Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Sean G
Series 66
Pittsburgh, PA
Janney Montgomery Scott
Sean Giliberti is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory work, he serves as president of The Sanctuary Museum, a contemporary art and moral compass museum focused on teaching children ethical values, and he is also a photographer who sells his work to benefit the World Salvation Center charity addressing fatherlessness. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.
Georgia P
Series 63, Series 66
Pittsburgh, PA
PNC Wealth Management
Georgia Phillips is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm’s approach includes algorithm-driven risk assessment, use of approved model strategies managed by PNC or third parties, and portfolio implementation delegated to external providers.
Emily S
CFP®, Series 65
Pittsburg, PA
Focus Partners Wealth, LLC
Emily Sippel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Atlantic Trust Private Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, consulting, and financial services.
Jeffrey M
Series 66
Pittsburgh, PA
Janney Montgomery Scott
Jeffrey Myers is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and K&L Gates LLP. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.
Jessica P
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
Jessica Pehush is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and a Series 66 designation. Her prior work includes roles at Goldman Sachs & Co. LLC and The Hart Agency, where she has participated in community engagement activities such as distributing promotional merchandise for various brands. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management along with specialized services such as Private Family Office offerings and Executive Wealth programs. The firm integrates research-driven allocation models and offers access to a wide range of investment and advisory platforms within the broader Goldman Sachs ecosystem.
Kaitlyn H
CFP®
Pittsburg, PA
Focus Partners Wealth, LLC
Kaitlyn Haney is a CFP® professional with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.
Paul B
CFP®, Series 63, Series 65
Pittsburg, PA
Focus Partners Wealth, LLC
Paul Brahan is a CFP® with eight years of industry experience currently advising at Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach rooted in enhanced open architecture.
Victor B
Series 63, Series 65
Canonsburg, PA
CWM, LLC
Victor Bell is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at notable firms including LPL Financial, LLC and Cetera Wealth Services, LLC. Outside of his advisory roles, Bell serves as president of Cornerstone Care, a federally qualified health center, where he oversees board committees and executive functions. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios using discretionary model strategies and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and comprehensive retirement-plan services.
Patrick K
Series 63, Series 66
Pittsburgh, PA
Janney Montgomery Scott
Patrick King is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He worked at PNC Capital Markets for 11 years before joining Janney Montgomery Scott in 2022. King serves as president of the Mike Heath Memorial Foundation, a charitable organization that raises and distributes funds in honor of a deceased friend. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.
Dennis D
Series 63
Pittsburgh, PA
Commonwealth Financial Network
Dennis Deluca is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, INC., and is co-owner of A.F. McGervey & Co, LLC, a firm specializing in tax preparation, accounting, payroll processing, business valuations, and succession planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational and practice-management support. The firm provides access to discretionary model portfolios and customizable investment solutions through its platform.
Joseph V
Series 65, Series 63
Pittsburgh, PA
PNC Wealth Management
Joseph Valenty is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Osaic Wealth, Fresh Thyme, and Saint Vincent Career Center. He also serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party strategists to manage mutual funds and ETFs.
Michael D
Series 63, Series 65
Pittsburgh, PA
Mariner
Michael Doman is a financial advisor at Mariner Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Commonwealth Advisory Group, Ltd. from 2005 to 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and internal management team, with a broad range of strategies spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and administrative services.
Douglas M
Series 63, Series 65
Pittsburgh, PA
Janney Montgomery Scott
Douglas Macdonald is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley and E-Trade Financial Corporation before joining Janney in 2019. He serves on the Investment Committee of the McKeesport Hospital Foundation Board, reviewing trust statements for the board without involvement in investment decisions. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
Eugene J
Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
Eugene Joseph III is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments continuously since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.
Gregory D
Pittsburgh, PA
Janney Montgomery Scott
Gregory Drahuschak is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding 41 years of industry experience. He has been with Janney Montgomery Scott since 1992. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, consulting, and advisory programs.
Deborah G
CFP®, Series 63, Series 65
Pittsburgh, PA
Kestra Advisory
Deborah Graver is a CFP® with 31 years of industry experience, currently serving at Kestra Advisory. She has been affiliated with Kestra and its related entities since 2016 and also works with Signature Select Wealth and Signature Financial Planning. Graver holds several civic and nonprofit roles, including serving on the finance committee of the Friendship Circle and chairing the Women’s Philanthropy Board of the Jewish Federation of Greater Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment management across multiple platforms. The firm serves some of the largest institutional investors, including sovereign wealth funds, and manages substantial assets while maintaining extensive third-party and affiliate relationships.
Nicholas L
Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
Nicholas Long is a financial advisor at PNC Wealth Management with three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Northwestern Mutual/KEM Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary model portfolios managed by PNC or third-party strategists.
Scott M
Series 63, Series 66
Pittsburgh, PA
PNC Wealth Management
Scott Metz is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His prior roles include positions at The Huntington Investment Company, Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, CITIZENS Bank, Citizens Securities, and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.
Melanie C
CFP®, Series 63, Series 65
Pittsburgh, PA
Hornor, Townsend & kent, LLC
Melanie Colusci is a CFP® professional with 27 years of experience, currently serving at Hornor, Townsend & Kent, LLC. She has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Outside of her advisory role, she is an author and speaker focused on women business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight rather than routine discretionary trading.
Heather B
Series 63, Series 65
Pittsburgh, PA
Citizens securities, Inc.
Heather Barr is a financial advisor at Citizens Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BNY Mellon and various roles within Citizens Bank and Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform and a Managed Account program, operating as both a broker-dealer and insurance agency.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide