Erin Hutter is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and experience spanning roles in financial services and nonprofit organizations since 2016. Her background includes positions at LPL Financial LLC, Botkin Family Wealth Management, and The Children's Home of Pittsburgh. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, combining client goal assessment with portfolio management or selection of external managers and model portfolios.

Frank Cavoti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 25 years of industry experience. He previously worked at Mid Atlantic Capital Corporation for 22 years and currently maintains a role at Beltz Financial, focusing on fixed income sales and insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning services through various program platforms and third-party managers.

Shawn Coologhan is a financial advisor with Commonwealth Financial Network who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Avantax Investment Services, Inc. and Geisler & Company Financial Planning. He is also involved in tax preparation through Thomas A Geisler & Co P.C. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers comprehensive adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services.

Jennet Mammedova is a CFP® professional with four years of experience in the financial services industry, currently affiliated with Citizens Securities, Inc. She has held roles at Citizens Securities since 2022 and previously worked at Citizens Bank, BANK of AMERICA, Merrill, and other firms. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm employs both digital and managed account advisory platforms and operates as a broker-dealer and insurance agency.

Andrew Mitchell is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services supports a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, by providing financial planning and portfolio management along with specialized services such as Private Family Office support and Executive Wealth programs. The firm employs strategic allocation models and manager selections developed by its Private Wealth Investment Strategy and External Investment groups, integrating tools like AI-driven analytics and tax-aware techniques within its comprehensive advisory platform.

Todd Fabic is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and wrap/advisory programs.

Thomas Geisler Jr. is a CFP® with 27 years of experience currently affiliated with Commonwealth Financial Network. His prior experience includes extensive work in insurance sales and tax preparation services through his own firm, Thomas A Geisler & Co., PC, which he has operated since 1985. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, serving individual and institutional clients with a range of managed-account programs, third-party asset manager access, and back-office services.

William Chaney is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Chaney serves as a trustee for the Stackpole Foundation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an “enhanced open architecture” approach that combines active and passive strategies, third-party managers, and private funds.

Michael Blehar is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles 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, financial planning, and consulting services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Robert Vettorel is a financial advisor with Carson Wealth in Canonsburg, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at LPL Financial, Walnut Street Securities, and several wealth management firms, including his ownership of RBV Wealth Management, LLC. He also serves as head of the Wealth Management Services division at Washington Financial and operates as an investment advisory representative with CWM, LLC dba Carson Group Partners. CWM, LLC is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct model portfolios and providing specialized solutions such as custom indexing and access to alternative investments.

Cali Lehman is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with 15 years of industry experience. Her prior roles include positions at LPL Financial and CUSO Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven online portfolio management option available to employees with PNC Bank online credentials. The firm utilizes a mix of mutual funds and ETFs managed by PNC or third-party strategists, with portfolio implementation delegated to external firms.

Paul Lukas is a Series 66-licensed financial advisor with Janney Montgomery Scott, where he has worked since 2005. He has 31 years of industry experience. Outside of his advisory role, he serves on the Board of Trustees for the Washington County Manufacturers Association and volunteers as a youth baseball coach for teams in Canonsburg and Washington, Pennsylvania. Janney Montgomery Scott LLC 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, and institutional clients, providing brokerage, financial planning, consulting, and advisory services through a blend of in-house and third-party managed programs.

Daniel Eye is a CFA® charterholder with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds.

Brian Cartier is a CFP® professional with seven years of industry experience, currently with Osaic Advisory Services, LLC since 2024. Prior to this, he worked at Triad Hybrid Solutions and Allegheny Financial Group. He is also involved with Justabout Wealth Management, a financial advisory firm focused on wealth management and financial planning for individual clients. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of solutions such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, leveraging both fundamental and technical strategies within an integrated platform ecosystem.

Glenn Mc Gee is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he held positions in various industries, including supply chain and moving services. 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 wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Randy Hillier is a financial advisor at Mariner with 21 years of industry experience and holds a Series 65 designation. He previously worked at Commonwealth Advisory Group, Ltd. for 17 years before joining Mariner Wealth Advisors in 2021. In addition to his advisory role, Hillier has worked as an insurance agent since 1993. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized, discretionary portfolio management supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services uncommon for a firm of its size.

Anthony Ratkiewicz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at several firms, including Massmutual and Guardian Life, and currently operates through Beau Street Financial. Outside of advising, he manages a two-unit rental property. 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 employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Maxwell Lamm is a financial advisor at Focus Partners Wealth, LLC in Pittsburgh, PA, holding a Series 65 designation. He has experience working at several firms including First National Bank, Henderson Brothers, and PittMoss, as well as roles outside finance such as teaching at Mars Area High School and Duquesne University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive portfolio construction.

Kathryn Clark is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her prior work includes roles at LPL Financial and Morgan Stanley. She also serves as a paraplanner and client manager within Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs multiple management platforms alongside third-party managed solutions.

Heather Farris 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 Ayco, she worked for The Rochester Inn and spent 17 years at The Debt Doctors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.