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Jordan B

Series 63, Series 65

Pittsburgh, PA

Tlg Advisors, Inc.

Jordan Bruce is a financial advisor at TLG Advisors, Inc. with two years of industry experience. He has held roles at The Leaders Group Inc, Union Bridge Capital, and Appliance Dealers Cooperative. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

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

CFA®, Series 63

Pitttsburg, PA

Focus Partners Wealth, LLC

Daniel Eye is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NorthCoast Asset Management LLC. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. He holds a Series 63 license and is based in Pittsburgh, PA. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a wide range of portfolio management strategies, including alternatives and private investment vehicles.

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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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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Cindy P

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Cindy Pastin is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, 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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Elijah P

Series 66

Pittsburgh, PA

Janney Montgomery Scott

Elijah Peck is a financial advisor at Janney Montgomery Scott in Pittsburgh, PA, holding the Series 66 designation with two years of industry experience. His prior work includes roles outside finance at Suburban Snow, Magerk's Pub & Grill, and Philly Junk. 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 with brokerage services, financial planning, and advisory programs, utilizing 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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Andrew S

Series 65

Sewickley, PA

Stratos Wealth Partners, Ltd

Andrew Sciuto is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 65 designation and beginning his industry career in 2026. Prior to joining Stratos, he worked at The Kelley Group and has experience in various roles outside finance, including positions at Shady Lane School, Frontier Fellowship, FedEx Ground, New Castle YMCA, and Grove City College. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of advisor-managed and model portfolios, financial planning services, and retirement plan consulting, utilizing an open-architecture platform that integrates external tools and manager programs.

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

Series 63, Series 66

Wexford, PA

Key Investment Services LLC

David Harrison is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 designations. He has 15 years of industry experience, including multiple roles at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Linda D

Series 66

Wexford, PA

PNC Wealth Management

Linda Dengler is a financial advisor at PNC Wealth Management in Wexford, PA, with 17 years of industry experience. She holds a Series 66 designation and previously worked for Hefren-Tillotson, Inc. for 15 years before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party portfolio management.

Passive / index investing Active portfolio management Wealth management Executive
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Amy C

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Amy Cornelius is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Janney in 2018, she worked at Primerica Advisors and Primerica Financial Services. Amy also has experience with Orchard Hill Church. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering 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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Timothy A

Series 63, Series 65

Sewickley, PA

PNC Wealth Management

Timothy Albert is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including 22 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and implements investment strategies via mutual funds and ETFs.

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

CFA®, Series 66

Pittsburgh, PA

Janney Montgomery Scott

Nathan Snyder is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Janney Montgomery Scott LLC since 2016. Outside of his advisory role, he serves on the board of an independent mortgage bank and is involved in local community activities, including serving as Vice President of a high school football booster organization. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal entities. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

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

Series 65

Pittsburgh, PA

Mariner

Randy Hillier is a financial advisor at Mariner with 21 years of industry experience and holds a Series 65 designation. He previously worked at Commonwealth Advisory Group, Ltd. for 17 years before joining Mariner Wealth Advisors in 2021. In addition to his advisory role, Hillier has worked as an insurance agent since 1993. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized, discretionary portfolio management supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services uncommon for a firm of its size.

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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Joshua M

Series 63, Series 65

Seven Fields, PA

PNC Wealth Management

Joshua Mitchell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary model account available to employees 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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Kyle W

CFP®, Series 66

Mt. Lebanon, PA

The huntington Investment company

Kyle Walchli is a CFP® with eight years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His career includes a prior role at J.P. Morgan Securities and a decade of service within various Huntington-related entities. 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 on the Envestnet MAS platform using an open-architecture model that combines third-party and affiliate portfolio management solutions.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Donald M

Series 63, Series 65

Wexford, PA

Tlg Advisors, Inc.

Donald Monti is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with TLG Advisors since 2002 and previously worked at Monti Thompson & Getty from 2005 to 2017. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. Their investment approach combines fundamental analysis, Modern Portfolio Theory, and risk-based portfolio construction through a mix of independent advisors, sub-advisors, and platform affiliates.

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

Pittsburgh, PA

Tlg Advisors, Inc.

Brian Parker is a financial advisor at TLG Advisors, Inc. with 10 years of industry experience. He is also a partner at Parker Poe Adams & Bernstein, where he provides legal and business advice to clients in life sciences, retail energy, and manufacturing sectors. In addition, Parker is involved in multiple business ventures including consultancy services, an oil and gas company, and a private cigar and social club. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services along with comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

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

Series 66

Pittsburgh, PA

Guardian Life

Mitchell Jenkins is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life since 2021 and has one year of experience at Park Avenue Securities. His prior work includes various roles at Penn State Behrend and in the retail and hospitality sectors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

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

Series 66

Cranberry Township, PA

GWN Securities Inc.

Jonathan Stevens is a financial advisor with GWN Securities Inc. in Cranberry Township, PA, holding a Series 66 designation and 20 years of industry experience. He has been with GWN Securities since 2008. Stevens is also involved in life insurance and annuities as a financial advisor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Robert Burns is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds the Series 63 and Series 65 licenses and has 20 years of industry experience, including 13 years with PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm’s approach utilizes approved model strategies implemented with mutual funds and ETFs, relying on an algorithmic questionnaire for risk assessment and portfolio selection.

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

CFP®, Series 63, Series 66

Pittsburg, PA

Commonwealth Financial Network

Richard Webb is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network since 2009. He is also associated with Wealth Management Partners and is involved in antiques sales through Ashjetta and Richard's Gear Bazaar and The Linden Tree. Webb holds Series 63 and Series 66 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 and operational support, offering advisors discretion in portfolio construction alongside managed model portfolios and personalized investment solutions.

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