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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.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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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.

Options & derivatives strategies Real estate investing Annuities
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Evan H

Series 63, Series 65

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 63 and Series 65 licenses and previously worked at Lincoln Investment, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians such as Schwab and Fidelity.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Active portfolio management
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Nancy K

CFP®, ChFC®, Series 63

Pittsburgh, PA

D.B. Root & Company, LLC

Nancy Kunz is a CFP®, ChFC®, and Series 63 credentialed advisor with 44 years of industry experience. She has worked at D.B. Root & Company, LLC since 2018 and previously held roles at firms including Purshe Kaplan Sterling Investments and Cantor Fitzgerald Wealth Partners. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to both individual and institutional clients. The firm employs a multi-advisor team approach, managing nearly $1 billion in discretionary assets and advising on over $11 billion, and utilizes a mix of fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Kenneth T

Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Kenneth Thompson is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His previous roles include positions at JPMorgan Chase Bank, N.A., The Huntington National Bank, Bank of America, Merrill, and Citizens Bank. Outside of financial services, he has worked in various industries including logistics, retail, and food services. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and consulting services. The firm employs a mix of fundamental, quantitative, and qualitative analysis in its investment approach and manages approximately $1.34 billion in discretionary assets.

Options & derivatives strategies Wealth management
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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.

Options & derivatives strategies Wealth management
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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.

ESG / Sustainable investing Founder/Business Owner Retired
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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.

ESG / Sustainable investing Founder/Business Owner Retired
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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.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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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.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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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.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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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.

ESG / Sustainable investing Founder/Business Owner Retired
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Luke O

CFA®, Series 63, Series 65

Pittsburgh, PA

Cookson Peirce Wealth Management

Luke Oneill is a CFA® charterholder and holds Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Cookson Peirce Wealth Management since 2018 and previously spent five years at Mellon Capital Management and one year at Goldman Sachs Wealth Services. Cookson Peirce Wealth Management is a fee-only adviser that serves private clients including high-net-worth households, trusts, and institutions, using a quantitative, rules-based approach to equity selection and a structured ladder strategy for fixed-income portfolios. The firm is also a sub-advisor to the Catalyst Dynamic Alpha Fund and manages assets within multiple wrap fee programs.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Daniel G

Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Daniel Grealish is a financial advisor at Henderson Brothers Financial Partners LLC with 10 years of industry experience and holds a Series 66 designation. He previously worked at Global Retirement Partners, LLC, LPL Financial, LLC, and HB Retirement, LLC. Outside of his advisory role, he is a shareholder in an independent insurance agency affiliated with Henderson Brothers. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional sponsors, with a focus on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm combines model-based and traditional portfolio construction methods and offers access to pooled employer plans, multiple employer plans, and various recordkeeper solutions.

ESG / Sustainable investing Founder/Business Owner Retired
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Richard A

ChFC®, Series 63, Series 65

Pittsburgh, PA

D.B. Root & Company, LLC

Richard Applegate is a financial advisor at D.B. Root & Company, LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and Cantor Fitzgerald Wealth Partners. Outside of finance, he is also involved in acting, participating in film and TV productions. D.B. Root & Company offers financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, serving approximately 747 client relationships with over $829 million in discretionary assets under management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Patrick C

Series 66

Pittsburgh, PA

Hunter Associates LLC

Patrick Clark is a financial advisor at Hunter Associates LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Capital Advisors and Federated Investors. Hunter Associates is a 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 a combination of fundamental, quantitative, and qualitative analysis to construct portfolios, offering discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
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Marissa B

Series 66, Series 65

Pittsburgh, PA

Hunter Associates LLC

Marissa Bougades is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 65 and Series 66 licenses with 11 years of industry experience. She has worked at Hunter Associates since 2016. 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 uses fundamental, quantitative, and qualitative analysis to guide investment decisions and manages approximately $1.34 billion in discretionary assets.

Options & derivatives strategies Wealth management
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Jeffrey T

Series 63

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Jeffrey Todd is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, with 11 years of industry experience. He has been with Guyasuta since 2014 and holds a Series 63 designation. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is noted for its work with municipal and other government clients.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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John Michael M

CFP®, Series 66

Pittsburgh, PA

Hunter Associates LLC

John Michael Mc Culloch is a CFP® professional with seven years of industry experience. He has been with Hunter Associates LLC since 2018 and previously worked at Gramercy Consultants LLC from 2015 to 2018. Outside of advising, he creates educational content through his project "Glad You Asked" on YouTube and related platforms. Hunter Associates LLC is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of fundamental, quantitative, and qualitative analysis to offer portfolio management, financial planning, and a manager-of-managers program tailored to client investment policies.

Options & derivatives strategies Wealth management
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Zachary S

CFA®

Pittsburgh, PA

Baldwin Wealth Partners, LLC

Zachary Shirilla is a CFA® charterholder with four years of experience in the financial advisory industry. He is currently with Baldwin Wealth Partners, LLC and has previously worked at Edgemoor Investment Advisors, FAI Wealth Management, and First Commonwealth Trust & Wealth Management. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm combines top-down macro analysis with bottom-up fundamental research and a manager-of-managers approach, incorporating ESG factors and offering both discretionary and non-discretionary portfolio management.

ESG / Sustainable investing Private / alternative investments Real estate investing Concentrated stock management Wealth management Founder/Business Owner Executive Established Professionals
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