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Ryan H
Series 63, Series 65
Pittsburgh, PA
Edward Jones
Ryan Hutchison is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 2004. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of advisory strategies and affiliated investment products under a fiduciary standard.
Jameson V
Series 63, Series 65
Sewickley, PA
UBS Financial Services
Jameson Viljaste is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor financial plans.
John D
Series 65
Irwin, PA
Cambridge Investment Research Advisors
John Duncan Jr. is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing 15 years of industry experience. He has been affiliated with Cambridge since 2013 and has operated Duncan Insurance Group since 1983. Outside of advising, he serves on multiple local boards including the Norwin Chamber of Commerce and is president of the Norwin Public Library Board of Trustees. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial wellness services delivered through a network of independent financial professionals. The firm offers a range of investment programs and model-based strategies with discretionary and non-discretionary options tailored to client goals.
Edmund F
Series 63
Sewickley, PA
RBC Capital Markets
Edmund Foster is a financial advisor with RBC Capital Markets who holds the Series 63 designation and has 30 years of industry experience. His prior work includes roles at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies based on each client’s Advisory Risk Profile.
Bernadette B
Series 63
Moon Township, PA
OSAIC
Bernadette Brown is a financial advisor with OSAIC holding a Series 63 designation and 43 years of industry experience. Her prior experience includes 14 years with Securities America Advisors, Inc. She is also involved as a registered representative with Canella Financial Group, a financial advisory firm operating as an S corporation. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by multiple platforms and analytical tools to construct diversified portfolios that may incorporate various asset classes and management options.
Apryle D
Series 65, Series 63
Pittsburgh, PA
Primerica Advisors
Apryle Davis is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has been with Primerica in various capacities since 2010 and owns One Accord Group, LLC, an investment-related business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary portfolio management primarily for non-institutional investors.
George B
Series 63, Series 65
Pittsburgh, PA
Wells Fargo Clearing
George Batyko is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.
Lisa H
Series 66
Sewickley, PA
Morgan Stanley
Lisa Hohman is a financial advisor with Morgan Stanley in Sewickley, PA, holding a Series 66 designation and 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.
Gregory O
Series 63
Pittsburgh, PA
Wells Fargo Advisors
Gregory Ohl is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors Financial Network since 2011. Outside of his advisory role, he is involved in managing several investment-related entities, including ownership of a commercial real estate LLC and a financial practice support company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations across various specialized planning needs.
Katherine M
Series 63, Series 65
Wexford, PA
Ameriprise
Katherine Morris is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its predecessor firm since 1988. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies.
Noah V
Series 66
Pittsburgh - Wexford, PA
Robert Baird & Co.
Noah Vokes is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in pharmaceuticals, orthodontics, elder care, and at the University of Pittsburgh. Outside of his advisory role, he is a part-time health and wellness class guide at MindFuel in Pittsburgh. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients with a range of wealth management services, including portfolio management and financial planning, utilizing both manager-traded and model-traded SMA strategies and internal research tools.
Samantha H
Series 66
Pittsburgh - Wexford, PA
Robert Baird & Co.
Samantha Hirkala is a Series 66-licensed advisor at Robert Baird & Co. with four years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Wells Fargo Advisors, and Chilton Investment Co. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and technology tools.
Brian P
CFP®, Series 63, Series 66
Carnegie, PA
LPL Financial
Brian Paluso is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and previously worked at FSC Securities Corporation, Chartwell Investment Partners, Chartwell TSC Securities Corp., and TriState Capital Bank. In addition to his advisory role, he operates a business called Nursing Your Nest Egg. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various investment strategies.
John B
Series 63, Series 66
Pittsburgh, PA
Merrill
John Boffelly is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in developing, communicating, and executing tailored financial strategies for clients. He manages complex fiduciary, agency, and individual retirement accounts and collaborates with teams in wealth management, banking services, and trust services to support clients in achieving their financial goals. His client focus areas include family wealth management strategies, investment consulting for defined contribution plans, liquidity management, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John began his career as a Financial Advisor with Lincoln Financial Group and served as a Senior Portfolio Manager with PNC Wealth Management for 19 years before joining Merrill Lynch in 2016. He holds a Bachelor of Arts degree in History and Economics from the University of Pittsburgh and has earned the Personal Investment Advisor (PIA) designation. Beyond his professional role, John is an active member of the North Hills community and participates in various groups and affiliations. He is also a parishioner at Our Lady of Carmel in Ross Township.
John O
Series 63, Series 66
Pittsburgh, PA
Merrill
John O’Donnell is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients’ individual financial goals. John provides support in areas such as college education planning, legacy planning, retirement income, portfolio management, and small business strategies, as well as investment consulting for defined contribution plans. With nearly five years of experience in the financial industry, John works closely with clients to develop financial plans focused on asset growth, income protection, and tax-efficient wealth transition. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. In addition to his professional work, John participates in community service, reflecting Merrill’s tradition of community involvement. His personal interests include hiking, attending sporting events, listening to music, golfing, basketball, cooking, football, soccer, swimming, reading, and spending time with his family.
Max S
Series 66
Pittsburgh, PA
Merrill
Max Simone is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, he worked at Northern Trust and BNY Mellon. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Eric L
Series 66
Sewickley, PA
Merrill
Eric Lewis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2005 with The Larsen Group as a Client Associate before advancing to an Investment Associate. In 2007, Eric became a Financial Advisor and has since played a key role in developing and maintaining client relationships. He utilizes his knowledge of resources available through Merrill and Bank of America, including credit and lending services, to support his clients' financial needs. Eric’s expertise includes discretionary portfolio management, investment strategies, and assisting business executives and entrepreneurs with 401(k) plan offerings and employee education. His client focus areas span college education planning, divorce transition planning, equity compensation services, institutional investment consulting, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Eric holds several professional designations, including the Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA). He earned his bachelor’s degree in Finance from Slippery Rock University in Pennsylvania. Outside of his professional work, Eric lives in Prospect, Pennsylvania with his wife and two children. He enjoys a range of personal interests such as biking, cooking, football, golfing, hiking, music, scuba diving, skiing, surfing, and volleyball.
Linda E
Series 63, Series 65, Series 66
Sewickley, PA
RBC Capital Markets
Linda Eastberg is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to each client's risk profile using both in-house and third-party managers.
Christina M
Series 63
Pittsburgh, PA
Ameriprise
Christina Martin Fuselier is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 1992. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through affiliated companies.
Kevin K
Series 63, Series 65
Sewickley, PA
RBC Capital Markets
Kevin Krul is a financial advisor with RBC Capital Markets in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining RBC Capital Markets in 2022, he spent 22 years at Hefren Tillotson, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers, and provides services such as portfolio management, financial planning, custody, and brokerage.
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2,545 advisors near
15223
within the area shown on the map
Out of 400,000+ nationwide