Ryan M. Finnell

Ryan Finnell is a dedicated financial professional who brings his expertise to HUB Retirement and Wealth Management following the 2022 acquisition of Heritage Wealth Management Group, LLC. In his role as Vice President and Retirement & Wealth Management Advisor, Ryan specializes in providing comprehensive financial planning and asset management services to individuals across various age groups. His responsibilities also extend to providing investment fiduciary and advisory services to qualified retirement plans.

Ryan’s journey began in June 2017, where he joined the team with a mission to impart financial education and guidance to individuals and organizations aiming to achieve financial responsibility. His passion for empowering clients with financial knowledge and sound strategies has been a cornerstone of his career.

To complement his financial acumen, Ryan holds Series 7 and 66 Securities Licenses*, enabling him to provide a wide range of financial services. He also possesses a PA Life & Health Insurance License, further enhancing his ability to address clients’ comprehensive financial needs.

Ryan earned his Bachelor of Business Administration in Financial Planning with a minor in Marketing Management from the University of Akron in Akron, Ohio. During his time at the university, Ryan was an active member of the Financial Planning Association, demonstrating his commitment to his field. He spent his summers interning with Heritage Wealth Management Group, gaining valuable practical experience.

In September 2023, Ryan celebrated his marriage to his wife, Rachel, marking a significant milestone in his personal life. Together, they reside with their dog, Roo, and are currently engaged in renovating their new home in Moon Township. Outside of work and home projects, Ryan is an avid supporter of Pittsburgh’s sports teams, with a special passion for the Steelers. He enjoys watching sports, playing golf, strumming his guitar, and cherishing moments spent with friends and family. Additionally, he shares a love for travel with his wife, Rachel, exploring destinations around the globe together.

*Series 7 securities registration held through LPL Financial. Series 66 registrations held through LPL Financial and Global Retirement Partners, LLC.