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429 advisors near
16002
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Collin R
CFP®, CFA®, Series 63, Series 65
Butler, PA
Randall & Associates Wealth Management
Collin Randall is a CFP® and CFA® with 14 years of experience in the financial industry. He is currently with Randall & Associates Wealth Management in Butler, PA, having previously worked at Bennett Associates Wealth Management, Wells Fargo Advisors, Amherst Pierpont Securities LLC, and Barclays Capital Inc. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management, financial planning, and consulting. The firm manages approximately $167 million in client assets and employs a customized, risk-adjusted, tax-aware investment approach that combines active and passive strategies across multiple asset classes.
Anthony P
Series 65
Warrendale, PA
Petredis Investment Advisors
Anthony Podrasky is a financial advisor at Petredis Investment Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at L!VE Technologies, HBK, and PNC. He has also been involved with the Lions Club. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services, using client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies.
Lindsay F
Series 65
Cranberry Twp., PA
Capital A Wealth Management
Lindsay Frabotta is a financial advisor at Capital A Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked with AE Wealth Management and the New Castle Area School District. Outside of advising, she is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, offering access to third-party model managers and alternative investments.
David D
Series 63
Cranberry Twp., PA
Capital A Wealth Management
David Domenick Sr. is a financial advisor at Capital A Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Madison Avenue Securities and AE Wealth Management. Outside of investment advisory work, he owns and operates an insurance sales business. Capital A Wealth Management serves individual and institutional clients, offering discretionary investment management, financial planning, retirement-plan consulting, and participant investment advice. The firm utilizes a top-down macro approach to tactical asset allocation, incorporating mutual funds, ETFs, equities, and fixed-income securities, and also provides specialized retirement plan services.
Matthew R
Series 65
Harmony, PA
Rodgers Brothers, Inc.
Matthew Rodgers is a financial advisor at Rodgers Brothers, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Rodgers Brothers since 2019 following four years at the University of Chicago. Rodgers Brothers provides discretionary portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios according to client objectives and risk tolerance.
Nicole G
CFP®, Series 65
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Nicole Gabriel is a CFP® with 10 years of experience in financial advising. She has been with McKinley Carter Wealth Services, Inc. since 2015. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to individuals, families, pension/retirement plans, trusts, non-profit organizations, and institutional clients. The firm combines fundamental and technical analysis with a long-term strategic asset allocation framework and tailors portfolios to client risk tolerance and time horizon.
Denise R
Series 63, Series 66
Harmony, PA
Rodgers Brothers, Inc.
Denise Rodgers is a financial advisor at Rodgers Brothers, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Rodgers Brothers since 1996. Rodgers Brothers, Inc. provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis, utilizing various strategies such as equity positions, securities trading, and option writing.
Christopher F
CFA®, Series 63
Mars, PA
Next Capital Management LLC
Christopher Fineburg is a CFA® charterholder with six years of industry experience. He is currently with Next Capital Management LLC and previously worked at Rockefeller Global Family Office, Spearhead Capital Advisors, and Greycourt & Co., Inc. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments, including direct indexing and tax-managed long/short approaches.
Ethan L
Series 65
Renfrew, PA
C2 Private WEalth
Ethan Lane is a financial advisor at C2 Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at firms including ASG Investment Management LLC and Accurate Solutions Group, LLC. Outside of his advisory role, Lane is involved in the sale and marketing of insurance products through Accurate Solutions Group. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to align investment decisions with retirement objectives.
Curt K
Series 65
Renfrew, PA
C2 Private WEalth
Curt Knotick is a financial advisor at C2 Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at ASG Investment Management LLC and other firms. Outside of his advisory role, he is the owner and managing member of CCK Holdings LLC. C2 Private Wealth primarily serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, incorporating tax and estate coordination and requiring clients to attend a retirement education course as part of its integrated service model.
Mitchell S
CFP®, Series 66
Cranberry Twp., PA
Capital A Wealth Management
Mitchell Sienkiewicz is a CFP® and Series 66-licensed advisor at Capital A Wealth Management with three years of industry experience. He has previously worked at Janney Montgomery Scott and Madison Avenue Securities. Outside of his financial advisory role, he manages a family-owned Christmas tree farm and serves as a director for Historic Harmony Inc., a nonprofit focused on preserving local historic buildings and traditions. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party model portfolios.
