning, PA 16201

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,510 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

John Callas is a financial advisor with LPL Financial in Kittanning, PA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, he provides employee benefit consulting through J. Alexander Callas Qualified Plans Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options and supports its advisors with advanced operational and research tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Kittanning, PA Market Street

308 Market Street

Kittanning PA 16201

Advisors at this office

2

Most active in

Pennsylvania

Work history

41 years of industry experience

LPL Financial, llc

1995 - Present • 31 years

Kittanning, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Noah R

Series 63, Series 65

New Bethlehem, PA

Green Leaf Advisors

Noah Rankin is a financial advisor at Green Leaf Advisors with Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies (NY Life), Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is also employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is an independent, fee-only investment adviser serving mostly individual clients along with pension and profit-sharing plans. The firm utilizes asset allocation and Modern Portfolio Theory with a mix of passive and active funds and offers retirement plan consulting uncommon for a solo practice.

Business sale tax planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Randall M

Series 66

Sarver, PA

Convivia Financial LLC

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, National Cooperative Bank, and Edward Jones. Convivia Financial LLC is an independent advisory firm providing non-discretionary direct asset management and financial planning services to individuals and high net worth clients. The firm constructs portfolios based on Modern Portfolio Theory and tailored client objectives, requiring client approval before executing transactions.

General estate planning guidance Retirement income strategy
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Jarrod S

Series 63, Series 66

Sarver, PA

Legacy Edge Advisors

Jarrod Sleppy is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF from 2015 to 2026. Legacy Edge Advisors serves individuals, high-net-worth clients, and trusts, providing discretionary portfolio management and financial planning. The firm uses a blend of fundamental, quantitative, and technical analysis to guide investment decisions and manages over $1.2 billion in discretionary assets.

Options & derivatives strategies Real estate investing Annuities
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Timothy G

Series 63, Series 65

Sarver, PA

Bull Harbor Capital LLC.

Timothy Gottus is a financial advisor at Bull Harbor Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the Planning Committee for the Buffalo Township Board and is president of the Freeport Basketball Boosters. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian S

Series 63, Series 65

Kittanning, PA

Pinnacle Investments, LLC

Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Essex Securities LLC, Global Investment Advisors, LLC, Investors Capital Corp., and Eastern Point Advisors Inc. Outside of finance, he manages and works as a bartender and cook at Stanley’s Bar & Grille in Ford City, PA. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis with a range of permitted investment strategies.

Options & derivatives strategies Cash flow / budgeting General tax planning Wealth management
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Tana H

Series 63, Series 65, Series 66

Sarver, PA

PNC Wealth Management

Tana Hessom is a financial advisor with PNC Wealth Management in Sarver, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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