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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.
Emily F
CFP®, Series 65
Pittsburg, PA
Focus Partners Wealth, LLC
Emily Franco is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Fort Pitt Capital Group LLC for nine years, Kovitz Investment Group Partners, LLC for two years, and currently at Focus Partners Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.
Darrell B
Series 63, Series 66
Pittsburgh, PA
Key Investment Services LLC
Darrell Briggs Jr. is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and Enterprise Holdings. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory solutions to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model with discretionary and non-discretionary portfolio management and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.
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.
Thomas B
Series 66
Canonsburg, PA
CWM, LLC
Thomas Brown is a financial advisor with CWM, LLC in Canonsburg, PA, holding a Series 66 designation and 26 years of industry experience. His work history includes roles at Bridges Private Wealth, Cetera Wealth Services, Aptus Wealth Planning, LPL Financial, and Ameriprise. Brown is also president of Bridges Private Wealth, a financial services firm. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and a mix of fundamental and technical analysis.
Evan H
Series 63, Series 65
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 with 12 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven model strategies managed by PNC or third-party strategists and executed via mutual funds and ETFs.
Logan E
Series 63, Series 65
Pittsburgh, PA
OSAIC Institutions, INC.
Logan Everett is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at First Commonwealth Bank, Infinex Investments, Inc., and Oxford Global Resources. Outside of finance, he has experience working at Romeo's Pizzeria & Mediterranean Kitchen and the Indiana Country Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services alongside financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure.
Theodore B
Series 63, Series 65
Pittsburg, PA
Focus Partners Wealth, LLC
Theodore Bovard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active, passive, and alternative investment strategies.
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.
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.
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.
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.
David B
ChFC®, Series 63
Carnegies, PA
Ameritas Advisory Services, LLC
David Beltz is a financial advisor with Ameritas Advisory Services, LLC and holds the ChFC® and Series 63 designations. He has 30 years of industry experience and has been with Ameritas and its affiliates since 2019. He is also the owner of Beltz Financial Group, where he markets and discusses risk management needs with businesses and individuals. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, interval funds, and individual securities.
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.
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.
Jeffrey R
CFP®, Series 63, Series 65
Allison Park, PA
Commonwealth Financial Network
Jeffrey Remo is a CFP® with 37 years of industry experience, currently affiliated with Commonwealth Financial Network. He has operated Remo Financial since 2005 alongside his role at Commonwealth. His credentials also include Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, compliance, and operational support, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios.
Bryan M
Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
Bryan Mathie is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Nuveen Fund Advisors. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based investment strategies implemented via mutual funds and ETFs.
Scott M
Series 63, Series 66
Pittsburgh, PA
Focus Partners Wealth, LLC
Scott Mc Caffrey is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, Proofpoint, Amerivest Investment Management, LLC, TD Ameritrade, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Christian L
Series 63, Series 66
Pittsburgh, PA
PNC Wealth Management
Christian Laffey is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials with one year of industry experience. Before joining PNC Wealth Management, he held various positions in the restaurant and food service industry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that implements investments via approved model strategies with annual rebalancing and limited client trading options.
Leonard S
Series 63, Series 65
Pittsburgh, PA
Oppenheimer
Leonard Silvester is a financial advisor with Oppenheimer in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Oppenheimer since 2014, with prior roles at RBC Capital Markets and Ferris, Baker Watts, LLC. Outside of his advisory role, he serves as treasurer of the Northern Allegheny County Rotary Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of discretionary and non-discretionary investment programs and consulting services, and it maintains custody of client assets as a qualified custodian.
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2,384 advisors near
15203
within the area shown on the map
Out of 400,000+ nationwide