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Albert F

Series 65

Canonsburg, PA

Santori & Peters

Albert Fletcher is a Series 65-licensed financial advisor with Santori & Peters, where he has worked since 2024. He has one year of industry experience and previously worked at CooksonPeirce. Prior to his advisory career, he held positions in various fields including contracting and retail. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, managing approximately $390 million in discretionary assets with a blend of fundamental, technical, and short-term trading strategies.

General retirement planning Retirement income strategy Active portfolio management
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Ryan N

CFP®, Series 66

Canonsburg, PA

Santori & Peters

Ryan Neupaver is a CFP® with 15 years of industry experience, currently serving as an advisor at Santori & Peters since 2017. He previously worked at Royal Alliance from 2010 to 2017 and is president of Lintel Financial, LLC. Neupaver is a member of the Pittsburgh Zoo and Aquarium’s board of directors and endowment committee, where he assists with donor relations and monitors endowment investments. He also serves on the board of the Financial Planning Association’s Pittsburgh chapter. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, using a combination of fundamental and technical analysis alongside discretionary, customized asset allocation programs.

General retirement planning Retirement income strategy Active portfolio management
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Connie R

Series 66

Canonsburg, PA

Santori & Peters

Connie Ravella is a financial advisor at Santori & Peters with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Astyr Wealth LLC, and CITIZENS Bank. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, utilizing a combination of fundamental and technical investment approaches with discretionary, customized asset-allocation programs.

General retirement planning Retirement income strategy Active portfolio management
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Douglas B

Series 66

Canonsburg, PA

Braun-Bostich & Associates Inc.

Douglas Bostich is a financial advisor at Braun-Bostich & Associates Inc. with 22 years of industry experience. He has held the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before joining Braun-Bostich & Associates in 2017. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other asset types when appropriate.

Real estate investing
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Robert F

Series 63, Series 65

McMurray, PA

Fragasso Financial Advisors

Robert Fragasso is the Chairman and Chief Executive Officer of Fragasso Financial Advisors with 54 years of industry experience. He previously worked at LPL Financial for 22 years before joining Fragasso Financial Advisors in 2012. Fragasso is the author of the second edition of *Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other* published by John Wiley & Sons. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and diverse advisory services. The firm constructs diversified, global asset-allocation models tailored to client goals and employs fundamental analysis while offering ongoing portfolio management, performance reporting, and client reviews.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Ayden H

Series 65, Series 63

Canonsburg, PA

Networth Advisors, LLC

Ayden Hanes is a financial advisor at Networth Advisors, LLC in Canonsburg, PA, with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase & Co. from 2021 to 2022. Networth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm employs a combination of fundamental, quantitative, and technical analysis within a long-term trading framework and offers educational workshops and media content on investment and retirement topics.

Annuities
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Garrett H

CFP®, ChFC®, Series 63, Series 65

Canonsburg, PA

H Financial Management

Garrett Hoge is a CFP® and ChFC® with 42 years of industry experience. He is president of H Financial Management and has previously held roles at firms including Triad Advisors, Inc. and General American Life Insurance Company. Outside of his advisory work, he serves as vice president on the board of The LaPlante Foundation, a charitable organization. H Financial Management advises individuals, families, and select business and retirement-plan clients through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s portfolios emphasize asset allocation using mutual funds and low-cost ETFs, with oversight from an internal investment committee and selective use of options strategies and AI tools governed by formal policies.

Options & derivatives strategies
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Kristen J

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

Kristen Jackson is a Series 65 licensed financial advisor with Grant Street Asset Management Inc in Canonsburg, PA, where she has worked since 2005. She has 20 years of industry experience and is part of a seven-advisor team. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs tailored to client goals and risk tolerance, employing a variety of analytical methods and managing portfolios using mutual funds, ETFs, individual securities, and derivatives.

Options & derivatives strategies Real estate investing
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David H

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

David Huber III is a financial advisor at Grant Street Asset Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Grant Street, he held roles at Morningstar and the Center for Research In Security Prices. His work history also includes positions at Group One Trading LP and DePaul University. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm emphasizes asset allocation with a mix of mutual funds, ETFs, and individual securities, employing fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

Options & derivatives strategies Real estate investing
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John W

CFP®, CFA®, Series 63, Series 66

Canonsburg, PA

Hutchison Whitehead Wealth Management

John Whitehead is a CFP® and CFA® with 22 years of industry experience. He has been with Hutchison Whitehead, LLC since 2010. Outside of his advisory role, he owns and operates Fairview Farm LLC, which raises and breeds sheep and chickens in Pennsylvania. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary investment management and comprehensive financial planning. The firm employs a factor-oriented investment approach using pooled vehicles and offers coordinated tax and financial planning through its affiliation with a certified public accounting practice.

