Tyler Mock is a financial advisor with Waldron Private Wealth holding a Series 65 designation and nearly two years of industry experience. Prior to joining Waldron, he worked at Heritage Wealth Advisors and Crawford Ellenbogen, LLC. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers.

Brian Ripley is a financial advisor at Confluence Financial Partners with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Oppenheimer from 2015 to 2021 before joining Confluence Wealth Services, Inc. in 2021. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm emphasizes asset allocation and macroeconomic analysis, providing both discretionary and non-discretionary investment management along with specialized retirement plan consulting for ERISA plan sponsors.

Michael Curry is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Schneider Downs Wealth Management Advisors, Gateway Private Wealth Management, Helm Financial, and Gateway Financial Group. Outside of his advisory role, Curry serves as Treasurer of the National Eagle Scout Association of Pittsburgh and is a member of the Young Professional Advisor Committee at The Pittsburgh Foundation. Carnegie Investment Counsel provides investment supervisory services and financial planning to a diverse client base, including individuals, high net worth clients, nonprofits, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

John Waldron is a financial advisor at Waldron Private Wealth with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Waldron Private Wealth for over 30 years, with a five-year tenure at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a board member and outside business advisor for a biomedical firm, Longeviti Neuro Solutions. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, and various entities. The firm emphasizes strategic asset allocation across multiple asset classes and offers family-office services alongside portfolio management and investment consulting.

Kaleigh Price is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Waldron Private Wealth since 2022 and previously worked at Lincoln Investment LLC. In addition to her advisory role, she operates as an independent insurance agent. Waldron Private Wealth provides investment management and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, third-party managers, and alternative strategies, along with family-office services and specialized insurance product management.

Chris Jordheim is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 22 years of industry experience. His prior work history includes tenures at LPL Financial, PNC Wealth Management, and Merrill. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates with an open-architecture investment approach, integrating multiple third-party platforms and managers, and delivers services through independent investment adviser representatives who provide discretionary and non-discretionary portfolio management tailored to client goals.

Lawrence Hunt is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott in various capacities since 1983. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Georgia Phillips is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm’s approach includes algorithm-driven risk assessment, use of approved model strategies managed by PNC or third parties, and portfolio implementation delegated to external providers.

Jessica Pehush is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and a Series 66 designation. Her prior work includes roles at Goldman Sachs & Co. LLC and The Hart Agency, where she has participated in community engagement activities such as distributing promotional merchandise for various brands. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management along with specialized services such as Private Family Office offerings and Executive Wealth programs. The firm integrates research-driven allocation models and offers access to a wide range of investment and advisory platforms within the broader Goldman Sachs ecosystem.

Victor Bell is a financial advisor at Carson Wealth with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and Cetera Wealth Services. Outside of his advisory role, he serves as president of Cornerstone Care, a federally qualified health center, where he oversees board and executive committees. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers services such as discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that manages model portfolios using both fundamental and technical analyses.

Dennis Deluca is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, INC., and is co-owner of A.F. McGervey & Co, LLC, a firm specializing in tax preparation, accounting, payroll processing, business valuations, and succession planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational and practice-management support. The firm provides access to discretionary model portfolios and customizable investment solutions through its platform.

Heather Barr is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to her current role, she worked at BNY Mellon and had multiple positions within Citizens Bank and Citizens Securities. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed account solutions while operating as a broker-dealer and insurance agency.

David Lutz Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has held roles at Ameritas-related firms since 2003 and owns Save with Dave LLC, a financial planning and insurance business serving individuals and small businesses. He is also an independent insurance agent specializing in fixed insurance products and serves as a Medicare insurance agent for the over-65 market. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by an affiliated structure that includes a broker-dealer and insurance company.

James Hixon is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been affiliated with multiple entities including Celtic Wealth Management, LLC and Ameritas Life Insurance Corp. In addition to his advisory work, he owns and operates Celtic Financial Services LLC, which provides financial planning and sells fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of investment vehicles and model portfolios, combining both firm-developed and third-party options, and provides multiple program platforms to tailor portfolios to client needs.

Brian Haschke is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2014, with prior roles at Key Investment Services and KeyBank. Outside of his advisory work, he serves as an assistant soccer coach for the Beadling Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available through an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and invests in mutual funds and ETFs, with portfolio implementation delegated to third parties.

Mark Casciola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with firms including LPL Financial, Invest Financial Corporation, Ameritas Investment Company, LLC, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to managed account solutions, employing a fiduciary-based advisory model that integrates proprietary platforms and third-party managers.

Noah Eakin is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Canonsburg, PA, with two years of industry experience. Prior to joining Goldman Sachs, he held positions at Vista Investment Management and K-7 Parking Company, and he has been involved with Lorenzo's Pub and Pizza. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, delivering financial planning and portfolio management through tailored strategies and access to alternative investments. The firm integrates specialized teams and proprietary tools within the broader Goldman Sachs ecosystem to offer a wide range of financial solutions.

Susan Poller Newman is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with PNC Wealth Management since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that utilizes online, discretionary model accounts for select employees. The firm’s approach relies on algorithm-driven risk assessments and delegated portfolio implementation using mutual funds and ETFs.

Lester Botkin is a CFA® charterholder with 19 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial, where he has worked since 2015. Prior to that, he held positions at Morgan Stanley and Citigroup Global Markets. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to a range of managed account solutions, including proprietary platforms and third-party managers, and employs a fiduciary-based advisory model that incorporates various investment strategies and technology platforms.

Brian Mcfarland is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions.