D.B. Root & Company, LLC

Ryan Grove is a financial advisor at D.B. Root & Company, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Northwestern Mutual Investment Services and Hornor Townsend & Kent LLC. Outside of his advisory work, he volunteers as a youth soccer coach for the Mt. Lebanon Soccer Association and occasionally undertakes photography assignments. D.B. Root & Company offers financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $830 million in discretionary assets and employs a multi-advisor approach to tailor asset allocation and investment solutions to client needs.

Curtis Hart is a financial advisor at D.B. Root & Company, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at MDT Advisers, a division of Federated MDTA LLC, among other firms. Outside of finance, he has experience in the landscaping business with Greenleaf Lawn & Landscape. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory and consulting to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a range of investment vehicles and offers institutional consulting and third-party adviser support through a multi-advisor team.

David Root is a CFP® with 41 years of industry experience and is currently with D.B. Root & Company, LLC, where he has worked since 2015. He previously spent one year at Purshe Kaplan Sterling Investments. D.B. Root & Company offers financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $830 million in discretionary assets and provides tailored portfolio management through a multi-advisor team.

Taylor Glock is a financial advisor with D.B. Root & Company, LLC in Pittsburgh, PA, holding a Series 65 credential and four years of industry experience. Prior to joining D.B. Root & Company in 2019, he worked at BNY Mellon from 2011 to 2019. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a mix of mutual funds, ETFs, individual securities, and independent managers, tailoring asset allocation to client risk tolerance and objectives.

Loraine Montanye is a Certified Financial Planner (CFP®) with six years of industry experience. She is currently with D.B. Root & Company, LLC and previously worked at PNC Bank, The Coury Firm, and Kestra Financial. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory and consulting to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages portfolios using a combination of firm-managed and third-party models, tailoring asset allocation to clients’ risk tolerance and objectives while servicing approximately 747 client relationships through a multi-advisor team.

Adam Souply is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2014. He holds the Series 66 license and is based in Pittsburgh, PA. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, and it emphasizes institutional consulting alongside its advisory and retirement plan services.

Alec Root is a CFA® charterholder with three years of industry experience. He has been with D.B. Root & Company, LLC since 2022 and previously held roles at the Kellogg School of Management at Northwestern University and Cambridge Associates. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, and endowments. The firm manages approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, employing a multi-advisor team approach with tailored asset allocation strategies and ongoing portfolio monitoring.

Jesse Root is a CFA® charterholder and a financial advisor at D.B. Root & Company, LLC with four years of industry experience. Prior to joining D.B. Root & Company in 2020, he worked at Hedgeye Risk Management LLC from 2017 to 2020. He serves as Treasurer of the Yale Hockey Association, where he participates in decision making and fundraising activities. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory and consulting to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, and it offers specialized institutional services including IPS development and governance consulting.

Steven Kohler is a CFP® with 28 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2015. He previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of advisory work, he is involved in selling fixed insurance products. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, utilizing both firm-managed and third-party models tailored to clients’ risk tolerance and objectives.

Jeremy Suschak is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at D.B. Root & Company, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $829.8 million in discretionary assets and offers tailored asset allocation strategies using both firm-managed and third-party models.

Robert Holler is a financial advisor at D.B. Root & Company, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 20 years at Chapel Street Advisors LLC before joining D.B. Root & Company in 2024. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $829.8 million in discretionary assets and $9.73 billion in assets under advisement, serving around 747 client relationships through a multi-advisor team.

Nancy Kunz is a CFP® and ChFC® with 43 years of industry experience. She has been with D.B. Root & Company, LLC since 2018 and previously worked at R. Applegate & Associates LLC, Purshe Kaplan Sterling Investments, and Cantor Fitzgerald Wealth Partners. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $830 million in discretionary assets and offers customized asset allocation using both firm-managed and third-party managers.

Michael Aroesty is a CFP® with 15 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2015. Prior to joining D.B. Root, he worked at Purshe Kaplan Sterling Investments for one year. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory and consulting to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, with approximately $829.8 million in discretionary assets under management and about $9.73 billion in assets under advisement.

Richard Applegate is a financial advisor at D.B. Root & Company, LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and Cantor Fitzgerald Wealth Partners. Outside of finance, he is also involved in acting, participating in film and TV productions. D.B. Root & Company offers financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, serving approximately 747 client relationships with over $829 million in discretionary assets under management.

Charles Stout is a financial advisor at D.B. Root & Company, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with D.B. Root since 2015. Stout holds board positions with the Eden Hall Foundation, Camp Crestfield, Greater Pittsburgh Habitat for Humanity, and Advancing Investments in Malawi. D.B. Root & Company provides financial planning, wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios primarily on a discretionary basis, utilizing a combination of firm-managed models, third-party managers, and a platform for reviewing and rebalancing held-away accounts, serving approximately 747 client relationships.