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429 advisors near
16002
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Out of 400,000+ nationwide
Joshua M
Series 65
Cranberry Twp., PA
Capital A Wealth Management
Joshua Medure is a financial advisor at Capital A Wealth Management in Cranberry Township, PA. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Capital A, he worked at Ernst & Young LLP and Doran Construction Inc. Joshua has no industry experience before 2026. Capital A Wealth Management serves a diverse clientele including individuals, high-net-worth households, institutions, and charitable organizations. The firm employs a top-down, macro approach to tactical asset allocation, utilizing mutual funds, ETFs, individual securities, and third-party model managers.
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® with 12 years of industry experience. She is currently with Petredis Investment Advisors, where she has worked since 2022. Prior to that, she was with Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined eight years. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses with investment management, financial planning, and retirement plan services. The firm employs a mix of active and passive investment strategies to construct risk-adjusted, tax-efficient portfolios tailored to client objectives.
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 with 10 years of industry experience. He is a member of Petredis Investment Advisors, where he has worked since 2022. Prior to that, he held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profit organizations, and businesses by providing investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services. The firm manages approximately $1.4 billion in discretionary assets and employs client-specific, risk-adjusted, and tax-aware asset allocations combining active and passive strategies.
Zachary D
Series 63, Series 65
Mars, PA
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.
Zachary Davidson is a financial advisor with Comprehensive Capital Management, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining his current firm, he worked at Lori A. Hodge, CPA & Associates, ACP Labchem, Inc., and Pace Analytical. Outside of his advisory role, he is licensed as a life insurance agent and is involved in tax preparation through Lori A. Hodge, CPA & Associates. Comprehensive Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm employs a mix of strategic and tactical asset-allocation approaches, combining fundamental, technical, and charting analysis, and offers discretionary and non-discretionary portfolio management along with retirement plan consulting.
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 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Petredis serves on finance and endowment committees for Shadyside Academy and Holy Trinity Greek Orthodox Church, and participates on the finance advisory board at Penn State Smeal College of Business. Petredis Investment Advisors serves individuals, families, retirement plans, nonprofits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm constructs client-specific, risk-adjusted, and tax-aware portfolios combining active and passive strategies, with a focus on qualitative, quantitative, and technical analysis.
Stacey B
Series 65
Wexford, PA
Diversified, LLC
Stacey Brady is a financial advisor at Diversified, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Integrity Wealth Consulting and Geneos Wealth Management. In addition to her advisory role, she is an independent insurance agent licensed in Pennsylvania for life, fixed annuities, long-term care, accident, and health insurance. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and 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 as an advisor at McKinley Carter Wealth Services, Inc. since 2020. He previously worked at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, Neiderhiser is president of the AK Football Official Chapter and officiates high school football and basketball through the PIAA. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, and institutional clients. The firm employs a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and conducting ongoing portfolio monitoring with quarterly reviews.
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 11 years of industry experience. He has been with the firm since 2014 and holds Series 63 and Series 66 licenses. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management along with hourly financial consulting. The firm advises across a broad range of securities and employs a client-specific investment process that combines fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies.
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 with a Series 65 credential and one year of industry experience. He previously attended Washington and Jefferson College and Neshannock High School. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party model managers through a platform relationship with AE Wealth Management.
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.
Jeffrey B
Series 63, Series 65
Seven Fields, PA
Good Life Advisors, LLC
Jeffrey Bendis is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Good Life Advisors since 2014 and also maintains an affiliation with LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with independent research and multiple methods of analysis to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.
Christopher R
CFP®, Series 63, Series 65
Seven Fields, PA
Good Life Advisors, LLC
Christopher Rondinelli is a CFP® with 18 years of industry experience. He has been with Good Life Advisors, LLC since 2014 and also maintains an affiliation with LPL Financial since 2013. His prior experience includes a teaching role at the Community College of Allegheny County from 2012 to 2018. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, utilizing tailored investment strategies and multiple advisory platforms.
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.
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Finding advisors...
429 advisors near
16002
within the area shown on the map
Out of 400,000+ nationwide