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Trevin S

Series 65

Sewickley, PA

Ascentis Independent Advisors, LLC

Trevin Seskey is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 credential and one year of industry experience. He has worked concurrently at Benchmark Financial Advisors and ORG Partners, and has prior employment history that includes roles outside finance such as a technician and sales clerk. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing a portfolio approach that includes public and private securities along with discretionary management strategies.

Private / alternative investments Options & derivatives strategies General estate planning guidance Business ownership considerations Founder/Business Owner
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Brandon H

CFP®, Series 66

Pittsburgh, PA

Allegheny Financial Group

Brandon Haynes is a CFP® with 27 years of industry experience, currently serving at Allegheny Financial Group Ltd in Pittsburgh, PA. He has been with Allegheny Financial Group since 1996 and Allegheny Investments, Ltd. since 1998. Outside of his advisory role, Haynes is a board member of Bridge of Hope, a nonprofit organization. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm’s investment approach emphasizes mutual-fund-based portfolios supported by in-house research and an investment committee, using diversification and ongoing monitoring for risk control. Allegheny also acts as adviser to private pooled vehicles and private funds, managing approximately $4.9 billion in regulatory assets under management across 28 advisors.

Wealth management Private / alternative investments Business exit / sale strategy Founder/Business Owner Retired Executive
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Laura V

Series 66, Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Laura Vassamillet is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. She holds Series 66 and Series 65 licenses and previously worked for BNY Mellon Wealth Management from 2006 to 2024. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients, including individuals, trusts, pension and profit-sharing plans, and institutional entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, employing a mix of in-house and third-party managers within an integrated bank-affiliated platform.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Mikai T

Series 65

Wexford, PA

Heritage Wealth Advisors

Mikai Thomas is a financial advisor at Heritage Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Heritage, he held roles at Osaic, Raymond James, and Elevate Financial Planning and Wealth Management. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profit organizations, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation, employs a range of investment vehicles, coordinates with outside professionals, and manages multiple private investment funds and pooled vehicles.

Options & derivatives strategies Concentrated stock management General retirement planning Private / alternative investments Founder/Business Owner Retired
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Mark L

Series 65, Series 63

Coraopolis, PA

Exodus Wealth, LLC

Mark Lind is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. His prior roles include positions at Prosperity Wealth Management, Inc. and Fortune Financial Services Inc. Outside of his advisory work, he has maintained a long-term association with Janoski's since 2005. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by offering asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis and conducts regular reviews and due diligence on recommended third-party managers.

Options & derivatives strategies Charitable giving & philanthropy
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James N

Series 63, Series 65

Evans City, PA

International Assets Investment Management, LLC

James Nelson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and International Assets Advisory, LLC. Outside of his advisory work, he serves on the boards of two charitable foundations focused on nonprofit fundraising and the Evans City Library, and he is also an owner of a harness racehorse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers and wrap programs in its strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Curtis R

Series 66

Sewickley, PA

Nfsg Corporation

Curtis Randle El is a financial advisor with NFSG Corporation and holds a Series 66 designation. He has 19 years of industry experience, including roles at NewBridge Securities Corporation and International Assets Advisory, LLC. Outside of his advisory work, he serves on the board of the Pittsburgh Historic Landmarks Foundation and the Greater YMCA of Pittsburgh. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of investment strategies and frequently utilizing third-party asset managers.

Wealth management
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Robert M

Series 63, Series 65

Wexford, PA

Advisors Capital Management, LLC

Robert Mckinney is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Advisors Capital Management since 2017 and previously was with Stratos Wealth Partners, Ltd and LPL Financial, LLC from 2008 to 2017. Outside of advisory services, he is an independent insurance agent focusing on needs-based delivery of life, health, long-term care, and fixed annuities. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages accounts using a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting
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Alexander P

Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Alexander Park is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Bank of New York Mellon for eight years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Neil M

Series 65

Zelienople, PA

Foundations Investment Advisors LLC

Neil Mager is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and six years of industry experience. He is also associated with Secure Money Advisors and has been involved in an insurance agent role related to sales of various insurance products. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Mark R

Series 66

Wexford, PA

Manning & Napier Advisors, LLC

Mark Ricci is a financial advisor at Manning & Napier Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, The PNC Financial Services Group, Inc., and BNY Mellon. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts, non-discretionary advice, and retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as Disciplined Value and Managed ETF Portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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Scott S

CFP®, Series 63

Sewickley, PA

Vicus Capital, Inc.

