Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Natalee E

Series 65

Pittsburgh, PA

Cerity partners LLC

Natalee Esposito is a financial advisor at Cerity Partners LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked at XPYRIA Investment Advisors, Inc. for 18 years before joining Cerity Partners in 2024. Cerity Partners serves a diverse clientele including high-net-worth individuals, families, institutions, and private funds, offering customized wealth management and investment services. The firm’s investment approach integrates client-specific profiles with quantitative screening and manager selection, along with access to alternative and private market solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Bret S

Series 66

Pittsburgh, PA

Cerity partners LLC

Bret Stutzman is a financial advisor at Cerity Partners LLC in Pittsburgh, PA, holding a Series 66 designation with 25 years of industry experience. He worked at XPYRIA Investment Advisors, Inc. for 18 years prior to joining Cerity Partners in 2024. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within a client-specific investment framework, alongside access to alternative and private market solutions for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Michael G

Series 66

Pittsburgh, PA

Cerity partners LLC

Michael Giammatteo is a Series 66-licensed advisor at Cerity Partners LLC with 24 years of industry experience. He previously worked at XPYRIA Investment Advisors, Inc. for 18 years before joining Cerity Partners in 2024. Giammatteo serves as president of the Scott Townships Athletic Association, a youth sports organization in Pittsburgh. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach that integrates proprietary quantitative screening and both third-party and direct security selection.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Devin B

Series 65, Series 63

Pittsburgh, PA

Cerity partners LLC

Devin Bluemling is a financial advisor at Cerity Partners LLC based in Pittsburgh, PA, holding Series 63 and Series 65 designations with two years of industry experience. His prior work history includes roles at Rula and Harris Williams, as well as academic experience at the University of Pittsburgh and North Allegheny. Cerity Partners advises a diverse range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework based on client-specific profiles, asset allocation, and a combination of proprietary and third-party strategies, with access to alternative and private market solutions for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Joseph S

ChFC®, Series 63, Series 65

Pittsburgh, PA

Cerity partners LLC

Joseph Salpietro is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2024, he worked for 18 years at XPYRIA Investment Advisors, Inc. Outside of his advisory role, Salpietro serves as president of The Manor Home Owners Association in Allison Park, Pennsylvania. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates proprietary quantitative screening with both third-party and direct security selection, and provides access to alternative and private market solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

John C

Series 63, Series 65

Pittsburgh, PA

Cerity partners LLC

John Cummings Jr. is a financial advisor at Cerity Partners LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously spent 18 years at Xpyria Investment Advisors, Inc. Cerity Partners provides wealth management and financial planning services to a wide range of clients, including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm employs a client-specific investment approach that combines quantitative screening, manager selection, and direct security selection, while also offering access to alternative and private market solutions for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Bradley P

CFP®, CFA®, Series 65

Pittsburgh, PA

Cerity partners LLC

Bradley Prosper is a financial advisor with Cerity Partners LLC in Pittsburgh, PA, holding the CFP®, CFA®, and Series 65 designations. He has nine years of industry experience, including eight years at XPYRIA Investment Advisors, Inc. prior to joining Cerity Partners. Cerity Partners serves a diverse client base, providing customized wealth management services that include investment management, financial planning, retirement plan consulting, tax services, and insurance placement. The firm’s investment approach combines client-specific profiles with quantitative screening, manager selection, and access to both third-party strategies and direct securities, along with alternative and private market solutions for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Christina D

CFP®, Series 65

Pittsburgh, PA

Cerity partners LLC

Christina Deiboldt is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at XPYRIA Investment Advisors, Inc. and PNC Bank. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods with both third-party strategies and direct security selection.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)