Michael Bell is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Anthony Mastro. Outside of advisory work, he has a history of involvement with St Clair Country Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and both proprietary and third-party platforms.

Scott Ferris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support through a mix of discretionary and non-discretionary managers.

Kathleen Wright is a CFA® charterholder with 26 years of industry experience. She has been with Mariner since 2026 and previously led her own firm, Kathleen S. Wright Associates, Inc., for 24 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines customized discretionary portfolios with in-house research and third-party manager allocations, and offers integrated tax, accounting, and financial wellness solutions.

Daniel Rocco is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Jeffrey Fine is a financial advisor with Money Concepts Capital Corp in Washington, PA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Money Concepts Capital Corp since 2002 and also serves as an owner and officer of Accountmaster, Inc., a tax preparation and accounting business. Additionally, he established Fine Financials Professional Corporation for general tax and business purposes. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm utilizes a combination of model portfolios and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets and offer various managed programs.

Andrew Funovits is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at LPL Financial LLC and Advisors Capital Management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and about 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, access to third-party manager programs, and a variety of financial planning services, utilizing an open-architecture approach that incorporates multiple platforms and tools.

Michael Lagoy is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Ayco/Goldman Sachs & Co. LLC since 2016, following a 25-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models and proprietary analytics while providing access to a broad range of platforms and fee arrangements.

Ethan Gengarella is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Equitable Advisors and positions outside of financial services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with a portion of its advisory business focused on a digital advisory platform that uses proprietary algorithms and client risk assessments.

William Engel is a CFP® and Series 66-registered advisor with 18 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 LLC. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and professionals in the financial investment industry. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Derek Montanye is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Morgan Stanley, and JPMorgan Chase Bank, N.A. Outside of finance, he is a partner and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, and institutional investors. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, with access to a broad network of affiliated service companies and product relationships.

Craig Rossetti is a CFP® and ChFC® with 28 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and has worked with Penn Mutual Life Insurance Company since 2009. Rossetti also operates his own tax and accounting services firm and serves on the board of directors for Mount Lebanon Village, a community nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining custody, execution, brokerage capabilities, and investment advice through a network of advisers and third-party asset managers.

David De Sorbo is a financial advisor at Mariner with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Strategic Financial Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and integrates tax and accounting services alongside its investment offerings.

Mitchell Mroczkowski is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include positions at Commonwealth Advisory Group, Robert Morris University, and Riley Financial Strategies Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon in firms of its size.

Philip Henry is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Henry Wealth Management, LLC since 2003. Outside of his advisory work, he is the creator of Phil Henry Ministries Inc., a charitable and educational organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Andrew Allender is a financial advisor with Key Investment Services LLC in McMurray, PA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at KeyBank, LPL Enterprise, and The Prudential Insurance Company of America. Outside of finance, he serves as a referee for the PA West Soccer Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, and operates as part of the KeyCorp group with affiliated banking and capital markets entities.

Charles Fawcett V is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight 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 utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kristen Painter is a financial advisor at PNC Wealth Management with one year of industry experience. She holds a Series 66 designation and has been with PNC Bank since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies managed internally or by third parties.

Erin Hutter is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has professional experience beginning in 2016, including roles at LPL Financial LLC and Botkin Family Wealth Management since 2024. Outside of the financial sector, she has worked with The Children's Home of Pittsburgh and Baldwin Whitehall School District in prior years. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing a variety of custodians, third-party asset managers, and proprietary model portfolios.

Frank Cavoti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 24 years of industry experience. He previously worked at Mid Atlantic Capital Corporation for 22 years and is also involved with Beltz Financial, where he engages in fixed income sales and insurance product transactions. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing a range of model portfolios, third-party sub-advisers, and custom strategies.

Shawn Coologhan is a financial advisor affiliated with Commonwealth Financial Network in Pittsburgh, PA, holding Series 63 and Series 66 designations with six years of industry experience. His prior work includes roles at Avantax Investment Services, Inc. and Geisler & Company Financial Planning. Outside his advisory role, he is involved in tax preparation through Thomas A Geisler & Co P.C. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and custodial services, supporting advisors with both internally managed model portfolios and outsourced platforms.