Elizabeth Zorn is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

Brock Pompeani is a financial advisor with Goldman Sachs Wealth Services in Canonsburg, PA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and PNC Investments. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes a range of strategic allocation models, investment selections, and operational tools, offering access to services such as Private Family Office, Specialized Executive Wealth programs, and Alternative Investments, while leveraging the broader Goldman Sachs ecosystem.

Nicholas Rawlins is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Carson Wealth. His work history includes roles at CWM, LLC dba Carson Partners and Cetera Wealth Services, among others. Outside of financial services, Rawlins serves as vice chairman on the board of the Washington County Transportation Authority and holds board positions with Washington Youth Baseball and Washington Cemetery, reflecting engagement in local community organizations. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions integrating custodial and technology partnerships.

Stephen Hadad is a financial advisor at OSAIC Institutions, INC. with 12 years of industry experience. He holds a Series 66 designation and has worked at First Commonwealth Bank, Infinex Investments, PNC Investments, PNC Wealth Management, and Edward Jones. OSAIC Institutions, Inc. is an SEC‑registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker‑dealer model with a focus on firm supervision and client election of discretionary authority.

Theodore Feitt Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Huntington Investment Company, OSAIC Institutions, Essex National Securities, LPL Financial, and Walnut Street Securities. He serves as a board member of the Disciples Church Ext Fund, an organization that funds charitable and nonprofit projects within the Disciples of Christ member churches network. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers various wrap-fee programs with custodial and trade execution services.

Sean Culbertson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities Inc. since 2014, with a brief tenure at Cambridge Investment Research Advisors, Inc. He is also involved as an independent insurance agent through Financial Essentials, LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in its offerings.

John Wetterau is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years at The Ayco Company, L.P./Mercer Allied. 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, Personal Wealth, and Private Family Office support within a large integrated financial group.

Nathan Poorbaugh is a financial advisor with Key Investment Services LLC in North Huntingdon, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked in multiple roles at Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm emphasizes a multi-provider platform with a combination of discretionary and non-discretionary management, and it integrates services with KeyCorp affiliates across investment banking and municipal advisory sectors.

John Cunningham is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked with Kades Margolis while completing his studies at the University of Tampa. In addition to his advisory role, he is involved in marketing financial products through Kades Margolis Corporation. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm utilizes a range of discretionary portfolio management strategies and combines affiliated and unaffiliated sub-advisers with model-based allocations.

Stephen Ross is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at J.W. Cole Advisors since 2019. Ross is also involved with Synergy Group as a marketing director, where he has worked since 2014. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, third-party manager access, and multiple managed account solutions.

Eric Sluss is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Sluss manages advisory activities through his DBA, The Sluss Advisory Group, affiliated with LPL Financial. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary and third-party platforms.

Kiera Davis is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She previously worked at The Ayco Company, L.P./Mercer Allied and has held roles at educational institutions and financial organizations. Goldman Sachs Wealth Services provides 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, offering specialized programs such as Executive Wealth and Private Family Office support.

Cassidy Fowler is a financial advisor with Cetera Planning Partners in Finleyville, PA. Holding a Series 65 designation, Fowler has one year of experience at Cetera after two years with Avantax Planning Partners and has been involved in financial services since 2019. Outside of advising, Fowler operates a sole proprietorship providing accounting and tax-related services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios constructed from mutual funds and ETFs and provides ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Melodie Roach is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. She has worked at PNC in various capacities since 1996, including roles at PNC Bank and PNC Investments. Outside of her advisory work, she is a co-owner of Soul Properties LLC, an investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account pilot for employees. The firm’s approach uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Joseph Vilsack is a financial advisor at Janney Montgomery Scott with Series 66 credentials and less than one year of industry experience. His background includes roles at AquaPhoenix Scientific, Monograph, BQE Software, and Automatic Data Processing before joining Janney. Janney Montgomery Scott LLC is a 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, and institutional clients, providing brokerage, financial planning, and advisory services.

Richard Parsons is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, he held positions at Lockheed Martin, PDQ, The Home Depot, the University of Florida, and Mister Car Wash. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporations, and institutional clients. The firm combines centralized investment resources with integrated capabilities across its affiliated entities to provide tailored wealth management solutions.

Cynthia Fickley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and over 27 years of industry experience. She has worked extensively with Avantax Advisory Services and related entities for more than two decades and currently operates her own financial planning firm. In addition to her advisory work, she owns a private company providing tax preparation, accounting, and payroll services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, third-party asset manager access, and back-office services, supporting advisors in customizing portfolios through both internal and external investment models.

Sara Botkin is a CFP® professional with 24 years of experience in the financial services industry. She has worked at Private Advisor Group, LLC and LPL Financial since 2015, and previously held positions at Morgan Stanley, Citigroup Global Markets, and Hefren Tillotson, Inc. Botkin operates her advisory business under the names Botkin Family Wealth Management and Botkin Financial Advisors within her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions including its proprietary WealthSuite platform and third-party TAMPs. The firm’s fiduciary-based model involves advisors acting as portfolio managers or helping clients select managers and model portfolios from leading strategists.

Brett Fowler is a Series 66-credentialed advisor with 17 years of industry experience. He has been with PNC Investments since 2013 and is currently based in Bethel Park, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithm-driven portfolio recommendations and delegates portfolio management and proxy voting to third parties.

Edmund Vilsack Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Janney Montgomery Scott since 2000. Outside of his advisory role, he serves as a board member for the Nemacolin Country Club in Beallsville, PA, contributing to strategic planning and club operations. Janney Montgomery Scott 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, financial planning, consulting, and advisory programs.