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Andrei V
CFP®, Series 63, Series 65
Pittsburgh, PA
Quattro Advisors L.L.C.
Andrei Voicu is a CFP® professional with 22 years of experience in the financial industry. He has been with Quattro Advisors L.L.C. since 2016, where he is part of a five-advisor team based in Pittsburgh, PA. Quattro Advisors offers investment advisory, financial planning, and family-office style services to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm provides tailored advice combining financial planning with active portfolio oversight and manages investments across public and private markets, including proprietary private funds and commodity pools.
Jeremy S
CFP®, Series 63, Series 65
Pittsburgh, PA
D.B. Root & Company, LLC
Jeremy Suschak is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at D.B. Root & Company, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $829.8 million in discretionary assets and offers tailored asset allocation strategies using both firm-managed and third-party models.
John K
Series 63
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
John Kirkpatrick is a financial advisor at Henderson Brothers Financial Partners LLC with 15 years of industry experience. He holds a Series 63 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a blend of direct portfolio management and selection of third-party investment programs, utilizing various analytical techniques and offering a broad range of investment products.
Camille B
CFP®, Series 63
Pittsburgh, PA
Oath Planning, LLC
Camille Bouvet is a CFP® and Series 63-registered advisor with eight years of industry experience. She is currently with Oath Planning, LLC, where she has been since 2025. Her prior roles include positions at Root Financial Partners, Aldrich Wealth, Origin Financial, and ABD Insurance & Financial Services. Oath Planning, LLC serves individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses, managing approximately $285 million across about 500 clients. The firm uses a long-term, asset-allocation driven investment approach focused on passive asset-class mutual funds and model portfolios, and it offers integrated estate-planning legal and insurance services through a formal affiliation with an in-house law practice.
James A
Pittsburgh, PA
Henry H. Armstrong Associates, Inc.
James Armstrong is a financial advisor with Henry H. Armstrong Associates, Inc. in Pittsburgh, PA, where he has worked since 1992. He has 33 years of industry experience. Henry H. Armstrong Associates provides investment supervisory and wealth advisory services to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm focuses on growth-oriented U.S. equity portfolios, employs fundamental long-term analysis, and emphasizes tailored client relationships with regular communication.
Barbara L
Series 63, Series 65
Pittsburgh, PA
Hunter Associates LLC
Barbara Lovejoy is a financial advisor at Hunter Associates LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hunter Associates since 2003. Additionally, she has been a CPA operating under her own name since 1991. Hunter Associates serves a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services, employing a combination of fundamental, quantitative, and qualitative analysis in its investment approach.
Daniel N
Series 63
Pittsburgh, PA
The Coury Firm
Daniel Novakowski is a financial advisor at The Coury Firm with 31 years of industry experience. He holds a Series 63 designation and has been with The Coury Firm and its related entities since 1998. Outside of his advisory role, Novakowski is the owner and photographer of Novakowski Photography in Pittsburgh. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.
Scott F
Series 63, Series 66
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Scott Fremer is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, including 15 years at Comperio Retirement Consulting, Inc. before joining Henderson Brothers Financial Partners in 2025. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors. The firm emphasizes retirement plan consulting under ERISA Sections 3(21) and 3(38) and uses a combination of mutual funds, ETFs, and third-party portfolio managers in its investment strategies.
Paul M
Series 66
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Paul Magovern is a financial advisor with Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA. He holds a Series 66 designation and has 19 years of industry experience, all of which have been with Guyasuta since 2007. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, nonprofits, corporations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research to construct concentrated equity portfolios alongside laddered fixed-income strategies.
Lutelles W
Series 63, Series 65
Cheswick, PA
Legacy Edge Advisors
Lutelles White is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at TIAA and Waddell & Reed. Outside of advising, he owns and manages rental properties. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts, using a range of investment strategies including fundamental and quantitative analysis. The firm manages over $1.2 billion in discretionary assets across multiple advisory teams.
