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433 advisors near
16002
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Out of 400,000+ nationwide
Robert F
Series 63, Series 65
Cranberry Twp, PA
Hoffman Capital Advisors LLC
Robert Feyche is a financial advisor with Hoffman Capital Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hoffman Capital Advisors since 2020 and is also the owner and president of Feyche Investment & Financial Planning, a firm he founded in 2010. Prior to that, he worked at Ameritas Life Insurance Corp and Ameritas Investment Corp from 2003 to 2020. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in client assets through a team of seven advisors, employing a blend of investment strategies and offering a wrap-fee program with comprehensive portfolio management.
Alexandra C
CFP®, Series 66
Warrendale, PA
Petredis Investment Advisors
Alexandra Cameron is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Petredis Investment Advisors, where she has worked since 2022, and previously spent six years at Wells Fargo Clearing. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses by providing investment management, financial planning, and fiduciary and non-fiduciary retirement plan services. The firm constructs risk-adjusted, tax-efficient portfolios using a combination of active and passive strategies and employs a variety of analytical methods to guide security selection.
Julia P
CFP®, Series 63, Series 66
Harmony, PA
Rodgers Brothers, Inc.
Julia Polack is a financial advisor at Rodgers Brothers, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rodgers Brothers since 2019, following six years at Northwestern Mutual Investment Management. Rodgers Brothers provides discretionary, full-scale portfolio management to a range of clients including individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios according to client objectives and risk tolerance.
Christian P
CFA®, Series 66
Warrendale, PA
Petredis Investment Advisors
Christian Petredis is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He has worked at Petredis Investment Advisors since 2022 and was previously employed at Wells Fargo Clearing from 2016 to 2022. Petredis is based in Warrendale, PA, and is part of a seven-advisor team. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses with investment management, financial planning, and fiduciary and non-fiduciary retirement plan services. The firm employs risk-adjusted, tax-efficient asset allocations combining active and passive strategies across multiple asset classes and actively monitors portfolios using various analytical methods.
Zachary D
Series 63, Series 65
Mars, PA
Comprehensive Capital Management, Inc.
Zachary Davidson is an investment adviser representative at Comprehensive Capital Management, Inc. with seven years of industry experience. His prior work includes roles at Lori A. Hodge, CPA & Associates, ACP Labchem, Inc., and Pace Analystical. He is also licensed as a life insurance agent and conducts life insurance sales. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, offering discretionary and non-discretionary portfolio management, model portfolio programs, retirement plan consulting, and financial planning. The firm employs a combination of fundamental and technical investment strategies, including tactical overlays, market timing, and actively managed model portfolios.
Lee M
Series 63, Series 65
Seven Fields, PA
E. E. Powell & Company Inc.
Lee Moffatt is a financial advisor with E. E. Powell & Company Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with E. E. Powell & Company since 2009. E. E. Powell & Company provides discretionary and non-discretionary portfolio management and financial consulting billed on an hourly basis. The firm serves clients using a client-specific investment process that includes fundamental analysis, modern portfolio theory, and both long- and short-term trading approaches.
Athena M
CFP®, Series 65
Warrendale, PA
Petredis Investment Advisors
Athena Mallios is a CFP® and Series 65-licensed financial advisor at Petredis Investment Advisors with three years of industry experience. She has held roles at Enterprise Technology Research, Royal Caribbean Cruises Ltd., and Walt Disney World Resort. Outside of finance, she was involved with Michele's Dance Center for one year. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, high-net-worth families, retirement plans, nonprofits, and businesses. The firm combines active and passive strategies across various asset classes and employs risk-adjusted, tax-efficient asset allocations with ongoing portfolio monitoring.
Charles P
Series 63, Series 65
Warrendale, PA
Petredis Investment Advisors
Charles Petredis is a financial advisor with Petredis Investment Advisors in Warrendale, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Before joining Petredis Investment Advisors in 2022, he worked at Wells Fargo Clearing for six years. He serves on several finance and endowment committees, including those at Shadyside Academy, Holy Trinity Greek Orthodox Church, and Penn State Smeal College of Business, where he participates in developing finance education programs. Petredis Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth families, businesses, and non-profits. The firm constructs risk-adjusted, tax-efficient portfolios using a combination of active and passive strategies across multiple asset classes and employs various techniques including margin and option writing when appropriate.
Stacey B
Series 65
Wexford, PA
Diversified, LLC
Stacey Brady is a financial advisor at Diversified, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Integrity Wealth Consulting and Geneos Wealth Management. In addition to her advisory role, Brady is an independent insurance agent licensed in Pennsylvania, specializing in life and fixed annuities, long-term care, accident, and health insurance. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers a comprehensive planning process combined with discretionary and non-discretionary asset management, utilizing both third-party managers and proprietary platforms.
