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Financial Advisors

Over 100 Financial Advisors in the Pittsburgh Region

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David Alderson Jr.
Associate Vice President
Andrew Aufderheide
Senior Vice President
Randee Baer, CFP®
Financial Advisor
Raymond Ballantine, CFP®
Senior Vice President
James Beck, CFP®, CAP®
Senior Vice President
Richard M. Birch III, JD, LLM
Financial Advisor
Kurt Carlson, CFP®, CFA®, AIFA®
Executive Vice President
Elisa Cavalier, JD
Vice President
John Chamberland, CFP®
Senior Vice President
Frederick Clerici
Senior Vice President
Adam Davidson, CFP®
Senior Vice President
Linda Dengler
Financial Advisor
Samuel Dippold, CFP®
Associate Vice President
Bradley Dishart
Senior Vice President
Deron Donalson
Senior Vice President
Bernard Dougherty, CFP®
Senior Vice President
Chad Edwards, CFP®
Financial Advisor
Thomas Edwards
Financial Advisor
Jack R. Ellenberger, CFP®
Vice President
Christine Farrell, AIF®
Senior Vice President
Gregory Farrell, CFP®
Senior Vice President
Grant Fleming, CFP®
Vice President
Chris George
Senior Vice President
Ari Goldberg, MBA
Financial Advisor
Evan Gorse
Financial Advisor
Justin Grubisha, CFP®
Financial Advisor
Joseph Grunwald, CFP®
Vice President
Jason M. Harrison, AIFA®
Senior Vice President
Brent F. Heitzenroder
Financial Advisor
Jason Hitchman
Vice President
Brandon Hook, CFP®, AIF®
Vice President
Darren Hucko, CFP®, RICP®
First Vice President
Patricia John, AAMS®, AIF®
Vice President
Margaret Kanaan, AIF®
Senior Vice President
Nathan Kauffman, CFP®
First Vice President
Robert Kerber
Senior Vice President
Brian Knapp, CFP®
Senior Vice President
Joshua Knapp
Senior Vice President
Paul Kostyak, CFP®
Senior Vice President
Kevin Krul
Senior Vice President
Ryan Larkin
First Vice President
Erik Lenyk
First Vice President
John Mackie
Senior Vice President
William J. Mancino
Senior Vice President
T.J. McCance, AAI, MBA
Associate Vice President
Kenny McGee
Senior Vice President
Michael B. McKee
Financial Advisor
Craig McRoberts, AIFA®
Executive Vice President
James G. Meredith, CPA/PFS
Executive Vice President
Jayme Meredith, CFA®
Senior Vice President
Ben Montgomery, CFP®
Senior Vice President
Allison O'Brien, CFP®
Associate Vice President
Melissa O'Malley, CFP®
Senior Vice President
Andrew Patterson
Senior Vice President
David Pifer, CFP®
Senior Vice President
John D. Reba
Senior Vice President
Chad Restori, CFP®
Financial Advisor
Daniel Richmond, CFP®
Vice President
David W. Riehl, CFP®, CFA®
Associate Vice President
Amy Riley
Financial Advisor
Jamie L. Roach
Financial Advisor
Rob Rodgers, CFP®, CDFA®
Vice President
James M. Sadowski
Senior Vice President
Lyric Schnur
Senior Vice President
Mary Ann Siebert, CFP®
Senior Vice President
Jay Simon, CFP®
Senior Vice President
Belynda Slaugenhaupt, CFP®
Senior Vice President
Matthew Snider, CFP®
Senior Vice President & Branch Manager
Dusty Thompson
Senior Vice President
Craig A. Tillotson
Vice Chairman
Kim Tillotson Fleming, CFA®
Chairman and Chief Executive Officer
Ray Tyson
Associate Vice President
Brent Ulreich, CFP®, ChFEBC℠
Financial Advisor
Corey Utz, CFP®
Associate Vice President
Laurie K. Valenta
Financial Advisor
Alfred Vallano
Senior Vice President & Branch Manager
Tyler Vallano, CFP®
Vice President
Alphonse Weber
Senior Vice President
Erin Weber
Financial Advisor
Allison Whitney
Financial Advisor
William Wilson
Senior Vice President & Branch Manager
Grady J. Wirth, CFP®
Financial Advisor
Justin Yasko, CFP®
Financial Advisor
Joseph Yezovich, CFP®, CFA®
Financial Advisor

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.