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Mitchell S

CFP®, Series 66

Cranberry Twp., PA

Capital A Wealth Management

Mitchell Sienkiewicz is a CFP® and Series 66-licensed advisor at Capital A Wealth Management with three years of industry experience. He has previously worked at Janney Montgomery Scott and Madison Avenue Securities. Outside of his financial advisory role, he manages a family-owned Christmas tree farm and serves as a director for Historic Harmony Inc., a nonprofit focused on preserving local historic buildings and traditions. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party model portfolios.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Joseph K

CFA®

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Joseph Kelly is a CFA® charterholder with five years of industry experience. He currently serves as a financial advisor at Henderson Brothers Financial Partners LLC. His prior experience includes roles at Global Retirement Partners, MEEDER Investment Management, Sanford C. Bernstein & Co., and Alight Solutions. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a diverse investment approach, combining direct portfolio management with third-party investment selections, and offers a broad range of products including mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

ESG / Sustainable investing Founder/Business Owner Retired
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Richard W

Series 66

Seven Fields, PA

E. E. Powell & Company Inc.

Richard Whalen is a financial advisor with E. E. Powell & Company Inc., holding a Series 66 designation and over 50 years of industry experience. He has been with E. E. Powell & Company since 1975. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting services, advising across a broad range of securities including mutual funds, ETFs, structured products, and derivatives. The firm employs a client-specific investment process using fundamental analysis and modern portfolio theory, typically operating with discretionary trading authority.

Active portfolio management Real estate investing Annuities
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David F

CFP®, Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

David Faith is a CERTIFIED FINANCIAL PLANNER™ professional with 31 years of industry experience. He has been with Allegheny Investments since 2001. Allegheny Investments provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes mutual funds and model portfolios developed internally and offers both discretionary and non-discretionary management with regular performance reviews.

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

Series 63, Series 65

Pittsburgh, PA

Guardian Wealth Partners, LLC

Keith Warmbein is a financial advisor at Park Avenue Investment Advisory, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Carnegie Investment Counsel from 2015 to 2022 before joining his current firm in 2022. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages assets on a discretionary basis using model portfolios and third-party investment managers supported by technology platforms, and offers supplemental services such as financial planning and business exit consulting.

Tax-loss harvesting Business exit / sale strategy Family Business Wealth management Founder/Business Owner Executive
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James M

Series 63, Series 65

Pittsburgh, PA

Ironview Capital Management, LLC

James Mendelson is a financial advisor at Ironview Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waldron Private Wealth from 2005 to 2016. Mendelson is also a passive investor and partner in private real estate funds through WWM Partners I, LP. Ironview Capital Management, LLC manages approximately $1.15 billion for individuals, trusts, estates, and retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and provides access to alternative investments and private equity funds.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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Sierra C

Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Sierra Christian is a financial advisor at Henderson Brothers Financial Partners LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Outside of her advisory work, she has experience in education and fitness sectors, including roles at the University of Pittsburgh and Amerifit Fitness Club. 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, with a product menu that includes mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

ESG / Sustainable investing Founder/Business Owner Retired
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Dana F

Series 66

Beaver, PA

Three Cord True Wealth Management, LLC

Dana Fitzgerald is a financial advisor at Three Cord True Wealth Management, LLC, holding a Series 66 designation with one year of industry experience. Prior to joining Three Cord True Wealth Management, Dana worked at Incline Equity Partners for six years and has held positions at LPL Financial and several other firms. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach, utilizing LPL Research, model portfolios, and third-party managers to align client portfolios with their risk tolerances and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
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Jordan F

Series 65, Series 63

Pittsburgh, PA

EWA, LLC

Jordan Fediaczko is a financial advisor at EWA, LLC based in Pittsburgh, PA, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining EWA, he worked with Northwestern Mutual Wealth Management Company and its affiliated entities. EWA, LLC manages approximately $750.7 million for nearly 400 clients through a nine-advisor team, providing comprehensive wealth management and financial planning services. The firm employs a fiduciary approach focused on long-term strategic asset allocation, diversification, and tax-aware asset location, utilizing both low-cost funds and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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William W

Series 66

Sewickley, PA

Fragasso Wealth Advisors

William Wolfe is a financial advisor at Fragasso Wealth Advisors in Sewickley, PA, with 18 years of industry experience. He holds a Series 66 designation and has worked at Fragasso Financial Advisors since 2012, previously serving at Linsco Private Ledger. 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, incorporating a range of investment types, 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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Michael D

Series 65

Pittsburgh, PA

Astra Prime Wealth Management

Michael De Gregorio is a financial advisor at Astra Prime Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked in medical device sales and distribution with Axon Medical Inc., among other roles. De Gregorio’s background includes experience in diverse sectors such as automotive and healthcare. Astra Prime Wealth Management serves primarily high-net-worth individuals and related entities, offering fee-based, custom investment management with a tactical asset-allocation approach that employs advanced strategies including options and margin trading. The firm manages approximately $47 million and provides both discretionary and non-discretionary portfolio management.