Frank N
CFP®, Series 63, Series 66
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Frank Neiderhiser is a CFP® professional with 24 years of industry experience, currently serving at McKinley Carter Wealth Services, Inc. since 2020. His prior work includes nearly two decades at Scottrade and roles at TD Ameritrade Investment Management. Outside of his advisory role, he is president of the AK Football Official Chapter and officiates high school football and basketball. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits with financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a disciplined investment process that combines fundamental and technical analysis with tailored portfolio construction.
Andrew W
Series 63, Series 66
Seven Fields, PA
E. E. Powell & Company Inc.
Andrew Whalen is a financial advisor at E. E. Powell & Company Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2014. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and other businesses. The firm employs fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies, and operates as both a registered investment adviser and broker-dealer with a multi-faceted compensation structure.
Timothy G
Series 63, Series 65
Sarver, PA
Bull Harbor Capital LLC.
Timothy Gottus is a financial advisor at Bull Harbor Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the Planning Committee for the Buffalo Township Board and is president of the Freeport Basketball Boosters. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.
Adam H
Series 65
Renfrew, PA
C2 Private WEalth
Adam Holl is a Series 65-credentialed advisor at C2 Private Wealth with one year of industry experience. His prior work includes roles at Accurate Solution Group, PNC Bank, Penn DOT, and the University of Pittsburgh. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning. The firm employs a risk- and scenario-based investment process centered on retirement income objectives and integrates financial planning with insurance, tax, and estate coordination through affiliated partners.
Jason N
Series 65
Cranberry Twp., PA
Capital A Wealth Management
Jason Nativio Jr. is a financial advisor at Capital A Wealth Management in Cranberry Township, PA. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Capital A, he attended Washington and Jefferson College from 2020 to 2024. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, foundations, trusts, estates, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and sector rotation, offering both bespoke and model portfolios.
Brett D
Series 66
Warrendale, PA
HBKS Wealth Advisors
Brett Dusch is a financial advisor at HBKS Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Federated Investment Counseling and its affiliated entities. Dusch also has involvement with HBK Sorce Insurance LLC in an insurance sales capacity. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using a variety of strategies and platform arrangements and provides additional services including high-net-worth offerings and third-party adviser support.
Daniel W
CFP®, Series 63, Series 65
Mars, PA
Exodus Wealth, LLC
Daniel Weimer is a CFP® with 37 years of industry experience currently affiliated with Exodus Wealth, LLC. He has previously worked at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., WesBanco Securities Inc., and Key Investment Services LLC. He is also the president and owner of Life Goals Financial, a separate financial services business. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management and emphasizes tailored account supervision with a diversified investment approach using individual stocks, bonds, ETFs, mutual funds, options, and other instruments.
James N
Series 63, Series 65
Evans City, PA
International Assets Investment Management, LLC
James Nelson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and International Assets Advisory, LLC. Outside of his advisory work, he serves on the boards of two charitable foundations focused on nonprofit fundraising and the Evans City Library, and he is also an owner of a harness racehorse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers and wrap programs in its strategies.
Steven S
Series 65
Butler, PA
Virtue Capital Management, LLC
Steven Sabo is a financial advisor with Virtue Capital Management, LLC and holds a Series 65 designation. He has 10 years of industry experience, including roles at Retirement Wealth Advisors and Executive Financial Group, where he independently sells life insurance and annuities alongside providing investment advisory services. Virtue Capital Management, LLC serves a diverse client base, including high-net-worth individuals, trusts, and institutions, offering portfolio management, financial planning, and sub-advisory services. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches supported by an investment committee.
Daniel N
Series 66
Evans City, PA
International Assets Investment Management, LLC
Daniel Nelson is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at International Assets Advisory since 2017 and previously at LPL Financial. Nelson serves as an at-large board member of the Nelson Charitable Foundation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.
Shawn F
CFP®, Series 63, Series 65
Warrendale, PA
HBKS Wealth Advisors
Shawn Fodge is a CFP® with 17 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors. His prior roles include positions at Fidelity Investments, Schneider Downs Wealth Management, The Huntington National Bank, and LPL Financial. HBKS Wealth Advisors serves individuals across the wealth spectrum, retirement plans, and institutional clients, offering customized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and platforms, managing accounts primarily on a discretionary basis, and maintains affiliated businesses including accounting, brokerage, and insurance services.
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Finding advisors...
433 advisors near
16002
within the area shown on the map
Out of 400,000+ nationwide