Kyle Beckhusen is a CFP® with 11 years of industry experience, currently serving at Mariner since 2026. He previously worked at Kathleen S Wright Associates Inc for five years and spent nearly a decade with Northwestern Mutual in various roles including wealth management and investment management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting services along with employer financial-wellness tools.

Bradley Hilbert is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at NewEdge Advisors since 2021. Prior to this, he was affiliated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation beginning in 2009. Outside of his advisory roles, Hilbert is involved with fixed insurance through several general agency appointments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations via a network of independent investment adviser representatives. The firm provides a broad range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing multiple program structures and technology tools to support advisors and clients.

Patrick Breidsprecher is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Voith Paper and involvement with NCFC Youth. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, utilizing strategic allocation models and both discretionary and non-discretionary implementations, supported by proprietary research and a wide range of affiliated capabilities within the Goldman Sachs ecosystem.

John Sipling is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, joining the firm in 2025. His background includes roles at Uber, DoorDash, and Textron Systems, as well as multiple positions at Penn State University. He has one year of industry experience. Goldman Sachs Wealth Services advises a broad client base that includes individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to various platforms and proprietary analytics.

Lester Botkin is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Citigroup Global Markets, and Hefren Tillotson, Inc. Botkin has been with Private Advisor Group and affiliated with LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model that combines client goal assessment with access to proprietary and third-party managed account solutions.

Mengqi Chen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, Chen worked at Ektello and has held positions related to sustainable energy and academic institutions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and advanced research tools, offering tailored solutions through various platforms and fee arrangements.

David Vega is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has held his current position since 2014 and has been involved with Vega Brothers LLC since 2010. Outside of his advisory work, he is a partner in Starr Lee Properties LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary model account for employees. Their investment approach uses algorithm-driven risk assessment and implements strategies with mutual funds and ETFs, with portfolio management delegated to third parties.

Adam Wright is a CFP®, CFA®, and Series 65 credentialed advisor at Mariner with 13 years of industry experience. He previously founded and led Wright Associates Inc for 14 years before joining Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and integrates comprehensive tax and accounting services alongside traditional portfolio management.

Yuqing Zhao is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, Zhao worked at Cornell University and Hong Kong Baptist University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Heather Hoyt is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. She has worked at Goldman Sachs and its affiliated firms since 2012, including roles at Ayco and Mercer Allied prior to her current position. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Adam Bayuk is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately seven years of experience. Prior to joining Goldman Sachs, he worked at Deloitte Tax LLP for three years and PricewaterhouseCoopers LLP for five years. Goldman Sachs Wealth Services serves a diverse clientele, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and a broad range of platforms supported by integrated capabilities across the Goldman Sachs ecosystem.

Joshua Maher is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at NewEdge Advisors since 2021 and has a long tenure with Mid Atlantic Capital Corporation and Washington and Jefferson. Outside of his advisory work, Maher is involved in nonprofit teaching through Maher Wealth Management LLC, where tuition proceeds from a college course he teaches are paid back to the institution. NewEdge Advisors is a large registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations through independent investment adviser representatives. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and advanced technology tools, with an emphasis on centralized due diligence and manager monitoring.

Shivansh Waleacha is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Ernst and Young, Signature Wealth, and several academic institutions, including Point Park University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Ryan Mcnamara is a financial advisor with Janney Montgomery Scott in Canonsburg, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Janney Montgomery Scott since 2010. Ryan is involved in his community as an officer of the Knights of Columbus South Hills Council and serves as a finance council member at St. Catherine Laboure Catholic Church in Pittsburgh, advising on budgeting and fundraising. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory programs.

Stephen Hanak is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience and a Series 66 designation. He has worked at Goldman Sachs & Co. LLC since 2019 and previously worked at The AYCO Company, L.P./Mercer Allied for six years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across Goldman Sachs affiliates to tailor strategies and solutions to client objectives.

Zachary Bargar is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson and West Advisory Group, as well as periods as a full-time student. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of implementation platforms supported by proprietary research and analytics.

Adam Pokorski is a financial advisor with Money Concepts Capital Corp in Washington, PA, holding a Series 66 designation and one year of industry experience. He has worked at Money Concepts Capital Corp and AccountMaster, Inc, where he serves as a CPA and tax accountant. Outside of his advisory role, he is the board chairperson and treasurer for the Washington County Gay Straight Alliance, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages a variety of programs using model portfolios, third-party sub-advisers, and incorporates fundamental and technical analysis alongside modern portfolio theory.

Stephen Andros is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, Navigator Business Solutions Inc., Wilshire Associates Inc., and the University of Pittsburgh. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth, Personal Wealth, Private Family Office support, and retirement plan education.

Brian Clouse is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 21 years of industry experience. He has worked at NewEdge Advisors since 2021 and previously held roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and Ameriprise. Outside of his advisory work, Clouse is involved with disability insurance services and serves as Vice President of a local business referral network. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, utilizing a combination of in-house manager selection, model portfolios, and advisor discretion.

Dennis Gump is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, with prior roles at Citizens Securities, Investors Capital Corp., and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is notable for its registration as a commodity pool operator and its use of AI and systematic methodologies.