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 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 with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Key Investment Services since 2016. Outside of his advisory role, he serves as president of the Prexie Wrestling Boosters, a fundraising organization supporting wrestling programs in Washington, PA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and due diligence for third-party products, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

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 with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Advisors Capital Management. Funovits has been involved in providing administrative support at Stratos Wealth Partners and CoNext Wealth Partners, entities related to his advisory activities. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of representatives, utilizing both proprietary and third-party investment strategies.

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 at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Lowe's. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, alongside commission-based brokerage activities.

William Engel is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Bill Few Associates. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and financial professionals. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Derek Montanye is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Focus Partners Wealth, he worked at firms including Goldman Sachs, Morgan Stanley, Thrivent Financial, and JPMorgan Chase Bank. Outside of his advisory work, Montanye is a performing artist and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Craig Rossetti is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009, and he also operates Rossetti Tax + Accounting, providing tax and accounting services since 1997. Rossetti 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 through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary account options with a platform that includes third-party asset manager relationships and combines advisory services with broker-dealer capabilities.

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.