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David W
Series 63, Series 66
Tarentum, PA
OSAIC Institutions, INC.
David Weigand is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at PNC Investments and Edward Jones. OSAIC Institutions, Inc. is an SEC-registered investment 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 services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary accounts.
Alan C
Series 63, Series 65
Cranberry Township, PA
PNC Wealth Management
Alan Cornell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2004 and serves as a board member of the Beaver Cemetery and Mausoleum. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform designed for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.
Donald B
CFA®, Series 63, Series 65
Sewickley, PA
Mariner
Donald Belt is a CFA® charterholder with over 31 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023, following previous roles at Robert Baird & Co. and Hefren Tillotson, Inc. He serves on the boards of Gear Up Segou and Real Champions Inc., a children's mentoring organization. Mariner Wealth Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios with a combination of in-house research and third-party managers, and provides extensive tax integration and financial wellness tools uncommon among large advisory firms.
Barbara L
Series 63, Series 65
Sewickley (Wexford), PA
Janney Montgomery Scott
Barbara Layton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Janney Montgomery Scott for a total of 20 years, including her current tenure that began in 2021. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Jordan F
CFP®, Series 66
Seven Fields, PA
Cetera Planning Partners
Jordan Fowler is a CFP® with ten years of experience in the financial services industry, currently with Cetera Planning Partners. His previous roles include positions at UBS Financial Services, Dollar Bank, and Avantax Planning Partners. Outside of his advisory duties, he is an owner of Fowler Family Holdings, a holding company involved in a roofing business where he contributes to financial review and marketing. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including tax services and estate planning through third-party providers, with an investment approach centered on diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.
Daniel J
Series 63, Series 66
Wexford, PA
Eagle Strategies (NY Life)
Daniel Johnson is a financial advisor with Eagle Strategies (NY Life) based in Wexford, PA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at New York Life Insurance Co, NYLIFE Securities LLC, and North Hills Financial LLC. Johnson is a board member and Tomorrow's Leaders representative for the Cystic Fibrosis Foundation of Western PA. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.
Aaron M
Series 66
Pittsburgh, PA
PNC Wealth Management
Aaron Mckissick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and having 23 years of industry experience. He has worked at PNC Investments since 2015 and previously at Ameriprise from 2003 to 2005. He serves as a committee member at St. Paul's United Methodist Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments to recommend portfolios managed through mutual funds and ETFs, with implementation and oversight delegated to third parties.
Brian Q
Series 63, Series 65
Zelienople, PA
Foundations Investment Advisors LLC
Brian Quaranta is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Secure Money Advisors since 2010 and has been with Foundations Investment Advisors since 2019. Outside of advisory work, he is involved with Secure Money Advisors LLC, where he conducts insurance sales and client reviews. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in its investment management.
Richard S
Series 63, Series 65
Wexford, PA
Empower Advisory Group
Richard Scotti is a financial advisor with Empower Advisory Group in Wexford, PA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Stewart Capital Advisors, S & T Bank, Hefren Tillotson, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Brian D
Series 66
Cranberry Township, PA
GWN Securities Inc.
Brian Dart is a financial advisor with GWN Securities Inc. in Wexford, PA, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2007. Outside of his advisory role, he is involved with Kades Margolis Corporation, where he educates clients on life and long-term care insurance needs and assists with policy applications and reviews. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, with a distinctive history of incorporating market-timing and momentum strategies within its legacy programs.
Jerry S
Series 63, Series 65
Sewickley (Wexford), PA
Janney Montgomery Scott
Jerry Starr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 broad range of clients, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Collin C
Series 66
Seven Fields, PA
Valic Financial Advisors
Collin Cutshall is a Series 66-registered financial advisor with Valic Financial Advisors, Inc. He has one year of industry experience, having joined Valic Financial Advisors in 2026. Prior to his current role, his work history includes positions outside the financial sector. Valic Financial Advisors, Inc. 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 through a large network of advisors and utilizes centralized technology and model solutions to manage client assets.
Ronald J
Series 63, Series 66
Saxonburg, PA
Eagle Strategies (NY Life)
Ronald Jones is a financial advisor with Eagle Strategies (NY Life) based in Saxonburg, PA. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. His career includes roles at Eagle Strategies LLC and New York Life Insurance Company since 2006. Jones serves on the boards of Community Care Connections Inc., Butler County Family YMCA, and Knoch Boys Lacrosse. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Chris D
CFP®, CFA®
Pittsburgh, PA
Tlg Advisors, Inc.
WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!
Lon Michael K
Series 63, Series 66
Sewickley, PA
PNC Wealth Management
Lon Michael Keeley is a financial advisor at PNC Wealth Management with six years of industry experience. He has held positions at PNC Bank and PNC Wealth Management since 2026, and previously worked at Citizens Bank, Citizens Securities, Northwestern Mutual Investment Services, and Northwestern Mutual Life Insurance Company. Before entering the financial sector, he was employed in education at Propel Schools and Friendship Public Charter School. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital model account offered as an invitation-only pilot for employees with PNC Bank online banking credentials. The firm uses algorithmic assessments to recommend risk-based investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.
Charles T
Series 66
Sewickley (Wexford), PA
Janney Montgomery Scott
Charles Testarella Jr. is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2016 across multiple roles. Outside of advisory work, he is a partner in Squirrel Boys LLC, a vacation rental business based in Southern Pines, NC. 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 clientele including individuals, families, trusts, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.
Jordan B
Series 63, Series 65
Pittsburgh, PA
Tlg Advisors, Inc.
Jordan Bruce is a financial advisor at TLG Advisors, Inc. with two years of industry experience. He has held roles at The Leaders Group Inc, Union Bridge Capital, and Appliance Dealers Cooperative. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.
Brian E
Series 63
Gibsonia, PA
Hornor, Townsend & Kent, LLC
Brian Eckenrode is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 credentials and 33 years of industry experience. He has been with Hornor, Townsend & Kent since 1993 and has worked with Penn Mutual Life Insurance Company since 1989. Outside of his advisory role, he is the proprietor of Eckenrode Financial Group, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and broker-dealer, providing custody, execution, and brokerage services alongside investment advice.
Andrew S
Series 65
Sewickley, PA
Stratos Wealth Partners, Ltd
Andrew Sciuto is an advisor with Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been in the financial industry since 2026. His background includes prior roles at The Kelley Group and BBBSPGH. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm uses an open-architecture investment model and offers a range of services including discretionary portfolio management, financial planning, and outsourced CIO solutions.
David H
Series 63, Series 66
Wexford, PA
Key Investment Services LLC
David Harrison is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various KeyBank and Key Investment Services entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates, providing a range of wrap programs and ancillary insurance products.
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