Pittsburgh, PA Office

Brandon Schwan is a financial advisor at Fragasso Wealth Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked previously with LPL Financial, LLC. Outside of his advisory role, he provides bookkeeping services for a Pittsburgh-based restaurant. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management alongside comprehensive financial planning and retirement consulting services.

Bryan Reft is a financial advisor at Fragasso Wealth Advisors in Sewickley, PA, with 11 years of industry experience. He holds the Series 66 designation and has worked in private client services since 2018. His prior experience includes roles at LPL Financial, PNC Wealth Management, and Waddell & Reed. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management alongside comprehensive financial planning and retirement consulting services.

Brent Sutherland is a CFP® with four years of industry experience, currently serving at Fragasso Wealth Advisors. His prior roles include positions at Q3 Advisors LLC, Ntellivest, LLC, and LPL Financial, llc. Outside of his advisory work, he owns H Stone Holdings LLC, an entity with several underlying holdings where he acts as both general partner and limited partner. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting.

Liliann Moser is a financial advisor at Fragasso Wealth Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Fragasso Financial Advisors since 2012 and Private Client Services since 2018. Prior to that, she was with LPL Financial LLC (formerly Linsco/Private Ledger Corp.) from 2004 to 2018. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm uses a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting among other advisory services.

Bernard Carter Jr. is a financial advisor at Fragasso Wealth Advisors with 26 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at LPL Financial, LLC and Hapanowicz & Associates Financial Services, Inc. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation approach with in-house portfolio management and offers a range of advisory services including comprehensive financial planning and retirement plan consulting.

Karen Lapina is a financial advisor with Fragasso Wealth Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Fragasso Financial Advisors since 2012 and previously at LPL Financial. Lapina serves as a board member for the Family Links Foundation, providing input on financial and investment decisions for the organization’s accounts. Fragasso Wealth Advisors manages approximately $3 billion in assets for individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation approach, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting services.

Michael Godwin is a financial advisor at Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation with 12 years of industry experience. He has worked at Fragasso Financial Advisors since 2016 and previously at LPL Financial from 2015 to 2018. His role includes serving as Chief Investment Officer at Fragasso Financial Advisors. Fragasso Wealth Advisors manages approximately $3 billion in assets and serves individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation strategy managed by an in-house team, offering discretionary asset management, financial planning, and retirement plan consulting.

William Wolfe is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Fragasso Financial Advisors since 2012 and Private Client Services since 2018. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting.

Robert Yelenovsky is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley and LPL Financial, and he is involved with the Marine Corps Scholarship Foundation’s Steel City Awards Dinner Committee. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets through a diversified global asset-allocation approach and offering discretionary asset management, financial planning, and retirement consulting services.

Daniel Dingus is a CFP® professional with 23 years of industry experience. He is associated with Fragasso Wealth Advisors and has held roles at Private Client Services, Fragasso Financial Advisors, LPL Financial LLC, StanCorp Investment Advisers, and Invesmart Advisors Inc. Dingus serves as president of the Pittsburgh Society of Investment Professionals and is a board member of the Veterans Leadership Program of Western Pennsylvania. Fragasso Wealth Advisors manages approximately $3 billion in assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation approach with in-house portfolio management and offers a range of advisory services including discretionary asset management and retirement plan consulting.

Rachel Weaver is a financial advisor at Fragasso Wealth Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked at Fragasso Financial Advisors since 2013, including roles at LPL Financial and Private Client Services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation strategy with an in-house portfolio management team and offers both discretionary and non-discretionary advisory services.

Brianne King is a financial advisor at Fragasso Wealth Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial and Fragasso Financial Advisors throughout her career. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients including retirement plan sponsors and charitable institutions. The firm manages roughly $3 billion in assets using a diversified global asset-allocation model and offers discretionary asset management alongside comprehensive financial planning and retirement consulting services.

Paul Mehno Jr. is a financial advisor at Fragasso Wealth Advisors with 29 years of industry experience. He holds the ChFC® designation and has worked at Fragasso Financial Advisors since 2018, following nearly two decades at AXA Advisors. He also provides tax preparation and independent insurance services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation strategy with an in-house portfolio management team that offers discretionary and non-discretionary advisory services tailored to both individual and plan clients.

William Skidmore is a financial advisor with Fragasso Wealth Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at BNY Mellon, First Exchange Bank, and managing investments for the West Virginia Student Managed Investment Fund. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, offering discretionary asset management, financial planning, and retirement consulting. The firm manages approximately $3 billion in assets using a diversified global asset-allocation model with in-house portfolio management.

Serhiy Zayats is a financial advisor at Fragasso Wealth Advisors with eight years of industry experience and holds the Series 65 designation. His prior work experience includes roles at Bank of New York Mellon, Greycourt, Rootstock Advisors, and CIM Investment Management. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, financial planning, retirement plan consulting, and other advisory services.