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 at Key Investment Services LLC with three years of industry experience. He holds the Series 66 designation and has worked at KeyBank, LPL Enterprise, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved as a soccer referee with the PA West Soccer Association. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various managed account programs and affiliated brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with relationships to KeyBank and KeyBanc Capital Markets.

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 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 at Ameritas Advisory Services, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked for Mid Atlantic Capital Corporation for 22 years. In addition to his advisory role, he is involved with Beltz Financial, where he focuses on fixed income sales and agency-related insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a structured investment committee and multiple custodial platforms.

Carissa Giordano Steinmeyer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at HBKS Wealth Advisors and Purshe Kaplan Sterling Investments since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

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.

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 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 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 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 and based in Pittsburgh, PA. Carroll has been with Ameritas and related entities since 2023, with prior experience that includes work at Walt Disney World and roles in education and hospitality. Outside of finance, Carroll was involved with En Pointe Dance Academy for one year. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management, supported by portfolio construction and monitoring from its Investment Committee and third-party partners.

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 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.