Scott Shoup is a CFP® with 37 years of industry experience, currently serving as an advisor at Vicus Capital, Inc. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2003 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Shoup is an independent insurance agent specializing in life, accident, health, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management and financial planning services, utilizing both fundamental and technical analysis across multiple strategies and providing specialized fiduciary consulting and plan-sponsor services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Benjamin L

Series 65

Zelienople, PA

Foundations Investment Advisors LLC

Benjamin Lewis is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Secure Money Advisors and Matic Insurance Advisors. Lewis also advises on life insurance contracts and annuities as part of his activities outside Foundations Investment Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Wyatt S

CFP®, Series 66

Pittsburgh, PA

Allegheny Financial Group

Wyatt Sten is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Allegheny Financial Group Ltd in Pittsburgh, PA. He has been with Allegheny Investments since 2012. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management along with various managed account programs.

Wealth management Private / alternative investments Business exit / sale strategy Founder/Business Owner Retired Executive
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Maria K

CFP®

Pittsburgh, PA

Allegheny Financial Group

Maria Koedel is a CFP® professional with two years of industry experience. She is currently with Allegheny Financial Group in Pittsburgh, PA, where she has worked since 2021. Prior to joining Allegheny, she was employed by The Scion Group and has also held positions at The Pennsylvania State University. Allegheny Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management and financial planning services, utilizing an in-house research team and investment committee to guide portfolio construction and manager selection. Allegheny also acts as an adviser and general partner to private funds, a distinction that involves additional operational and compliance features.

Wealth management Private / alternative investments Business exit / sale strategy Founder/Business Owner Retired Executive
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Jesse P

CFP®, Series 66

Beaver Falls, PA

Western Wealth Management LLC

Jesse Pigoni is a CFP® with eight years of industry experience, currently serving at Western Wealth Management LLC since 2018. His work history includes roles at LPL Financial LLC and Halley Dodson LLC, as well as a four-year period at Robert Morris University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining proprietary model portfolios with access to multiple sponsored programs and third-party managers across a broad set of investment strategies.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Luke K

Series 66

Wexford, PA

BCG Securities, inc.

Luke Kutzer is a financial advisor with BCG Securities, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, his experience includes positions in retail and service industries. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm utilizes written investment policy statements and employs a mostly non-discretionary approach, incorporating independent third-party managers and a variety of investment analyses.

Wealth management Founder/Business Owner Retired
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Dennis T

ChFC®, Series 63, Series 65

Pittsburgh, PA

On Investment Management CO

Dennis Travis is a financial advisor at On Investment Management Company with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at The ON Equity Sales Company and Ohio National Financial Services. Outside of advising, he also prepares tax returns and provides tax consulting. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plans. The firm provides a range of advisory programs, including fee-based planning and managed accounts, serving both discretionary and non-discretionary client relationships.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Darin H

CFP®, Series 63, Series 65

Pittsburgh, PA

Allegheny Financial Group

Darin Hawn is a CFP® professional with 25 years of experience in the financial industry. He has been with Allegheny Financial Group Ltd. and Allegheny Investments, Ltd. since 2000. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach guided by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management along with managed account programs and private funds for qualified investors.

Wealth management Private / alternative investments Business exit / sale strategy Founder/Business Owner Retired Executive
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Jacob F

Series 66

Pittsburgh, PA

Trajan Wealth, L.L.C.

Jacob Filipowski is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Trajan Wealth, L.L.C. and has previously worked at Fisher Investments, PNC Investments, and Cambridge Investment Research. His background includes a mix of investment advisory roles and early work outside finance. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals and institutions, including high-net-worth clients and charitable organizations. The firm employs a long-term, disciplined investment approach centered on stocks, ETFs, and mutual funds, with portfolios customized to clients’ risk tolerances and other specific circumstances.

Private / alternative investments Concentrated stock management Charitable giving & philanthropy
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