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Emily W
Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Emily Weimer is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. Prior to joining Guyasuta in 2022, she worked at Armada Supply Chain Solutions and UPMC. Outside of her advisory role, she operates a personal PA business entity. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, institutions, and government entities. The firm employs a team-based model and combines top-down macro analysis with bottom-up fundamental research to manage concentrated equity and laddered fixed-income portfolios tailored to client objectives.
John L
Series 63, Series 65
Pittsburgh, PA
Hunter Associates LLC
John Lynch is a financial advisor with Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Hunter Associates since 1999. Hunter Associates is an SEC-registered, multi-advisor investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, consulting services, and sponsors a private fund.
Jon B
Series 65
Cheswick, PA
Apforia
Jon Belajac is a Series 65-licensed financial advisor at Apforia with one year of industry experience. Prior to joining Apforia, he served in the U.S. Army Recruiting Command for five years. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach that incorporates both passive and active strategies and may utilize third-party managers, operating under a fee-only, fiduciary framework.
Jesse R
CFA®, Series 65
Pittsburgh, PA
D.B. Root & Company, LLC
Jesse Root is a CFA® charterholder and Series 65-licensed advisor with six years at D.B. Root & Company, LLC and prior experience at Hedgeye Risk Management LLC. He is based in Pittsburgh, PA and has four years of industry experience. Outside of his advisory work, he serves as Treasurer of the Yale Hockey Association, participating in decision making and fundraising. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients. The firm manages approximately $952 million in discretionary assets and employs a multi-advisor team approach, using risk- and outcomes-based asset allocation combined with fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.
Scott L
ChFC®, Series 63
Oakmont, PA
Invicta Advisors LLC
Scott Lucas is a financial advisor with Invicta Advisors LLC, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. His prior work includes roles at Invicta Capital, Wisdom Wealth Investment Advisors LLC, Lucas Financial Service, Inc., and ProEquities, Inc. Outside of advising, he organizes and hosts a large annual New Year's Eve event in Columbus, Ohio. Invicta Advisors offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of advisory arrangements and an investment process that integrates fundamental, quantitative, and qualitative analysis.
Sarah V
CFP®, Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Sarah Veverka is a CFP® with two years of industry experience, currently affiliated with Guyasuta Investment Advisors, Incorporated. Her prior experience includes roles at Waldron Private Wealth, LLC, Key Private Bank, and Highmark Health Solutions. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, institutions, and government entities. The firm employs a team-based approach that combines top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.
Pieter V
CFA®, Series 63, Series 65
Pittsburgh, PA
Hunter Associates LLC
Pieter Van De Keer is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Hunter Associates LLC. His prior roles include positions at Hunter Private Capital Advisors, Commonwealth Financial Network, Great Scott Financial, Vicus Capital, Inc., and BNP Paribas Fortis. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion and serving a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through various strategies and offers discretionary and non-discretionary portfolio management along with financial planning and consulting services.
Vasily P
Series 65
Pittsburgh, PA
Astra Prime Wealth Management
Vasily Potanin is a financial advisor at Astra Prime Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has been with Astra Prime since 2026 and has no prior industry experience before joining the firm. He attended Carnegie Mellon University and was a full-time student from 2016 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management to a select group of primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management with advanced trading techniques and performance-based fee arrangements.
Henry B
Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Henry Beukema is a financial advisor at Guyasuta Investment Advisors, Incorporated with 20 years of industry experience. He has been with Guyasuta Investment Advisors since 2005. Beukema holds a Series 65 designation. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research to create concentrated equity and laddered fixed-income portfolios tailored to client objectives.
Adam S
Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Adam Szymanski is a financial advisor at Guyasuta Investment Advisors, Incorporated with one year of industry experience. He holds a Series 65 credential and previously worked at Fidelity Investments and Carnegie Mellon University. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is notable for its work with municipal and institutional clients.
Gregory T
CFP®, Series 66
Oakmont, PA
Invicta Advisors LLC
Gregory Teal is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Invicta Advisors LLC since 2018 and previously worked at Trustmont Advisory Group, Inc. from 2007 to 2018. Outside of his advisory role, he serves as an elder at Valley Point Church, where he manages business matters and prepares the congregation’s budget, and he owns a company that develops family-oriented mobile applications. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, quantitative, and qualitative analysis to support both long- and short-term investment strategies and offers a range of advisory arrangements including discretionary and non-discretionary services.
