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Gary M
Series 66
Pittsburgh, PA
Guardian Life
Gary Mcgovern is a financial advisor with Primerica Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2007 and 2008, respectively. Mcgovern is also licensed to sell life and disability insurance with multiple carriers beyond Guardian. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, managing approximately $15 billion in assets with over 1,900 investment advisor representatives.
John F
Series 66, Series 63
Pittsburgh, PA
Eagle Strategies (NY Life)
John Fitzpatrick is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has six years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2019. Outside of finance, he serves as a board member for the East Allegheny Community Council and the Allegheny Commons Initiative, local community organizations in Pittsburgh. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm focuses on tailored advice with a predominantly non-discretionary asset base and works closely with defined contribution and defined benefit plans, charitable, and corporate clients.
Jayson W
Series 63, Series 65
White Oak, PA
Planmember Securities Corporation
Jayson Weinberg is a financial advisor with PlanMember Securities Corporation in White Oak, PA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Weinberg has been a proprietor of Jayson Weinberg CPA since 1994 and has worked with IRM Distributors, Inc. since 1995. In addition to his advisory role, he operates a tax and accounting practice. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers education and support services, including seminars and personalized retirement planning.
Bradley D
Series 63, Series 66
Monroeville, PA
Citizens securities, Inc.
Bradley Dolhi is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Key Investment Services LLC for four years before joining Citizens Securities in 2020. Outside of his advisory role, he serves as Vice President of the Center Township Athletic Association, where he is involved in field maintenance, coaching, and organizing fundraising and grants. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based digital advisory portfolios managed with proprietary algorithms, as well as a Managed Account program, and operates as a broker-dealer and insurance agency.
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 a Series 63 designation and over 33 years of industry experience. He has been with Hornor, Townsend & Kent since 1993 and also has a long-standing relationship with Penn Mutual Life Insurance Company since 1989. Outside of his advisory role, Eckenrode owns and operates a life insurance brokerage and is involved in managing a home goods store’s financial matters. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services primarily through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.
Cindy P
Series 63, Series 65
Pittsburgh, PA
Janney Montgomery Scott
Cindy Pastin is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She 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 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.
Elijah P
Series 66
Pittsburgh, PA
Janney Montgomery Scott
Elijah Peck is a financial advisor at Janney Montgomery Scott in Pittsburgh, PA, holding the Series 66 designation with two years of industry experience. His prior work includes roles outside finance at Suburban Snow, Magerk's Pub & Grill, and Philly Junk. 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 with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house and third-party portfolio management.
Amy C
Series 63, Series 65
Pittsburgh, PA
Janney Montgomery Scott
Amy Cornelius is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Janney in 2018, she worked at Primerica Advisors and Primerica Financial Services. Amy also has experience with Orchard Hill Church. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services.
Nathan S
CFA®, Series 66
Pittsburgh, PA
Janney Montgomery Scott
Nathan Snyder is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Janney Montgomery Scott LLC since 2016. Outside of his advisory role, he serves on the board of an independent mortgage bank and is involved in local community activities, including serving as Vice President of a high school football booster organization. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal entities. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.
John B
Series 63, Series 65
Monroeville, PA
Citizens securities, Inc.
John Buggy is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Citizens Securities in 2017, he worked for M&T Securities, Inc. for five years. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
Brian P
Pittsburgh, PA
Tlg Advisors, Inc.
Brian Parker is a financial advisor at TLG Advisors, Inc. with 10 years of industry experience. He is also a partner at Parker Poe Adams & Bernstein, where he provides legal and business advice to clients in life sciences, retail energy, and manufacturing sectors. In addition, Parker is involved in multiple business ventures including consultancy services, an oil and gas company, and a private cigar and social club. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services along with 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.
Mitchell J
Series 66
Pittsburgh, PA
Guardian Life
Mitchell Jenkins is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life since 2021 and has one year of experience at Park Avenue Securities. His prior work includes various roles at Penn State Behrend and in the retail and hospitality sectors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered 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 a range of investment advisory programs.
Brett W
Series 66
Monroeville, PA
PNC Wealth Management
Brett Wilson is a financial advisor at PNC Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at PNC Bank. Outside of finance, he has experience in the food service industry and homemaking. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation for PNC Bank employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management to approved third parties.
Peter F
Series 63, Series 65
White Oak, PA
J. W. Cole Advisors, Inc.
Peter Fasciano is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Synergy Group and Pruco Securities, LLC. He is also the owner of YGQ Financial LLC, a business focused on record keeping and tax filing. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.
Jeremy K
Series 63, Series 65
Monroeville, PA
Citizens securities, Inc.
Jeremy Koenig is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Citizens Securities since 2013. Outside of his advisory role, he works as a delivery driver for Wexford Farms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
Robert B
Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
Robert Burns is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with PNC Bank and PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.
George B
Series 66
Monroeville, PA
Citizens securities, Inc.
George Bello is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with 21 years of industry experience. He previously worked at Key Investment Services LLC for eight years before joining Citizens Securities in 2024. Outside of his advisory role, he holds power of attorney for his mother. 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 approach includes a digital advisory program and managed accounts, and it operates as both a broker-dealer and insurance agency.
Marc B
Series 63, Series 66
Pittsburgh, PA
PNC Wealth Management
Marc Blount is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at PNC Investments LLC, Bank of America, Merrill, The Huntington Investment Company, and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to select employees. The firm uses algorithm-driven model selection with investments in mutual funds and ETFs, featuring annual rebalancing and third-party portfolio implementation.
Jack S
Series 66
Pittsburgh, PA
Guardian Life
Jack Sauserman is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he works as an independent contractor selling insurance through Ash Brokerage. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and provides various account-level services, including securities-based lending and tax-harvesting.
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1,451 advisors near
15239
within the area shown on the map
Out of 400,000+ nationwide