Pittsburgh, PA William Penn Place Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

11

Of 1,447 advisors across 540 offices

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® with 31 years of industry experience, currently serving at Kestra Advisory. She has been affiliated with Kestra and its related entities since 2016 and also works with Signature Select Wealth and Signature Financial Planning. Graver holds several civic and nonprofit roles, including serving on the finance committee of the Friendship Circle and chairing the Women’s Philanthropy Board of the Jewish Federation of Greater Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment management across multiple platforms. The firm serves some of the largest institutional investors, including sovereign wealth funds, and manages substantial assets while maintaining extensive third-party and affiliate relationships.

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 in Pittsburgh, PA, holding Series 63 and Series 66 licenses and has 25 years of industry experience. He has been associated with Kestra Advisory and affiliated firms since 2005 and serves as CEO of Signature Financial Planning. Outside of advisory work, he participates in private equity and angel investing through multiple ventures and serves on the board of Entrepreneurs Organization, a business networking group. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and 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 financial advisor at Kestra Advisory with 24 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. He has worked at Signature Select Wealth, LLC and Signature Financial Planning and has engaged in angel investing and high-performance driving instruction as personal pursuits. 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 fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

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 financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked with Signature Select Wealth, Kestra Advisory, Kestra Investment Services, and Signature Financial Planning. Outside of his advisory role, Seth owns a comedy production company, Not Your Turn Productions, which produces and promotes comedy shows. 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 design, employee education, and manages complex investment solutions, serving clients that include large institutional investors and 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 experience in the financial services industry. She is currently affiliated with Kestra Advisory and Signature Select Wealth and has worked with Kestra Investment Services since 2010. Quinn is also the sole shareholder and managing member of Peregrine Management Co. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting recommended investments with due diligence and multiple management platforms.

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 and holds a Series 66 license with over 20 years of industry experience. He is currently affiliated with Kestra Advisory and has held roles at Signature Select Wealth, Signature Financial Planning, and Kestra Investment Services. Outside of his advisory work, he serves on several boards including the Film Pittsburgh board as secretary, where he participates in film selection and speaks at screenings, and holds multiple finance committee positions for nonprofit organizations in Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutions and 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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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
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Michael M

CFP®, Series 63, Series 66

Pittsburgh, PA

Kestra Advisory

Michael Milarski is a CFP® with 24 years of industry experience based in Pittsburgh, PA. He currently serves as a senior advisor and partner at Kestra Advisory and Signature Financial Planning, with prior experience at Kestra Investment Services dating back to 2005. Milarski is a board member of the American Heart Association and participates in angel investing through networks such as Active Angels Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, compliance testing, and supports a variety of investment 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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