Gifting strategies College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Doctor or Medical Professional
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Daniel T

Series 63, Series 65

McMurray, PA

Fragasso Financial Advisors

Daniel Tatomir is a financial advisor at Fragasso Financial Advisors with 20 years of industry experience. He has been with Fragasso since 2015 and previously worked at LPL Financial. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates fundamental analysis, offering a broad range of investment options including mutual funds, ETFs, alternative investments, and options strategies.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Debra P

Series 65

Canonsburg, PA

H Financial Management

Debra Parrish is a financial advisor at H Financial Management with a Series 65 designation and one year of industry experience. She has operated Debra M. Parrish, P.C., a law firm specializing in intellectual property and health law, since 2000. Parrish also serves as a director and officer of the International Business Ethics Institute, a nonprofit organization focused on ethical conduct in business. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering investment management, financial planning, and consulting services. The firm constructs portfolios using asset-allocation frameworks with mutual funds and low-cost ETFs, incorporates options strategies in some accounts, and employs AI tools with internal controls and human oversight.

Options & derivatives strategies
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Jack R

Series 65

Canonsburg, PA

Hutchison Whitehead Wealth Management

Jack Rogers is a Series 65 licensed financial advisor with Hutchison Whitehead Wealth Management, bringing 20 years of industry experience. He has been self-employed since 2005. Outside of his advisory role, he owns and operates Rogers Aquarium, a business consulting and selling supplies related to ponds and aquariums. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities with discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios using pooled vehicles and a factor-oriented framework, with a notable affiliation to a certified public accounting practice for coordinated tax and financial planning.

Gifting strategies College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Doctor or Medical Professional
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Michael E

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

Michael Evans is a Series 65-licensed advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street since 1993. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a personalized approach to investment programs, employing a range of analytical methods and tax-aware strategies, and manages approximately $669 million in client assets with a seven-advisor team.

Options & derivatives strategies Real estate investing
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Kent A

CFP®, Series 63, Series 66

Canonsburg, PA

H Financial Management

Kent Aloia is a CFP® with 18 years of experience in the financial services industry. He is currently with H Financial Management, where he serves as Chief Compliance Officer, Trader, and Wealth Strategist. Prior to this, he worked at Triad Advisors, Inc. from 2009 to 2024. Aloia is also a licensed life insurance agent in Pennsylvania. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering both discretionary and non-discretionary investment management along with financial planning and consulting services. The firm emphasizes asset-allocation frameworks using mutual funds and low-cost ETFs, employs options strategies in limited cases, and integrates AI tools under internal controls and human oversight.

Options & derivatives strategies
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Benjamin M

CFA®, Series 65

Venetia, PA

Valley Brook Capital Group

Benjamin Martik is a CFA® charterholder with eight years of industry experience. He has been with Valley Brook Capital Group since 2017 and previously worked at Duquesne University. He also occasionally engages in insurance product sales as a minor part of his activities. Valley Brook Capital Group provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals and institutional accounts. The firm develops individualized asset-allocation models and offers discretionary and non-discretionary wealth management, retirement-plan advisory services, and trustee services, integrating financial planning with portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Trust structures (GRAT, IDGT, revocable) Tax-loss harvesting Real estate investing Founder/Business Owner Retired
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David K

Series 63, Series 65

Canonsburg, PA

Summit Advisors, LLC

David Koenig is a financial advisor at Summit Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2010 and Beaconsfield Financial Services, Inc. since 1994. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm provides discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Options & derivatives strategies
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Mark R

Series 65

Canonsburg, PA

Hutchison Whitehead Wealth Management

Mark Rollinson is a financial advisor at Hutchison Whitehead Wealth Management with eight years of industry experience. He holds a Series 65 designation and has held accounting and financial roles at Universal Scaffold Systems, where he currently serves as Chief Financial Officer. Prior to this, he worked in various positions including a CPA practice under his own name. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios focused on pooled vehicles and a factor-oriented investment framework, managing approximately $78 million for around 100 clients.

Gifting strategies College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Doctor or Medical Professional
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Michael F

Series 63, Series 65

McMurray, PA

Fragasso Financial Advisors

Michael Fertig is a financial advisor with Fragasso Financial Advisors in McMurray, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial LLC from 1996 to 2018 and at Fragasso Financial Advisors since 2012. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions with discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models and integrates accounting expertise through licensed CPAs among its representatives.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Stephen B

CFA®, Series 66

Bridgeville, PA

Asset One Wealth Management, LLC

Stephen Bierker is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently serves at Asset One Wealth Management, LLC and previously worked for Pittsburgh Financial Planners, Inc. for 10 years. He is also the managing member of SGBIER ENTERPRISES, LLC, which provides business consulting services. Asset One Wealth Management is an SEC-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm combines strategic asset allocation with long-term investment strategies and family-office style coordination for clients with significant assets.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
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