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Barbara L

Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Barbara Lovejoy is a financial advisor at Hunter Associates LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hunter Associates since 2003. Additionally, she has been a CPA operating under her own name since 1991. Hunter Associates serves a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services, employing a combination of fundamental, quantitative, and qualitative analysis in its investment approach.

Options & derivatives strategies Wealth management
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Daniel N

Series 63

Pittsburgh, PA

The Coury Firm

Daniel Novakowski is a financial advisor at The Coury Firm with 31 years of industry experience. He holds a Series 63 designation and has been with The Coury Firm and its related entities since 1998. Outside of his advisory role, Novakowski is the owner and photographer of Novakowski Photography in Pittsburgh. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.

Private / alternative investments Real estate investing Wealth management Business ownership considerations Founder/Business Owner Executive
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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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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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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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Evan H

Series 65, Series 63

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 65 and Series 63 registrations and has previously worked at Lincoln Investment, Trinity Wealth Securities, and Florida Financial Advisors. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, utilizing quantitative tools such as Modern Portfolio Theory and Monte Carlo simulations to guide asset allocation and retirement planning for a select client base.

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® 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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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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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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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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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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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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