Years of Experience
5-20+ Years
PITTSBURGH, PA
20 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Stanley is a financial advisor with Cetera Investment Advisers LLC and Vantage Financial Group, Inc. Aaron has been in the financial services industry since 2005. He has experience in providing financial advice to individuals, families, and businesses. Aaron is also an instructor for Indiana University of PA, teaching a continuing education class on retirement planning.
SPECIALIZATIONS
PITTSBURGH, PA
24 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Kingston is an investment advisor representative with RBC Capital Markets, LLC, based in Pittsburgh, PA. Aaron has been in the industry since 2001 and holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE designation. Aaron has previously worked at UBS Financial Services, Morgan Stanley Smith Barney, Citigroup Global Markets, Merrill Lynch, A. G. Edwards & Sons, and American Express Financial Advisors. Aaron is a Certified Financial Planner and provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
SPECIALIZATIONS
PITTSBURGH, PA
19 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Leaman is an investment advisor representative registered in Pennsylvania with Kestra Advisory Services, LLC and Signature Select Wealth. Aaron has been in the financial industry since March 2006. Aaron is a Chartered Financial Analyst and has experience providing investment advice to individuals, corporations and businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Aaron is also a member of the Investment Committee for Rodef Shalom. Aaron is a member of the Board of Directors and Chair of the Finance Committee for Hillel JUC of Pittsburgh. Aaron also teaches classes at the University of Pittsburgh's Osher Lifelong Learning Institute.
SPECIALIZATIONS
Pittsburgh, PA
0 Disclosures
ADVISOR BIO
Aaron Nicholas Fry is an investment advisor representative at Captrust, based in Pittsburgh, PA. Aaron has been working in the financial services industry for over 20 years. Aaron holds a Series 65 license and is registered with the state of Pennsylvania as an investment advisor representative. Aaron has experience providing financial advice to individuals, high-net-worth individuals, corporations, and institutions. Aaron is also active in the community and is a member of the Frysvintage, a hobby business that resells vintage clothes. Aaron is committed to providing his clients with personalized financial advice to help them reach their financial goals.
SPECIALIZATIONS
PITTSBURGH, PA
21 Years Experience
0 Disclosures
ADVISOR BIO
Aaron McCormick is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., based in Pittsburgh, PA. Aaron has been in the industry since 2003 and has worked with several other firms such as New England Securities, Securities America, Inc., and American Skanda Marketing, Inc. Aaron is currently registered with the Financial Industry Regulatory Authority (FINRA) and has Series 6, 7, and 66 licenses. Aaron's experience in financial services spans more than 19 years and is focused on providing individual and business clients with a wide range of financial services.
SPECIALIZATIONS
PITTSBURGH, PA
4 Years Experience
0 Disclosures
ADVISOR BIO
Adam Logan is an investment advisor representative with Avantax Advisory Services. Adam is registered with the state of Pennsylvania and is actively working in the financial industry. Adam has been in the industry since 2021 and has worked with various financial institutions including Comcast, First Energy Nuclear Operating Company, Penn Mutual Life Insurance Company, Strategic Insurance Concepts, Honor Townsend and Kent LLC, Avantax Advisory Services, Avantax Insurance Agency LLC, Avantax Investment Services, Inc., Kratsas Wealth Management, and Mercandante & Company, P.C.. Adam holds Series 63 and 65 licenses as well as Series 6TO and SIE licenses. Adam also provides tax and accounting services as well as investment guidance and products to clients.
SPECIALIZATIONS
PITTSBURGH, PA
0 Disclosures
ADVISOR BIO
Adam Logan is an investment advisor representative (IAR) who is currently registered with Bill Few Associates, Inc. Adam Logan is a Chartered Financial Analyst (CFA) and holds a Series 65 registration. Adam Logan has been in the industry for 16 years and specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Adam Logan has experience working with clients in the charitable organizations, high-net-worth individuals, and pension and profit sharing plans sectors.
SPECIALIZATIONS
PITTSBURGH, PA
0 Disclosures
ADVISOR BIO
Adam M. Souply is a Registered Investment Advisor representative at D.b. Root & Company, LLC. Adam is a Chartered Financial Analyst and has been in the financial industry since September 2014. Adam holds the Series 66, Series 7 and SIE licenses. Adam has prior experience at Commonwealth Financial Network. Adam specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Adam works with a wide variety of clients including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals.
SPECIALIZATIONS
PITTSBURGH, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
Adam Mascio is a financial professional registered with Equitable Advisors, LLC, a leading financial services firm. Adam has experience in various financial sectors and has a strong understanding of the investment industry. With the Series 7TO, Series 66, and SIE exams successfully passed, Adam possesses a wide range of knowledge in the financial markets. Adam's expertise is focused on providing personalized financial planning, portfolio management, and other financial services to meet the specific needs of individuals, families, and businesses.
SPECIALIZATIONS
PITTSBURGH, PA
16 Years Experience
0 Disclosures
ADVISOR BIO
Adam Dobies is a financial advisor with Edward Jones. Adam has been in the industry since October 2008. Adam holds a Series 66 license and a Series 7 license. Adam is registered to provide investment advice in 28 states. Adam has a branch office in Pittsburgh, PA.
SPECIALIZATIONS