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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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Dennis D

Series 63

Pittsburgh, PA

Commonwealth Financial Network

Dennis Deluca is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, INC., and is co-owner of A.F. McGervey & Co, LLC, a firm specializing in tax preparation, accounting, payroll processing, business valuations, and succession planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational and practice-management support. The firm provides access to discretionary model portfolios and customizable investment solutions through its platform.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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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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Michael D

Series 63, Series 65

Pittsburgh, PA

Mariner

Michael Doman is a financial advisor at Mariner Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Commonwealth Advisory Group, Ltd. from 2005 to 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and internal management team, with a broad range of strategies spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and administrative services.

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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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 licenses and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley and E-Trade Financial Corporation before joining Janney in 2019. He serves on the Investment Committee of the McKeesport Hospital Foundation Board, reviewing trust statements for the board without involvement in investment decisions. 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, including individuals, families, trusts, estates, and institutional clients, 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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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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Gregory D

Pittsburgh, PA

Janney Montgomery Scott

Gregory Drahuschak is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding 41 years of industry experience. He has been with Janney Montgomery Scott 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, 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® with 31 years of industry experience, currently serving at Kestra Advisory. She has been affiliated with Kestra and its related entities since 2016 and also works with Signature Select Wealth and Signature Financial Planning. Graver holds several civic and nonprofit roles, including serving on the finance committee of the Friendship Circle and chairing the Women’s Philanthropy Board of the Jewish Federation of Greater Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment management across multiple platforms. The firm serves some of the largest institutional investors, including sovereign wealth funds, and manages substantial assets while maintaining extensive third-party and affiliate relationships.

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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Nicholas L

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Nicholas Long is a financial advisor at PNC Wealth Management with three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Northwestern Mutual/KEM Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary model portfolios managed by PNC or third-party strategists.

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

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Scott Metz is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His prior roles include positions at The Huntington Investment Company, Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, CITIZENS Bank, Citizens Securities, and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Harry K

Series 66

Sewickley (Wexford), PA

Janney Montgomery Scott

Harry Kennedy is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds the Series 66 designation and has worked at Janney in various capacities since 2017, with prior experience at Hefren-Tillotson from 2012 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 diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, and advisory programs through a combination of 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® professional with 27 years of experience, currently serving at Hornor, Townsend & Kent, LLC. She has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Outside of her advisory role, she is an author and speaker focused on women business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight rather than routine discretionary trading.

Business succession planning Wealth management
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Heather B

Series 63, Series 65

Pittsburgh, PA

Citizens securities, Inc.

Heather Barr is a financial advisor at Citizens Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BNY Mellon and various roles within Citizens Bank and Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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