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Robert F

Series 63, Series 65

McMurray, PA

Fragasso Financial Advisors

Robert Fragasso is the Chairman and Chief Executive Officer of Fragasso Financial Advisors with 54 years of industry experience. He previously worked at LPL Financial for 22 years before joining Fragasso Financial Advisors in 2012. Fragasso is the author of the second edition of *Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other* published by John Wiley & Sons. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and diverse advisory services. The firm constructs diversified, global asset-allocation models tailored to client goals and employs fundamental analysis while offering ongoing portfolio management, performance reporting, and client reviews.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Brandon S

Series 66

Sewickley, PA

Fragasso Financial Advisors

Brandon Schwan is a financial advisor at Fragasso Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked with Private Client Services and LPL Financial, LLC. Outside of his advisory role, he performs bookkeeping for a restaurant called Friendship Perk & Brew. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and various advisory services. The firm employs diversified, global asset-allocation models and uses fundamental analysis, combining financial advice with accounting expertise provided by licensed CPAs on the team.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Bryan R

Series 66

Sewickley, PA

Fragasso Financial Advisors

Bryan Reft is a financial advisor at Fragasso Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Fragasso since 2016, including experience at LPL Financial. Bryan also maintains an independent insurance agent role. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and a range of advisory services. The firm specializes in diversified, global asset-allocation models and integrates financial advice with accounting expertise, offering services tailored to high-net-worth households and institutional clients.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Brent S

CFP®, Series 66

Sewickley, PA

Fragasso Financial Advisors

Brent Sutherland is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Fragasso Financial Advisors in Sewickley, PA, having previously worked at Q3 Advisors LLC, Ntellivest, LLC, and LPL Financial, LLC. Outside of his advisory role, he is involved as a general partner and limited partner in several holdings through H Stone Holdings LLC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services. The firm focuses on diversified, global asset-allocation models, employing fundamental analysis and a variety of investment vehicles, while integrating financial advice with accounting expertise through licensed CPAs on their team.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Liliann M

Series 66

Sewickley, PA

Fragasso Financial Advisors

Liliann Moser is a financial advisor at Fragasso Financial Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Fragasso since 2012, following a prior role at LPL Financial. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and a variety of advisory services. The firm’s portfolio management team creates diversified global asset-allocation models tailored to client objectives and integrates fundamental analysis, while also providing ongoing performance reporting and client reviews.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Bernard C

CFP®, CFA®, Series 63, Series 66

Sewickley, PA

Fragasso Financial Advisors

Bernard Carter Jr. is a financial advisor at Fragasso Financial Advisors with 26 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at LPL Financial, LLC and Hapanowicz & Associates Financial Services, Inc. (H&A Wealth Advisors). Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and a range of advisory services. The firm employs diversified, global asset-allocation models and uses fundamental analysis to manage portfolios tailored to client objectives.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Karen L

Series 63, Series 65

Pittsburgh, PA

Fragasso Financial Advisors

Karen Lapina is a financial advisor with Fragasso Financial Advisors in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has worked at Fragasso Financial Advisors since 2012 and previously at LPL Financial. Lapina serves as a board member of the Family Links Foundation, providing input on financial and investment decisions. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates financial advice with accounting expertise through licensed CPA representatives.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Michael G

Series 66

Sewickley, PA

Fragasso Financial Advisors

Michael Godwin is a financial advisor at Fragasso Financial Advisors with 12 years of industry experience and holds a Series 66 designation. He has worked at Fragasso Financial Advisors since 2016 and previously held roles at LPL Financial. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and a range of advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates fundamental analysis with oversight of third-party sub-advisors.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Daniel T

Series 63, Series 65

McMurray, PA

Fragasso Financial Advisors

Daniel Tatomir is a financial advisor at Fragasso Financial Advisors with 20 years of industry experience. He has been with Fragasso since 2015 and previously worked at LPL Financial. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates fundamental analysis, offering a broad range of investment options including mutual funds, ETFs, alternative investments, and options strategies.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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William W

Series 66

Sewickley, PA

Fragasso Financial Advisors

William Wolfe is a financial advisor with Fragasso Financial Advisors in Sewickley, PA, holding a Series 66 license and 18 years of industry experience. He has worked with Fragasso Financial Advisors since 2012 and has prior experience at Linsco Private Ledger and Private Client Services. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and various advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and combines fundamental analysis with monitoring of third-party sub-advisors.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Robert Y

Series 66

Sewickley, PA

Fragasso Financial Advisors

Robert Yelenovsky is a financial advisor with Fragasso Financial Advisors in Sewickley, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at Fragasso Financial Advisors since 2014 and previously at LPL Financial. Yelenovsky serves on the Marine Corps Scholarship Foundation Steel City Awards Dinner Committee, a nonprofit that provides needs-based scholarships to military children. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm employs diversified global asset-allocation models and fundamental analysis, offering services that include retirement plan consulting and investment advice.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Daniel D

CFP®, Series 63, Series 65

Sewickley, PA

Fragasso Financial Advisors

Daniel Dingus is a financial advisor with Fragasso Financial Advisors in Sewickley, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Fragasso Financial Advisors since 2012 and prior work at LPL Financial LLC. Dingus serves as president of the Pittsburgh Society of Investment Professionals and is a board member of the Veterans Leadership Program of Western Pennsylvania. Fragasso Financial Advisors provides discretionary asset management and advisory services to individual investors, retirement plan sponsors, trusts, foundations, and institutions. The firm emphasizes diversified, global asset-allocation models and integrates financial advice with accounting expertise through licensed CPAs on staff.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Rachel W

