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465 advisors near
15301
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Darla M
CFP®, Series 63, Series 65
Canonsburg, PA
Main Advisory, Inc.
Darla Main is a CFP® professional with 36 years of industry experience, currently with Main Advisory, Inc. She previously worked at The STRATEGIC FINANCIAL ALLIANCE, INC. and Cetera Advisors LLC. Outside of advisory services, she is a fixed insurance agent. Main Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary investment management and financial planning. The firm combines fundamental and technical analysis with a long-term investment approach and provides ERISA retirement-plan advisory services as a 3(21) fiduciary.
Amy B
CFP®, Series 63
Canonsburg, PA
Braun-Bostich & Associates Inc.
Amy Braun Bostich is a CFP® professional with 35 years of industry experience. She has been with Braun-Bostich & Associates Inc. since 2017 and previously worked at Ameriprise Financial Services, Inc. for 12 years. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm follows a primarily long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and other assets, supported by a technology-assisted subadvisor platform and regular client contact.
Christine M
Series 63, Series 66
Canonsburg, PA
MFG Private Wealth
Christine Musuneggi is a financial advisor with MFG Private Wealth in Canonsburg, PA, holding Series 63 and 66 licenses and possessing 26 years of industry experience. She has been with MFG Private Wealth since 2025 and leads The Musuneggi Financial Group, LLC, an independent investment advisory firm. Musuneggi also serves on the NSS Life Advisory Board as a nonprofit board member and conducts seminars through Single Steps Strategies. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individual, high-net-worth clients and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory-based investment approach, offering discretionary portfolio management supported by formal Investment Policy Statements and access to third-party managers and specified custodians.
Christopher M
Series 63, Series 65
Canonsburg, PA
MFG Private Wealth
Christopher Musuneggi is a financial advisor at MFG Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Grove Point Advisors, LLC, and LPL Financial. Outside of advisory work, he is co-owner of a tax preparation and accounting business. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a modern portfolio theory approach with long-term trading strategies and offers discretionary portfolio management tailored to client goals and risk tolerances.
Evan S
CFP®, Series 66
Venetia, PA
LiftPoint Family Wealth Advisors, LLC
Evan Steinfeld is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently an advisor at LiftPoint Family Wealth Advisors, LLC and also supports Allora Solutions, LLC by providing business analytics to assist medical device sales representatives. His prior experience includes roles at LPL Financial, Morgan Stanley, and NewEdge Advisors. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive wealth management and financial planning. The firm employs a manager-agnostic approach, utilizing independent managers, ETFs, and alternative investments, and coordinates planning with clients’ tax, estate, and insurance professionals.
Neil M
Series 65
Eighty Four, PA
Trendscast Financial LLC
Neil Maggi is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Trendscast Financial LLC and has also been involved with Maggi Retirement Planning, Marley Financial Services, Inc., and America's Benefit, Inc. In addition to his advisory work, Maggi occasionally prepares tax returns for clients as a registered tax preparer during the tax season. Trendscast Financial LLC provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment strategies and offering both discretionary and non-discretionary services.
Elizabeth D
Series 65
Canonsburg, PA
Storie Financial Advisory LLC
Elizabeth Debowski is a financial advisor at Storie Financial Advisory LLC in Canonsburg, PA. She holds a Series 65 designation and has been a homemaker since 2010, beginning her advisory career with no prior industry experience. Storie Financial Advisory LLC serves individuals, trusts, estates, and foundations with fee-only financial planning and investment management. The firm uses a Core+Satellite investment strategy and offers tax return preparation through an Enrolled Agent, providing services on a non-discretionary basis and billing primarily by hourly fees.
Karen I
Series 65
McMurray, PA
ILG Private Wealth, Inc.
Karen Iannucci is a financial advisor at ILG Private Wealth, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at ILG Private Wealth since 2019. In addition to her advisory role, Ms. Iannucci serves as a project director in the Corporate Compliance Department of UPMC’s insurance division services. ILG Private Wealth provides advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management through third-party investment managers. The firm employs a structured manager-selection process with ongoing due diligence, including office visits and performance monitoring.
Jon E
Series 63, Series 65
Washington, PA
Its Asset Management, L.P.
Jon Erdner is a financial advisor at Its Asset Management, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Its Asset Management since 1976. Outside of his advisory work, Erdner has been involved in harness racing with shared ownership in several standardbred horses since 1984. Its Asset Management provides model-based portfolio management to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm uses a Disciplined Active Portfolio Management framework and primarily implements strategies through mutual funds and ETFs, managing approximately $282.8 million in discretionary assets.
Albert F
Series 65
Canonsburg, PA
Santori & Peters
Albert Fletcher is a Series 65-licensed financial advisor with Santori & Peters, where he has worked since 2024. He has one year of industry experience and previously worked at CooksonPeirce. Prior to his advisory career, he held positions in various fields including contracting and retail. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, managing approximately $390 million in discretionary assets with a blend of fundamental, technical, and short-term trading strategies.
