Noah Grau is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held roles at First National Bank, West Virginia University, and several other organizations across different sectors. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across the Goldman Sachs ecosystem to provide tailored investment solutions.

Sydney Eroshevich is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Em-Media, Inc., and Franciscan University of Steubenville. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth services. The firm utilizes strategic and tactical allocation models, manager selections, and a variety of platforms and operational tools to tailor plans to client objectives.

Anthony Quinlan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment to guide investment strategies executed via mutual funds and ETFs.

Anthony Ranalli is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary and non-discretionary investment options, including a digital advisory program and a managed account program.

Raymond Dodson is a CFP® professional with 38 years of industry experience, all spent at Commonwealth Financial Network since 1988. He holds the Series 63 designation and is based in Bethel Park, PA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Aaron Adrian is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic questionnaires to recommend risk bands and employs third-party firms for portfolio execution.

Benjamin Lodico is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Private Advisor Group since 2014 and also has experience at LPL Financial and Edward Jones. Outside of his advisory work, he serves as a Minority Inspector of Votes for Allegheny County and owns a business entity named Gettin’Shwifty LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

Samuel Coccia Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Global Financial Private Capital, LLC, GF Investment Services, LLC, and he has been involved with Coccia Group, Inc. since 2012. Outside of advising, he serves as a trustee for First Evangelical Free Church and works as an on-ice hockey referee. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Alfred Richter is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Citizens Securities, Investors Bank, and Cetera. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm combines advisory and brokerage services with multiple investment approaches and maintains affiliations with third-party platforms and insurance desks.

Jonathan Hottle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with PNC Investments, LLC since 2016 and previously spent two years at Northwestern Mutual Investment Management. Outside of his advisory role, he serves as a director for Heroes Never Alone Inc., a nonprofit organization. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital account offering that utilizes third-party managed strategies with a focus on mutual funds and ETFs, featuring annual rebalancing and limited direct client interaction.

Maria Ferragonio is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs - Ayco since 2021. Her background also includes roles in academia at several universities, including California University of Pennsylvania and Eastern Kentucky University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic allocation models and offers specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging extensive resources across the Goldman Sachs organization.

Joseph Radack is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Bank of New York Mellon. He is based in Canonsburg, PA. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses a combination of strategic allocation models, manager selections, and technology-driven research to tailor portfolios and deliver a range of advisory services across multiple platforms.

Zachary Zanolli is a Series 66 credentialed advisor at PNC Wealth Management with 23 years of industry experience. He has worked at PNC Investments since 2015 and previously spent five years at Natcity Investments, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Abby Smith is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with PNC Investments since 2016 and is the owner of GS# Designs, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and third-party portfolio implementation.

Danielle Wilson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. She has 10 years of industry experience, including over a decade with LPL Financial, LLC. Wilson also serves as a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model involves tailored investment approaches and the use of proprietary and third-party platforms and strategies.

David Joseph is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a separate Managed Account program, while it also operates as a broker-dealer and insurance agency.

Nolan Dalson is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and currently based in Canonsburg, PA. He began his advisory career at Janney Montgomery Scott in 2024 and has work experience that includes roles at Sharp Raiser Limited and various educational institutions. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of internal portfolio management and third-party managers.

Edward Cehelsky is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and with 25 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. In addition to his advisory role, he is involved in life insurance brokerage through his own business, EC Wealth Design, offering insurance sales and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both an advisory and broker-dealer platform, managing a broad range of assets with a focus on tailored asset allocation and diversification strategies.

Daniel Wolfgang is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has worked at Janney since 2018. His prior roles include positions at Dominion Post, United Bank, and West Virginia University. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, and offers investment advice through a combination of in-house and third-party portfolio management.

John Conway is a financial advisor with PlanMember Securities Corporation based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at PlanMember since 2017 and founded Conway Wealth Management in 2015. Prior to that, he spent over two decades at Woodbury INVESTORS, INC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios, supported by education and personalized planning services.