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Gregory D
Pittsburgh, PA
Janney Montgomery Scott
Gregory Drahuschak is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has been with Janney Montgomery Scott Inc. 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 a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and advisory programs.
Deborah G
CFP®, Series 63, Series 65
Pittsburgh, PA
Kestra Advisory
Deborah Graver is a CFP® professional with over 31 years of industry experience, currently serving at Kestra Advisory. She has held roles at firms including Signature Select Wealth, LPL Financial, and Fragasso Wealth Advisors. Graver is involved in several nonprofit boards and committees, including the Friendship Circle, United Way of Southwestern Pennsylvania, and the Women’s Philanthropy Board of the Jewish Federation of Greater Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors including sovereign wealth funds and delivers a broad range of management platforms and third-party solutions.
Eric B
Series 66
Monroeville, PA
Citizens Securities, Inc.
Eric Brown is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Genoa-Qol Healthcare Company, and Giant Eagle Pharmacy. He is also a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
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® with 28 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. She has been affiliated with Penn Mutual Life Insurance Company since 2010 and is involved in life insurance sales and financial planning. Outside of her advisory role, she is an author and speaker focused on women business owners and is a member of the Penn Mutual National Advisory Council executive committee. 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 advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.
Heather B
Series 63, Series 65
Pittsburgh, PA
Citizens Securities, Inc.
Heather Barr is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to her current role, she worked at BNY Mellon and had multiple positions 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, brokerage, and insurance services. The firm provides both a digital advisory program and managed account solutions while operating as a broker-dealer and insurance agency.
George R
Series 63, Series 65
Pittsburgh, PA
Guardian Life
George Rovee is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for 17 years. Outside of advising, he is involved in authoring a finance-related book and runs agent coaching and consulting focused on business development and prospecting. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services using in-house and third-party model portfolios, including a hybrid digital advisory solution, Park Avenue Wealth Management.
Shane W
Series 66
Pittsburgh, PA
Guardian Life
Shane Witt is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and RoadBotics Inc. Outside of his advisory work, he operates TURTLESUFERS LLC, a business selling stickers through Amazon fulfillment. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs with a mix of proprietary and third-party models.
Nicole B
Series 63, Series 66
Pittsburgh, PA
PNC Wealth Management
Nicole Bush is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 registrations and possessing 20 years of industry experience. Her prior work includes seven years at Charles Schwab and multiple roles within PNC Investments and PNC Bank since 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment offering available by invitation that employs algorithm-driven portfolio strategies managed and executed via approved models using mutual funds and ETFs.
Rudolfo C
Series 63, Series 65
Pittsburgh, PA
Principal Financial Services
Rudolfo Capobres is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 registrations and over 31 years of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Co, Commonwealth Financial Network, and Coghill Investment Strategies. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
William K
CFP®, ChFC®, Series 63, Series 65
Pittsburgh, PA
Newedge Advisors
William Kinmonth Jr. is a CFP® and ChFC® with 29 years of industry experience. He currently serves as an advisor at NewEdge Advisors and LPL Financial, having previously worked at Citizens Securities, Inc. for over two decades. Outside of his advisory roles, he is active as a soccer official. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by technology and centralized due diligence.
Natalee E
Series 65
Pittsburgh, PA
Cerity partners LLC
Natalee Esposito is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds a Series 65 designation and previously worked at XPYRIA Investment Advisors, Inc. for 18 years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and both proprietary and third-party investment strategies.
David G
Series 63, Series 65
Pittsburgh, PA
Citizens Securities, Inc.
David Gonzales Jr. is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked exclusively within the Citizens organization since 2015. He also serves as power of attorney for his parents. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary accounts and is wholly owned by Citizens Bank, N.A.
Debra D
CFP®, Series 63, Series 65
Pittsburgh, PA
&PARTNERS
Debra Dragich is a CFP®-designated financial advisor at &PARTNERS with 29 years of industry experience. She previously worked at Raymond James & Associates for 11 years before joining &PARTNERS. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.
Michael W
ChFC®, Series 63, Series 65
Pittsburg, PA
Commonwealth Financial Network
Michael Ward is a financial advisor with Commonwealth Financial Network and has 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with both Commonwealth Financial Network and Wealth Management Partners, LLC since 2001. Outside of his advisory role, he serves as a board member on the Brighton Township Zoning Board in Pennsylvania. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management, retirement plan consulting, and access to third-party asset managers, while offering operational, trading, technology, and compliance support to affiliated advisors.
Glenn P
Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
Glenn Powell II is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and delegates portfolio implementation to approved third-party strategists.
Joseph D
Series 65
Pittsburgh, PA
Commonwealth Financial Network
Joseph De Nardo is a financial advisor with Commonwealth Financial Network based in Pittsburgh, PA. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Miller McCurry and has professional experience with the Pittsburgh Pirates and Topgolf. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.
Richard C
Series 63, Series 66
Pittsburgh, PA
Ameritas Advisory Services, LLC
Richard Cole is a financial advisor with Ameritas Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at LPL Financial, Charles Schwab, PNC Investments, Citizens Securities, and Oppenheimer. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions through various program platforms and utilizes both firm-developed and third-party model portfolios.
Benjamin Z
Series 66
Pittsburgh, PA
Janney Montgomery Scott
Benjamin Ziolkowski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. His prior work includes roles at PNC Financial Services Group and Allegheny College. 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, corporations, and municipal clients, offering services such as brokerage, financial planning, and advisory programs through both in-house and third-party portfolio management.
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