Ryan N
CFP®, Series 66
Canonsburg, PA
Santori & Peters
Ryan Neupaver is a CFP® with 15 years of industry experience, currently serving as an advisor at Santori & Peters since 2017. He previously worked at Royal Alliance from 2010 to 2017 and is president of Lintel Financial, LLC. Neupaver is a member of the Pittsburgh Zoo and Aquarium’s board of directors and endowment committee, where he assists with donor relations and monitors endowment investments. He also serves on the board of the Financial Planning Association’s Pittsburgh chapter. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, using a combination of fundamental and technical analysis alongside discretionary, customized asset allocation programs.
Connie R
Series 66
Canonsburg, PA
Santori & Peters
Connie Ravella is a financial advisor at Santori & Peters with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Astyr Wealth LLC, and CITIZENS Bank. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, utilizing a combination of fundamental and technical investment approaches with discretionary, customized asset-allocation programs.
Douglas B
Series 66
Canonsburg, PA
Braun-Bostich & Associates Inc.
Douglas Bostich is a financial advisor at Braun-Bostich & Associates Inc. with 22 years of industry experience. He has held the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before joining Braun-Bostich & Associates in 2017. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other asset types when appropriate.
Robert F
Series 63, Series 65
McMurray, PA
Fragasso Financial Advisors
Robert Fragasso is the Chairman and Chief Executive Officer of Fragasso Financial Advisors with 54 years of industry experience. He previously worked at LPL Financial for 22 years before joining Fragasso Financial Advisors in 2012. Fragasso is the author of the second edition of *Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other* published by John Wiley & Sons. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and diverse advisory services. The firm constructs diversified, global asset-allocation models tailored to client goals and employs fundamental analysis while offering ongoing portfolio management, performance reporting, and client reviews.
Ayden H
Series 65, Series 63
Canonsburg, PA
Networth Advisors, LLC
Ayden Hanes is a financial advisor at Networth Advisors, LLC in Canonsburg, PA, with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase & Co. from 2021 to 2022. Networth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm employs a combination of fundamental, quantitative, and technical analysis within a long-term trading framework and offers educational workshops and media content on investment and retirement topics.
Garrett H
CFP®, ChFC®, Series 63, Series 65
Canonsburg, PA
H Financial Management
Garrett Hoge is a CFP® and ChFC® with 42 years of industry experience. He is president of H Financial Management and has previously held roles at firms including Triad Advisors, Inc. and General American Life Insurance Company. Outside of his advisory work, he serves as vice president on the board of The LaPlante Foundation, a charitable organization. H Financial Management advises individuals, families, and select business and retirement-plan clients through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s portfolios emphasize asset allocation using mutual funds and low-cost ETFs, with oversight from an internal investment committee and selective use of options strategies and AI tools governed by formal policies.
Kristen J
Series 65
Canonsburg, PA
Grant Street Asset Management Inc
Kristen Jackson is a Series 65 licensed financial advisor with Grant Street Asset Management Inc in Canonsburg, PA, where she has worked since 2005. She has 20 years of industry experience and is part of a seven-advisor team. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs tailored to client goals and risk tolerance, employing a variety of analytical methods and managing portfolios using mutual funds, ETFs, individual securities, and derivatives.
David H
Series 65
Canonsburg, PA
Grant Street Asset Management Inc
David Huber III is a financial advisor at Grant Street Asset Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Grant Street, he held roles at Morningstar and the Center for Research In Security Prices. His work history also includes positions at Group One Trading LP and DePaul University. 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 emphasizes asset allocation with a mix of mutual funds, ETFs, and individual securities, employing fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.
John W
CFP®, CFA®, Series 63, Series 66
Canonsburg, PA
Hutchison Whitehead Wealth Management
John Whitehead is a CFP® and CFA® with 22 years of industry experience. He has been with Hutchison Whitehead, LLC since 2010. Outside of his advisory role, he owns and operates Fairview Farm LLC, which raises and breeds sheep and chickens in Pennsylvania. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary investment management and comprehensive financial planning. The firm employs a factor-oriented investment approach using pooled vehicles and offers coordinated tax and financial planning through its affiliation with a certified public accounting practice.
Daniel T
Series 63, Series 65
McMurray, PA
Fragasso Financial Advisors
Daniel Tatomir is a financial advisor at Fragasso Financial Advisors with 20 years of industry experience. He has been with Fragasso since 2015 and previously worked at LPL Financial. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates fundamental analysis, offering a broad range of investment options including mutual funds, ETFs, alternative investments, and options strategies.
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Finding advisors...
465 advisors near
15301
within the area shown on the map
Out of 400,000+ nationwide