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Brian E

Series 63

Gibsonia, PA

Hornor, Townsend & Kent, LLC

Brian Eckenrode is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 credentials and 33 years of industry experience. He has been with Hornor, Townsend & Kent since 1993 and has worked with Penn Mutual Life Insurance Company since 1989. Outside of his advisory role, he is the proprietor of Eckenrode Financial Group, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Business succession planning Wealth management
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Christopher C

Series 63, Series 65

Butler, PA

Stratos Wealth Partners, Ltd

Christopher Cashell is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes roles at LPL Financial and Nextier Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an IAR-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering customized portfolio management, financial planning, and outsourced CIO solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Amy P

Series 63, Series 65

Gibsonia, PA

Eagle Strategies (NY Life)

Amy Porado is a financial advisor with Eagle Strategies (NY Life) based in Gibsonia, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked with NYLIFE Securities LLC and New York Life Insurance Co since 2019 and has a background in rehabilitation services. Outside of advisory roles, she is also appointed as an insurance broker for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with most assets managed on a non-discretionary basis and maintains relationships with a wide range of institutional plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Nelson P

Series 66

Apollo, PA

OSAIC Institutions, INC.

Nelson Person is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 21 years of industry experience. He has worked at Apollo Trust Company since 2009, and previously at Uvest Financial Services Group, Inc. and AVB Advisors. Outside of advisory work, he serves as President, CEO, and Director of Apollo Trust Company and Apollo Bancorp, Inc., a commercial bank and bank holding company. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a large network of advisers, employing a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Gary F

Series 66

New Kensington, PA

PNC Wealth Management

Gary French is a financial advisor with PNC Wealth Management in New Kensington, PA, holding a Series 66 designation and 14 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and manages investments via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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James B

Series 63, Series 65

Butler, PA

OSAIC Institutions, INC.

James Bish is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He has previously worked at Key Investment Services LLC and LPL Financial. In addition to his advisory role, he serves as a Sales Manager at First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Joseph A

Series 63, Series 65

Butler, PA

PNC Wealth Management

Joseph Arndt is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments, Bank of America, Merrill, and PNC Bank. 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 in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Corina W

Series 63, Series 65

Saxonburg, PA

Eagle Strategies (NY Life)

Corina Wack is a financial advisor with Eagle Strategies (NY Life) in Saxonburg, PA, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. Her career includes roles at Olewine Financial Group, Dream Big Wealth Strategies, and New York Life Insurance Company. Outside of her financial advisory work, she serves as Vice President of the Ladies Auxiliary to the Butler Township Volunteer Fire District and is Vice Chair of the Board for the Mainline division of the Rotary Leadership Institute, where she helps organize fundraisers and train future leaders. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple program types tailored to client objectives, with a large portion of its assets under management held on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kevin M

Series 66

Mars, PA

Principal Financial Services

Kevin Mcdonough is a Series 66-registered financial advisor with Principal Financial Services, where he has worked since 2014. He has 11 years of industry experience and is based in Mars, Pennsylvania. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Retired Founder/Business Owner
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Jared K

Series 63, Series 66

Pittsburgh, PA

Key Investment Services LLC

Jared Kean is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Equitable Advisors LLC and KeyBank and has experience outside finance with organizations including Dedicated Nursing Associates, Inc. and Franklin Regional School District. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary investment models and integrates services with KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Patricia M

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Patricia Menke is a financial advisor at PNC Wealth Management with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments and PNC Bank since 2010. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that implements approved investment strategies with annual rebalancing and no individual security trading.

Passive / index investing Active portfolio management Wealth management Executive
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Douglas H

Series 65, Series 66

Gibsonia, PA

GWN Securities Inc.

Douglas Hervey is a financial advisor at GWN Securities Inc. with 55 years of industry experience. He holds Series 65 and Series 66 licenses and has been with GWN Securities since 2009. Prior to that, he worked at Connecticut Mutual Life Insurance Company beginning in 1991. In addition to his advisory role, he is involved as a broker with ISN Network, an insurance brokerage firm specializing in life, long-term care, and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Erin S

Series 66

Allison Park, PA

Commonwealth Financial Network

Erin Smith is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 66 designation and co-owns Remo Financial, LLC, a private entity involved in securities, advisory, and insurance business. Erin has been with Commonwealth since 2018 and has been with Remo Financial since 2002. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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

Series 63, Series 66

Natrona Heights, PA

Key Investment Services LLC

Brian Bayer is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, HSBC Securities USA, and Flagstar Wealth Services. Key Investment Services LLC provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform and offers various wrap-fee programs with integrated services from KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Justin B

Series 63, Series 65

Kittanning, PA

Edward Jones

Justin Bonavitacola is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Distributors, INC for 17 years and at Axxcess/Vandalia Wealth Management, LLC for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a large nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Donald H

Series 63, Series 65

Allison Park, PA

LPL Financial

Donald Hoehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 17 years at Commonwealth Financial Network. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, and supports its advisors with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard C

Series 63, Series 65

Butler, PA

LPL Financial

Richard Chambers Jr. is a financial advisor with LPL Financial in Butler, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, CUNA Mutual Group, and BCU Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew T

Series 66

Pittsburgh, PA

Ameriprise

Matthew Tremaine is a financial advisor with Ameriprise in Sewickley, PA, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tremaine serves on the Board of Directors for the Sewickley Water Authority. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Carson K

Series 66

Butler, PA

Morgan Stanley

Carson Kessler is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Edward Jones and spent over a decade in education with the Seneca Valley School District and Slippery Rock University. Outside of finance, he is involved with Hardcore Elite Baseball LLC, a recreation-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Evan G

CFP®, Series 66

Pittsburgh - Butler, PA

Robert Baird & Co.

Evan Gorse is a CFP® and Series 66 licensed advisor at Robert Baird & Co. with 12 years of industry experience. He has worked at Robert Baird since 2022 and previously spent seven years at Hefren Tillotson and Hefren Tillotson, Inc. He is part of The DDK Group, a team within Robert Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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