Active portfolio management Tax-loss harvesting
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Derek F

CFP®, Series 63, Series 65

Cranberry Twp, PA

Hoffman Capital Advisors LLC

Derek Finney is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hoffman Capital Advisors LLC. His prior roles include positions at LPL Financial LLC, Cambridge Investment Research Advisors, and PNC Investments, among others. He is also a licensed life insurance agent, though he does not devote time to this activity or receive compensation from it. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm manages approximately $160 million in client assets through a team of seven advisors, offering tailored investment programs and a broad range of strategies within a wrap-fee structure.

Options & derivatives strategies Annuities Private / alternative investments Wealth management Executive Founder/Business Owner
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Nicholas C

Series 65

Sewickley, PA

Roble, Belko and Company, Inc.

Nicholas Cavanaugh is a financial advisor at Roble, Belko and Company, Inc. in Sewickley, PA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Hirtle, Callaghan & Co. LLC and Vicus Capital, Inc. among others. Roble, Belko and Company provides comprehensive wealth management services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations, focusing on larger households. The firm employs a strategic core/satellite asset-allocation approach and offers specialized strategies including the use of derivatives and sub-advisory arrangements to address complex, high-net-worth client needs.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
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Trevor D

Series 66

Pittsburgh, PA

Hunter Associates LLC

Trevor Day is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at 84 Lumber and Hefren-Tillotsen. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, providing portfolio management, financial planning, consulting, and a manager-of-managers program. The firm employs fundamental, quantitative, and qualitative analysis across various strategies and manages approximately $1.34 billion in discretionary assets.

Options & derivatives strategies Wealth management
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Brandon D

Series 65

Cranberry Twp., PA

Capital A Wealth Management

Brandon Domenick is a Series 65-licensed advisor at Capital A Wealth Management with eight years of industry experience. He has previously worked at AE Wealth Management and held roles within various Capital A entities. Outside of advisory work, he is an author and publisher of investment-related books through Capital A Wealth Management, LLC. Capital A Wealth Management serves individual and institutional clients, including high-net-worth investors and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down investment approach focused on tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual securities, and third-party model managers to implement strategies.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Erica S

CFP®, Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Erica Snyder is a CFP® professional with 27 years of industry experience, currently with Hunter Associates LLC. She has worked at Hunter Associates, Inc. since 2003 and at Hunter Private Capital Advisors, LLC since 2024. In addition to her advisory role, she is an independent insurance agent involved in the sale of non-variable life, health, annuity, and disability income insurance products. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
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Madeline M

CFP®, Series 66

Pittsburgh, PA

Boldin Advisors

Madeline McIvor is a CFP® with 10 years of industry experience, currently serving as an investment advisor representative at Boldin Advisors, NewRetirement Advisors LLC, and Core Planning. Her career includes roles at Facet, Cahaba Wealth Management, and TrueWealth. She divides her time between NewRetirement and Core Planning, working primarily from Pittsburgh, Pennsylvania. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on retirement-account guidance and investment consultations. The firm employs Modern Portfolio Theory in constructing diversified portfolios, using low-cost index mutual funds and ETFs, and operates as a fee-only adviser without discretionary authority over client accounts.

General retirement planning Income planning Passive / index investing
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Benjamin R

Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

Benjamin Rosen is a financial advisor at Bill Few Associates, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience at The Vanguard Group, Inc. and TipRanks. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.72 billion across discretionary and non-discretionary accounts, using asset allocation guided by fundamental and qualitative analysis, with mutual funds and ETFs as primary investment vehicles.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
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Kendra R

CFP®, Series 66

Pittsburgh, PA

Interchange Capital Partners

Kendra Reilly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Interchange Capital Partners in Pittsburgh, PA. Her prior roles include positions at Purshe Kaplan Sterling Investments and UBS Financial Services. Interchange Capital Partners provides investment management, wealth planning, and business consulting to a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and business entities. The firm’s approach focuses on goal-oriented planning, diversified low-cost asset allocations, and the use of independent managers, while also advising on alternative investments and digital assets.

Private / alternative investments Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner
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Colin C

Series 65

Beaver Falls, PA

Beacon Wealth Consultants, Inc.

Colin Craig is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 65 designation and has a background that includes several years at Geneva College. Beacon Wealth Consultants serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a structured investment process with a focus on faith-based, Biblically Responsible Investment screening and manages approximately $278 million in client assets.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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