Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

280 advisors near
15613

Out of 400,000+ nationwide

user avatar
firm logo

Edward B

Series 63, Series 65

Pittsburgh, PA

Centaurus Financial, Inc.

Edward Blacka is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Centaurus Financial since 2020, following an eight-year tenure at Trustmont Financial Group, Inc. Outside of his advisory role, he is the owner and senior partner of Blacka Financial Consulting, which focuses on insurance consulting, and he is a silent minority owner of a family golf course in Pennsylvania. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a range of investment strategies through its CLASSIC Plus platform and offers both discretionary and non-discretionary portfolio management arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar
firm logo

Evan H

Series 65, Series 63

Monroeville, PA

PNC Wealth Management

Evan Horsley is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Nicholas C

Series 63, Series 66

Monroeville, PA

Citizens securities, Inc.

Nicholas Cancilla is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm features both a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Reginald H

Series 66

Monroeville, PA

PNC Wealth Management

Reginald Holt is a financial advisor with PNC Wealth Management in Monroeville, PA. He holds a Series 66 designation and has been with PNC Wealth Management since 2026. Prior to this role, he worked at PNC Bank and held positions in several other organizations including Under Armour and Nike. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital portfolio solution that relies on algorithmic risk assessment and invests via approved models using mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Patrick D

Series 63, Series 65

Monroeville, PA

PNC Wealth Management

Patrick Duffy is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy for employees that uses algorithmic risk assessment and delegates portfolio implementation to third-party managers.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Shawna S

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Shawna Sklarsky is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her career includes multiple roles at Citizens Bank and Citizens Securities dating back to 2017, as well as a position with Key Investment Services LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a business model that combines discretionary advisory assets and commission-based brokerage activities.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Stephen O

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Stephen Och is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Eric D

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Eric Docherty is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Citizens Securities since 2009. Outside of his advisory role, he serves on the board of Westminster College Towering Titans, supporting student athletes and fundraising efforts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Alexander S

Series 66, Series 63

Monroeville, PA

Citizens securities, Inc.

Alexander Stramaski is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and gained broader experience in retail and service roles. In addition to his advisory work, he serves as a notary public. 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 digital and managed account programs and maintains a combination of discretionary advisory and commission-based brokerage activities.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Jacob F

CFP®, Series 66, Series 63

Monroeville, PA

Citizens securities, Inc.

Jacob Fuller is a CFP® professional affiliated with Citizens Securities, Inc. He has nine years of industry experience, including prior roles at Edward Jones, The Huntington Investment Company, and Huntington National Bank. Fuller has been with Citizens Securities since 2020. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and a Managed Account program while functioning as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Frank A

Series 63, Series 66

Leechburg, PA

Eagle Strategies (NY Life)

Frank Amato II is a financial advisor with Eagle Strategies (NY Life) based in Leechburg, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Eagle Strategies since 2015 and concurrently operates Amato Financial Services, a registered investment advisory firm. Outside of his advisory roles, he owns and operates a retail floor covering store. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Alexander H

Series 65, Series 63

Monroeville, PA

Citizens securities, Inc.

Alexander Hall is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. Hall has served as a Navy Reservist in the Military Police. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios and a Managed Account program.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Jason H

Series 65, Series 63

Natrona Heights, PA

Key Investment Services LLc

Jason Harnois is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at KeyBank, Hilton Hotels & Resorts, Hannaford Bros, and The Home Depot. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment offerings. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group, maintaining relationships with KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar
firm logo

Chad M

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Chad McConnell is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked extensively within Citizens Bank and Citizens Securities since 2015. Outside of his advisory role, he has experience as a notary and has worked as a server at Coast & Main. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms, including a digital advisory program managed in partnership with SigFig, and is wholly owned by Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

David L

Series 66

Sarver, PA

NEwEdge Advisors

David Lacinski is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2021. He also has concurrent roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, both since 2009. Outside of his advisory work, Lacinski helps coach the varsity football team at Armstrong High School. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

David W

Series 63, Series 66

Tarentum, PA

OSAIC Institutions, INC.

David Weigand is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Edward Jones, PNC Investments, and First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

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 previously worked at firms including Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
user avatar
firm logo

Vincent M

Series 66

Pittsburgh, PA

Bankers Life Advisory Services, Inc.

Vincent Mariana is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA. He holds a Series 66 designation and has seven years of industry experience. His career includes roles at Bankers Life Securities and Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Wealth management Retired
user avatar
firm logo

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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar
firm logo

Adam B

Series 63, Series 65

Monroeville, PA

Citizens securities, Inc.

Adam Buckholz is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2024. 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 wide range of retail clients, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating alongside its broker-dealer and insurance agency activities.

Tax-loss harvesting Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")