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536 advisors near
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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.
Evan H
Series 65, Series 63
Monroeville, PA
PNC Wealth Management
Evan Horsley is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital pilot that uses algorithm-driven risk assessment to implement portfolios via mutual funds and ETFs with annual rebalancing. The firm relies on third-party strategists and delegates portfolio execution and proxy voting to external providers.
Nicholas C
Series 63, Series 66
Monroeville, PA
Citizens Securities, Inc.
Nicholas Cancilla is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Citizens Securities, he worked at JPMorgan Chase Bank and J.P. Morgan Securities for five years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms as well as managed account programs, while also operating as a broker-dealer and insurance agency.
Michael F
Series 63, Series 65
Greensburg, PA
Wealth Enhancement Advisory Services, LLC
Michael Fetterolf is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Bpu Investment Management Inc. for 19 years and LPL Financial, LLC for five years before joining Wealth Enhancement Group and its affiliated entities in 2020. Outside of his advisory role, he is involved with Crosshair Ventures LP, a family limited partnership. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.
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.
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.
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 registrations and bringing 13 years of industry experience. Her career includes multiple roles at Citizens Bank and Citizens Securities since 2017, along with prior experience at Key Investment Services LLC. 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 also operating as a broker-dealer and insurance agency.
Stephen O
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Stephen Och is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He has been with Citizens Securities since 2016 and holds Series 63 and Series 65 credentials. 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’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.
Eric D
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Eric Docherty is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Westminster College's Towering Titans, supporting student athletes and fundraising efforts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.
Alexander S
Series 66, Series 63
Monroeville, PA
Citizens Securities, Inc.
Alexander Stramaski is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and has a background that includes roles outside finance. He also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios alongside managed accounts and operates as a broker-dealer and insurance agency.
Jacob F
CFP®, Series 66, Series 63
Monroeville, PA
Citizens Securities, Inc.
Jacob Fuller is a financial advisor at Citizens Securities, Inc. He holds the CFP® designation and has nine years of industry experience. Prior to joining Citizens Securities in 2020, Fuller worked at Edward Jones, The Huntington Investment Company, and Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program partnered with SigFig and a Managed Account program.
Frank C
Series 65, Series 63
East McKeesport, PA
Empower Advisory Group
Frank Caputo is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses. He has one year of industry experience and has held roles at several firms, including Caputo Agency LLC and State Farm agencies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail clients. The firm emphasizes integrated services tied to Empower’s administrative platforms, delivering long-term focused financial plans and optional managed account solutions.
Alexander H
Series 65, Series 63
Monroeville, PA
Citizens Securities, Inc.
Alexander Hall is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hurley Associates and Luttner Financial Group. Hall also serves as a Navy Reservist in the Military Police. Citizens Securities serves a diverse 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.
Chad M
Series 63, Series 65
Monroeville, PA
Citizens Securities, Inc.
Chad McConnell is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Citizens Bank and Citizens Securities across multiple positions since 2015. Outside of his advisory work, he has experience as a server at Coast & Main. 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 provides both a digital advisory platform and managed account programs while operating as a broker-dealer and insurance agency.
David W
Series 63, Series 66
Tarentum, PA
OSAIC Institutions, INC.
David Weigand is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at PNC Investments and Edward Jones. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a 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 and broker-dealer model with both discretionary and non-discretionary accounts.
Mark B
Series 63, Series 65
Jeanette, PA
Planmember Securities Corporation
Mark Balsamo is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with Premier Financial Network since 2010 and Fortune Financial Services since 2005. Outside of advisory work, he is a general partner and 50% owner of a tax preparation and insurance business. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.
Stephanie M
Series 63, Series 66
Greensburg, PA
&PARTNERS
Stephanie Morley is a financial advisor at &Partners with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services LLC, Citizens Securities, Inc., and Citizens Bank. She is based in Greensburg, PA. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using both proprietary and third-party strategies, with a structured approach to ongoing account monitoring.
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 worked previously at Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and managed account services and operates as a broker-dealer and insurance agency.
Vincent M
Series 66
Pittsburgh, PA
Bankers Life Advisory Services, Inc.
Vincent Mariana is a financial advisor with Bankers Life Advisory Services, Inc. based in Pittsburgh, PA. He holds a Series 66 designation and has eight years of industry experience. His career includes roles at Bankers Life and its affiliates since 2006. Bankers Life Advisory Services primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.
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.
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536 advisors near
15632
within the area shown on the map
Out of 400,000+ nationwide