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191 advisors near
16117
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Out of 400,000+ nationwide
Michael D
Series 65
Zelienople, PA
Foundations Investment Advisors LLC
Michael Diulus is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and has worked at Foundations Investment Advisors and Secure Money Advisors since 2021. Outside of advisory work, he is involved in insurance product sales as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.
David A
Series 63, Series 65
Fombell, PA
Tucker Asset Management LLC
David Anton is a financial advisor at Tucker Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Crown Capital Securities, LP. Outside of investment advisory, he operates a life insurance and fixed annuities business. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning using a top-down, macroeconomic asset-allocation approach that incorporates growth, fixed income, alternative investments, and model portfolios.
Jan J
Series 63, Series 65
Beaver Falls, PA
Western Wealth Management LLC
Jan Jumet is a financial advisor with Western Wealth Management LLC in Beaver Falls, PA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2010. Jumet serves as a trustee of a charitable trust and is a board member on the Waste Water Management Trust Committee for the City of Beaver Falls. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm utilizes a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party managers and strategies, offering comprehensive portfolio management and financial consulting services.
Brian Q
Series 63, Series 65
Zelienople, PA
Foundations Investment Advisors LLC
Brian Quaranta is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Secure Money Advisors since 2010 and has been with Foundations Investment Advisors since 2019. Outside of advisory work, he is involved with Secure Money Advisors LLC, where he conducts insurance sales and client reviews. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in its investment management.
Brian P
Series 66
Zelienople, PA
Capital Analysts
Brian Pitell is a financial advisor with Capital Analysts, holding a Series 66 designation and 27 years of industry experience. His prior work includes roles at Lincoln Investment, Cetera, Park Avenue Securities, Guardian Life Insurance Company of America, and Equitable Advisors. Outside of advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president for Safari Club International, a nonprofit dedicated to hunting and conservation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.
Maggie W
Series 65
Zelienople, PA
Foundations Investment Advisors LLC
Maggie Wenzelburger is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and six years of industry experience. She has been with Foundations Investment Advisors since 2020 and is also affiliated with Secure Money Advisors, where she has worked since 2008. In addition to her advisory work, she has an insurance agent role involving sales of various insurance products. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and works with third-party sub-advisers and custodians.
Michael D
Series 63, Series 66
Beaver Falls, PA
Exodus Wealth, LLC
Michael Deluca is a financial advisor with Prosperity Wealth Management, Inc. in Beaver Falls, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services, Inc. since 2010, where he also serves as a compliance officer. Additionally, he is an officer of Gabauer Enterprises, Inc., managing accounting for life and fixed annuity commissions. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple methods of analysis and conducting due diligence on third-party managers.
Samuel B
CFP®, Series 66
Beaver Falls, PA
Western Wealth Management LLC
Samuel Berdine is a CFP® professional affiliated with Western Wealth Management LLC with two years of industry experience. He has worked at Western Wealth Management and LPL Financial since 2022 and has prior experience in various roles including at Robert Morris University and United Parcel Service. Berdine provides administrative support to Western Wealth Management and Jumet Financial, LLC. Western Wealth Management LLC serves individuals, charitable and corporate entities, advisers, and retirement plan sponsors through portfolio management, financial planning, consulting, and institutional investment management. The firm operates a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.
David M
Series 63, Series 65
Zelienople, PA
Wesbanco Securities, Inc.
David Mcginley is a financial advisor with WesBanco Securities, Inc. in Zelienople, Pennsylvania, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. His prior roles include positions at Citizens Securities, Essex National Securities, and Uvest Financial Services Group. He spends a portion of his time soliciting life insurance and fixed annuity products. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm employs a tailored investment approach combining fundamental and technical analysis, with implementation supported by third-party program sponsors, operating as a subsidiary of a bank holding company with affiliated trust and insurance services.
