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Donald K

CFP®, Series 63, Series 65

Wexford, PA

Private Advisor Group, LLC

Donald Kremer is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial and Cantella & Co., Inc. Kremer has maintained his own firm, Kremer & Associates, Inc., which offers non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Geoffrey S

Series 63, Series 66

Oakmont, PA

Key Investment Services LLC

Geoffrey Skadra is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Citizens Securities, Inc. and Northwestern Mutual. Outside of his advisory role, he is the owner and president of Catchpoint, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Colin R

Series 66

Pittsburgh, PA

PNC Wealth Management

Colin Rafferty is a financial advisor at PNC Wealth Management with five years of industry experience and a Series 66 designation. He previously worked at Key Investment Services LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to PNC Bank employees, which uses approved model strategies and an algorithmic risk assessment.

Passive / index investing Active portfolio management Wealth management Executive
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William S

Series 66

Pittsburgh, PA

PNC Wealth Management

William Sangaila Borlak is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds a Series 66 designation and has two years of industry experience. His career includes roles at PNC Investments LLC since 2023, PNC Bank from 2018 to 2023, and Fitness International/LA Fitness from 2016 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and delegated portfolio management with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Mark G

Series 63, Series 65

Allison Park, PA

OSAIC Institutions, INC.

Mark Ganung is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Infinex Investments, Inc., FIRST Commonwealth Bank, Uvest Financial Services Group, Inc., and GA Financial Strategies LLC. Ganung also serves as Senior Vice President at FIRST Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a range of service and distribution arrangements.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Mark K

Series 66

Wexford, PA

Private Advisor Group, LLC

Mark Kelly is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked with Private Advisor Group, LLC since 2012 and has been affiliated with LPL Financial, LLC since 2008. Outside of his advisory roles, he is involved in diversity training through a separate business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Andrew F

Series 63, Series 65

Pittsburgh, PA

TIAA-CREF

Andrew Fahner is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at PNC Bank, First Commonwealth Bank, and Infinex Investments. He is based in Pittsburgh, PA. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm uses a fiduciary approach within a vertically integrated group and acts as adviser to a donor-advised fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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John G

Series 65, Series 63

Pittsburgh, PA

First Command Advisory Services

John Gourley is a financial advisor with First Command Advisory Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at First Command Insurance Services, First Command Financial Planning, Warren Carr Insurance Group, Nationwide Securities, and Palmer Agency. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage model portfolios and select approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Cassandra B

Series 66

Sewickley (Wexford), PA

Janney Montgomery Scott

Cassandra Beres is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and four years of industry experience. She has been with Janney Montgomery Scott since 2019 and previously worked at The Clubhouse Gibsonia. Outside of her advisory role, Beres serves as treasurer for the Saxonburg Area Baseball Association and as secretary for the Knoch Football Boosters in Renfrew, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and a range of advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Samuel A

Series 63, Series 66

Sewickley, PA

&PARTNERS

Samuel Annaian is a financial advisor with \u0026PARTNERS in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked for nine years at PNC Investments, LLC before joining \u0026PARTNERS in 2025. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and includes proprietary and third-party strategies in its portfolio management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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David F

Series 63, Series 65

Cranberry Township, PA

PNC Wealth Management

David Fahrenthold is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2006. Outside of his advisory role, he is the owner of Sweet Starts, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Braden M

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Braden Mc Canna is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and LPL Financial. Prior to his advisory career, he spent several years in roles outside finance, including positions at the Armstrong Center for Medicine and Health and Clarion University of Pennsylvania. Stratos Wealth Partners serves a diverse client base of individual and institutional investors, offering financial planning, managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Tana H

Series 63, Series 65, Series 66

Sarver, PA

PNC Wealth Management

Tana Hessom is a financial advisor with PNC Wealth Management in Sarver, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Michael F

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Michael Fitzgerald is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His prior experience includes six years at Riversource Distributors before joining PNC Investments in 2020. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and managed mutual fund and ETF strategies.

Passive / index investing Active portfolio management Wealth management Executive
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Jackson C

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Jackson Catanzaro is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and having one year of industry experience. He previously worked with Western Wealth Management LLC, LPL Financial, and Jumet Financial, among other roles. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple platforms and custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Thomas S

Series 63, Series 65

Seven Fields, PA

Valic Financial Advisors

Thomas Siegfried is a financial advisor at Valic Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Diehl Toyota of Butler. Outside of his advisory role, he is affiliated with AGIA, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using third-party models and technology, managing approximately $29.2 billion across more than 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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August C

ChFC®, Series 63

Wexford, PA

Kestra Advisory

August Consiglio Jr. is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Connecticut General Life Insurance Co. Consiglio is also president of Consiglio Financial Group, LLC, where he manages and oversees investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Daniel T

Series 63, Series 65

Pittsburgh, PA

Tlg Advisors, Inc.

Daniel Thompson is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Union Bridge Capital, Cantilever Wealth Management, and Monti, Thompson & Getty. In addition to his advisory roles, Thompson is also an attorney providing legal services related to family advocacy. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and platform affiliates, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Jeffrey H

Series 66

Seven Fields, PA

Valic Financial Advisors

Jeffrey Hofmann is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with VALIC Financial Advisors, Inc. since 2010 and also holds an agent position at Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jeffrey P

Series 66

Sarver, PA

Tlg Advisors, Inc.

Jeffrey Pifer is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 10 years. He is also involved with Pifer Financial Group in Sarver, PA, where he works as an insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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