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Paul L
Series 66
Canonsburg, PA
Janney Montgomery Scott
Paul Lukas is a Series 66-licensed financial advisor with Janney Montgomery Scott, where he has worked since 2005. He has 31 years of industry experience. Outside of his advisory role, he serves on the Board of Trustees for the Washington County Manufacturers Association and volunteers as a youth baseball coach for teams in Canonsburg and Washington, Pennsylvania. 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, and institutional clients, providing brokerage, financial planning, consulting, and advisory services through a blend of in-house and third-party managed programs.
Daniel E
CFA®, Series 63
Pitttsburg, PA
Focus Partners Wealth, LLC
Daniel Eye is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NorthCoast Asset Management LLC. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. He holds a Series 63 license and is based in Pittsburgh, PA. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a wide range of portfolio management strategies, including alternatives and private investment vehicles.
Cindy P
Series 63, Series 65
Pittsburgh, PA
Janney Montgomery Scott
Cindy Pastin is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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.
Elijah P
Series 66
Pittsburgh, PA
Janney Montgomery Scott
Elijah Peck is a financial advisor at Janney Montgomery Scott in Pittsburgh, PA, holding the Series 66 designation with two years of industry experience. His prior work includes roles outside finance at Suburban Snow, Magerk's Pub & Grill, and Philly Junk. Janney Montgomery Scott 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 services, financial planning, and advisory programs, utilizing a combination of in-house and third-party portfolio management.
Brian C
CFP®, Series 66
Canonsburg, PA
OSAIC Advisory Services, LLC
Brian Cartier is a CFP® with seven years of industry experience, currently serving as a financial advisor at OSAIC Advisory Services, LLC. Prior to joining OSAIC in 2024, he worked at Triad Advisors and Allegheny Financial Group. He also operates Justabout Wealth Management, a wealth management and financial planning firm focused on individual clients. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofit organizations. The firm offers comprehensive services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes a combination of proprietary and third-party platforms.
Glenn M
Series 66
Canonsburg, PA
Janney Montgomery Scott
Glenn Mc Gee is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. His prior work includes roles at Krevel Supply, Champion International Moving, and Off The RAK. Janney Montgomery Scott 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 and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
Amy C
Series 63, Series 65
Pittsburgh, PA
Janney Montgomery Scott
Amy Cornelius is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Janney in 2018, she worked at Primerica Advisors and Primerica Financial Services. Amy also has experience with Orchard Hill Church. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services.
Nathan S
CFA®, Series 66
Pittsburgh, PA
Janney Montgomery Scott
Nathan Snyder is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Janney Montgomery Scott LLC since 2016. Outside of his advisory role, he serves on the board of an independent mortgage bank and is involved in local community activities, including serving as Vice President of a high school football booster organization. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal entities. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.
Randy H
Series 65
Pittsburgh, PA
Mariner
Randy Hillier is a financial advisor at Mariner with 21 years of industry experience and holds a Series 65 designation. He previously worked at Commonwealth Advisory Group, Ltd. for 17 years before joining Mariner Wealth Advisors in 2021. In addition to his advisory role, Hillier has worked as an insurance agent since 1993. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized, discretionary portfolio management supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services uncommon for a firm of its size.
Kyle W
CFP®, Series 66
Mt. Lebanon, PA
The huntington Investment company
Kyle Walchli is a CFP® with eight years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His career includes a prior role at J.P. Morgan Securities and a decade of service within various Huntington-related entities. 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 offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party and affiliate portfolio management solutions.
Mitchell J
Series 66
Pittsburgh, PA
Guardian Life
Mitchell Jenkins is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life since 2021 and has one year of experience at Park Avenue Securities. His prior work includes various roles at Penn State Behrend and in the retail and hospitality sectors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered 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 a range of investment advisory programs.
Robert B
Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
Robert Burns is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with PNC Bank and PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.
Anthony R
Series 66
Washington, PA
Ameritas Advisory Services, LLC
Anthony Ratkiewicz is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Massmutual, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also involved in Beau Street Financial, where he provides clients and prospects with guidance on investments, retirement, and insurance. Ameritas Advisory Services, LLC offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a combination of in-house and third-party investment strategies and maintains affiliations with Ameritas affiliates to provide a broad range of financial solutions.
Richard W
CFP®, Series 63, Series 66
Pittsburg, PA
Commonwealth Financial Network
Richard Webb is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network since 2009. He is also associated with Wealth Management Partners and is involved in antiques sales through Ashjetta and Richard's Gear Bazaar and The Linden Tree. Webb holds Series 63 and Series 66 licenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, offering advisors discretion in portfolio construction alongside managed model portfolios and personalized investment solutions.
Trifol H
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
Trifol Headman is a Series 66 licensed advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, Headman held various roles including positions at H&R Block and Seton Hill University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, tactical allocation models, and access to alternative investments.
Jack S
Series 66
Pittsburgh, PA
Guardian Life
Jack Sauserman is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he works as an independent contractor selling insurance through Ash Brokerage. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and provides various account-level services, including securities-based lending and tax-harvesting.
Michael G
Series 66
Pittsburgh, PA
Cerity partners LLC
Michael Giammatteo is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at XPYRIA Investment Advisors, Inc. for 18 years. Outside of his advisory role, he serves as president of the Scott Townships Athletic Association, a youth sports organization. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.
Kathryn C
Series 63, Series 66
Bridgeville, PA
Kestra Advisory
Kathryn Clark is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her prior work includes roles at LPL Financial and Morgan Stanley. She also serves as a paraplanner and client manager within Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs multiple management platforms alongside third-party managed solutions.
Heather F
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
Heather Farris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs Ayco, she worked for The Rochester Inn and spent 17 years at The Debt Doctors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.
Joseph K
Series 66
Pittsburgh, PA
Kestra Advisory
Joseph Kamon is a financial advisor with Kestra Advisory in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Kestra Advisory and Kestra Investment Services, as well as teaching positions at Strayer University and La Roche University. He serves as a board member for the ADGG Foundation, where he participates in fundraising and event facilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts, supporting various management platforms and third-party solutions.
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