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Calvin M

Series 66

Pittsurgh, PA

Cetera

Calvin Moore II is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of New York and the Federal Home Loan Bank of Pittsburgh. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Douglas C

Series 63, Series 65

Greensburg, PA

Ameriprise

Douglas Comin is a financial advisor with Ameriprise in Latrobe, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities LLC before joining Ameriprise. Outside of his advisory role, he occasionally serves as an ordained substitute minister and is a self-published author of a religious book. Ameriprise provides retirement-income planning services tailored to clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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

CFP®, Series 63, Series 65

Pittsburgh, PA

Cetera

Deepak Kotwal is a CFP® professional with 35 years of industry experience, currently serving with Cetera since 2020. His prior experience includes over a decade at Sagepoint Financial and a long tenure managing operations at Mon Valley Pathology Associates. He is also involved in fixed insurance sales and acts as a financial professional under the DBA InterGen Advisors. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, and institutional clients with a range of portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mitchell N

CFP®, Series 66

Export, PA

LPL Financial

Mitchell Niderstros is a CFP® professional with six years of industry experience, currently associated with LPL Financial. His prior experience includes roles at Robert Baird & Co., Hefren-Tillotson, and Dollar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jonathan S

Series 63, Series 66

North Huntingdon, PA

Cambridge Investment Research Advisors

Jonathan Suley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He worked at Cetera from 2007 to 2016 before joining Cambridge Investment Research Advisors in 2018. Outside of advisory services, Suley is president of Dynasty Real Estate Investments, Inc., a multi-family rental property business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of services through independent financial professionals, utilizing various investment platforms and tailored portfolio strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Scot L

CFP®, Series 66

Pittsburgh, PA

Edward Jones

Scot Love is a CFP® with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Pittsburgh, PA. Outside of his advisory role, he is involved in residential rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner
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Brian B

Series 66

Pittsburgh, PA

Merrill

Brian Bohn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2014 and has been part of the financial services industry since 2011. Brian serves as the managing partner of the Bohn, Brinker, Floberg Group, providing wealth management services tailored to individual client needs across complex market cycles. Brian's professional expertise includes corporate executive services, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Private Wealth Advisor® (CPWA®) designation sponsored by the Investments & Wealth Institute™. Additionally, Brian holds designations as a Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Robert Morris University. Brian is involved in community organizations including Magee Women's Hospital, the Robert Morris University Men's Lacrosse Program, and the Theodore Roosevelt Conservation Partnership. His personal interests include football, golfing, hunting, and spending time with his family.

Wealth management Active portfolio management Retirement income strategy General retirement planning Charitable giving & philanthropy Executive Financial Professional Women Professionals Women's Finance Established Professionals
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Donald A

Series 66

Murrysville, PA

Cambridge Investment Research Advisors

Donald Angel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Cambridge since 2012. Outside of advisory work, he serves as a volunteer member of the Deer Valley YMCA Camp Board of Management in an advisory capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through independent Financial Professionals using multiple custody and platform arrangements with a mix of discretionary and non-discretionary strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Matthew E

Series 63, Series 66

Greensburg, PA

Ameriprise

Matthew Eisenhuth is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ameriprise and its related entities since 1994. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark S

Series 66

Pittsburgh, PA

Cetera

Mark Silvester is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has worked with Cetera Investment Advisors LLC since 2022 and previously held positions at Oppenheimer and Citizens Bank of PA. Silvester serves as vice president of the board for the Morningside Area Community Council, a nonprofit involved in planning community events. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jonathan D

Series 63, Series 66

Pittsburgh, PA

STIFEL

Jonathan Dieckmann is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank for seven years before joining Stifel Nicolaus & Co Inc. in 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

General retirement planning Income planning
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Tyler B

Series 65, Series 63

Greensburg, PA

Ameriprise

Tyler Becker is a financial advisor at Ameriprise with Series 65 and Series 63 credentials. He began his career in financial services in 2023 after prior experience at United Bank and roles during his time at Saint Vincent College and South Union Township. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John D

Series 63, Series 65

Monroeville, PA

Morgan Stanley

John Dandrea is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Monica G

CFP®, Series 63

Irwin, PA

Cambridge Investment Research Advisors

Monica Garver is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2025. She previously worked at McKinley Carter Wealth Services for seven years and RTD Financial Advisors Inc for five years. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jason M

Series 65, Series 63

Greensburg, PA

Merrill

Jason Marcieski is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and preparation for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Jason holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Temple University. He emphasizes an individualized approach, seeking to uncover what matters most to each client and their family in order to create tailored financial strategies that align with their objectives.

General retirement planning Wealth management Income planning
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Glenn K

Series 63, Series 66

Monroeville, PA

Edward Jones

Glenn Kolod is a financial advisor with Edward Jones in Monroeville, PA, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients through a nationwide network of financial advisors. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Barry T

Series 66

Greensburg, PA

LPL Financial

Barry Testa is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Somerset Trust Co., Osaic Institutions, Inc., and AEG Vision, where he spent over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Peter G

Series 66

Pittsburgh, PA

Merrill

Peter Greb is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined his mother's practice in 2012. He specializes in developing wealth management strategies that help clients achieve their financial goals, with a focus on family wealth management, legacy planning, managing new wealth, and personal retirement planning. Additionally, Peter manages 401(k) plans for business owners and conducts employee education meetings. Peter graduated from John Carroll University with a bachelor's degree in accountancy. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He was born and raised in Pittsburgh and attended Central Catholic High School. Outside of his professional career, Peter serves on the Partners Board of the Pittsburgh Cultural Trust and the Pittsburgh chapter of the John Carroll University Alumni Association. He lives in Mt. Lebanon with his wife, Emily, their children Julia and Connor, and their dog Reilly. His personal interests include ice hockey, music, spending time with family, and watching movies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Roth conversion strategy ESG / Sustainable investing Founder/Business Owner Mid-Career Professionals Parents
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Kerri L

Series 63, Series 66

Monroeville, PA

Cetera

Kerri Llewellyn is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Cetera since 2014 and also works with FNB. Outside of Cetera, she engages in fixed life insurance sales and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform that includes affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Elliot C

Series 66

Pittsburgh, PA

Fisher Investments

Elliot Coffey is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory role, Coffey serves as a radio host and on-air panelist for Baylor University football broadcasts. Fisher Investments provides discretionary portfolio management services to institutional and private clients worldwide, utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios. The firm offers sub-advisory and retirement plan services and manages a variety of separate accounts and pooled investment vehicles.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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