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® with eight years of industry experience, currently affiliated with NorthCoast Asset Management LLC. She has held positions at Focus Partners Wealth, Kovitz Investment Group Partners, and Fort Pitt Capital Group. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models, managing most client relationships on a discretionary basis while acting as a fiduciary for ERISA and IRA accounts.

Darrell Briggs Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at KeyBank and Enterprise Holdings. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, emphasizing client-directed model selection with ongoing monitoring and due diligence of third-party advisory products. The firm operates within the KeyCorp group and collaborates closely with affiliated entities, providing a comprehensive range of investment and brokerage services.

Thomas Brown is a financial advisor at CWM, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Aptus Wealth Planning and Cetera Wealth Services. Brown is also the president of Bridges Private Wealth, a financial services DBA. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Theodore Bovard is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Focus Partners Wealth, LLC, Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a broad range of portfolio management strategies.

David Beltz is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 credentials and bringing 29 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and is also the owner of Beltz Financial Group, where he markets and discusses risk management needs with businesses and individuals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both discretionary and non-discretionary programs through in-house and third-party managers.

Scott Mc Caffrey is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at TIAA-CREF, Proofpoint, Amerivest Investment Management, and TD Ameritrade. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment options and affiliated service companies.

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.

Kevin Daeschner is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with PNC since 2010, working across both the investments and banking divisions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments to manage portfolios with mutual funds and ETFs.

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 has worked at Private Advisor Group and LPL Financial since 2017 and previously at Ameriprise Financial Services from 2014 to 2017. Flint is also a Pennsylvania Notary Public. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Robert Corcoran is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and extensive self-employment in accounting and financial services since 1982. Corcoran serves as a board member and secretary of TC House, Inc., and is actively involved in multiple insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Elizabeth Ley is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has six years of industry experience. Her prior roles include positions at Principal Securities, Transamerica Financial Advisors, and New York Life Insurance Company. Ley is also a certified public accountant offering tax preparation and accounting services, and she owns TurnKey Services LLC, a group and health insurance business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various 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.

Daniel Reitz is a financial advisor at Equity Services, Inc. with 36 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including National Life, Guardian Life Insurance Company, and Stifel Nicolaus. Outside of his advisory role, he is also an insurance agent for Thoroughbred Advisors in Whitehall, PA. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a variety of advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with shorter-term trading options.

Frederick Gustave III is a financial advisor at Mariner with 20 years of industry experience. He holds a Series 66 designation and previously worked for Executive Wealth Counselors, LLC for 16 years before joining Mariner. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm implements discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax and accounting services along with specialized financial wellness and family office solutions.

Brian Patton is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016. Outside of his advisory role, he serves as president of the Prexie Wrestling Boosters, a nonprofit fundraising organization supporting local youth wrestling programs. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporations through various advisory programs and model portfolios. The firm emphasizes client-directed investment strategy selection and provides oversight through due diligence and supervisory review.