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Paul B

CFP®, Series 63, Series 65

Pittsburg, PA

Focus Partners Wealth, LLC

Paul Brahan is a Certified Financial Planner (CFP®) with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Brahan studied at Syracuse University’s Whitman School of Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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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.

Passive / index investing Active portfolio management Wealth management Executive
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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.

Passive / index investing Active portfolio management Wealth management Executive
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Douglas M

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Douglas Macdonald is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at Janney Montgomery Scott since 2019 and previously held roles at E-Trade Financial Corporation and Morgan Stanley. Macdonald serves on the Investment Committee of the McKeesport Hospital Foundation Board in McKeesport, PA. 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 with brokerage, financial planning, consulting, and advisory programs, integrating in-house and third-party portfolio management across multiple wrap programs and managed accounts.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Amanda L

Series 63, Series 65

Seven Fields, PA

Valic Financial Advisors

Amanda Liscio is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Valic Financial Advisors since 2012 and holds a role as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Todd S

Series 63, Series 65

Valencia, PA

GWN Securities Inc.

Todd Seagrave is a financial advisor with GWN Securities Inc. in Valencia, PA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he provides life insurance, long-term care, and fixed and equity/indexed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Eugene J

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Eugene Joseph III is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments continuously since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Carrie M

Series 66

Verona, PA

D.A. Davidson & Co.

Carrie Mccollim is a Series 66 licensed financial advisor at D.A. Davidson & Co. with 12 years of industry experience. Her prior roles include positions at Prosperity Wealth Management, Fortune Financial Services, and PNC Investments. Outside of her advisory work, she is involved in Everharvest, LLC, an online shop consulting and design business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Deborah G

CFP®, Series 63, Series 65

Pittsburgh, PA

Kestra Advisory

Deborah Graver is a CFP® professional affiliated with Kestra Advisory, with 31 years of industry experience. She has held roles at Signature Select Wealth, Signature Financial Planning, LPL Financial, and Fragasso Wealth Advisors. Graver is involved in several community and nonprofit organizations, including serving on the finance committee of Friendship Circle and as chair of 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a broad client base including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Owen R

Series 66

Beaver, PA

The huntington Investment company

Owen Rimel is a financial advisor with The Huntington Investment Company and holds a Series 66 designation. He has four years of industry experience with prior roles at Ameriprise Financial Services, Huntington National Bank, New York Life Insurance Co, and PNC Bank. Outside of finance, he owns a small working farm where he sells eggs, produce, and livestock, and serves as an assistant coach for the Big Beaver Falls Area School District. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture investment approach combining third-party sub-managers and proprietary models, with advisory arrangements typically based on wrap fees that cover portfolio management and trade execution.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Steven D

Series 63

Sewickley, PA

Principal Financial Services

Steven Dzvonick is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 34 years of industry experience. He has worked at Principal Securities Inc. since 2016, previously operated DZVONICK Financial Services, and has been affiliated with Principal Life Insurance Company since 2003. Outside of advisory work, he receives renewal income from blocks of life insurance policies with Allmerica and Commonwealth. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Harry K

Series 66

Sewickley (Wexford), PA

Janney Montgomery Scott

Harry Kennedy is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and 13 years of industry experience. His prior work history includes Hefren Tillotson and extensive tenure at Janney Montgomery Scott, dating back to 2017. 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, financial planning, and advisory services supported by both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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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.

Business succession planning Wealth management
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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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Nicole B

Series 66, Series 63

Pittsburgh, PA

PNC Wealth Management

Nicole Bush is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding the Series 66 and Series 63 designations and bringing 20 years of industry experience. She has been with PNC Investments since 2019, following prior roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees. The program uses algorithmic risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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