PFG Advisors

Our Partnership with RBC Rochdale

The partnership between our team and RBC Rochdale offers a blend of personalized financial advice and investment management. RBC Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 75% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.

Your PFG Advisors Team

Avery Howard

Client Service Representative

Brianna Lair

Marketing Director

Brian Pitaniello

CLU®, ChFC®, CFBS, Financial Advisor

Brooks Pitaniello

Financial Advisor

Hunter Pitaniello

Financial Advisor

Nanette Green

Client Service Representative

Monica Henry

Client Service Representative

Investment Consultant

Vern Montross, CFA,CPWA®

Portfolio Management Team

Rachael Crane, CFA, CPWA®

Senior Portfolio Manager

Jesse Flatt, CFA, CPWA®

Portfolio Manager

Jack Rossiter, CFA

Associate Portfolio Manager

Vincent Lemoine, CFA

Associate Portfolio Manager

Austin Chow, CFA

Associate Portfolio Manager

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. Diversification may not protect against market risk or loss. Past performance is no guarantee of future results. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank is a subsidiary of the Royal Bank of Canada. RBC Rochdale, LLC is not affiliated the independent financial advisor(s) named on this page. © 2026 RBC Rochdale, LLC. All rights reserved.

Important Notice

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