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2,298 advisors near
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Out of 400,000+ nationwide
Jonathan H
Series 65, Series 63, Series 66
Wexford, PA
OSAIC Institutions, INC.
Jonathan Hileman is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has held positions at KeyBank, PNC Investments, and First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.
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.
Donald K
CFP®, Series 63, Series 65
Wexford, PA
Private Advisor Group, LLC
Donald Kremer is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial and Cantella & Co., Inc. Kremer has maintained his own firm, Kremer & Associates, Inc., which offers non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of strategies and technology platforms while often implementing advice through third-party managers and TAMPs.
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.
Brian O
Series 63, Series 65
Pittsburgh, PA
Oppenheimer
Brian Orr is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and possessing 47 years of industry experience. He has worked at Oppenheimer since 2014 and previously held positions at RBC Capital Markets and Arthurs Lestrange Investment Advisory. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary investment management, strategic asset allocation, and retirement consulting.
Gregory B
Series 66
Pittsburgh, PA
PNC Wealth Management
Gregory Blake is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, where he has worked for 10 years. He has 13 years of industry experience in total. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm employs algorithm-driven risk assessments and utilizes mutual funds and ETFs managed by PNC or third-party strategists.
Mark V
Series 66, Series 63
Pittsburgh, PA
Hornor, Townsend & Kent, LLC
Mark Vujevich is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has been with the firm since 2003. Outside of his advisory work, he serves as a board member and trustee for Angel Fund, a charity that assists patient families with outpatient expenses at the Children’s Hospital of Pittsburgh. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, with a focus on tailored asset allocation and diversified investment strategies.
Marylou R
Series 66
Pittsburgh, PA
Guardian Life
Marylou Rodgers is a Series 66-credentialed advisor at Guardian Life with 12 years of industry experience. She has been with Guardian Life and its subsidiary Park Avenue Securities since 2014 and is also associated with Lifetime Financial Growth, where she serves as a general agent. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.
Scott T
Series 63, Series 66
Pittsburgh, PA
Kestra Advisory
Scott Tobe is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Kestra Advisory since 2016 and has longstanding roles at Kestra Investment Services, Inc. and Signature Financial Planning. Outside of advisory work, he is involved in private equity and angel investing and serves on the board of Entrepreneurs’ Organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers fiduciary oversight, plan design and compliance, as well as access to multiple management platforms and third-party solutions, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.
Marc T
ChFC®, Series 63, Series 65
Pittsburgh, PA
Kestra Advisory
Marc Tannenbaum is a ChFC®-designated financial advisor with 24 years of industry experience. He is currently with Kestra Advisory and has held positions at Signature Select Wealth, LLC and Signature Financial Planning. Outside of his advisory work, he is involved in angel investing and serves as a driving instructor in high-performance driving as a personal hobby. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan‑level investment advice, vendor searches, and employee education, supported by multiple management platforms and third-party solutions.
John L
Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
John Lusi is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he is a musician active in two local bands, occasionally performing for minor compensation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses approved investment strategies and annual rebalancing with mutual funds and ETFs.
Kimberly K
Series 66
Pittsburgh, PA
Janney Montgomery Scott
Kimberly Krapp is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and has worked at Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.
Colin R
Series 66
Pittsburgh, PA
PNC Wealth Management
Colin Rafferty is a financial advisor at PNC Wealth Management with five years of industry experience and a Series 66 designation. He previously worked at Key Investment Services LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to PNC Bank employees, which uses approved model strategies and an algorithmic risk assessment.
William S
Series 66
Pittsburgh, PA
PNC Wealth Management
William Sangaila Borlak is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds a Series 66 designation and has two years of industry experience. His career includes roles at PNC Investments LLC since 2023, PNC Bank from 2018 to 2023, and Fitness International/LA Fitness from 2016 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and delegated portfolio management with mutual funds and ETFs.
Hope K
CFP®, Series 66
Pittsburgh, PA
PNC Wealth Management
Hope Kiefner is a CFP® professional with four years of industry experience, currently with PNC Wealth Management in Pittsburgh, PA. Her prior roles include positions at Milestone Asset Management, West Advisory Group, Rapier Solutions, and The Advisors Group of Pittsburgh. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and outsourced portfolio implementation.
Keleigh S
CFP®, Series 66
Beaver, PA
Janney Montgomery Scott
Keleigh Sopher is a CFP® professional with 12 years of industry experience, currently with Janney Montgomery Scott. Her career includes prior roles at Federated Global Investment Management Corp and related entities. Outside of her advisory work, she serves as a Daisy Troop Leader for the Western PA council of Girl Scouts of America and as an assistant instructor for a children’s martial arts program. 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 broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering investment advice through both in-house and third-party portfolio management across multiple programs.
Mark G
Series 63, Series 65
Allison Park, PA
OSAIC Institutions, INC.
Mark Ganung is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Infinex Investments, Inc., FIRST Commonwealth Bank, Uvest Financial Services Group, Inc., and GA Financial Strategies LLC. Ganung also serves as Senior Vice President at FIRST Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a range of service and distribution arrangements.
Michael H
CFA®, Series 63
Pittsburgh, PA
Janney Montgomery Scott
Michael Halloran is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has been with Janney Montgomery Scott in Pittsburgh since 2012. Outside of his advisory role, Halloran serves as an adjunct finance and quantitative methods professor in the MBA program at Point Park University. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves individuals, families, trusts, corporate and retirement plans, and municipal clients through a combination of brokerage services, financial planning, and advisory programs that incorporate both in-house and third-party portfolio management.
Michael S
Series 63
Pittsburgh, PA
Commonwealth Financial Network
Michael Savisky is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for over 20 years before joining Commonwealth and Geisler & Company Financial Planning in 2024. In addition to his advisory role, Savisky is co-owner of an accounting firm, AF McGervey & Co, LLC, where he is involved in tax preparation and accounting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement customized portfolios using both internal models and outsourced solutions.
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2,298 advisors near
15143
within the area shown on the map
Out of 400,000+ nationwide