Series 66

Sewickley, PA

Fragasso Financial Advisors

Rachel Weaver is a financial advisor at Fragasso Financial Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at Fragasso since 2013, including roles at Private Client Services and LPL Financial. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and a range of advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates fundamental analysis and third-party sub-advisors while maintaining fiduciary standards for retirement plans.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Michael F

Series 63, Series 65

McMurray, PA

Fragasso Financial Advisors

Michael Fertig is a financial advisor with Fragasso Financial Advisors in McMurray, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial LLC from 1996 to 2018 and at Fragasso Financial Advisors since 2012. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions with discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models and integrates accounting expertise through licensed CPAs among its representatives.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Brianne K

Series 63, Series 65

Sewickley, PA

Fragasso Financial Advisors

Brianne King is a financial advisor at Fragasso Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fragasso since 2012, as well as at LPL Financial from 2005 to 2018. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and a range of advisory services. The firm emphasizes diversified global asset allocation models tailored to client objectives and integrates accounting expertise through licensed CPAs on its advisory team.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Paul M

ChFC®, Series 63, Series 65

Sewickley, PA

Fragasso Financial Advisors

Paul Mehno Jr. is a financial advisor at Fragasso Financial Advisors with 29 years of industry experience. He holds the ChFC® designation and securities registrations including Series 63 and Series 65. Prior to joining Fragasso Financial Advisors in 2018, he worked at Axa Advisors, LLC for nearly two decades. He also engages in tax preparation and serves as an independent insurance agent. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm emphasizes diversified, global asset-allocation models and integrates financial advice with accounting expertise through its licensed CPA representatives.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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William S

Series 66

Sewickley, PA

Fragasso Financial Advisors

William Skidmore is a financial advisor at Fragasso Financial Advisors in Sewickley, PA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at BNY Mellon, First Exchange Bank, and involvement with the West Virginia Student Managed Investment Fund. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services, offering diversified global asset-allocation models and a range of investment options tailored to client objectives.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Andrew S

Series 63, Series 65

McMurray, PA

Fragasso Financial Advisors

Andrew Silver is a financial advisor at Fragasso Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fragasso since 2017, with prior experience at Private Client Services, LPL Financial, and PNC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and varied advisory services. The firm builds diversified, global asset-allocation models tailored to client objectives and combines fundamental analysis with fiduciary standards and ongoing performance reporting.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Brian R

CFP®, Series 63, Series 65

McMurray, PA

Fragasso Financial Advisors

Brian Robinette is a CFP® professional with 26 years of industry experience. He has been with Fragasso Financial Advisors since 2012 and previously worked at LPL Financial LLC. He holds Series 63 and Series 65 licenses and operates out of McMurray, PA. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services, focusing on diversified, global asset allocation tailored to client objectives. The firm integrates financial advice with accounting expertise and emphasizes regular portfolio stress-testing and client review.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Ted D

CFP®, Series 63, Series 65

Wexford, PA

Fragasso Financial Advisors

Ted Drost Jr. is a CFP® professional with 19 years of industry experience, currently serving at Fragasso Financial Advisors in Wexford, PA. He has been with Fragasso since 2015 and also worked at LPL Financial from 2015 to 2018. Fragasso Financial Advisors provides discretionary asset management and advisory services to individual investors, retirement plan sponsors, trusts, foundations, and other institutions, focusing on diversified global asset-allocation models tailored to client objectives.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Richard A

Series 66

McMurray, PA

Fragasso Financial Advisors

Richard Alfera II is a financial advisor at Fragasso Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked with The Fragasso Group, Inc. since 2007 and previously with Linsco Private Ledger Corp (now LPL Financial, LLC) from 2001 to 2018. Outside of financial advising, he is president and managing partner of a CPA firm and is involved in coaching soccer. Fragasso Financial Advisors serves individual investors, retirement plans, trusts, foundations, and institutions by providing discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models and integrates accounting expertise through licensed CPA advisors, offering tailored investment strategies and ongoing client reviews.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Serhiy Z

Series 65

Sewickley, PA

Fragasso Financial Advisors

Serhiy Zayats is a financial advisor at Fragasso Financial Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms including Bank of New York Mellon, Greycourt, Rootstock Advisors, and CIM Investment Management. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and a range of advisory services. The firm uses diversified, global asset-allocation models and a combination of fundamental analysis and third-party sub-advisors to tailor client portfolios.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Mallory L

Series 65, Series 63

Sewickley, PA

Fragasso Financial Advisors

Mallory Labik is a financial advisor with Fragasso Financial Advisors in Sewickley, PA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Fragasso Financial Advisors since 2016 and previously worked at LPL Financial LLC from 2016 to 2018. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models and integrates fundamental analysis, offering tailored investment solutions across a broad range of asset classes.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Nicholas R

Series 66

Sewickley, PA

Fragasso Financial Advisors

Nicholas Redshaw is a financial advisor at Fragasso Financial Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Hefren-Tillotson from 2013 to 2022 before joining Fragasso in 2022. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and a variety of advisory services. The firm employs diversified, global asset-allocation models and integrates fundamental analysis with ongoing portfolio monitoring and client review.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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James D

Series 63, Series 65

McMurray, PA

Fragasso Financial Advisors

James Danko is a financial advisor with Fragasso Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Fragasso Financial Advisors since 2012 and previously spent 18 years at LPL Financial LLC. Outside of his advisory role, Danko serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm builds diversified, global asset-allocation models tailored to client objectives and incorporates fundamental analysis, offering a range of investment options and ongoing portfolio management.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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