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2,586 advisors near
15139
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Out of 400,000+ nationwide
Jennet M
CFP®, Series 63
Bridgeville, PA
Citizens Securities, Inc.
Jennet Mammedova is a CFP® professional with four years of experience in the financial services industry, currently affiliated with Citizens Securities, Inc. She has held roles at Citizens Securities since 2022 and previously worked at Citizens Bank, BANK of AMERICA, Merrill, and other firms. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm employs both digital and managed account advisory platforms and operates as a broker-dealer and insurance agency.
Katy D
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Katy Demarco Biddle is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and managed account services and operates as a broker-dealer and insurance agency.
Vincent M
Series 66
Pittsburgh, PA
Bankers Life Advisory Services, Inc.
Vincent Mariana is a financial advisor with Bankers Life Advisory Services, Inc. based in Pittsburgh, PA. He holds a Series 66 designation and has eight years of industry experience. His career includes roles at Bankers Life and its affiliates since 2006. Bankers Life Advisory Services primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.
Andrew P
Series 63, Series 66
Pittsburgh, PA
Guardian Life
Andrew Peterson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials. He has 24 years of industry experience and has been with both firms since 2002. Peterson serves as Treasurer on the board of the Jason L. Spoerlein Memorial Foundation and is Vice President of the Lakeland Estates Homeowners Association. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with digital advisory solutions and integrated lending options.
Daniel A
Series 65
Monroeville, PA
AE Wealth Management, LLC
Daniel Asti is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has been affiliated with several firms including Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, Asti is a managing partner in multiple businesses such as Alto University LLC, which provides online training for licensed insurance agents, and Elevare Debt Solutions, a debt resolution firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolios managed internally and by third parties, alongside advisor-managed models, offering a range of investment and consulting services.
Richard S
Series 65, Series 63
Wexford, PA
Empower Advisory Group
Richard Scotti is a financial advisor with Empower Advisory Group in Wexford, PA, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Stewart Capital Advisors, S & T Bank, Hefren Tillotson, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower's recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base through a highly scaled advisory platform.
Thomas G
CFP®, Series 63, Series 65
Pittsburgh, PA
Commonwealth Financial Network
Thomas Geisler Jr. is a CFP® with 27 years of experience currently affiliated with Commonwealth Financial Network. His prior experience includes extensive work in insurance sales and tax preparation services through his own firm, Thomas A Geisler & Co., PC, which he has operated since 1985. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, serving individual and institutional clients with a range of managed-account programs, third-party asset manager access, and back-office services.
Sydney H
CFP®, Series 66
Pittsburgh, PA
Janney Montgomery Scott
Sydney Halloran is a CFP® and holds a Series 66 designation with six years of industry experience. She has worked at Janney Montgomery Scott since 2018, following a prior role at the University of Pittsburgh at Johnstown. Sydney is based in Pittsburgh, PA. 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 programs.
Sarah G
Series 63, Series 66
Pittsburgh, PA
Newedge Advisors
Sarah Goffe is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She previously worked at Federated Hermes Inc. and its affiliated entities from 2010 to 2022 before joining NewEdge Advisors in 2022. She also dedicates time monthly to compliance activities with NewEdge Advisors. 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 advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party models and advisor discretion.
Adam B
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Adam Buckholz is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Huntington Bank. Outside of his advisory work, he performs as a drummer in a cover band. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides digital and managed account advisory options and operates as a broker-dealer and insurance agency.
Brian D
Series 66
Cranberry Township, PA
GWN Securities Inc.
Brian Dart is a financial advisor with GWN Securities Inc. in Wexford, PA, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2007. Outside of his advisory role, he is involved with Kades Margolis Corporation, where he educates clients on life and long-term care insurance needs and assists with policy applications and reviews. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, with a distinctive history of incorporating market-timing and momentum strategies within its legacy programs.
Justin S
Series 63, Series 65
Delmont, PA
OSAIC Institutions, INC.
Justin Simmers is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at First Commonwealth Bank since 2018 and has prior experience with Infinex Investments, Inc., Key Investment Services LLC, and LPL Financial. He also serves as a banking financial advisor with First Commonwealth Bank's Trust Division. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.
Kaitlyn L
CFP®, Series 66
Pittsburgh, PA
Janney Montgomery Scott
Kaitlyn Leininger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. She previously worked at UBS Financial Services and BNY Mellon, and spent a decade in full-time education prior to her financial services career. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Ian C
Series 66
Pittsburgh, PA
PNC Wealth Management
Ian Costanzo is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2021. His prior roles include positions at Citizens Securities, Inc. and Jim Shorkey Chevrolet. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.
Wakanwa N
Series 66
Pittsburgh, PA
Equity Services, inc.
Wakanwa Nzambi is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Pittsburgh, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equity Services since 2004. Nzambi has interests outside of finance that include professional voice-over, acting, and modeling talent services, as well as involvement in nonprofit strategic planning and contributions to financial planning education through textbook authorship. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, combining mostly long-term strategies with options for shorter-term trading and specialized instruments.
Dennis S
Series 63, Series 65
Export, PA
Osaic Advisory Services, LLC
Dennis Schilling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Fortis Investors, Inc. from 1992 to 2026. Schilling is also president of Schilling Financial Group, Inc., which provides fixed insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers managed programs, third-party manager services, retirement plan consulting, and access to alternative investments, utilizing a combination of fundamental and technical analysis and platform integrations.
Jerry S
Series 63, Series 65
Sewickley (Wexford), PA
Janney Montgomery Scott
Jerry Starr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 31 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 broad range of clients, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.
John A
Series 63
Pittsburgh, PA
Eagle Strategies (NY Life)
John Angiulli is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA. He holds a Series 63 designation and has 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2007 and with New York Life Insurance Company and Nylife Securities Inc. since 1991. Outside of advisory work, he is an investor in AmeriCarbon Products, LLC, a company involved in coal-based carbon pitch production. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.
Jeffrey O
Series 63, Series 65
Pittsburgh, PA
Eagle Strategies (NY Life)
Jeffrey Olenych is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2014, as well as leadership at Olenych Financial Group and Ruby Financial Group. Olenych also works as an insurance broker, brokering non-registered insurance products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers various program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and a notable focus on fiduciary responsibilities in retirement plan advisory.
William C
Series 63, Series 65
Pittsburg, PA
Focus Partners Wealth, LLC
William Chaney is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Chaney serves as a trustee for the Stackpole Foundation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an “enhanced open architecture” approach that combines active and passive strategies, third-party managers, and private funds.
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2,586 advisors near
15139
within the area shown on the map
Out of 400,000+ nationwide