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Robert S

CFP®, Series 66

Pittsburgh, PA

Wealth Enhancement Advisory Services, LLC

Robert Standish is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, LLC and Bpu Investment Group, Inc. In addition to advisory work, he is involved in tax preparation and accounting through a personal CPA practice. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Andrew W

Series 66

Pittsburgh, PA

Guardian Life

Andrew White is a Series 66-licensed financial advisor with 12 years of industry experience. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian since 2012. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing a combination of proprietary and third-party investment strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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William B

Series 63, Series 65

Sewickley (Wexford), PA

Janney Montgomery Scott

William Barth is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap 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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Emily F

CFP®, Series 65

Pittsburg, PA

Focus Partners Wealth, LLC

Emily Franco is a CFP® with eight years of industry experience, currently affiliated with NorthCoast Asset Management LLC. She has held positions at Focus Partners Wealth, Kovitz Investment Group Partners, and Fort Pitt Capital Group. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models, managing most client relationships on a discretionary basis while acting as a fiduciary for ERISA and IRA accounts.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Scott S

Series 65, Series 63

Cranberry, PA

The huntington Investment company

Scott Slattery is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes roles at The Huntington National Bank, Citizens Securities, and Citizens Bank. Outside of financial services, he operates Scott Slattery Photography, a business active for ten years. 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 offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank portfolios.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Edward B

Series 63, Series 65

Pittsburgh, PA

Centaurus Financial, Inc.

Edward Blacka is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Centaurus Financial since 2020, following an eight-year tenure at Trustmont Financial Group, Inc. Outside of his advisory role, he is the owner and senior partner of Blacka Financial Consulting, which focuses on insurance consulting, and he is a silent minority owner of a family golf course in Pennsylvania. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a range of investment strategies through its CLASSIC Plus platform and offers both discretionary and non-discretionary portfolio management arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Justin P

CFP®, Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Justin Porco is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and has prior experience at firms including LPL Financial, The O.N. Equity Sales Company, and Bank of America. Outside of his advisory work, he is involved with J&N Construction LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers a variety of investment management and financial planning services through an open-architecture platform that includes active monitoring, model portfolios, and third-party manager programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Evan H

Series 65, Series 63

Monroeville, PA

PNC Wealth Management

Evan Horsley is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Logan E

Series 63, Series 65

Pittsburgh, PA

OSAIC Institutions, inc.

Logan Everett is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Commonwealth Bank, Infinex Investments, Oxford Global Resources, and also has experience outside finance at Romeo's Pizzeria & Mediterranean Kitchen and Indiana Country Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that emphasizes delegated investment analysis and account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Theodore B

Series 63, Series 65

Pittsburg, PA

Focus Partners Wealth, LLC

Theodore Bovard is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Focus Partners Wealth, LLC, Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a broad range of portfolio management strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jonathon P

CFP®, Series 65

Cranberry Township, PA

Mariner

Jonathon Pennline is a CFP® with one year of experience, currently advising at Mariner Wealth Advisors. He previously spent 12 years at Bank of New York Mellon Corporation. Mariner serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolio strategies supported by both internal and third-party managers.

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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Doran Y

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Doran Young is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2015. In addition to his advisory role, he serves as an industry arbitrator for FINRA. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Troy N

Series 66

Sewickley, PA

Corient

Troy Nunes is a Series 66-credentialed financial advisor at Corient with 22 years of industry experience. He previously worked at Socius Family Office, LLC and Capital Investment Group. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align investment exposures with client objectives.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Janet G

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Janet Gubanic is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes multiple roles within PNC Investments since 2006, as well as positions at WesBanco Securities Inc and Key Investment Services, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary portfolio strategy available to select employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio execution to approved third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Donald S

Series 66

Pittsburgh, PA

Guardian Life

Donald Sestrich is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Matthew S

Series 66

Pittsburgh, PA

Citizens Securities, Inc.

Matthew Stehle is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Northwestern Mutual and Principal. Outside of his advisory work, he teaches ballroom and Latin dance to youth at Synergy Performing Arts Academy. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and Managed Account program, operating as part of a larger banking and financial services enterprise.

Tax-loss harvesting Passive / index investing
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Nicholas C

Series 63, Series 66

Monroeville, PA

Citizens Securities, Inc.

Nicholas Cancilla is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Citizens Securities, he worked at JPMorgan Chase Bank and J.P. Morgan Securities for five years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms as well as managed account programs, while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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David B

ChFC®, Series 63

Carnegies, PA

Ameritas Advisory Services, LLC

David Beltz is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 credentials and bringing 29 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and is also the owner of Beltz Financial Group, where he markets and discusses risk management needs with businesses and individuals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both discretionary and non-discretionary programs through in-house and third-party managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Bradley D

Series 66

Pittsburgh, PA

Janney Montgomery Scott

Bradley Durko is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering 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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Lisa V

Series 63

Pittsburgh, PA

Guardian Life

Lisa Valli Steliotes is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and over 41 years of industry experience. She has worked at Primerica Advisors since 1999 and concurrently with The Guardian Life Insurance Company since 1994 and Aetna Life & Casualty since 1980. Outside of her advisory work, she writes fiction and romance stories. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering transaction-based brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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