Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

857 advisors near
15342

Out of 400,000+ nationwide

user avatar
firm logo

F M

Series 63, Series 65

Canonsburg, PA

Wells Fargo Clearing

F Minor is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and operated Minor Group Inc. for over two decades. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
user avatar
firm logo

Joshua D

Series 63, Series 65

Pittsburgh, PA

OSAIC

Joshua Dobi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Sagepoint Financial, Inc. and operated Dobi Financial Group, LLC. His non-investment activities include serving on the boards of the North Mecklenburg Rotary Club, Novant Health Foundation, Charlotte Independence Soccer Club, and the Cain Center for the Arts. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

David B

Series 66

Pittsburgh, PA

LPL Financial

David Bigger is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and 21 years of industry experience. He has worked at Good Life Advisors, LLC since 2019 and previously at Citizens Securities, Inc. from 2015 to 2019. Outside of advisory work, he holds roles in sales development and consulting with companies including FedEx and Smart Soda. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Jessica M

Series 66

Canonsburg, PA

LPL Financial

Jessica Mc Crory is a financial advisor at LPL Financial with nine years of industry experience. She previously worked for Lincoln Financial Securities Corporation from 2016 to 2024. Mc Crory is a Series 66 credential holder. Outside her advisory role, she serves as secretary and board member for Premiere Auto Sales in Washington, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Patrick A

Series 63, Series 65

Washington, PA

LPL Financial

Patrick Aaron is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for over a decade at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory role, he is involved with Aaron Accounting, PC, a business he has maintained for more than a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Mark J

Series 63, Series 65

Canonsburg, PA

Cetera

Mark Juzwa is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Avantax Advisory Services and Avantax Insurance Agency prior to joining Cetera in 2025. Outside of advisory work, he serves as a board member for the United Way of Washington County in Pennsylvania. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Thomas D

Series 63, Series 65

Bridgeville, PA

Cetera

Thomas Drucis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and totaling 34 years of industry experience. He has worked at Cetera Advisors LLC since 2016 and previously spent 15 years at Investors Capital Corporation. Outside of his advisory role, Drucis is involved in fixed insurance sales and operates a comic book sales business. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, aiming to accommodate a broad range of client needs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Ty H

Series 66

Pittsburgh, PA

LPL Financial

Ty Hosler is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Steel River Techs and Johnston Painting & Decorating. Outside of his advisory role, he is the owner of Drifters Lacrosse Club, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Elizabeth K

Series 63, Series 65

Bridgeville, PA

Cetera

Elizabeth Kusen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Cetera since 2004 and has worked at Cetera Financial Specialists LLC since 1999. In addition to her advisory role, she serves as an investment assistant and client services representative within the office of Nichter Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, ERISA retirement services, and access to third-party money managers through a multi-manager platform that supports a range of discretionary and non-discretionary program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Bridget F

Series 66

Bridgeville, PA

Cetera

Bridget Fouse is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at several firms including DSF Wealth Management Group and New Pig Corporation. Outside of her advisory role, she serves as president of the Juniata Valley Girls Basketball Boosters and as vice-chair of the 4:12 Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Madison N

Series 66

Pittsburgh - South Hills, PA

Robert Baird & Co.

Madison Novak is a financial advisor at Robert Baird & Co. with the Series 66 designation and two years of industry experience. Prior to joining Baird, Novak worked at Federated Hermes and has a diverse background including roles at FedEx Ground, Robert Morris University, Ralph Lauren, and Fort Cherry Junior-Senior High School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a broad range of clients including individuals, corporate and business clients, pensions, and charitable organizations. Baird offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology, and manages approximately $394 billion in regulatory assets as of December 31, 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Jacob C

Series 66

Canonsburg, PA

LPL Financial

Jacob Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has previously worked at Wealth Enhancement Group and is currently affiliated with Educo Advisor Group. Outside of advising, he serves as a winter indoor soccer referee for the North Union Rec Center. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing a variety of management strategies and supporting technologies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Jennifer D

Series 66

Pittsburgh, PA

OSAIC

Jennifer Dagnal is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., Golden Strategies Financial Group, and Howmet Aerospace, Inc. In addition to her advisory role, she operates a sole proprietorship offering paraplanning and client support services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services along with access to third-party money managers and automated portfolio management tools.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

David H

Series 63, Series 66

Bridgeville, PA

Cetera

David Hricisak II is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has also been affiliated with FNB since 2006. Outside of Cetera, he is involved in fixed life insurance sales and receives compensation for referrals to First National Bank's Trust Department. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Mindy Z

CFP®, Series 63, Series 65

Canonsburg, PA

OSAIC

Mindy Zatta is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Osaic since 2023. She previously worked at SagePoint Financial, Inc. and Lincoln Financial Advisors, where she spent 13 years combined. Outside of her advisory role, Zatta serves on several nonprofit and educational boards, including the Washington County Hospital Authority, the Washington Health Systems Foundation as Vice Chairperson and Investment Committee Chair, the Washington Area Humane Society, and Waynesburg University’s Business Advisory and governing boards. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and use of third-party money managers and managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Nicole L

Series 66

Pittsburgh, PA

Ameriprise

Nicole Law is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 credential and 13 years of industry experience. She has worked at Ameriprise since 2018 and previously spent five years with Federated investment firms from 2013 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Nancy G

Series 66

Pittsburgh - South Hills, PA

Robert Baird & Co.

Nancy Gunter is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds a Series 66 designation and has worked at Hefren Tillotson, Inc. since 1997 before joining Robert Baird in 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research including artificial intelligence tools, and offers municipal advisory services alongside its investment offerings.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Sara Y

Series 66

Bridgeville, PA

LPL Financial

Sara Yarosz is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. Her prior roles include positions at Karageorge Wealth Management, Wells Fargo Advisors, and \u0026PARTNERS. Outside of finance, she has been employed at Morton's The Steakhouse since 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Scott P

Series 63

Canonsburg, PA

Ameriprise

Scott Parker is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Benjamin M

Series 66

Pittsburgh - South Hills, PA

Robert Baird & Co.

Benjamin Morgret is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at Federated Global Investment Management Company and its affiliates from 2019 to 2025. Outside of his advisory role, he is a partner and registered agent at Morgret Real Estate LLC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of SMA strategies, tax management, and internal research tools to support client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")