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Kenneth M

Series 65

Beaver, PA

DiNuzzo Private Wealth, Inc.

Kenneth Mc Daniel is a financial advisor at DiNuzzo Private Wealth, Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at DiNuzzo Index Advisors, Inc., Advance Auto Parts, and Citizens Financial Group. Outside of his advisory role, he is the owner and enrolled agent of McDaniel Tax Company, where he provides tax preparation and planning services. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm uses globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing, serving a range of clients from emerging investors to multi-hundred-million net worth households.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner
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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.

ESG / Sustainable investing Founder/Business Owner Retired
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James D

Series 63, Series 66

Pittsburgh, PA

Financial Freedom House

James Denny is a financial advisor with Financial Freedom House in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at Triad Advisors, Inc. for 12 years before joining CYGNET FINANCIAL PLANNING, INC. (dba Financial Freedom House), where he has been since 2003. He is also the managing partner of CAER LLC, serving as a fiduciary adviser to qualified retirement plan trustees and participants. Financial Freedom House provides investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and sponsors of qualified retirement plans. The firm employs a fiduciary-based approach emphasizing Modern Portfolio Theory, strategic asset allocation primarily through ETFs and passively managed funds, and uses Monte Carlo simulation and ongoing financial-plan modeling to evaluate goal probabilities.

General retirement planning Retirement income strategy Annuities Founder/Business Owner
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Serhiy Z

Series 65

Sewickley, PA

Fragasso Financial Advisors

Serhiy Zayats is a financial advisor at Fragasso Financial Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms including Bank of New York Mellon, Greycourt, Rootstock Advisors, and CIM Investment Management. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and a range of advisory services. The firm uses diversified, global asset-allocation models and a combination of fundamental analysis and third-party sub-advisors to tailor client portfolios.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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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.

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

Series 66

Cranberry Twp, PA

Hoffman Capital Advisors LLC

David Smith is a financial advisor at Hoffman Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson, Inc. and Riverstone Wealth Management LLC. Smith also serves as a registered representative with NewEdge Securities LLC. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in assets for around 331 clients through a team of seven advisors, offering customized investment programs and employing a range of strategies from long-term investing to higher-risk techniques within a wrap-fee program structure.

Options & derivatives strategies Annuities Private / alternative investments Wealth management Executive Founder/Business Owner
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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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Mallory L

Series 65, Series 63

Sewickley, PA

Fragasso Financial Advisors

Mallory Labik is a financial advisor with Fragasso Financial Advisors in Sewickley, PA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Fragasso Financial Advisors since 2016 and previously worked at LPL Financial LLC from 2016 to 2018. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models and integrates fundamental analysis, offering tailored investment solutions across a broad range of asset classes.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Bryan H

CFP®, Series 66

Pittsburgh, PA

Allegheny Investments

Bryan Hoover is a CFP® with 17 years of industry experience, currently serving as an advisor at Allegheny Investments since 2017. He previously worked at Fragasso Financial Advisors and LPL Financial, LLC. He is also the vice president of the Pittsburgh Society of Investment Professionals. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in assets and emphasizes diversified, personalized portfolio strategies with ongoing monitoring and third-party manager selection.

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

Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

Kenneth Como is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Bill Few Associates since 1992 and was previously with Bill Few Securities, Inc. for 24 years. Outside of finance, he has a background as a sound engineer spanning nearly four decades. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a combination of fundamental and qualitative analysis with an internal Investment Policy Committee guiding asset allocation, primarily using mutual funds and conducting regular share-class reviews.

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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Collin G

Series 63, Series 65

Coraopolis, PA

Legacy Edge Advisors

Collin Glover is a financial advisor at Legacy Edge Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, Tiaa, and The Huntington Investment Company. 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, quantitative, and technical analysis. The firm manages accounts on a discretionary basis and offers both one-time financial plans and ongoing asset management.

Options & derivatives strategies Real estate investing Annuities
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Eric F

CFA®

Warrendale, PA

Petredis Investment Advisors

Eric Fencil is a CFA® charterholder with two years of industry experience and is currently an advisor at Petredis Investment Advisors. He has worked at the firm since 2024 and also teaches accounting courses as an adjunct professor at La Roche University. Additionally, he serves as co-president of the board of directors for the CFA Society in Pittsburgh. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, families, retirement plans, non-profits, and businesses. The firm employs both active and passive strategies across multiple asset classes and actively monitors portfolios to manage risk and tax efficiency.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
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Jacob P

CFP®, ChFC®, Series 65

Beaver, PA

DiNuzzo Private Wealth, Inc.

Jacob Potts is a CFP®, ChFC®, and holds a Series 65 license with 10 years of industry experience. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms tailored to different client segments and builds globally diversified, index-oriented portfolios using mutual funds and ETFs with ongoing monitoring and discretionary rebalancing.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner
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Thomas B

Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

Thomas Beilstein is a financial advisor at Bill Few Associates, Inc. with 30 years of industry experience. He has held positions at Bill Few Securities, Inc. from 1997 to 2021 and has been with Bill Few Associates, Inc. since 1991. He holds Series 63 and Series 65 licenses. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, model mutual-fund portfolios, financial planning, and consulting. The firm’s investment process integrates fundamental and qualitative analysis with asset allocation guided by an internal Investment Policy Committee and includes tools such as covered call option strategies and limited margin use with client consent.

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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Ryan L

CFP®, Series 63

Sewickley, PA

Roble, Belko and Company, Inc.

Ryan Lacey is a CFP® with 10 years of industry experience and has been with Roble, Belko and Company, Inc. since 2008. He is based in Sewickley, PA, and holds a Series 63 license. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process focused on strategic asset allocation and a core/satellite approach, incorporating both passive and active strategies along with selective use of derivatives for hedging, tax management, and income enhancement.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
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Robert F

Series 63, Series 65

Cranberry Twp, PA

Hoffman Capital Advisors LLC

Robert Feyche is a financial advisor with Hoffman Capital Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hoffman Capital Advisors since 2020 and is also the owner and president of Feyche Investment & Financial Planning, a firm he founded in 2010. Prior to that, he worked at Ameritas Life Insurance Corp and Ameritas Investment Corp from 2003 to 2020. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in client assets through a team of seven advisors, employing a blend of investment strategies and offering a wrap-fee program with comprehensive portfolio management.

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

CFP®, Series 66

Warrendale, PA

Petredis Investment Advisors

Alexandra Cameron is a CFP® with 12 years of industry experience. She is currently with Petredis Investment Advisors, where she has worked since 2022. Prior to that, she was with Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined eight years. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses with investment management, financial planning, and retirement plan services. The firm employs a mix of active and passive investment strategies to construct risk-adjusted, tax-efficient portfolios tailored to client objectives.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
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