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Linda E

Series 63, Series 65, Series 66

Sewickley, PA

RBC Capital Markets

Linda Eastberg is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to each client's risk profile using both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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James P

Series 63, Series 65

Cranberry Township, PA

LPL Enterprise

James Piotrowski is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities since 1992. In addition to his advisory role, he is involved with Liberty Mutual as an advisor for property and casualty insurance and as a non-variable insurance agent. LPL Enterprise serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Christina M

Series 63

Pittsburgh, PA

Ameriprise

Christina Martin Fuselier is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 1992. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through affiliated companies.

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

Series 63, Series 65

Sewickley, PA

RBC Capital Markets

Kevin Krul is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining RBC Capital Markets in 2022, he spent 22 years at Hefren Tillotson, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers, and provides services such as portfolio management, financial planning, custody, and brokerage.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Curt C

Series 63, Series 65

Sewickley, PA

Morgan Stanley

Curt Coulter is a financial advisor with Morgan Stanley in Sewickley, PA, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a board member of Boars Room LLC, a restaurant and bar in Covington, Kentucky, and is a trustee for a family trust. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Stephen V

Series 66

Sewickley, PA

Fidelity

Stephen Vivis is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. His prior work includes roles at Somerset Trust Company and various positions in education and retail. He also has experience working in small business operations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
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Isaiah J

Series 65, Series 63

Cranberry Township, PA

Merrill

Isaiah Jackson is a financial advisor at Merrill with five years of industry experience. He holds the Series 65 and Series 63 licenses. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and NYLife Securities LLC, among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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John B

Series 66

Saxonburg, PA

Edward Jones

John Barbiaux is a Series 66-licensed financial advisor with Edward Jones in Saxonburg, PA. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory work, he owns a photography business where he also writes blog posts related to photography and equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Olivia G

Series 63, Series 65

Cranberry Township, PA

LPL Financial

Olivia Goodwill is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL in 2025, she worked at J.P. Morgan Securities and Equitable Advisors among other firms. Outside of her advisory work, she has involvement with Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Eugene B

Series 63, Series 65

Allison Park, PA

Cetera

Eugene Bujaky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior firms include Voya Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures, including access to third-party money managers and automated investment solutions.

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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David G

Series 63, Series 66

Wexford, PA

LPL Financial

David Gawne is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corp. for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Robert D

Series 63, Series 65

Sewickley, PA

RBC Capital Markets

Robert Dunbar is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory work, he serves on the Board of Directors for Little Big Horn Associates, a historical association, where he oversees conference site decisions and leads conferences. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individual and institutional clients, including portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jason C

Series 66

Sewickley, PA

Merrill

Jason Curran is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at BNY Mellon Investor Solutions, LLC and spent over a decade at Morgan Stanley Alternative Investment Partners. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Johnathan M

Series 66

Pittsburgh - Wexford, PA

Robert Baird & Co.

Johnathan Miller is a financial advisor with Robert W. Baird & Co. in Pittsburgh - Wexford, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird, he worked at BNY Mellon and CNB Bank. Miller also has experience with Pro Football Focus. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and brokerage services, utilizing internal research and a mix of manager- and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael M

Series 66

Pittsburgh - Wexford, PA

Robert Baird & Co.

Michael Mc Kee is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 10 years of industry experience. He has worked with Robert Baird & Co. since 2022 and previously with Hefren-Tillotson, Inc. from 2015. He serves as an investment committee member for the Marsha Mae Foundation’s scholarship fund. Baird’s DDK Group, where Mc Kee is based, offers a range of wealth management services including financial planning, portfolio management, and custody services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a mix of manager-traded and model-traded strategies, ongoing manager selection, and internal research tools to deliver client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Joseph M

CFP®, Series 63

Pittsburgh, PA

Raymond James Financial

Joseph Maker is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Waldron Private Wealth and PwC. Outside of advising, he is president of Lobo One LLC, a business in which he holds signing and tax authority responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supporting a broad advisor network with a range of advisory programs and institutional services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Austin M

Series 66

Cranberry Township, PA

LPL Enterprise

Austin Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. His background includes prior roles at Gregory Brumagin and teaching positions at Gannon University as well as Knoch High and Middle Schools. He has also been involved with Miller Farms for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm utilizes an integrated platform combining investment advisory programs with financial product sales, including insurance, and offers access to model portfolios and third-party asset management arrangements.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kristopher N

Series 63, Series 65

Sewickley, PA

Edelman Financial Engines

Kristopher Nuttall is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner support and online tools, providing diversified portfolios and a range of management options across multiple account types.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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William E

CFP®, Series 66

Sewickley, PA

RBC Capital Markets

William Evancho is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes positions at UBS Financial Services Inc. and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to client risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Daniel C

Series 63

Sewickley, PA

Morgan Stanley

Daniel Crawford is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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