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Haleigh M

Series 66

Canonsburg, PA

Janney Montgomery Scott

Haleigh M Iller is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has worked at Janney since 2021. Her background includes roles at Target and Waynesburg University. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services along with centralized asset management and trustee capabilities.

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

Series 63, Series 66

Pittsburgh, PA

Mariner

Alan Jutca is a financial advisor at Mariner with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Mariner in 2025, he spent 27 years at Guardian Life and Guardian Life Insurance Co of America. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized, discretionary portfolios supported by an internal team and an Investment Committee, with a strong integration of tax and accounting services alongside traditional investment management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mark M

Series 66

Carnegie, PA

PNC Wealth Management

Mark Mackewich is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm uses algorithmic risk assessments and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Noah G

Series 66

Canonsburg, PA

Goldman Sachs Wealth Services

Noah Grau is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held roles at First National Bank, West Virginia University, and several other organizations across different sectors. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across the Goldman Sachs ecosystem to provide tailored investment solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Charles M

Series 66

Pittsburgh, PA

Focus Partners Wealth, LLC

Charles Mattiucci is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, Fragasso Financial Advisors, LPL Financial, PNC Wealth Management, and Merrill. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Sydney E

Series 66

Canonsburg, PA

Goldman Sachs Wealth Services

Sydney Eroshevich is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Em-Media, Inc., and Franciscan University of Steubenville. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth services. The firm utilizes strategic and tactical allocation models, manager selections, and a variety of platforms and operational tools to tailor plans to client objectives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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John C

Series 66

Pittsburgh, PA

Ameritas Advisory Services, LLC

John Carberry is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC based in Pittsburgh, PA. He has 23 years of industry experience and has been with Ameritas in various roles since 2002. Outside of his advisory work, Carberry serves as a trustee for the Bethel Park Community Foundation and is an investor and group exercise instructor at a local fitness and wellness center. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of representatives, utilizing a range of managed account programs and third-party partnerships to support portfolio construction and management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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James W

Series 66

Pittsburgh, PA

Stratos Wealth Partners, Ltd

James Wells III is a financial advisor with Stratos Wealth Partners, Ltd in Pittsburgh, PA, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, Inc. and Ameriprise. Wells has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Dillon H

Series 66

Carnegie, PA

PNC Wealth Management

Dillon Hudson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. His career includes roles at PNC Investments, Edward Jones, 1st Summit Bank, and Fastenal. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Jared H

CFP®, Series 63, Series 65

Pittsburg, PA

Commonwealth Financial Network

Jared Henigin is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Wealth Management Partners, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He has also worked outside the financial sector at CVS Health. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, compliance, and practice-management resources while enabling discretionary portfolio construction across various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Melissa M

CFP®, Series 63

Pittsburg, PA

Commonwealth Financial Network

Melissa Maxwell is a CFP®-certified financial advisor with 20 years of industry experience. She has been associated with Wealth Management Partners and Commonwealth Financial Network since 2009. Melissa also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Anthony R

Series 66

Pittsburgh, PA

Citizens Securities, Inc.

Anthony Ranalli is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary and non-discretionary investment options, including a digital advisory program and a managed account program.

Tax-loss harvesting Passive / index investing
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Jonathan F

Series 66

Washington, PA

Principal Financial Services

Jonathan Faber is a financial advisor with Principal Financial Services in Washington, PA, holding a Series 66 designation and three years of industry experience. He has worked with JWL Wealth Management and Principal Securities Inc., and co-owns a lawn care business he has managed since his early teens. He also provides group education and personalized financial advice for retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs.

Retired Founder/Business Owner
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Raymond D

CFP®, Series 63

Bethel Park, PA

Commonwealth Financial Network

Raymond Dodson is a CFP® professional with 38 years of industry experience, all spent at Commonwealth Financial Network since 1988. He holds the Series 63 designation and is based in Bethel Park, PA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Aaron A

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Aaron Adrian is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic questionnaires to recommend risk bands and employs third-party firms for portfolio execution.

Passive / index investing Active portfolio management Wealth management Executive
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Benjamin L

Series 66

Pittsburgh, PA

Private Advisor Group, LLC

Benjamin Lodico is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Private Advisor Group since 2014 and also has experience at LPL Financial and Edward Jones. Outside of his advisory work, he serves as a Minority Inspector of Votes for Allegheny County and owns a business entity named Gettin’Shwifty LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Christopher S

Series 66, Series 63

Pittsburg, PA

Commonwealth Financial Network

Christopher Suess is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with Commonwealth since 2019 and concurrently works with Wealth Management Partners, LLC, where he also engages in fixed insurance sales as an agent. His prior experience includes roles at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael M

Series 63, Series 65

Pittsburgh, PA

Ameritas Advisory Services, LLC

Michael Muslin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp, Ameritas Investment Corp., and affiliated entities since 2002. Muslin is also a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to deliver both discretionary and non-discretionary advisory solutions.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Daryl P

Series 63, Series 65, Series 66

Pittsburgh, PA

Focus Partners Wealth, LLC

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, Series 65, and Series 66 designations and 19 years of industry experience. He has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Andrew C

Series 66

Scott Twp., PA

Lincoln Investment

Andrew Cross is a financial advisor at Lincoln Investment with seven years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2019. Prior to his current role, he spent 11 years at Arendt's Outdoor Services, Inc. Outside of his advisory work, Cross serves on the Finance Committee of Heritage Baptist Church, where he assists with budgeting and distribution of giving statements. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of December 2025.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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