Pittsburgh, PA Penn Center West Two Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,430 offices

Location

Penn Center West Two Ste 325

Pittsburgh PA 15276

Advisors at this office

4

Advisors at this office

user avatar

Michael S

CFP®, Series 63

Pittsburgh, PA

LPL Financial

Michael Speakman is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked at The Vanguard Group, Inc. for five years and established The Speakman Financial Group in 2017. He has also participated in paid video interviews with Pacific Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and various technology-driven investment strategies.

College savings (529s, UTMA, etc.)
user avatar

Charlene L

ChFC®, Series 63, Series 65

Pittsburgh, PA

LPL Financial

Charlene Logan is a financial advisor with LPL Financial in Pittsburgh, PA, holding a ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including prior roles at National Planning Corporation and operating The Speakman Financial Group since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management options.

College savings (529s, UTMA, etc.)
user avatar

Katie B

Series 63, Series 65

Pittsburgh, PA

LPL Financial

Katie Byers is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017. Prior to that, she was with National Planning Corporation for eight years. She also operates Speakman Financial, a business affiliated with her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

David K

CFP®, Series 63

Pittsburgh, PA

LPL Financial

David Kline is a Certified Financial Planner® at LPL Financial with four years of industry experience. He previously worked at BNY Mellon Wealth Management for five years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")