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Emily M
Series 66
Pittsburgh, PA
Ameritas Advisory Services, LLC
Emily Miller is a financial advisor with Ameritas Advisory Services, LLC in Pittsburgh, PA. She holds a Series 66 designation and has been with Ameritas since 2025. Prior to entering the financial industry, she worked at Beyond Meat, Inc. and Nestle USA. Miller is also involved with Prosperity Partners LLP dba The Advisors Group of Pittsburgh, where she supports client service and operational functions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment approaches, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.
Andrea R
Series 66
Sewickley (Wexford), PA
Janney Montgomery Scott
Andrea Robertson is a Series 66-registered financial advisor at Janney Montgomery Scott with 19 years of industry experience. She has been with Janney Montgomery Scott since 2006. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.
Erin S
Series 66
Allison Park, PA
Commonwealth Financial Network
Erin Smith is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 66 designation and co-owns Remo Financial, LLC, a private entity involved in securities, advisory, and insurance business. Erin has been with Commonwealth since 2018 and has been with Remo Financial since 2002. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Shivansh W
Series 66
Cannonsburg, PA
Goldman Sachs Wealth Services
Shivansh Waleacha is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Ernst and Young, Signature Wealth, and several academic institutions, including Point Park University. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Paula K
Series 63, Series 65
Pittsburgh, PA
PNC Wealth Management
Paula Kunco is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations and 27 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account designed for employees with existing PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments and third-party portfolio implementation in its investment approach.
Nikoloz V
Series 66
Pittsburgh, PA
TIAA-CREF
Nikoloz Vasadze is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, entrepreneurs, and business leaders to provide tailored wealth management strategies. His expertise includes college education planning, corporate benefits, executive and equity compensation, services for endowments and non-profits, international wealth management, portfolio management, tax minimization, retirement income, and serving clients in sports and entertainment. Nikoloz holds a Bachelor's Degree from Saint Olaf College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes understanding clients' priorities to create personalized plans that align with their goals and aspirations. Outside of his professional work, Nikoloz enjoys basketball, chess, cooking, football, golfing, running, soccer, tennis, traveling, and spending time with his family.
Joseph F
Series 63, Series 65
Pittsburgh, PA
Eagle Strategies (NY Life)
Joseph Facciani is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life, and has held positions at Allegheny Health Network, GBU Life, and Modern Art & Plate Glass Co., Inc. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with a significant portion of its assets managed on a non-discretionary basis, and works extensively with institutional plan sponsors as well as individual investors.
William L
CFP®, ChFC®, Series 63, Series 65
Pittsburgh, PA
Eagle Strategies (NY Life)
William Laird is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding CFP® and ChFC® designations and over 28 years of industry experience. He has been with Eagle Strategies since 2011 and has worked with New York Life and Nylife Securities Inc. since 2006. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.
Dylan B
Series 63, Series 65
Pittsburgh, PA
Eagle Strategies (NY Life)
Dylan Beam is a financial advisor at Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has previously been involved with university programs and currently participates in the Innovation Career Exploration Program, an after-school initiative focused on exposing students to career options and life skills. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.
Bradley P
CFP®, CFA®, Series 65
Pittsburgh, PA
Cerity partners LLC
Bradley Prosper is a financial advisor at Cerity Partners LLC in Pittsburgh, PA, holding the CFP®, CFA®, and Series 65 designations with nine years of industry experience. He previously worked at XPYRIA Investment Advisors, Inc. for eight years before joining Cerity Partners. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, business entities, and institutional investors. The firm employs tailored asset-allocation strategies and manager selection, integrating proprietary quantitative screens and private-market offerings as part of its investment approach.
James E
Series 63, Series 65
Pittsburgh, PA
Janney Montgomery Scott
James Egan Jr. is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.
Samuel G
Series 66
Pittsburgh, PA
PNC Wealth Management
Samuel Guerrini is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with one year of industry experience. Before joining PNC Wealth Management in 2026, he worked at Guggenheim Funds Distributors for two years and spent four years at the University of Dayton. Guerrini also has a decade of experience with Aviva Brick Oven. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital account that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.
Ryan M
Series 66
Canonsburg, PA
Janney Montgomery Scott
Ryan Mcnamara is a financial advisor with Janney Montgomery Scott in Canonsburg, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Janney Montgomery Scott since 2010. Ryan is involved in his community as an officer of the Knights of Columbus South Hills Council and serves as a finance council member at St. Catherine Laboure Catholic Church in Pittsburgh, advising on budgeting and fundraising. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory programs.
Jesse Z
Series 66
Sewickley, PA
Principal Financial Services
Jesse Zahn is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has five years of industry experience and has been involved with Zahn Financial Services LLC since 2023. His background includes roles at Principal Life Insurance Company and Principal Securities Inc. He is also the owner of Zahn Financial Services, LLC, a team-based advisory entity formed in partnership with Roger Zahn. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. 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.
Stephen H
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
Stephen Hanak is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience and a Series 66 designation. He has worked at Goldman Sachs & Co. LLC since 2019 and previously worked at The AYCO Company, L.P./Mercer Allied for six years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across Goldman Sachs affiliates to tailor strategies and solutions to client objectives.
Michael M
CFP®, Series 63, Series 66
Pittsburgh, PA
Kestra Advisory
Michael Milarski is a CFP® professional affiliated with Kestra Advisory, with 24 years of industry experience. He has held advisory roles at Kestra Advisory since 2016 and Signature Select Wealth, LLC from 2019 to 2025. Outside of his advisory work, Milarski serves on the board of the American Heart Association and participates in angel investment networks and venture capital activities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a wide range of management platforms and third-party solutions.
Susan L
Series 63
Pittsburgh, PA
Commonwealth Financial Network
Susan Levi is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 designation and 18 years of industry experience. She has worked at firms including Avantax Advisory Services and Cetera Wealth Services. Outside of her advisory role, Levi serves as Executive Director of The Alliance for Infants and Toddlers, a coordination agency for children with developmental concerns, and holds several board positions in local nonprofit organizations. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform, including both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.
Sean S
Series 63, Series 65, Series 66
Pittsburgh, PA
PNC Wealth Management
Sean Smith is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.
Jonathan B
Series 63, Series 65
Pittsburgh, PA
Eagle Strategies (NY Life)
Jonathan Babyak is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience in staffing and energy sectors. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and delivers tailored advice through various program types within an integrated New York Life affiliate structure.
Amanda B
Series 63, Series 65
Sewickley (Wexford), PA
Janney Montgomery Scott
Amanda Burdick is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2019, following prior roles at The Huntington Investment Company and Huntington National Bank. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.
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