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Ryan W
Series 66
Pittsburgh, PA
Guardian Life
Ryan Wirth is a financial advisor at Primerica Advisors with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in community and nonprofit activities, including serving as a board member for Envision Blind Sports and a trustee for the Arc of Greater Pittsburgh, as well as volunteering with Students with Exceptional Abilities and officiating football. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through various models and platforms, supporting both discretionary and non-discretionary accounts with a wide range of investment options.
John S
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
John Sipling is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, joining the firm in 2025. His background includes roles at Uber, DoorDash, and Textron Systems, as well as multiple positions at Penn State University. He has one year of industry experience. Goldman Sachs Wealth Services advises a broad client base that includes individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to various platforms and proprietary analytics.
Lester B
Series 63, Series 65
McMurray, PA
Private Advisor Group, LLC
Lester Botkin is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey platforms, and proprietary model portfolios supported by major strategists and multiple analytical approaches.
A E
Series 66
Pittsburgh, PA
PNC Wealth Management
A Entwisle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account for PNC employees that uses approved model strategies with mutual funds and ETFs.
Mengqi C
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
Mengqi Chen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, Chen worked at Ektello and has held positions related to sustainable energy and academic institutions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and advanced research tools, offering tailored solutions through various platforms and fee arrangements.
Justin B
Series 66
Pittsburgh, PA
PNC Wealth Management
Justin Boske is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and beginning his advisory career in 2024. He previously worked at PNC Bank from 2018 to 2024 and at Diamond Medical Services from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an employee-only digital platform that uses algorithm-driven risk assessments to guide investment strategies implemented via mutual funds and ETFs.
Ryan C
CFP®, Series 63, Series 65
Pittsburgh, PA
Guardian Life
Ryan Coulter is a CFP® with 21 years of industry experience, currently serving as a financial advisor with Primerica Advisors in Pittsburgh, PA. He has worked with Guardian Life Insurance and Park Avenue Securities since 2006. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions.
Mark D
Series 66
Pittsburgh, PA
Guardian Life
Mark Di Natale is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is a small business owner involved in fresh pasta manufacturing and serves as a volunteer community board member for the Adams Area Fire District. Park Avenue Securities 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 across various account types and supports lending and credit facilities tied to advisory accounts.
Skylar R
CFP®, Series 66
Pittsburg, PA
Focus Partners Wealth, LLC
Skylar Riddle is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed by Kovitz Investment Group Partners, Fort Pitt Capital Group, and PNC Investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.
Garrett F
CFP®, Series 66
Pittsburgh, PA
Kestra Advisory
Garrett Frey is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Waldron Private Wealth and Bank of New York Mellon. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves a diverse client base, including large institutional investors such as sovereign wealth funds.
Adam W
CFP®, CFA®, Series 65
Pittsburg, PA
Mariner
Adam Wright is a CFP®, CFA®, and Series 65 credentialed advisor at Mariner with 13 years of industry experience. He previously founded and led Wright Associates Inc for 14 years before joining Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and integrates comprehensive tax and accounting services alongside traditional portfolio management.
Ann M
Series 66
Pittsburgh, PA
Goldman Sachs Wealth Services
Ann Mock is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources with tailored offerings and cross-affiliate product integration to serve its clients.
Allen B
Series 63, Series 65
Pittsburgh, PA
Janney Montgomery Scott
Allen Belice is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 21 years before joining Janney in 2025. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.
William B
Series 63, Series 65
Pittsburgh, PA
Mariner
William Burnette is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Mariner since 2021 and previously spent seven years with Commonwealth Advisory Group, Ltd. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.
Bethani H
Series 66
Pittsburgh, PA
Focus Partners Wealth, LLC
Bethani Hrapczak is a financial advisor at Focus Partners Wealth, LLC, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Kovitz Investment Group, Baird, and Hyatt, among others. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis along with a broad network of affiliated service companies offering comprehensive wealth management and advisory solutions.
Jason R
Series 63, Series 65
Sewickley, PA
Principal Financial Services
Jason Rhodes is a financial advisor with Principal Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 10 years before joining Principal Securities Inc. and Principal Life Insurance Company in 2019. In addition to advisory services, he is active as an agent for fixed insurance products, including annuities and various types of life and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Mark M
CFP®, Series 63
Imperial, PA
Integrity Alliance, LLC
Mark Martin is a CFP® professional with 37 years of industry experience. He is currently affiliated with Integrity Alliance, LLC and has previously worked at Brokers International Financial Services, Bfc Planning, and Securities Management & Research, Inc. Martin serves as secretary and past president of a local Shriners chapter and is an ordained minister who officiates wedding ceremonies. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers various portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.
Beth L
CFP®, Series 63, Series 65
Pittsburg, PA
Focus Partners Wealth, LLC
Beth Lynch is a CFP® with 19 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Schneider Downs Wealth Management Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach is long-term and tax- and fee-sensitive, combining active and passive strategies within an enhanced open architecture framework.
Victoria G
Series 63, Series 65
Pittsburgh, PA
Commonwealth Financial Network
Victoria Gallina is a financial advisor with Commonwealth Financial Network based in Pittsburgh, PA. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior roles include positions at Avantax and HD Vest Investment Services. Gallina is also involved in fixed insurance sales as an additional business activity. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.
Noah F
Series 65
Sewickley, PA
Stratos Wealth Partners, Ltd
Noah Ferguson is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 65 designation and has previously worked at BNY Mellon, Beratung Advisors, and La Roche University. Outside of his advisory role, he is involved in financial planning and wealth management support through a separate business activity in Sewickley, PA. Stratos Wealth Partners serves a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.
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