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2,613 advisors near
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Bradley D
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Bradley Dolhi is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2020. Prior to that, he was with Key Investment Services LLC from 2016 to 2020. Outside of his advisory role, he serves as Vice President of the Center Township Athletic Association, where he is involved in field maintenance, coaching, and organizing fundraising activities. 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 provides both a digital advisory program and a managed account program while operating as a broker-dealer and insurance agency.
Paul L
Series 66
Canonsburg, PA
Janney Montgomery Scott
Paul Lukas is a Series 66-licensed financial advisor with Janney Montgomery Scott, where he has worked since 2005. He has 31 years of industry experience. Outside of his advisory role, he serves on the Board of Trustees for the Washington County Manufacturers Association and volunteers as a youth baseball coach for teams in Canonsburg and Washington, Pennsylvania. 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, and institutional clients, providing brokerage, financial planning, consulting, and advisory services through a blend of in-house and third-party managed programs.
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.
Daniel E
CFA®, Series 63
Pitttsburg, PA
Focus Partners Wealth, LLC
Daniel Eye is a CFA® charterholder with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds.
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.
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.
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.
Andrew S
Series 65
Sewickley, PA
Stratos Wealth Partners, Ltd
Andrew Sciuto is an advisor with Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been in the financial industry since 2026. His background includes prior roles at The Kelley Group and BBBSPGH. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm uses an open-architecture investment model and offers a range of services including discretionary portfolio management, financial planning, and outsourced CIO solutions.
David H
Series 63, Series 66
Wexford, PA
Key Investment Services LLC
David Harrison is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various KeyBank and Key Investment Services entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates, providing a range of wrap programs and ancillary insurance products.
Brian C
CFP®, Series 66
Canonsburg, PA
Osaic Advisory Services, LLC
Brian Cartier is a CFP® professional with seven years of industry experience, currently with Osaic Advisory Services, LLC since 2024. Prior to this, he worked at Triad Hybrid Solutions and Allegheny Financial Group. He is also involved with Justabout Wealth Management, a financial advisory firm focused on wealth management and financial planning for individual clients. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of solutions such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, leveraging both fundamental and technical strategies within an integrated platform ecosystem.
Linda D
Series 66
Wexford, PA
PNC Wealth Management
Linda Dengler is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments since 2021. Prior to that, she spent 15 years at Hefren-Tillotson, Inc. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk profiling and implements investments via approved model strategies managed by PNC or third-party strategists.
Glenn M
Series 66
Canonsburg, PA
Janney Montgomery Scott
Glenn Mc Gee is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he held positions in various industries, including supply chain and moving services. 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 wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.
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.
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.
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.
John B
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
John Buggy is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Citizens Securities since 2017 and was previously with M&T Securities from 2012 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.
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.
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.
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.
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 joined Park Avenue Securities in 2025. His prior work experience includes various roles at Penn State Behrend and Lifetime Financial Growth LLC. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individual, corporate, retirement plan, and charitable clients. The firm delivers customized wealth management solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.
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2,613 advisors near
15206
within the area shown on the map
Out of 400,000+ nationwide