Pittsburgh, PA William Penn Place Office

Team
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Kestra Advisory logo

Kestra Advisory

Enterprise

Firm-wide stats for Kestra Advisory

Total advisors

1,484

Across 548 offices

Clients per advisor

78 High

Avg AUM per client

$618,892 High

HNW client ratio

23% Typical

About

Kestra Advisory Services provides investment advisory and retirement‑plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm’s brochure describes services such as vendor searches and benchmarking, plan design and compliance testing, fiduciary consulting and oversight, plan‑level investment advice, employee education, pooled plan solutions, and advisor‑managed accounts.

Advisors act as ERISA fiduciaries where applicable and may be engaged to provide discretionary 3(38) or non‑discretionary 3(21) services; recommended investments are supported by due diligence that considers performance, fees, manager tenure, and investment process. Kestra distributes multiple management platforms and third‑party managed solutions (for example, AdvisorEnterprise and AdvisorChoice) and permits use of complex products and discretionary trading within its supervisory framework.

Compared with many enterprise peers, Kestra discloses activities that align with serving very large institutional investors: the firm reports approximately $79.8 billion in assets under management, acts as a placement agent for private funds, and offers pooled employer plan arrangements, and its disclosures indicate it counts sovereign wealth funds among its clients — a relatively uncommon client type for firms in this category. The brochure also highlights extensive affiliate and third‑party relationships (including an affiliated broker‑dealer and custodial/technology partners such as Envestnet and NFS), which expand product access but are identified in the disclosure as sources of potential conflicts of interest.

Based on Kestra Advisory

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Based on Kestra Advisory

Occupation focus

Founder/Business Owner Executive

Based on Kestra Advisory

Location

525 William Penn Place, Suite 3401

Pittsburgh PA 15219

Advisors at this office

11

Advisors at this office

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Deborah G

CFP®, Series 63, Series 65

Pittsburgh, PA

Kestra Advisory

Deborah Graver is a CFP® professional with over 31 years of industry experience, currently serving at Kestra Advisory. She has held roles at firms including Signature Select Wealth, LPL Financial, and Fragasso Wealth Advisors. Graver is involved in several nonprofit boards and committees, including the Friendship Circle, United Way of Southwestern Pennsylvania, and the Women’s Philanthropy Board of the Jewish Federation of Greater Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors including sovereign wealth funds and delivers a broad range of management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Scott T

Series 63, Series 66

Pittsburgh, PA

Kestra Advisory

Scott Tobe is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Kestra Advisory since 2016 and has longstanding roles at Kestra Investment Services, Inc. and Signature Financial Planning. Outside of advisory work, he is involved in private equity and angel investing and serves on the board of Entrepreneurs’ Organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers fiduciary oversight, plan design and compliance, as well as access to multiple management platforms and third-party solutions, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Marc T

ChFC®, Series 63, Series 65

Pittsburgh, PA

Kestra Advisory

Marc Tannenbaum is a ChFC®-designated financial advisor with 24 years of industry experience. He is currently with Kestra Advisory and has held positions at Signature Select Wealth, LLC and Signature Financial Planning. Outside of his advisory work, he is involved in angel investing and serves as a driving instructor in high-performance driving as a personal hobby. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan‑level investment advice, vendor searches, and employee education, supported by multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Seth D

CFP®, Series 66

Pittsburgh, PA

Kestra Advisory

Seth Dresbold is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Kestra Advisory. He has worked with Signature Select Wealth and Signature Financial Planning, among other roles. Outside of his advisory work, he operates a comedy production company called Not Your Turn Productions and practices law through Seth C. Dresbold Law LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving notable clients like sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Daniel O

CFA®, Series 66

Pittsburgh, PA

Kestra Advisory

Daniel O'Connor is a CFA® charterholder and holds the Series 66 license, with five years of industry experience. He currently works at Kestra Advisory and Kestra Investment Services, LLC, joining in 2021. Prior to that, he was employed at Federated Hermes Inc. from 2018 to 2021 and has additional work experience at Public Partnerships LLC and Saint Vincent College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Robert P

Series 65, Series 66

Pittsburgh, PA

Kestra Advisory

Robert Pryhocki is a financial advisor at Kestra Advisory with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Kestra in 2024, he worked at Waldron Private Wealth, LLC and has experience in both private wealth and academic settings. He is a co-owner of Bent Tree Capital, a business focused on social media account creation and growth. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors and has approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Mary Q

CFP®, Series 63

Pittsburgh, PA

Kestra Advisory

Mary Quinn is a CFP® with 37 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. Her career includes roles at Signature Select Wealth and Altair Management Partners, among others. She is also the sole shareholder and managing member of Peregrine Management Co. outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Joseph K

Series 66

Pittsburgh, PA

Kestra Advisory

Joseph Kamon is a financial advisor with Kestra Advisory in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Kestra Advisory and Kestra Investment Services, as well as teaching positions at Strayer University and La Roche University. He serves as a board member for the ADGG Foundation, where he participates in fundraising and event facilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts, supporting various management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Aaron L

CFA®, Series 66

Pittsburgh, PA

Kestra Advisory

Aaron Leaman is a CFA® charterholder with 20 years of experience in financial advisory. He is currently with Kestra Advisory and has held positions at Signature Select Wealth, Kestra Investment Services, Inc., and Signature Financial Planning. Outside of his advisory work, he serves on several boards, including Film Pittsburgh, where he acts as secretary, and he teaches courses at the University of Pittsburgh’s Osher Lifelong Learning Institute. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms while serving large institutional investors, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Garrett F

CFP®, Series 66

Pittsburgh, PA

Kestra Advisory

Garrett Frey is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Waldron Private Wealth and Bank of New York Mellon. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Michael M

CFP®, Series 63, Series 66

Pittsburgh, PA

Kestra Advisory

Michael Milarski is a CFP® professional affiliated with Kestra Advisory, with 24 years of industry experience. He has held advisory roles at Kestra Advisory since 2016 and Signature Select Wealth, LLC from 2019 to 2025. Outside of his advisory work, Milarski serves on the board of the American Heart Association and participates in angel investment networks and venture capital activities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a wide range of management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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