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Christopher S
CFP®, CFA®
Wexford, PA
Gibson Capital, LLC
Christopher Sidoni is a CFP® and CFA® with 19 years of industry experience. He has been with Gibson Capital, LLC since 2011 and continues to serve as an advisor at the firm. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation philosophy, emphasizing customized, diversified portfolios implemented primarily through mutual funds and ETFs, disciplined rebalancing, and client involvement in the design process.
Brian S
CFA®, Series 66
Warrendale, PA
HBKS Wealth Advisors
Brian Sommers is a CFA® charterholder with 23 years of industry experience. He is currently a principal and Chief Investment Officer at HBKS Wealth Advisors and Park Shore Partners, having worked at HBKS since 2014 and Park Shore Partners since 2023. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure, with services delivered primarily on a discretionary basis.
David K
Series 65, Series 63
Seven Fields, PA
Avantax Planning Partners, Inc.
David King is a financial advisor at Avantax Planning Partners, Inc. with 40 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Avantax, he spent 13 years at Gierl Augustine & Associates, LLC, where he continues to be involved in the sale of insurance and annuity products. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, utilizing firm-designed style allocation models and tax-intelligent investment strategies.
Nancy M
CFP®, Series 66
Pittsburgh, PA
Allegheny Financial Group
Nancy Mckee is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Allegheny Financial Group Ltd in Pittsburgh, PA since 1988. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses a mutual-fund-based investment approach supported by in-house research and an investment committee, with risk control through diversification and ongoing monitoring.
Edward K
Series 66
Pittsburgh, PA
Oppenheimer
Edward Kelly Jr. is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and serves as a qualified custodian for client assets.
Martin V
Series 63, Series 66
Pittsburgh, PA
Hornor, Townsend & kent, LLC
Martin Valentic is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also works with Penn Mutual Life Insurance Company. Outside of advising, he is a part owner of racehorses and operates insurance brokerage businesses focused on life and disability insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.
Paul P
ChFC®, Series 63, Series 66
Sewickley, PA
First Manhattan Co. LLC
Paul Pigman Jr. is a financial advisor with First Manhattan Co. LLC in Sewickley, PA, holding the ChFC® designation and Series 63 and 66 registrations. He has 39 years of industry experience, including previous roles at Northwestern Mutual and BNY Mellon Wealth Management. Outside of finance, Pigman is the owner of PigPop Racing, where he works as a high-performance driving instructor and team management advisor, and he serves as President of Scouting America, Laurel Highlands Council. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals as well as trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating individualized portfolio management with wealth planning.
Sean G
Series 66
Pittsburgh, PA
Janney Montgomery Scott
Sean Giliberti is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory work, he serves as president of The Sanctuary Museum, a contemporary art and moral compass museum focused on teaching children ethical values, and he is also a photographer who sells his work to benefit the World Salvation Center charity addressing fatherlessness. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.
Michael C
CFP®, Series 65, Series 63
Sewickley (Wexford), PA
Janney Montgomery Scott
Michael Callas is a CFP® professional with nine years of industry experience. He has been with Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large 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 a range of brokerage, financial planning, and advisory services.
Emily S
CFP®, Series 65
Pittsburg, PA
Focus Partners Wealth, LLC
Emily Sippel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Atlantic Trust Private Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, consulting, and financial services.
Jeffrey M
Series 66
Pittsburgh, PA
Janney Montgomery Scott
Jeffrey Myers is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and K&L Gates LLP. 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.
Brandee L
Series 63, Series 65
Seven Fields, PA
Valic Financial Advisors
Brandee Lusch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2016 and is also involved in customer service and educational activities at Galen Glen Winery. Valic Financial Advisors serves primarily 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 discretionary unified managed accounts using Envestnet’s platform, operating with a large network of investment advisor representatives and a sophisticated technology framework.
Kaitlyn H
CFP®
Pittsburg, PA
Focus Partners Wealth, LLC
Kaitlyn Haney is a CFP® professional with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.
Thomas W
Series 66
Beaver, PA
PNC Wealth Management
Thomas Wigton is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles at PNC since 2015, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend model strategies executed with mutual funds and ETFs, with portfolio management delegated to third parties.
Paul B
CFP®, Series 63, Series 65
Pittsburg, PA
Focus Partners Wealth, LLC
Paul Brahan is a CFP® with eight years of industry experience currently advising at Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach rooted in enhanced open architecture.
Elizabeth D
Series 65
Cranberry Township, PA
Mariner
Elizabeth Duchak is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for six years. She serves on the PR committee of the Women's Board of Pittsburgh, a charity focused on supporting women and children in the region. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services and administrative family office capabilities.
Keith M
Series 66
Mars, PA
Kestra Advisory
Keith Mcgough is a financial advisor at Kestra Advisory with four years of industry experience. His prior roles include positions at Wells Fargo Advisors and Bank of New York Mellon. He also spent two years working in the automotive appearance industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.
Patrick K
Series 63, Series 66
Pittsburgh, PA
Janney Montgomery Scott
Patrick King is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He worked at PNC Capital Markets for 11 years before joining Janney Montgomery Scott in 2022. King serves as president of the Mike Heath Memorial Foundation, a charitable organization that raises and distributes funds in honor of a deceased friend. Janney Montgomery Scott LLC is a 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, consulting, and various advisory programs.
Joseph V
Series 65, Series 63
Pittsburgh, PA
PNC Wealth Management
Joseph Valenty is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Osaic Wealth, Fresh Thyme, and Saint Vincent Career Center. He also serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party strategists to manage mutual funds and ETFs.
Jacob K
Series 63, Series 65
Seven Fields, PA
PNC Wealth Management
Jacob Kuczynski is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments and affiliated entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The firm uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.
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