Richard W
Series 66
Seven Fields, PA
E. E. Powell & Company Inc.
Richard Whalen is a financial advisor with E. E. Powell & Company Inc., holding a Series 66 designation and over 50 years of industry experience. He has been with E. E. Powell & Company since 1975. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting services, advising across a broad range of securities including mutual funds, ETFs, structured products, and derivatives. The firm employs a client-specific investment process using fundamental analysis and modern portfolio theory, typically operating with discretionary trading authority.
Derek F
CFP®, Series 63, Series 65
Cranberry Twp, PA
Hoffman Capital Advisors LLC
Derek Finney is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hoffman Capital Advisors LLC. His prior roles include positions at LPL Financial LLC, Cambridge Investment Research Advisors, and PNC Investments, among others. He is also a licensed life insurance agent, though he does not devote time to this activity or receive compensation from it. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm manages approximately $160 million in client assets through a team of seven advisors, offering tailored investment programs and a broad range of strategies within a wrap-fee structure.
Brandon D
Series 65
Cranberry Twp., PA
Capital A Wealth Management
Brandon Domenick is a Series 65-licensed advisor at Capital A Wealth Management with eight years of industry experience. He has previously worked at AE Wealth Management and held roles within various Capital A entities. Outside of advisory work, he is an author and publisher of investment-related books through Capital A Wealth Management, LLC. Capital A Wealth Management serves individual and institutional clients, including high-net-worth investors and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down investment approach focused on tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual securities, and third-party model managers to implement strategies.
Michael R
Series 63, Series 66
Harmony, PA
Rodgers Brothers, Inc.
Michael Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Rodgers Brothers since 1998. Outside of advisory work, he is the president and owner of Tinicum REO Capital, Inc., a consulting firm focused on real estate advisement and management. Rodgers Brothers, Inc. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, and business entities, typically managing accounts with minimums around $1,000,000. The firm employs a value-oriented investment approach combining fundamental and technical research, sector and macro analysis, and onsite company reviews to tailor strategies including long-term holdings, trading, and option writing.
Gregg I
Series 66
Mars, PA
MDRN Capital
Gregg Indovina is a financial advisor at MDRN Capital with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Golden Reserve Retirement, RFG Advisory, and Accelerated Wealth Advisors. Outside of his advisory work, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells insurance products and fixed annuities. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.
David D
Series 66
Cranberry Twp., PA
Capital A Wealth Management
David Domenick Jr. is a financial advisor with Capital A Wealth Management, holding a Series 66 designation and possessing 10 years of industry experience. He has held various roles within Capital A-affiliated firms and other financial services companies since 2015. Outside of his advisory work, he is active as a presenter on retirement planning topics for nonprofit organizations focused on financial education. Capital A Wealth Management serves individual investors, including high-net-worth clients, institutional sponsors, and nonprofit entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a growth/value framework across a range of investment vehicles and model portfolios.
Alex F
Series 66
Cranberry Twp, PA
Hoffman Capital Advisors LLC
Alex Feyche is a financial advisor at Hoffman Capital Advisors LLC with six years of industry experience and holds a Series 66 designation. His work history includes roles at Mid Atlantic Capital Corporation, Ameritas Investment Corp, and Hefren-Tillotson. Outside of his advisory work, he is involved with Feyche Investment & Financial Planning, where he assists in financial planning activities. 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 and employs a range of investment strategies including long-term investing, short sales, margin and options trading, and allocations to private placements and venture capital funds.
Sandra S
Series 65
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Sandra Steedle is a financial advisor at McKinley Carter Wealth Services, Inc. She holds a Series 65 credential and has 29 years of industry experience, including 28 years at Allegiance Financial Advisors and four years with her current firm. Outside of finance, she is involved in retail customer service at Kohl's. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to individuals, families, institutional clients, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic framework, tailoring portfolios to client risk tolerance and offering ongoing portfolio monitoring and account reviews.
Joel N
Series 65, Series 63
Cranberry Twp., PA
Capital A Wealth Management
Joel Nesbitt is a financial advisor at Capital A Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management and Capital A Insurance, where he is also involved in insurance sales. Capital A Wealth Management serves a diverse client base, including individuals, high-net-worth households, and institutional clients, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro approach to tactical asset allocation, utilizing mutual funds, ETFs, individual securities, and third-party model managers.
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429 advisors near
16002
within the area shown on the map
Out of 400,000+ nationwide