Fragasso Financial Advisors

Robert Fragasso is the Chairman and Chief Executive Officer of Fragasso Financial Advisors with 53 years of industry experience. He has worked at Fragasso Financial Advisors since 2012 and previously at LPL Financial from 1996 to 2018. Fragasso is also the author of the second edition of "Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other." Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets, operates with a team of about 25 advisors, and emphasizes a diversified global asset allocation approach supported by fundamental analysis and stress-testing.

Brandon Schwan is a financial advisor at Fragasso Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Fragasso since 2013, previously affiliating with LPL Financial and Private Client Services. Outside his advisory role, he works part-time as a bookkeeper for a restaurant in Pittsburgh. Fragasso Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm employs a team approach to discretionary asset management and financial planning, utilizing a diversified global asset allocation strategy guided by fundamental analysis and quarterly rebalancing.

Bryan Reft is a financial advisor at Fragasso Financial Advisors with 10 years of industry experience. He has previously worked at Private Client Services, LPL Financial, and PNC Investments. His credentials include the Series 66 designation. Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets and employs a team of about 25 advisors using a diversified global asset allocation approach with centralized portfolio management.

Brent Sutherland is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Fragasso Financial Advisors and has previously worked at Q3 Advisors LLC and Ntellivest, LLC, among others. Outside of financial advising, he is involved with H Stone Holdings LLC, where he is the sole owner and active as a general partner in one of its holdings. Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets and employs a team of about 25 advisors using a diversified global asset allocation approach supported by fundamental analysis and portfolio stress-testing.

Liliann Moser is a financial advisor at Fragasso Financial Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked at Fragasso Financial Advisors since 2012, previously working with LPL Financial and Private Client Services. Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets and employs a team of 25 advisors who implement a diversified global asset allocation strategy guided by fundamental analysis and risk management processes.

Bernard Carter Jr. is a financial advisor at Fragasso Financial Advisors with 25 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at LPL Financial, LLC and Hapanowicz & Associates Financial Services. Fragasso Financial Advisors offers discretionary asset management, financial planning, and retirement plan consulting to individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets and employs a diversified global asset allocation strategy supported by a centralized portfolio management group.

Karen Lapina is a financial advisor at Fragasso Financial Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in private client services since 2018. Lapina serves as a board member of the Family Links Foundation, where she provides input on the foundation’s financial and investment decisions. Fragasso Financial Advisors manages discretionary assets for individual investors, retirement plan sponsors, trusts, corporations, and nonprofits. The firm employs a diversified global asset allocation approach with centralized portfolio management and uses various investment vehicles while adhering to ERISA fiduciary standards for retirement plans.

Michael Godwin is a financial advisor at Fragasso Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Fragasso since 2016, as well as at LPL Financial and Private Client Services. Fragasso Financial Advisors manages approximately $2.83 billion in discretionary assets and serves over 2,000 clients, including high-net-worth individuals, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm employs a diversified global asset allocation strategy supported by a centralized portfolio management team that uses fundamental analysis, quarterly rebalancing, and stress-testing across economic scenarios.

Daniel Tatomir is a financial advisor with Fragasso Financial Advisors in McMurray, PA, holding Series 63 and Series 65 licenses and totaling 20 years of industry experience. He has been with Fragasso Financial Advisors since 2015 and previously worked at LPL Financial. Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets and utilizes a diversified global asset allocation process with a centralized portfolio management team.

William Wolfe is a financial advisor at Fragasso Financial Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Fragasso Financial Advisors since 2012, including roles in private client services and at The Fragasso Group since 2003. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions, managing approximately $2.83 billion in discretionary assets. The firm employs a team-based approach with global diversified asset allocation, utilizing fundamental analysis and a variety of investment vehicles, including mutual funds, ETFs, alternatives, and individual securities.

Robert Yelenovsky is a financial advisor at Fragasso Financial Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Fragasso Financial Advisors since 2014, including prior experience at LPL Financial and Private Client Services. Yelenovsky serves on the Marine Corps Scholarship Foundation Steel City Awards Dinner Committee, supporting fundraising efforts for needs-based scholarships for military children. Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets and employs a team of 25 advisors who utilize a diversified global asset allocation approach with fundamental analysis, quarterly rebalancing, and stress-testing across economic scenarios.

Daniel Dingus is a CFP® with 23 years of industry experience and serves at Fragasso Financial Advisors. He has worked at Fragasso since 2012 and previously spent 11 years with LPL Financial LLC. Dingus is president of the Pittsburgh Society of Investment Professionals and serves on the board of the Veterans Leadership Program of Western Pennsylvania. Fragasso Financial Advisors manages discretionary assets for individual investors, retirement plan sponsors, trusts, corporations, and nonprofits. The firm emphasizes diversified global asset allocation with a centralized portfolio management approach and serves over 2,000 client relationships through a team of about 25 advisors.

Rachel Weaver is a financial advisor at Fragasso Financial Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at Fragasso Financial Advisors since 2013, including roles at Private Client Services and LPL Financial. Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets, serves over 2,000 client relationships, and employs a team of about 25 advisors who use a diversified global asset allocation approach supported by fundamental analysis and risk management techniques.

Michael Fertig is a financial advisor at Fragasso Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fragasso Financial Advisors since 2012, following more than two decades at LPL Financial LLC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $2.83 billion in discretionary assets and employs a team of about 25 advisors, utilizing a diversified global asset allocation approach supported by fundamental analysis and periodic portfolio rebalancing.

Brianne King is a financial advisor at Fragasso Financial Advisors in Sewickley, PA, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fragasso since 2012, as well as at LPL Financial from 2005 to 2018. Fragasso Financial Advisors offers discretionary asset management, financial planning, and retirement plan consulting to individuals, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets, supports over 2,000 client relationships, and emphasizes diversified global asset allocation through a centralized portfolio management team.