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Glenn K
Series 63, Series 66
Monroeville, PA
Edward Jones
Glenn Kolod is a financial advisor with Edward Jones in Monroeville, PA, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients through a nationwide network of financial advisors. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Barry T
Series 66
Greensburg, PA
LPL Financial
Barry Testa is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Somerset Trust Co., Osaic Institutions, Inc., and AEG Vision, where he spent over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.
Kerri L
Series 63, Series 66
Monroeville, PA
Cetera
Kerri Llewellyn is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Cetera since 2014 and also works with FNB. Outside of Cetera, she engages in fixed life insurance sales and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform that includes affiliated and third-party managers.
Jared K
Series 63, Series 66
Jeannette, PA
Equitable Advisors
Jared Kean is a financial advisor with Equitable Advisors in Trafford, PA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked for Dedicated Nursing Associates, Inc. for five years and has a background that includes positions at Dunkin and the Franklin Regional School District. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.
Anthony M
Series 63, Series 65
Export, PA
Cambridge Investment Research Advisors
Anthony Marciano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011 and is also affiliated with Duncan Financial Group LLC. In addition to his advisory roles, Marciano serves as a commissioned pastor in Greensburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.
Colleen T
Series 63, Series 65
Monroeville, PA
LPL Financial
Colleen Tirpak is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at The Hilf Tirpak Group LLC and Waddell & Reed, Inc. for over 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, incorporating model portfolios, research, and various investment strategies.
Joshua C
CFP®, ChFC®, Series 63, Series 65
Traddord, PA
Raymond James Financial
Joshua Charles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and more than 30 years of industry experience. He has been with Raymond James since 2005 and served on the board of an investment club since 2016. Outside of his advisory role, he owns Financial-360, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Daniel M
Series 66
Irwin, PA
LPL Enterprise
Daniel Morgano is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Clarity Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.
Jeffery W
Series 63, Series 66
Greensburg, PA
Edward Jones
Jeffery Ward is a financial advisor with Edward Jones in Greensburg, PA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Julie S
Series 63, Series 65
Irwin, PA
Cambridge Investment Research Advisors
Julie Snyder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, having previously worked at NYLIFE Securities LLC and New York Life Insurance Co. In addition to her advisory role, she is an independent insurance agent with Duncan Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals who utilize a variety of portfolio management strategies and platform options tailored to client objectives.
Roy A
Series 63, Series 65
Murrysville, PA
Cambridge Investment Research Advisors
Roy Anderson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory role, he operates Roy Anderson Enterprises Inc. and is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers a variety of financial planning and investment management services, utilizing proprietary and third-party strategies across multiple custody platforms.
Victor F
Series 66
Greensburg, PA
Wells Fargo Advisors
Victor Fiano is a Series 66-registered financial advisor with 14 years of industry experience, currently at Wells Fargo Advisors in Greensburg, PA. He has been with Wells Fargo Clearing and its affiliated entities since 2015. Mr. Fiano also owns and operates private wealth management practices in Greensburg. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.
Nicholas S
Series 63, Series 65
Lower Burrell, PA
LPL Financial
Nicholas Song is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CUSO Financial Services, CUNA Mutual Group, Mutual of America Securities, and TSC Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
John D
Series 63, Series 65
Verona, PA
LPL Financial
John Davitt is a financial advisor with LPL Financial in Verona, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He was previously with Citizens Securities, Inc. for 10 years before joining LPL Financial in 2020. Davitt is involved with Good Life IA, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.
Robert D
Series 66
Jeannette, PA
Cambridge Investment Research Advisors
Robert Dinardo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 13 years of industry experience. Before joining Cambridge in 2023, he worked at PNC Investments and Stifel Nicolaus & Co. He is also the owner of AGL Financial LLC, an entrepreneurial venture separate from his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.
Joseph J
Series 66
Greensburg, PA
Morgan Stanley
Joseph Jansma is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Equitable Advisors, PNC Investments LLC, and PNC Bank, and served in the United States Marine Corps from 2015 to 2019. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that includes firm-approved tools and modeling techniques.
John D
Series 63, Series 65
Murrysville, PA
Cambridge Investment Research Advisors
John Daller is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 41 years of industry experience. His prior roles include positions at Trustmark Financial Group and Dollar Financial Service. He is also active as an independent insurance agent through several entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm supports independent Financial Professionals with a range of portfolio management options, model-based strategies, and access to both proprietary and third-party investment solutions.
Michael N
Series 63, Series 65, Series 66
Murrysville, PA
Ameriprise
Michael Nye is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he provides care and support for intellectually disabled individuals and serves as treasurer for his daughter's Girl Scout troop. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm employs a centralized team to deliver retirement-income recommendations that combine research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.
William E
Series 63
Greensburg, PA
OSAIC
William Esposito is a financial advisor with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 14 years. Outside of his advisory role, he officiates high school and summer league baseball and softball as an independent contractor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering comprehensive brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple investment platforms, including managed accounts and alternative investments.
Joseph D
Series 63, Series 65
Monroeville, PA
LPL Financial
Joseph Dambrosio is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2020, previously spending 11 years at Sagepoint Financial, Inc. Outside of advising, he is a franchise owner of Fantastic Sams hair salons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and advanced portfolio solutions.
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Finding advisors...
479 advisors near
15626
within the area shown on the map
Out of 400,000+ nationwide