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Matthew D

CFP®, Series 63, Series 65

Canonsburg, PA

Networth Advisors, LLC

Matthew D'amico is a CFP® professional with six years of industry experience, currently serving at Networth Advisors, LLC. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Mass Mutual Financial Group. He also serves as a non-paid instructor for AFEA, a national non-profit focused on financial education. Networth Advisors, LLC serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides portfolio management and financial planning with a tailored investment approach that combines fundamental, quantitative, and technical analysis.

Annuities
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Alex N

Series 65

Canonsburg, PA

Networth Advisors, LLC

Alex Nowak is a financial advisor at Networth Advisors, LLC with a Series 65 designation and experience in the financial industry since 2019. Prior to joining Networth Advisors, he held roles at First Bank of the Lake and Widget Financial. Networth Advisors serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides personalized portfolio management and financial planning, employing a combination of fundamental, modern portfolio theory, quantitative, and technical analysis.

Annuities
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James A

Pittsburgh, PA

Henry H. Armstrong Associates, Inc.

James Armstrong is a financial advisor with Henry H. Armstrong Associates, Inc. in Pittsburgh, PA, where he has worked since 1992. He has 33 years of industry experience. Henry H. Armstrong Associates provides investment supervisory and wealth advisory services to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm focuses on growth-oriented U.S. equity portfolios, employs fundamental long-term analysis, and emphasizes tailored client relationships with regular communication.

Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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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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John K

Series 63, Series 65

Pittsburgh, PA

Trebuchet Consulting, LLC

John Krolikowski is a financial advisor with Trebuchet Consulting, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trebuchet Consulting since 2006. Trebuchet Consulting provides financial planning and wealth management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset allocation guidance, primarily operating on a non-discretionary basis with a client-centered investment process.

General retirement planning Income planning General tax planning Wealth management Long-term care insurance
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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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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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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 Wealth Advisors

Serhiy Zayats is a financial advisor at Fragasso Wealth Advisors in Sewickley, PA, holding a Series 65 designation with 7 years of industry experience. His work history includes roles at Fragasso Financial Advisors, Bank of New York Mellon, Greycourt, Rootstock Advisors, and CIM Investment Management. Fragasso Wealth Advisors manages approximately $3 billion in assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation strategy with in-house portfolio management, offering discretionary and non-discretionary services including financial planning and retirement consulting.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Strawn M

Series 63

Canonsburg, PA

LJI Wealth Management, LLC

Strawn Markle is a financial advisor at LJI Wealth Management, LLC with 13 years of industry experience. He holds a Series 63 designation and has worked at LJI Wealth Management since 2017. Prior to that, he was employed at Its Asset Management, L.P. from 2001 to 2017. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a variety of investment strategies tailored to clients’ objectives, incorporating fundamental, quantitative, and technical analysis.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management 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®, 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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Mallory L

Series 63, Series 65

Sewickley, PA

Fragasso Wealth Advisors

Mallory Labik is a financial advisor at Fragasso Wealth Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fragasso Financial Advisors since 2016, with prior experience at LPL Financial LLC and Yanni & Associates Investment Advisors. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model managed by an internal portfolio management team and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Patrick E

Series 66

Canonsburg, PA

Grant Street Asset Management Inc

Patrick Evans is a financial advisor at Grant Street Asset Management Inc with 16 years of industry experience. He has been with Grant Street since 2013 and holds a Series 66 designation. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages approximately $768 million in client assets and employs an investment approach that combines asset allocation with mutual funds, ETFs, and individual securities, using fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

Options & derivatives strategies Real estate investing
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Bryan H

CFP®, Series 66

Pittsburgh, PA

Allegheny Investments

Bryan Hoover is a Certified Financial Planner® with 18 years of industry experience. He has worked at Allegheny Investments since 2017 and previously held roles at Fragasso Financial Advisors and LPL Financial. He serves as Vice President of the Pittsburgh Society of Investment Professionals. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, and institutional clients. The firm uses a combination of in-house research and third-party managers to build portfolios tailored to client goals, time horizons, risk tolerance, and tax considerations.

General retirement planning Business exit / sale strategy Wealth management Retirement withdrawal strategies
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