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Jack R
CFP®, Series 66
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Jack Ryan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Henderson Brothers Financial Partners LLC. Prior to joining Henderson Brothers in 2025, he worked at Global Retirement Partners, LLC for eight years and has maintained a separate legal practice as an attorney through Jack Ryan Law PLLC since 2017. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a variety of investment strategies and offers a broad range of products, managing approximately $327 million in discretionary assets through a multi-team advisor structure.
William K
Oakmont, PA
Invicta Advisors LLC
William Krzton is an advisor at Invicta Advisors LLC with six years of industry experience. He is also a practicing attorney at Three Rivers Law, where he has provided legal advice since 1994. Invicta Advisors offers portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides a range of advisory arrangements, including both discretionary and non-discretionary services.
Brianna S
CFP®, Series 66
Pittsburgh, PA
Fruitful
Brianna Sullivan is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Fruitful, Inc. and has previously been employed by Bank of America, Merrill Lynch Pierce Fenner & Smith, UBS, and Duquesne University. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management services to individuals who maintain an active membership with Fruitful, Inc. The firm uses a personalized “Money Map” to align clients’ life goals with asset allocation and investment strategies, focusing on passive, low-cost core models primarily using ETFs and index funds.
Mitchell M
CFP®
Pittsburgh, PA
Trebuchet Consulting, LLC
Mitchell Mosgrove is a CFP® professional with 11 years at Trebuchet Consulting, LLC and five years of industry experience. He is based in Pittsburgh, PA, and works as part of a team of four advisors at Trebuchet. Trebuchet Consulting, LLC provides financial planning and wealth management to high-net-worth individuals, trusts, charitable organizations, and retirement accounts. The firm offers non-discretionary advice focused on asset allocation, tax, and estate planning considerations, and manages approximately $1.08 billion in non-discretionary regulatory assets.
Taylor G
Series 65
Pittsburgh, PA
D.B. Root & Company, LLC
Taylor Glock is a financial advisor with D.B. Root & Company, LLC in Pittsburgh, PA, holding a Series 65 credential and four years of industry experience. Prior to joining D.B. Root & Company in 2019, he worked at BNY Mellon from 2011 to 2019. 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 client portfolios on a discretionary basis using a mix of mutual funds, ETFs, individual securities, and independent managers, tailoring asset allocation to client risk tolerance and objectives.
Robert S
Series 63, Series 65
Pittsburgh, PA
Allegheny Investments
Robert Spicher is a financial advisor at Allegheny Investments with 23 years of experience at the firm and over 40 years operating Spicher Associates, Inc., where he serves as president. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. In addition to his advisory work, he manages a non-investment related CPA business. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, and various plans, using a combination of proprietary research, third-party managers, and tailored strategies to meet client goals and risk profiles.
David M
CFP®, ChFC®, Series 63, Series 66
Pittsburgh, PA
Quattro Advisors L.L.C.
David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.
Loraine M
CFP®, Series 66
Pittsburgh, PA
D.B. Root & Company, LLC
Loraine Montanye is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with D.B. Root & Company, LLC and previously worked at PNC Bank and The Coury Firm. She operates out of Pittsburgh, PA. D.B. Root & Company, LLC provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients, including retirement plans, non-profits, endowments, and foundations. The firm uses a multi-advisor team approach and combines fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.
Christopher P
Series 63, Series 65
Pittsburgh, PA
EWA, LLC
Christopher Pavcic is a financial advisor with EWA, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at EWA since 2020 and previously held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to his financial career, he worked at Ruth's Chris Steakhouse. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term strategies, strategic asset allocation, and tax-aware asset location, with portfolios managed through both low-cost diversified funds and customized investment options.
Samuel C
Series 63, Series 66
Pittsburgh, PA
Astra Prime Wealth Management
Samuel Childs is a financial advisor at Astra Prime Wealth Management with three years of industry experience. He has previously worked at Goldman Sachs Co, LLC and has held roles at EY and Tulane University. Outside of finance, he was involved with Pittsburgh Modular Synthesizers, LLC. Astra Prime Wealth Management provides fee-based investment management to primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating various techniques such as option strategies and margin trading, and it offers performance-based fee arrangements to qualified clients.
