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Murlat A

Series 63, Series 65

Pittsburgh, PA

Tlg Advisors, Inc.

Murlat Abdoo is a financial advisor at TLG Advisors, Inc. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TLG Advisors, he worked at Schneider Downs Wealth Management for three years and has held various roles at other firms including Union Bridge Capital and The Leaders Group. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, emphasizing manager selection and diversified portfolio construction through fundamental analysis and Modern Portfolio Theory.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Benjamin B

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Benjamin Bannon is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Janney in 2026, he worked at NewEdge Securities Inc and HBKS Wealth Advisors, and spent 15 years at Snow Capital Management LP. 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 and municipal entities, offering brokerage services, financial planning, and advisory programs 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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Katherine H

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Katherine Hay is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She 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 digital portfolio strategy pilot for PNC employees that uses algorithmic risk assessments and implements investments via approved mutual fund and ETF models with annual rebalancing.

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

Series 63, Series 65

Bridgeville, PA

Key Investment Services LLC

Paul Lorenz is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including PNC Private Bank, Infinex Investments, and Citizens Bank prior to joining his current firm. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Ryan W

Series 66

Pittsburgh, PA

Guardian Life

Ryan Wirth is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory work, he is involved as a board member of Envision Blind Sports and serves as a trustee on the board of directors for the Arc of Greater Pittsburgh. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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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.

Passive / index investing Active portfolio management Wealth management Executive
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Jared K

Series 63, Series 66

Pittsburgh, PA

Key Investment Services LLC

Jared Kean is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Equitable Advisors LLC and KeyBank and has experience outside finance with organizations including Dedicated Nursing Associates, Inc. and Franklin Regional School District. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary investment models and integrates services with KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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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.

Passive / index investing Active portfolio management Wealth management Executive
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Ryan C

CFP®, Series 63, Series 65

Pittsburgh, PA

Guardian Life

Ryan Coulter is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2006. He is based in Pittsburgh, PA. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to various investment platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Mark D

Series 66

Pittsburgh, PA

Guardian Life

Mark Di Natale is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of experience in the industry and previously worked at BDO USA LLP and The Public Parking Authority of Pittsburgh. 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 LLC, a subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Skylar R

CFP®, Series 66

Pittsburg, PA

Focus Partners Wealth, LLC

Skylar Riddle is a CFP® professional with 12 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held previous positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, PNC Wealth Management, and Edward Jones. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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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.

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

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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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.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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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.

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

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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Michael W

Series 66

Monroeville, PA

Citizens Securities, Inc.

Michael Wellmon is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with six years of industry experience. His prior roles include positions at PNC Investment LLC and Edward Jones. Outside of financial services, he previously worked in the telecommunications sector with AT&T Mobility. Citizens Securities serves a wide range of retail clients, offering investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, catering to individual and high-net-worth investors as well as retirement plans.

Tax-loss harvesting Passive / index investing
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Kathryn C

Series 63, Series 65

Pittsburgh, PA

TIAA-CREF

Kathryn Constantakis is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Bryan Advisory Services, Vescio Asset Management, and Three Rivers Executive Consulting. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships from TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolio management under a fiduciary standard.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Bethani H

Series 66

Pittsburgh, PA

Focus Partners Wealth, LLC

Bethani Hrapczak is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at firms including Kovitz Investment Group, LLC and Baird. Outside of financial advising, she has held roles in hospitality and retail sectors. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, tax and financial planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Emma C

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Emma Chevalier is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Northwestern Mutual and Osaic Wealth Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that implements approved investment strategies using mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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