Evan H
Series 65, Series 63
Pittsburgh, PA
Riverside Financial Advisors LLC
Evan Hufnagle is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with four years of industry experience. He holds Series 65 and Series 63 registrations and has previously worked at Lincoln Investment, Trinity Wealth Securities, and Florida Financial Advisors. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, utilizing quantitative tools such as Modern Portfolio Theory and Monte Carlo simulations to guide asset allocation and retirement planning for a select client base.
Nancy K
CFP®, ChFC®, Series 63
Pittsburgh, PA
D.B. Root & Company, LLC
Nancy Kunz is a CFP® and ChFC® with 43 years of industry experience. She has been with D.B. Root & Company, LLC since 2018 and previously worked at R. Applegate & Associates LLC, Purshe Kaplan Sterling Investments, and Cantor Fitzgerald Wealth Partners. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $830 million in discretionary assets and offers customized asset allocation using both firm-managed and third-party managers.
Christina N
Series 66
Pittsburgh, PA
Hunter Associates LLC
Christina Nassis is a financial advisor at Hunter Associates LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Duncan Financial Group. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers portfolio management, financial planning, and a manager-of-managers program.
Anthony B
Series 66
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Anthony Barone is a financial advisor at Henderson Brothers Financial Partners LLC in Pittsburgh, PA, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Global Retirement Partners, LLC, LPL Financial, and PNC Investments. Outside of his advisory work, Barone serves as a high school and college football official for WPIAL and the NCAA. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, utilizing a broad product menu that includes mutual funds, ETFs, options, private placements, and digital assets.
Megan W
Series 63
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Megan Warzinski is a financial advisor at Henderson Brothers Financial Partners LLC with 20 years of industry experience. She holds a Series 63 designation and has previously worked with Global Retirement Partners, LLC, HB Retirement, LPL Financial, and Henderson Brothers, Inc. Warzinski is also a shareholder in an insurance agency affiliated with her firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, serving clients through direct portfolio management and third-party investment programs.
Kimberli M
Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Kimberli Marino is a financial advisor at Guyasuta Investment Advisors, Incorporated with 12 years of industry experience. She holds a Series 65 designation and has been with Guyasuta since 2009. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, nonprofit organizations, corporations, and government entities. The firm manages separate discretionary accounts through a team-based approach that combines macroeconomic analysis with fundamental research, emphasizing concentrated equity portfolios and laddered fixed-income strategies.
Jimil W
Series 63, Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Jimil Wilson is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Guyasuta in 2022, he was self-employed and worked at Maitri Medicinals. He serves as a trustee for Washington & Jefferson College, a nonprofit. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to individuals, families, trusts, institutions, and government entities. The firm employs a team-based approach to managing separate discretionary accounts, combining macroeconomic analysis with fundamental research to construct concentrated equity portfolios alongside laddered fixed-income strategies.
Gabriella L
Series 65
Monroeville, PA
Marion Wealth Management
Gabriella Lo Tito is a financial advisor at Marion Wealth Management with a Series 65 credential and one year of industry experience. Prior to her current role, she worked at JW Synder LLC and has held positions in both education and retail. Marion Wealth Management is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in client assets using a combination of fundamental, technical, and modern-portfolio approaches and offers services including portfolio management, financial planning, pension consulting, and donor-advised fund services.
Kevin B
Series 66
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Kevin Bove is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Henderson Brothers in 2025, he worked at Global Retirement Partners, LLC and HB Retirement, and has been associated with LPL Financial since 2013. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a multi-team structure and uses a range of investment strategies and products, including direct portfolio management and third-party investment programs, serving both non-high-net-worth and high-net-worth clients.
Daniel H
Series 63, Series 65
Pittsburgh, PA
Cookson Peirce Wealth Management
Daniel Henderson is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 23 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 2002 and holds Series 63 and Series 65 licenses. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.
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1,450 advisors near
15239
within the area shown on the map
Out of 400,000+ nationwide