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Brian C

CFP®, Series 66

Canonsburg, PA

Osaic Advisory Services, LLC

Brian Cartier is a financial advisor at Osaic Advisory Services, LLC with seven years of industry experience. He holds the CFP® designation and Series 66 license. His work history includes positions at Allegheny Financial Group and Triad Advisors. Outside of his role at Osaic, he is 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 investment adviser serving individuals, pension plans, corporations, and other entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Annuities
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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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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.

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

Series 63, Series 65

White Oak, PA

J. W. Cole Advisors, Inc.

Peter Fasciano is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Synergy Group and Pruco Securities, LLC. He is also the owner of YGQ Financial LLC, a business focused on record keeping and tax filing. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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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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Marc B

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Marc Blount is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at PNC Investments LLC, Bank of America, Merrill, The Huntington Investment Company, and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to select employees. The firm uses algorithm-driven model selection with investments in mutual funds and ETFs, featuring annual rebalancing and third-party portfolio implementation.

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

Series 66

Pittsburgh, PA

Guardian Life

Jack Sauserman is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he works as an independent contractor selling insurance through Ash Brokerage. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and provides various account-level services, including securities-based lending and tax-harvesting.

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

Series 66

Pittsburgh, PA

Cerity partners LLC

Michael Giammatteo is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at XPYRIA Investment Advisors, Inc. for 18 years. Outside of his advisory role, he serves as president of the Scott Townships Athletic Association, a youth sports organization. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Kathryn C

Series 63, Series 66

Bridgeville, PA

Kestra Advisory

Kathryn Clark is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her prior work includes roles at LPL Financial and Morgan Stanley. She also serves as a paraplanner and client manager within Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs multiple management platforms alongside third-party managed solutions.

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

Series 66

Sewickley, PA

&PARTNERS

Dawn Porto is a financial advisor at &PARTNERS with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jesse T

CFP®, Series 66

Wexford, PA

Commonwealth Financial Network

Jesse Taylor is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Northwestern Mutual and Miller McCurry before joining Commonwealth in 2019. He is also the owner of JLT Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Micah Kelley is a financial advisor with Stratos Wealth Partners, Ltd in Sewickley, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015 and previously worked at Ameriprise from 2009 to 2015. He is also a partner at The Kelley Financial Group Accounting and Consulting, providing tax preparation and accounting services. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement consulting. The firm combines individualized asset allocation with access to both proprietary and third-party strategies, supported by a large network of investment adviser representatives and a range of institutional and niche services.

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