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Dillon H

Series 66

Carnegie, PA

PNC Wealth Management

Dillon Hudson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. His career includes roles at PNC Investments, Edward Jones, 1st Summit Bank, and Fastenal. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven 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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Jason M

Series 66

Pittsburgh, PA

PNC Wealth Management

Jason Madden is a financial advisor at PNC Wealth Management in Pittsburgh, PA. He holds the Series 66 designation and has industry experience beginning in 2025. Prior to his current role, he worked at PNC Bank since 2017 and at #1 Cochran Automotive from 2011 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements investments via approved model strategies.

Passive / index investing Active portfolio management Wealth management Executive
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Kyle R

Series 66

Pittsburgh, PA

Guardian Life

Kyle Richert is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Guardian Life since 2015 and currently works with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he has a minor involvement with Ash Brokerage in insurance products. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs, including both proprietary and third-party solutions.

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

CFP®, Series 63, Series 65

Pittsburg, PA

Commonwealth Financial Network

Jared Henigin is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Wealth Management Partners, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He has also worked outside the financial sector at CVS Health. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, compliance, and practice-management resources while enabling discretionary portfolio construction across various securities and insurance products.

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

CFP®, Series 66

Pittsburgh, PA

Kestra Advisory

Seth Dresbold is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked with Signature Select Wealth, Kestra Advisory, Kestra Investment Services, and Signature Financial Planning. Outside of his advisory role, Seth owns a comedy production company, Not Your Turn Productions, which produces and promotes comedy shows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and manages complex investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Melissa M

CFP®, Series 63

Pittsburg, PA

Commonwealth Financial Network

Melissa Maxwell is a CFP®-certified financial advisor with 20 years of industry experience. She has been associated with Wealth Management Partners and Commonwealth Financial Network since 2009. Melissa also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

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

Series 63, Series 65

Pittsburgh, PA

Eagle Strategies (NY Life)

Clinton Kelly is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Eagle Strategies in 2025, he worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as President of the Knights of Mecca - Syria Shrine, supporting the Shriner's Children's Hospital in Erie, PA. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

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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Rebecca B

Series 66

Pittsburgh, PA

Newedge Advisors

Rebecca Bryan is a financial advisor with NewEdge Advisors, holding a Series 66 license and 13 years of industry experience. Her work history includes roles at Mid Atlantic Capital Corporation, Cetera Advisor Networks, and managing her own advisory services firms. Outside of advising, she has experience in the oil and gas industry through Discovery Oil & Gas. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel A

CFP®, Series 66

Pittsburgh, PA

Creative Planning

Daniel Andrews is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. His prior experience includes roles at Sheaff Brock Investment Advisors, Citizens Securities, TD Ameritrade, and Merrill. Outside of financial advising, he is involved with Seven Springs Resort, a ski resort in Champion, PA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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John M

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

John Macdonald is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including 21 years with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple wrap/advisory programs with a combination of in-house and third-party portfolio management.

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

Series 66

Pittsburgh, PA

Citizens Securities, Inc.

Anthony Ranalli is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary and non-discretionary investment options, including a digital advisory program and a managed account program.

Tax-loss harvesting Passive / index investing
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William J

Series 63, Series 65

Pittsburg, PA

Newedge Advisors

William Jenkins is a financial advisor with NewEdge Advisors in Pittsburg, PA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Mid Atlantic Capital Corporation since 2008 and joined NewEdge Advisors in 2021. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel K

Series 65

Pittsburgh, PA

OSAIC Institutions, INC.

Daniel King is a Series 65 licensed financial advisor with six years of industry experience. He is currently associated with OSAIC Institutions, Inc. and serves as a Senior Investment Officer at First Commonwealth Bank’s trust and wealth management division. His prior experience includes roles at Nobles Newborn, Citizens Securities Inc., and Citizens Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and extensive third-party partnerships.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Daniel T

Series 63, Series 65

Pittsburgh, PA

Tlg Advisors, Inc.

Daniel Thompson is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Union Bridge Capital, Cantilever Wealth Management, and Monti, Thompson & Getty. In addition to his advisory roles, Thompson is also an attorney providing legal services related to family advocacy. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and platform affiliates, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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David N

Series 63, Series 65

Monroeville, PA

Citizens Securities, Inc.

David Nemecek is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Citizens Securities since 2003. Outside of his advisory role, he coaches youth baseball and serves as fundraising and team sponsor director for Central Valley Youth Baseball. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering both advisory and brokerage services. The firm provides a digital advisory program alongside managed accounts, operating as a broker-dealer and insurance agency, and is entirely owned by Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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William C

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

William Coates is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Nicole S

Series 66

Pittsburgh, PA

CWM, LLC

Nicole Szakos is a financial advisor with CWM, LLC, holding a Series 66 designation and bringing six years of industry experience. Her prior roles include positions at Carson Wealth, Advice & Planning Services, and Thrivent Financial. Outside of advisory work, she is involved in real estate management and home remodeling through ownership and administrative roles in related businesses. 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 employs model portfolios governed by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan services and fiduciary processes.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Raymond D

CFP®, Series 63

Bethel Park, PA

Commonwealth Financial Network

Raymond Dodson is a CFP® professional with 38 years of industry experience, all spent at Commonwealth Financial Network since 1988. He holds the Series 63 designation and is based in Bethel Park, PA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Aaron Adrian is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic questionnaires to recommend risk bands and employs third-party firms for portfolio execution.

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

Series 63, Series 65

Monroeville, PA

Citizens Securities, Inc.

Joshua Bell is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank in various roles since 2013. Citizens Securities serves a broad 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 a managed account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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