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Bridget H

Series 63, Series 65, Series 66

Beaver Falls, PA

Western Wealth Management LLC

Bridget Hommey is a financial advisor with Western Wealth Management LLC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Her career includes roles at LPL Financial, Mutual Service Corporation, Ameriprise Advisor Services, and UBS Financial Services. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives offering comprehensive portfolio management and a broad range of strategies, combining firm-designed models with access to multiple sponsored programs and third-party managers.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Brian D

Series 63, Series 65

New Brighton, PA

Exodus Wealth, LLC

Brian Daniels is a financial advisor with Prosperity Wealth Management, Inc. in New Brighton, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services since 2006. Outside of advisory work, Daniels is president and owner of Daniels Trading Company, LLC, a business focused on importing goods from Paraguay, and he also provides tax preparation services through Forte Financial Inc. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets and emphasizes tailored portfolio supervision with quarterly reviews, employing a diverse set of analytical methods and oversight of third-party managers.

Options & derivatives strategies Charitable giving & philanthropy
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Kenneth B

Series 66

Butler, PA

Capital Analysts

Kenneth Bonus is a Series 66-licensed financial advisor with Capital Analysts, based in Butler, PA, bringing eight years of industry experience. His prior work includes roles at Lincoln Investment and HD Vest Investment Services. Outside of financial advising, he owns a certified public accounting firm and serves on multiple nonprofit and community boards, including the Butler County Chamber of Commerce and the United Way of Southwestern Pennsylvania. Capital Analysts serves retail and institutional clients such as individual investors, trusts, and charitable organizations, offering portfolio management through a nationwide network of advisors and an in-house investment management team that employs a proprietary mutual fund screening process.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Eden L

Series 63, Series 65

Zelienople, PA

Capital Analysts

Eden Lantzman is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Capital Analysts, Eden worked at Lincoln Investment and Cetera, among other roles. Outside of advising, Eden serves as a board member for Miracle on Main Zelienople, a nonprofit focused on annual charitable events, and participates on the pastoral council at Saint Luke the Evangelist Parish. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house management and advisor-led strategies, utilizing proprietary mutual-fund screening and maintaining institutional relationships to support a range of investment and retirement-plan services.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Brandee L

Series 63, Series 65

Seven Fields, PA

Valic Financial Advisors

Brandee Lusch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2016 and is also involved in customer service and educational activities at Galen Glen Winery. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating with a large network of investment advisor representatives and a sophisticated technology framework.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Thomas W

Series 66

Beaver, PA

PNC Wealth Management

Thomas Wigton is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles at PNC since 2015, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend model strategies executed with mutual funds and ETFs, with portfolio management delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Elizabeth D

Series 65

Cranberry Township, PA

Mariner

Elizabeth Duchak is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for six years. She serves on the PR committee of the Women's Board of Pittsburgh, a charity focused on supporting women and children in the region. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services and administrative family office capabilities.

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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Keith M

Series 66

Mars, PA

Kestra Advisory

Keith Mcgough is a financial advisor at Kestra Advisory with four years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory Services LLC, Kestra Investment Services LLC, Wells Fargo Advisors, and Bank of New York Mellon. Prior to his financial industry career, he was involved in the automotive sector with Distinct Automotive Appearance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

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

Series 63, Series 65

Seven Fields, PA

PNC Wealth Management

Jacob Kuczynski is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments and affiliated entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The firm uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Amanda L

Series 63, Series 65

Seven Fields, PA

Valic Financial Advisors

Amanda Liscio is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Valic Financial Advisors since 2012 and holds a role as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Todd S

Series 63, Series 65

Valencia, PA

GWN Securities Inc.

Todd Seagrave is a financial advisor with GWN Securities Inc. in Valencia, PA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he provides life insurance, long-term care, and fixed and equity/indexed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Benjamin B

ChFC®, Series 63, Series 65

Beaver Falls, PA

Commonwealth Financial Network

Benjamin Burkhead is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Centauri Advisory Group, Inc. and C&L Financial Services LLC. He also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

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

Series 65

Zelienople, PA

Foundations Investment Advisors LLC

Neil Mager is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and has been involved with Secure Money Advisors since 2017. Outside of his advisory work, he is also an insurance agent, selling various insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

ESG / Sustainable investing
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Keleigh S

CFP®, Series 66

Beaver, PA

Janney Montgomery Scott

Keleigh Sopher is a CFP® professional with 12 years of industry experience, currently with Janney Montgomery Scott. Her career includes prior roles at Federated Global Investment Management Corp and related entities. Outside of her advisory work, she serves as a Daisy Troop Leader for the Western PA council of Girl Scouts of America and as an assistant instructor for a children’s martial arts program. 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 broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering investment advice through both in-house and third-party portfolio management across multiple programs.

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

Series 65

Zelienople, PA

Foundations Investment Advisors LLC

Benjamin Lewis is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and has prior experience with Secure Money Advisors and Matic Insurance Advisors. Outside of his advisory roles, he advises clients on life insurance contracts and annuities. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis to manage investments.

ESG / Sustainable investing
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David F

Series 63, Series 65

Cranberry Township, PA

PNC Wealth Management

David Fahrenthold is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2006. Outside of his advisory role, he is the owner of Sweet Starts, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Tyler F

Series 66

Butler, PA

GWN Securities Inc.

Tyler Funk is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at GA Investment Management and Lions Gate Wealth Management. Outside of advisory work, he is involved in life insurance sales through a related business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including both traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Michael D

Series 66

Butler, PA

OSAIC Institutions, INC.

Michael Dreveniak is a financial advisor at OSAIC Institutions, INC. with 19 years of industry experience. He holds a Series 66 designation and has worked at OSAIC (formerly INFINEX Investments) since 2015, with prior experience at FIRST Commonwealth Bank and UBS Financial Services. He is also involved in investment-related trust services through FIRST Commonwealth’s Trust Department. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and financial planning through a hybrid adviser/broker-dealer model that emphasizes firm supervision and allows clients to retain control over transactions if desired.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Thomas S

Series 63, Series 65

Seven Fields, PA

Valic Financial Advisors

Thomas Siegfried is a financial advisor at Valic Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Diehl Toyota of Butler. Outside of his advisory role, he is affiliated with AGIA, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using third-party models and technology, managing approximately $29.2 billion across more than 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jeffrey H

Series 66

Seven Fields, PA

Valic Financial Advisors

Jeffrey Hofmann is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with VALIC Financial Advisors, Inc. since 2010 and also holds an agent position at Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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