Luke C
Series 65
Zelienople, PA
Foundations Investment Advisors LLC
Luke Constantakis is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at Federated Hermes Inc and Peoples Natural Gas. He also worked at the Fox Chapel Golf Club and has a background that includes time at Pennsylvania State University and North Allegheny School District. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm delivers services through a large network of affiliated offices using a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach.
Arthur H
Series 63, Series 65
New Castle, PA
Wesbanco Securities, Inc.
Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.
Bridget H
Series 63, Series 65, Series 66
Beaver Falls, PA
Western Wealth Management LLC
Bridget Hommey is a financial advisor with Western Wealth Management LLC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Her career includes roles at LPL Financial, Mutual Service Corporation, Ameriprise Advisor Services, and UBS Financial Services. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives offering comprehensive portfolio management and a broad range of strategies, combining firm-designed models with access to multiple sponsored programs and third-party managers.
Timothy H
Series 66
New Castle, PA
LaSalle St. Investment Advisors, L.L.C.
Timothy Harrison is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with four years of industry experience. He holds a Series 66 designation and previously worked at The Alliance, McConkey Financial, and Fennick Financial. Outside of advising, he is involved in IT consulting and occasionally speaks at local churches, drawing on his prior work abroad as a clergy worker. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary investment programs, emphasizing a predominance of non-discretionary assets under management.
Brian D
Series 63, Series 65
New Brighton, PA
Exodus Wealth, LLC
Brian Daniels is a financial advisor with Prosperity Wealth Management, Inc. in New Brighton, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services since 2006. Outside of advisory work, Daniels is president and owner of Daniels Trading Company, LLC, a business focused on importing goods from Paraguay, and he also provides tax preparation services through Forte Financial Inc. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets and emphasizes tailored portfolio supervision with quarterly reviews, employing a diverse set of analytical methods and oversight of third-party managers.
Kenneth B
Series 66
Butler, PA
Capital Analysts
Kenneth Bonus is a Series 66 licensed financial advisor with eight years of industry experience, currently with Capital Analysts. His prior experience includes roles at Lincoln Investment and HD Vest Investment Services. Outside of advising, he is a Certified Public Accountant and owner of Bonus Accounting LLC, and serves on multiple nonprofit boards including the Butler County Chamber of Commerce and United Way of Southwestern Pennsylvania. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement plan advice through a national network of advisors and proprietary investment strategies.
Eden L
Series 63, Series 65
Zelienople, PA
Capital Analysts
Eden Lantzman is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and six years of industry experience. She has previously worked at Lincoln Investment and Cetera, and earlier served with AmeriCorps and in other roles. Lantzman is a board member for Miracle on Main Zelienople, a nonprofit organizing an annual charity event providing coats, food, and fundraising for community needs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice, delivered through a nationwide network of independent advisors and an in-house investment management team using a proprietary mutual-fund screening process.
Thomas W
Series 66
Beaver, PA
PNC Wealth Management
Thomas Wigton is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles at PNC since 2015, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend model strategies executed with mutual funds and ETFs, with portfolio management delegated to third parties.
Keith M
Series 66
Mars, PA
Kestra Advisory
Keith Mcgough is a financial advisor at Kestra Advisory with four years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory Services LLC, Kestra Investment Services LLC, Wells Fargo Advisors, and Bank of New York Mellon. Prior to his financial industry career, he was involved in the automotive sector with Distinct Automotive Appearance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.
Benjamin B
ChFC®, Series 63, Series 65
Beaver Falls, PA
Commonwealth Financial Network
Benjamin Burkhead is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Centauri Advisory Group, Inc. and C&L Financial Services LLC. He also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.
John Y
Series 63, Series 65
Beaver, PA
Commonwealth Financial Network
John Yee is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Commonwealth since 2002, following prior work at Wealth Management Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients, managing approximately $213 billion in assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.
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Finding advisors...
191 advisors near
16117
within the area shown on the map
Out of 400,000+ nationwide