Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Mark M
Series 66
Carnegie, PA
PNC Wealth Management
Mark Mackewich is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm uses algorithmic risk assessments and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.
Braden M
Series 66
Sewickley, PA
Stratos Wealth Partners, Ltd
Braden Mc Canna is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at LPL Financial and Equitable Advisors, and has experience in healthcare and education sectors. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory programs and financial planning services through an open-architecture approach that integrates multiple third-party platforms and managers.
Charles M
Series 66
Pittsburgh, PA
Focus Partners Wealth, LLC
Charles Mattiucci is a financial advisor with Focus Partners Wealth, LLC and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, Fragasso Financial Advisors, LPL Financial, PNC Wealth Management, and Merrill. Focus Partners serves individual and institutional clients with wealth management, tax and financial planning, and employee benefit consulting, employing a long-term investment approach that integrates active and passive strategies, third-party managers, and private funds. The firm also provides clients access to specialized financial products and legacy strategies through various affiliated platforms.
John C
Series 66
Pittsburgh, PA
Ameritas Advisory Services, LLC
John Carberry is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Pittsburgh, PA, and has 23 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, where he has worked since 2003. Outside of his advisory duties, Carberry serves as a trustee for the Bethel Park Community Foundation and is an investor and group exercise instructor at 1000 Higbee Fitness & Wellness, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high‑net‑worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through diversified program platforms that include model portfolios, mutual funds, ETFs, and individual securities.
Jackson C
Series 66
Sewickley, PA
Stratos Wealth Partners, Ltd
Jackson Catanzaro is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Western Wealth Management LLC and LPL Financial. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services such as advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, employing an open-architecture approach that integrates multiple platforms and managers.
Gretchen T
Series 63, Series 65
Pittsburgh, PA
Oppenheimer
Gretchen Troiano is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of her advisory role, she owns and competes with an Arabian horse in training and show events. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary programs across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and ongoing portfolio reviews.
James W
Series 66
Pittsburgh, PA
Stratos Wealth Partners, Ltd
James Wells III is a financial advisor with Stratos Wealth Partners, Ltd in Pittsburgh, PA, holding a Series 66 designation and having 20 years of industry experience. His prior firms include Mid Atlantic Financial Management, Inc. and Ameriprise. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, employing an IAR-driven, open-architecture investment approach with access to multiple third-party platforms and specialized portfolio management solutions.
Dillon H
Series 66
Carnegie, PA
PNC Wealth Management
Dillon Hudson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. His career includes roles at PNC Investments, Edward Jones, 1st Summit Bank, and Fastenal. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.
Jared H
CFP®, Series 63, Series 65
Pittsburg, PA
Commonwealth Financial Network
Jared Henigin is a CFP® professional affiliated with Commonwealth Financial Network, based in Pittsburgh, PA, with nine years of industry experience. He has worked at Wealth Management Partners, LLC since 2019 and at Commonwealth Financial Network since 2018. Prior to that, he was with Northwestern Mutual and CVS Health. Commonwealth Financial Network is a national dual-registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs and advisory services, utilizing both internal model portfolios and third-party platforms.
Melissa M
CFP®, Series 63
Pittsburg, PA
Commonwealth Financial Network
Melissa Maxwell is a CFP®-certified financial advisor with 20 years of industry experience. She has been associated with Wealth Management Partners and Commonwealth Financial Network since 2009. Melissa also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.
Anthony R
Series 66
Pittsburgh, PA
Citizens Securities, Inc.
Anthony Ranalli is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary and non-discretionary investment options, including a digital advisory program and a managed account program.
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.
William C
Series 66
Sewickley, PA
Stratos Wealth Partners, Ltd
William Coates is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at LPL Financial LLC, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. Stratos Wealth Partners is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets with around 379 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.
Raymond D
CFP®, Series 63
Bethel Park, PA
Commonwealth Financial Network
Raymond Dodson is a CFP® professional with 38 years of industry experience, all spent at Commonwealth Financial Network since 1988. He holds the Series 63 designation and is based in Bethel Park, PA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.
Aaron A
Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
Aaron Adrian is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic questionnaires to recommend risk bands and employs third-party firms for portfolio execution.
Michael M
Series 63, Series 65
Wexford, PA
T. Rowe Price Advisory Services, Inc.
Michael Moschetta is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Ascensus Broker Dealer Services, CUNA Brokerage Services, CUNA Mutual Group, and Neuberger Berman. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs supported by an online planning tool and telephone access to advisors.
Jonathan H
Series 66
Sewickley, PA
Stratos Wealth Partners, Ltd
Jonathan Hansotte is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Kelley Financial Group and LPL Financial. Hansotte also provided administrative support to Stratos Wealth Partners, Ltd in an investment-related capacity. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an IAR-driven model that combines discretionary and non-discretionary portfolio management with an open-architecture investment approach.
Robert J
Series 63, Series 66
Pittsburgh, PA
PNC Wealth Management
Robert Jamison is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at PNC Investments LLC and has experience in various roles including time at Uber and memberships at several golf clubs. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary portfolio solution using algorithmic risk assessment and approved model strategies with annual rebalancing.
Christopher S
Series 66, Series 63
Pittsburg, PA
Commonwealth Financial Network
Christopher Suess is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Financial Engines Advisors and TD Ameritrade. He is also involved in fixed insurance sales through Wealth Management Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Michael M
Series 63, Series 65
Pittsburgh, PA
Ameritas Advisory Services, LLC
Michael Muslin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Ameritas entities since 2002 in various roles, including insurance and investment services. Muslin is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning solutions to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a range of model portfolios and investment vehicles across discretionary and non-discretionary programs and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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