Christian B
CFP®, Series 66
Pittsburgh, PA
Cookson Peirce Wealth Management
Christian Brown is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has been with Cookson Peirce Wealth Management since 2009. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to a range of private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management services to professional advisors. The firm employs a quantitative, rules-based investment approach that incorporates technical analysis, macroeconomic evaluations, and fixed-income strategies, and it serves both individual and institutional clients.
Adam S
CFA®, Series 66
Pittsburgh, PA
D.B. Root & Company, LLC
Adam Souply is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2014. He holds the Series 66 license and is based in Pittsburgh, PA. 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 client portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, and it emphasizes institutional consulting alongside its advisory and retirement plan services.
Luigi D
Series 66
Pittsburgh, PA
Quattro Advisors L.L.C.
Luigi Di Ianni is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 17 years of industry experience. He has worked at Quattro Advisors since 2008 and previously operated the Law Office of Luigi Di Ianni from 1998 to 2020. 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 with active portfolio oversight and invests across public and private markets, including proprietary private funds and commodity pool operations.
Joseph C
Series 66
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Joseph Cravotta is a financial advisor at Henderson Brothers Financial Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Global Retirement Partners, Princor Financial Services, and Principal Life Insurance Company. He is also a shareholder in an insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm offers a broad range of investment products and employs a variety of analytical approaches, managing approximately $327 million in discretionary assets across a multi-team structure.
Thomas O
Series 65
Pittsburgh, PA
Cookson Peirce Wealth Management
Thomas Oakley is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Assured Partners and academic appointments at the New York Institute of Technology and St. John Fisher College. Cookson Peirce & Co., Inc. offers wealth management and financial planning to private clients such as individuals, trusts, and foundations, as well as asset management services to professional advisors. The firm employs a quantitative, rules-based investment approach across equities, ETFs, and fixed income, and serves in both investment-company and wrap-program sponsor capacities.
Benjamin M
CFA®, Series 65
Venetia, PA
Valley Brook Capital Group
Benjamin Martik is a CFA® charterholder with eight years of industry experience. He has been with Valley Brook Capital Group since 2017 and previously worked at Duquesne University. He also occasionally engages in insurance product sales as a minor part of his activities. Valley Brook Capital Group provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals and institutional accounts. The firm develops individualized asset-allocation models and offers discretionary and non-discretionary wealth management, retirement-plan advisory services, and trustee services, integrating financial planning with portfolio management.
Ethan M
CFP®
Monroeville, PA
Marion Wealth Management
Ethan Misour is a CFP® professional with four years of industry experience, currently serving at Marion Wealth Management since 2021. His prior roles include positions at WealthPoint Financial LLC and Insureon. He is also licensed as an independent insurance agent specializing in non-variable insurance products. Marion Wealth Management provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a range of analytical strategies and integrates third-party implementation systems to manage investment solutions across varying risk profiles.
Matthew M
Series 65
Pittsburgh, PA
Ironview Capital Management, LLC
Matthew Mendelson is a financial advisor at Ironview Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has been with Ironview since 2018. Prior to his advisory career, he spent eight years in high school and university. Ironview Capital Management, LLC is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of investment strategies including fundamental, technical, and quantitative analysis.
Janelle W
CFP®
Pittsburgh, PA
Cookson Peirce Wealth Management
Janelle Woods is a CFP® professional with 21 years of industry experience, currently with Cookson Peirce Wealth Management in Pittsburgh, PA. She has been with the firm since 2015. In addition to her advisory role, she serves as an adjunct faculty member at Youngstown State University, teaching courses in Retirement Planning and Financial Plan Development. Cookson Peirce Wealth Management provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, and institutional clients. The firm employs a quantitative, rules-based investment approach and acts as sub-advisor to the Catalyst Dynamic Alpha Fund, while also managing assets through various wrap fee programs.
Benjamin R
Series 63, Series 65
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Benjamin Rathfon is a financial advisor with Henderson Brothers Financial Partners LLC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at Global Retirement Partners, LLC and LPL Financial, LLC. He is also a shareholder in an independent insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers both discretionary and non-discretionary asset management, participant education, and plan-level services, using mutual funds, ETFs, third-party portfolio managers, and various portfolio construction methods.
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