Nathan Boxx is a CFP® certificant with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis, private funds, and specialized portfolio tools.

Kyle Eichorn is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, The Huntington Investment Company, Citizens Bank, and Wells Fargo Bank. From 2015 to 2019, he was involved with RAW Kyle LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bradley Jurik is a CFP® credentialed financial advisor with 13 years of industry experience, currently with Ameritas Advisory Services, LLC. His background includes roles at Waldron Private Wealth, Charles Schwab, Merrill, and PNC Wealth Management. He is also a licensed Independent Insurance Agent involved in insurance, annuity, and retirement plan sales. 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 offers asset management, financial planning, and retirement plan advisory through a combination of model portfolios, mutual funds, ETFs, and customized strategies.

Reece Smith is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at Fidelity and Aptus Wealth Planning. Outside of his advisory roles, he managed a lawn care business for six years and has teaching experience with Carlynton School District and Allegheny College. Mariner serves a diverse client base, including individuals, pension plans, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with an emphasis on tax and accounting integration uncommon among large advisory enterprises.

William Sarro is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Klingenstein Fields Wealth Advisors and The Fresh Catch. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to a broad range of investment solutions and affiliated resources within the Goldman Sachs ecosystem.

Emily Franco is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Fort Pitt Capital Group LLC for nine years, Kovitz Investment Group Partners, LLC for two years, and currently at Focus Partners Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.

Darrell Briggs Jr. is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with two years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at KeyBank and Enterprise Holdings. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary management and integrates with KeyCorp affiliates to deliver a range of investment and advisory services.

Thomas Brown is a financial advisor with Carson Wealth, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise, LPL Financial, and Aptus Wealth Planning, among others. Brown also serves as president of Bridges Private Wealth, a financial services firm. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee that manages model portfolios and offers tailored solutions including custom indexing and access to alternative investments.

Theodore Bovard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active, passive, and alternative investment strategies.

David Beltz is a financial advisor with Ameritas Advisory Services, LLC and holds the ChFC® and Series 63 designations. He has 30 years of industry experience and has been with Ameritas and its affiliates since 2019. He is also the owner of Beltz Financial Group, where he markets and discusses risk management needs with businesses and individuals. 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, interval funds, and individual securities.

Scott Mc Caffrey is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, Proofpoint, Amerivest Investment Management, LLC, TD Ameritrade, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Daniel Suhoski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers.

Bradford Scheiman is a CFP® professional with eight years of industry experience, currently advising at PNC Wealth Management since 2018. He previously worked at Voya Financial Advisors and held roles at Kent State University and Ohio Baseball Tournaments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs under annual rebalancing.

Benjamin Demers is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, and has three years of industry experience. He has worked previously at Merrill and holds a marketing manager role with TechReady Professionals. Additionally, he owns a non-investment-related website, www.bendemers.com. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for PNC Bank employees. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Nicholas Maurizi is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been in the financial services industry since 2023. Prior to joining Bankers Life, he was a principal at Ryan & Maurizi LLC for 13 years. Outside of his advisory role, he is a minority owner of Greenchain Enterprise, LLC, a logging company in central Pennsylvania. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Stephen Drizos Jr. is a financial advisor with J.W. Cole Advisors, Inc. based in Canonsburg, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. Prior to joining J.W. Cole Advisors in 2018, he worked at PNC Investments from 2013 to 2018. Outside of his advisory role, he serves as president of Liberty Wealth Strategies, a financial planning and investment management firm. 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 offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

June Flint is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Cetera Advisors LLC before joining Private Advisor Group and LPL Financial in 2017. Flint is also a licensed notary public in Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

Robert Corcoran is a financial advisor at Hornor, Townsend & Kent, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2009. Corcoran also maintains a CPA designation with over 40 years in accounting and is involved in multiple life insurance brokerages and local business networking groups. He serves as a board member and secretary of TC House, Inc. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, retirement plan consulting, and uses third-party asset managers within both discretionary and non-discretionary account structures.

Elizabeth Ley is a financial advisor at Principal Financial Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Transamerica Financial Advisors, New York Life Insurance, and Principal Life Insurance. Ley is also a Certified Public Accountant and provides tax preparation and accounting services, in addition to owning TurnKey Services LLC, a group and health insurance business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Scott Rosengren is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.