Jennet Mammedova is a CFP® with four years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. She has worked at Citizens Securities since 2022 and previously held roles at Citizens Bank, W&S Brokerage Services, Western Southern Life, Bank of America, Merrill, and Citizens Bank. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary programs, including a digital advisory platform managed in partnership with SigFig.

Andrew Mitchell is a Series 66 credentialed financial advisor with 15 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering a range of tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

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® professional with 26 years of experience currently affiliated with Commonwealth Financial Network. His career includes extensive experience in insurance sales and tax preparation services through his ownership of Thomas A Geisler & Co., PC. Geisler has been active in both financial advisory and tax preparation since 1985. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and model portfolios designed to meet the needs of retail and institutional clients.

William Chaney is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has 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 Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Michael Blehar is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fort Pitt Capital Group LLC and Kovitz Investment Group Partners, LLC. He is currently also associated with Focus Partners Wealth, LLC. 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 and offers a wide range of portfolio management strategies, including separately managed accounts and alternative investments.

Robert Vettorel is an investment advisory representative at CWM, LLC with over 30 years of industry experience. He has held roles at multiple firms including LPL Financial, Cetera Wealth Services, and as owner of RBV Wealth Management, LLC. Vettorel also serves as senior vice president and head of the Wealth Management Services division at Washington Financial. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Payton Carroll is a financial advisor with Ameritas Advisory Services, LLC holding a Series 66 designation. Carroll has been with Ameritas and related affiliates since 2023. Outside of finance, Carroll is involved with En Pointe Dance Academy. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs using in-house and third-party managers, serving a range of high-net-worth and employer-sponsored retirement plan clients.

Cali Lehman is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at PNC Investments since 2019 and previously held roles at LPL Financial and Cuso Financial Services. She also took a two-year hiatus as a homemaker between 2017 and 2019. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

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, currently serving as an advisor at NorthCoast Asset Management LLC. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. He holds a Series 63 license and is based in Pittsburgh, PA. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a wide range of portfolio management strategies, including alternatives and private investment vehicles.

Brian Cartier is a financial advisor at Osaic Advisory Services, LLC with seven years of industry experience. He holds the CFP® designation and Series 66 license. His work history includes positions at Allegheny Financial Group and Triad Advisors. Outside of his role at Osaic, he is 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 investment adviser serving individuals, pension plans, corporations, and other entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

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.

Kyle Walchli is a CFP® with eight years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His career includes a prior role at J.P. Morgan Securities and a decade of service within various Huntington-related entities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party and affiliate portfolio management solutions.

Anthony Ratkiewicz is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Massmutual, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also involved in Beau Street Financial, where he provides clients and prospects with guidance on investments, retirement, and insurance. Ameritas Advisory Services, LLC offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a combination of in-house and third-party investment strategies and maintains affiliations with Ameritas affiliates to provide a broad range of financial solutions.

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.

Sean Cain is a financial advisor at PNC Wealth Management with 32 years of industry experience. He has held positions with PNC Investments, LLC since 2017 and previously with PNC Investments from 2004 to 2017. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account designed for PNC Bank employees that uses algorithm-driven risk assessments and third-party-managed investment strategies.

Patricia Morgan is a financial advisor at NewEdge Advisors with 13 years of industry experience. She holds a Series 65 designation and has worked with Mid Atlantic Financial Management and Adair Financial Group. Morgan is based in Pittsburgh, PA. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.