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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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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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Gabriella L

Series 65

Monroeville, PA

Marion Wealth Management

Gabriella Lo Tito is a financial advisor at Marion Wealth Management with a Series 65 credential and one year of industry experience. Prior to her current role, she worked at JW Synder LLC and has held positions in both education and retail. Marion Wealth Management is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in client assets using a combination of fundamental, technical, and modern-portfolio approaches and offers services including portfolio management, financial planning, pension consulting, and donor-advised fund services.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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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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Daniel H

Series 63, Series 65

Pittsburgh, PA

Cookson Peirce Wealth Management

Daniel Henderson is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 23 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 2002 and holds Series 63 and Series 65 licenses. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

General retirement planning General tax planning Active portfolio management Wealth management Founder/Business Owner
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Luke O

CFA®, Series 63, Series 65

Pittsburgh, PA

Cookson Peirce Wealth Management

Luke Oneill is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Cookson Peirce Wealth Management. Prior to joining Cookson Peirce in 2018, he worked for five years at Mellon Capital Management. Cookson Peirce provides discretionary wealth management and financial planning to private clients, including high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment approach and manages both equity-focused strategies and targeted bond portfolios, with active monitoring and rebalancing.

General retirement planning General tax planning Active portfolio management Wealth management Founder/Business Owner
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Edward S

CFP®, Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

Edward Snyder is a CFP® professional with 32 years of industry experience. He has been with Bill Few Associates, Inc. since 1992 and previously worked at Bill Few Securities, Inc. for 24 years. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and qualitative analysis, asset allocation by an internal Investment Policy Committee, and regular rebalancing, with a focus on mutual funds and annual 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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Daniel G

Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Daniel Grealish is a financial advisor at Henderson Brothers Financial Partners LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Outside of advisory work, he is a shareholder in an independent insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers discretionary and non-discretionary asset management, participant education, and plan-level services, using a combination of model-based programs and traditional portfolio construction methods.

ESG / Sustainable investing Founder/Business Owner Retired
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Richard A

ChFC®, Series 63, Series 65

Pittsburgh, PA

D.B. Root & Company, LLC

Richard Applegate is a financial advisor at D.B. Root & Company, LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and Cantor Fitzgerald Wealth Partners. Outside of finance, he is also involved in acting, participating in film and TV productions. D.B. Root & Company offers financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, serving approximately 747 client relationships with over $829 million in discretionary assets under management.

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

Series 66

Pittsburgh, PA

Hunter Associates LLC

Patrick Clark is a financial advisor at Hunter Associates LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Capital Advisors and Federated Investors. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental, quantitative, and qualitative analysis to construct portfolios, offering discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
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Christian P

CFA®, Series 66

Warrendale, PA

Petredis Investment Advisors

Christian Petredis is a CFA® charterholder with 10 years of industry experience. He is a member of Petredis Investment Advisors, where he has worked since 2022. Prior to that, he held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profit organizations, and businesses by providing investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services. The firm manages approximately $1.4 billion in discretionary assets and employs client-specific, risk-adjusted, and tax-aware asset allocations combining active and passive strategies.

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

Series 66, Series 65

Pittsburgh, PA

Hunter Associates LLC

Marissa Bougades is a financial advisor with Hunter Associates LLC in Pittsburgh, PA. She holds Series 65 and Series 66 licenses and has 11 years of industry experience, including 10 years at Hunter Associates. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides portfolio management, financial planning, consulting, and a manager-of-managers program, using fundamental, quantitative, and qualitative analysis to guide investment decisions.

Options & derivatives strategies Wealth management
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Reshelle B

CFP®, Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

Reshelle Barrett is a CFP® professional with 32 years of industry experience currently at Bill Few Associates, Inc. She has worked with Bill Few Securities from 1997 to 2021 and has been with Bill Few Associates, Inc. since 1993. Bill Few Associates, Inc. serves individual and high-net-worth investors, as well as charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm’s investment approach combines fundamental and qualitative analysis with asset allocation guided by an internal Investment Policy Committee and includes tools such as covered call options 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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Jeffrey T

Series 63

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Jeffrey Todd is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, with 11 years of industry experience. He has been with Guyasuta since 2014 and holds a Series 63 designation. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is noted for its work with municipal and other government clients.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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