Top trust structures (GRAT, IDGT, revocable) financial advisors working with high-net-worth individuals in Pennsylvania

Matthew Silverhardt is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years and Equitable Advisors for 4 years. Outside of his advisory role, he is the founder and owner of Claire Reid Cabinet, a business focused on wellness products and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, and access to institutional platforms.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Jacob Stull is a financial advisor at Ethos Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and has prior experience at Almanack Investment Partners. Outside of advising, he works as a law special agent with D.H.S., focusing on investigations and physical protection. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management and financial planning services. The firm employs a diversified, risk-conscious approach using model portfolios and multiple investment vehicles, supplemented by third-party research and optional tax-overlay management.

Edward Kohlhepp is the founder and CEO of Kohlhepp Investment Advisors, Ltd. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 56 years of industry experience. He has been with Kohlhepp Investment Advisors since 1998 and has also worked at Cambridge Investment Research since 2004. Kohlhepp serves on the board of the Parvee Foundation. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with investment supervision guided by clients’ objectives, time horizons, and risk tolerances.

Neil Hantak Jr. is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked at John Dovich and Associates and The Randolph Co. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and incorporates financial planning and tax services into its client relationships.

Justin Kohler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Fiduciary Group. His prior roles include positions at Sharp Wealth Advisory, Purshe Kaplan Sterling Investments, Sharp Financial Services, and AXA Advisors. Outside of his advisory work, he assists with the operations of a marketing and media company owned by his wife. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and retirement plans. The firm employs a structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to offer clients access to a broad range of financial solutions.

Matthew Benefiel is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with families, individuals, and businesses to develop customized wealth management strategies. His expertise includes portfolio design, manager selection, investment due diligence, and performance evaluation. He utilizes a disciplined process to build custom portfolios aligned with clients' objectives and regularly assesses investments to adapt to changing needs and market conditions. Additionally, Matthew employs Merrill Personal Wealth Analysis® to develop personalized financial plans that establish clear goals and track progress. Matthew joined Merrill Lynch Wealth Management in 2017 as a Financial Advisor for the Benefiel Group. He holds a Bachelor of Science degree from Biola University and maintains the CERTIFIED FINANCIAL PLANNER™ certification. Furthermore, he has earned the Personal Investment Advisor (PIA) designation. Residing in Phoenix, Arizona, Matthew lives with his wife, Heather, and their daughter, Ruby. Outside of his professional responsibilities, he enjoys playing golf and supporting the Phoenix Suns basketball team.

Clark Gay is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He is currently with Visionary Wealth Advisors, LLC and has worked there since 2020. Prior to that, he spent 15 years at Financial Engines Advisor Center, LLC, continuing with Financial Engines Advisors L.L.C. since 2016. Visionary Wealth Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.

Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.