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Sean H

Series 65

Pittsburgh, PA

Allegheny Investments

Sean Hoover is a Series 65-licensed financial advisor with Allegheny Investments in Pittsburgh, PA. He has seven years of industry experience and has been with Allegheny Investments since 2014. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies using mutual funds, independent third-party managers, and proprietary research to meet client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Britt C

CFP®, Series 63

Pittsburgh, PA

Allegheny Investments

Britt Campbell is a CFP® with 44 years of industry experience and has been with Allegheny Investments since 1991. He holds a Series 63 license and is based in Mars, PA. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets, focusing on diversified portfolios primarily using mutual funds, with an emphasis on personalized strategies and ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Joseph H

Series 63

Pittsburgh, PA

Allegheny Investments

Joseph Hoover is a financial advisor at Allegheny Investments with 41 years of industry experience. He has been with Allegheny Investments since 1988. Outside of his advisory role, Hoover serves as president of the board for Partners in Progress Haiti, a charitable organization. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes personalized strategies, diversification, and ongoing portfolio monitoring, managing approximately $634 million in client assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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David F

CFP®, Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

David Faith is a CFP® professional with 30 years of experience in financial advising. He has been with Allegheny Investments since 2001. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes personalized strategies, diversification, and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Robert S

Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

Robert Spicher is a financial advisor with Allegheny Investments who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Allegheny Investments since 2003 and has operated Spicher Associates, Inc., a CPA practice, since 1985. Outside of advising, he serves as president of Spicher Associates, a non-investment-related CPA firm. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios, ongoing monitoring, and personalized strategies developed through client discussions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Jason B

Series 66

Pittsburgh, PA

Allegheny Investments

Jason Bendik is a financial advisor at Allegheny Investments with seven years of industry experience. He holds the Series 66 designation and has been involved with Pandolfo Bendik, Ltd, an accounting and tax firm, where he serves as president. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios, independent third-party managers, proprietary research, and regular client reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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David R

Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

David Rearick is a financial advisor at Allegheny Investments with 40 years of industry experience. He has been with Allegheny Investments, Ltd. since 1998. He holds Series 63 and Series 65 licenses. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Douglas R

Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

Douglas Rudnik is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Allegheny Investments since 1994. Outside of his advisory role, he owns and operates a tax preparation business, Unified Financial, LLC, since 2015. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets, focusing on diversified portfolios primarily using mutual funds, with services that include discretionary and non-discretionary management, wrap-fee programs, and IRA rollover advice.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Jason B

CFP®, Series 66

Pittsburgh, PA

Allegheny Investments

Jason Bolen is a CFP® professional with nine years of industry experience, currently serving at Allegheny Investments. He has been associated with Cunningham Powell Alexander A.C. since 2013. Outside of his advisory role, Bolen is involved as a trustee at Chestnut Ridge Church and participates in community organizations such as Compass Women's Center. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes personalized, diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Rhylie R

CFP®, Series 65, Series 63

Pittsburgh, PA

Allegheny Investments

Rhylie Rearick Ochs is a CFP®-certified financial advisor with Allegheny Investments, bringing 21 years of industry experience. She has been with Rearick & Company since 2004. In addition to her advisory work, she provides notary services and prepares standard tax returns for clients. Allegheny Investments offers investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, utilizing in-house research-driven model portfolios and both discretionary and non-discretionary management options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Virginia O

Series 63, Series 65

Chardon, OH

Allegheny Investments

Virginia O'Donnell is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Allegheny Investments since 2003. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies that emphasize diversification and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Bryan H

CFP®, Series 66

Pittsburgh, PA

Allegheny Investments

Bryan Hoover is a CFP® with 17 years of industry experience, currently serving as an advisor at Allegheny Investments since 2017. He previously worked at Fragasso Financial Advisors and LPL Financial, LLC. He is also the vice president of the Pittsburgh Society of Investment Professionals. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in assets and emphasizes diversified, personalized portfolio strategies with ongoing monitoring and third-party manager selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Donald I

Series 63

Selinsgrove, PA

Allegheny Investments

Donald Imler is a financial advisor at Allegheny Investments with 36 years of industry experience. He holds a Series 63 designation and has been with Allegheny Investments since 2005. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily composed of mutual funds, supported by proprietary research and an investment committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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James A

CFP®, PFS™, Series 66

Pittsburgh, PA

Allegheny Investments

James Alexander is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He has been with Allegheny Investments since 2001 and also operates Cunningham Powell Alexander, a CPA, tax, and accounting firm. Alexander serves as president of the Morgantown Kiwanis Foundation and the Morgantown Kiwanis, reflecting involvement in community service organizations. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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