William N
Series 66
Pittsburgh, PA
Quattro Advisors L.L.C.
William Nelson is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Quattro Advisors since 2011. Outside of his advisory role, he owns Innova Management, LLC, a business involved in house renovations and property management. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and is notable for sponsoring and advising proprietary private funds as well as its registration as a commodity pool operator.
Erin B
Series 66
Monroeville, PA
Marion Wealth Management
Erin Britton is a financial advisor at Marion Wealth Management with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and UBS Securities. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm offers tailored investment solutions across a range of risk profiles and integrates third-party implementation to manage held-away accounts.
Peter E
CFP®
Pittsburgh, PA
Henry H. Armstrong Associates, Inc.
Peter Eberhart is a CFP® professional with 16 years of experience in the financial industry. He has been with Henry H. Armstrong Associates, Inc. since 2009, working as part of a three-advisor team in Pittsburgh, PA. Henry H. Armstrong Associates provides investment supervisory and wealth advisory services to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm focuses on growth-oriented U.S. equity portfolios and employs fundamental, long-term analysis with a tailored, client-centered approach.
Sean D
Series 65, Series 63
Pittsburgh, PA
Riverside Financial Advisors LLC
Sean Diorio is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Trinity Wealth Securities LLC, Florida Financial Advisors LLC, and Saxony Capital Management LLC. He is also involved with McMullen Industries, Limited, where he acts as an insurance agent. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide asset allocation and retirement planning. The firm manages accounts on a discretionary basis and offers tailored portfolio construction and ongoing monitoring for a limited client base.
James D
Series 66
Pittsburgh, PA
The Coury Firm
James Dejaeger is a financial advisor at The Coury Firm in Pittsburgh, PA, with six years of industry experience. He holds a Series 66 designation and has worked at The Coury Firm since 2025. His prior experience includes roles at Innovia Wealth, LLC, Strategies Wealth Advisors, LLC, and Regal Financial Group. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, and other entities. The firm employs an open-architecture, manager-of-managers investment approach and offers multi-family office services alongside managing affiliated private funds through its P.I. Gateway platform.
Scott O
CFP®, Series 66, Series 63
Pittsburgh, PA
Cookson Peirce Wealth Management
Scott Oros is a CFP® professional with 13 years of experience in the financial industry, currently serving at Cookson Peirce Wealth Management since 2017. Prior to joining Cookson Peirce, he worked at Bank of America and Merrill. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning to private clients, including individuals, high-net-worth households, trusts, and foundations, and offers asset management services to professional advisors and institutional sponsors. The firm uses a quantitative, technically based investment methodology and manages both equity-focused and fixed-income strategies, while also serving as a sub-advisor to the Catalyst Dynamic Alpha Fund and participating in multiple wrap programs.
Ronald B
Series 63, Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Ronald Bartosh Jr. is a financial advisor with Guyasuta Investment Advisors, Incorporated, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Guyasuta Investment Advisors since 1999. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based investment approach that integrates top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.
Steven K
CFP®, Series 63, Series 66
Pittsburgh, PA
D.B. Root & Company, LLC
Steven Kohler is a CFP® with 28 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2015. He previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of advisory work, he is involved in selling fixed insurance products. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, utilizing both firm-managed and third-party models tailored to clients’ risk tolerance and objectives.
Patrick C
CFP®, ChFC®, Series 65
Trafford, PA
Embree Financial Group
Patrick Cortazzo Jr. is a CFP® and ChFC® professional with six years of industry experience. He is currently with Embree Financial Group and previously worked at Waldron Private Wealth and Treloar & Heisel Wealth Management. Outside of advising, he is an independent insurance agent, dedicating approximately one hour per month to that activity. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves a diverse client base including high net worth individuals, families, and corporations, employing a fiduciary approach with a combination of fundamental, technical, and cyclical analysis.
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1,450 advisors near
15239
within the area shown on the map
Out of 400,000+ nationwide