Debra Dragich is a CFP®-designated financial advisor at &PARTNERS with 29 years of industry experience. She previously worked at Raymond James & Associates for 11 years before joining &PARTNERS. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Brandon Fasenmyer is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Wealth Management and Edward Jones. Outside of his advisory role, he serves as an Assistant Scout Master for Boy Scouts Troop III. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include both a digital advisory program and a Managed Account program, operating as part of a larger enterprise wholly owned by Citizens Bank.

Scott Tobe is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Kestra Advisory since 2016 and has longstanding roles at Kestra Investment Services, Inc. and Signature Financial Planning. Outside of advisory work, he is involved in private equity and angel investing and serves on the board of Entrepreneurs’ Organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers fiduciary oversight, plan design and compliance, as well as access to multiple management platforms and third-party solutions, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Marc Tannenbaum is a ChFC®-designated financial advisor with 24 years of industry experience. He is currently with Kestra Advisory and has held positions at Signature Select Wealth, LLC and Signature Financial Planning. Outside of his advisory work, he is involved in angel investing and serves as a driving instructor in high-performance driving as a personal hobby. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan‑level investment advice, vendor searches, and employee education, supported by multiple management platforms and third-party solutions.

Anita Buerkle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Her career includes roles at Bpu Investment Management, Inc. and LPL Financial before joining Wealth Enhancement in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Cameron Clay is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. His prior roles include positions at Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory work, he co-founded Cameron and Winter LLC, a ministry offering marriage, relationship, and parental coaching services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered investment approach combining model portfolios from multiple sources with advisor-managed solutions and offers a range of services such as financial planning, discretionary asset management, and plan consulting.

William Sangaila Borlak is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds a Series 66 designation and has two years of industry experience. His career includes roles at PNC Investments LLC since 2023, PNC Bank from 2018 to 2023, and Fitness International/LA Fitness from 2016 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and delegated portfolio management with mutual funds and ETFs.

Valentino Hernandez is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked primarily at Citizens Securities and its affiliated entities since 2016, with additional experience at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory role, he coaches youth hockey and lacrosse and serves on the board of a local hockey league. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory and brokerage services. The firm provides a range of advisory programs, including a digital advisory platform and a managed account program, and operates as part of a larger banking institution.

Brittany Byrne is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with nine years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves as a Group Helper for a Family Readiness Group associated with a National Guard unit, helping communicate with families about events. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs utilizing third-party and in-house portfolio management, with custodial and trade execution services provided by Pershing.

Charles Wurdack is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Cetera, BAR Financial, Key Investment Services, Ameriprise Financial Services, and Hightower Advisors, among others. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, employing multiple program structures and centralized due diligence to support client needs.

Andrew Fahner is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at PNC Bank, First Commonwealth Bank, and Infinex Investments. He is based in Pittsburgh, PA. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm uses a fiduciary approach within a vertically integrated group and acts as adviser to a donor-advised fund.

Kenneth Price is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with Nylife Securities, LLC, and New York Life Insurance Company since 2008. Outside of his advisory role, he serves on the board of the Highmark Caring Foundation Purse Gala, helping organize an annual charitable event. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

John Gourley is a financial advisor at First Command Advisory Services in Pittsburgh, PA, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked at multiple firms, including First Command Insurance Services and First Command Financial Planning since 2017, with earlier roles at Warren Carr Insurance Group, Nationwide Securities, and Palmer Agency. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers who manage model portfolios and select third-party managers from approved lists.

Darlene Bonson is a CFP®, ChFC®, and Series 63 registered advisor with 31 years of industry experience. She is currently with SPC and previously worked for Leigh Baldwin & Co., LLC for 15 years. Outside of her advisory role, she operates Darren Bonson & Associates, LLC, a financial planning business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors.

Kris Geary is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2012. Outside of his advisory role, he owns Keystone Benefits Group, Inc., where he works as a benefits consultant. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary services and a range of plan support including design, compliance, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.

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.

Seth Dresbold is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Kestra Advisory. He has worked with Signature Select Wealth and Signature Financial Planning, among other roles. Outside of his advisory work, he operates a comedy production company called Not Your Turn Productions and practices law through Seth C. Dresbold Law LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving notable clients like sovereign wealth funds.

Rebecca Bryan is a financial advisor at NewEdge Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked with firms including Mid Atlantic Capital Corporation and Cetera Advisor Networks. Bryan’s background also includes entrepreneurial ventures such as Bryan Advisory Services and involvement in the energy sector with Discovery Oil & Gas. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers diverse investment solutions, combining in-house manager selection, third-party models, and advisor discretion supported by technology and centralized due diligence.

Daniel Andrews is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. His prior experience includes roles at Sheaff Brock Investment Advisors, Citizens Securities, TD Ameritrade, and Merrill. Outside of financial advising, he is involved with Seven Springs Resort, a ski resort in Champion, PA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

William Jenkins is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mid Atlantic Capital Corporation, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He also serves as a compliance officer in an investment representative capacity. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing technology and centralized due diligence to support various advisor-managed and model-based investment programs.