Michael Halloran is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has been with Janney Montgomery Scott in Pittsburgh since 2012. Outside of his advisory role, Halloran serves as an adjunct finance and quantitative methods professor in the MBA program at Point Park University. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves individuals, families, trusts, corporate and retirement plans, and municipal clients through a combination of brokerage services, financial planning, and advisory programs that incorporate both in-house and third-party portfolio management.

Brittany Byrne is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services in various roles since 2015. Outside of her advisory work, she serves as a group helper for the Family Readiness Group associated with a National Guard unit, assisting in communication with families. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Charles Wurdack is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 66 registrations and 25 years of industry experience. His prior experience includes roles at NewEdge Securities LLC, Cetera, BAR Financial, Key Investment Services, Ameriprise Financial Services, and PNC Investments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, integrating technology and manager oversight in its investment solutions.

Andrew Fahner is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at PNC Bank, First Commonwealth Bank, and Infinex Investments. He is based in Pittsburgh, PA. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm uses a fiduciary approach within a vertically integrated group and acts as adviser to a donor-advised fund.

Aaron Crist is a CFP® licensed financial advisor with five years of industry experience, currently with Janney Montgomery Scott. He previously worked at Goldman Sachs for four years. Outside of his advisory role, he serves as a mentor for Big Brothers Big Sisters of Pittsburgh. 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 wide range of clients, offering brokerage services, financial planning, and advisory programs through in-house portfolio management and third-party managers.

Kenneth Price is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with Nylife Securities, LLC, and New York Life Insurance Company since 2008. Outside of his advisory role, he serves on the board of the Highmark Caring Foundation Purse Gala, helping organize an annual charitable event. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

John Gourley is a financial advisor with First Command Advisory Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at First Command Insurance Services, First Command Financial Planning, Warren Carr Insurance Group, Nationwide Securities, and Palmer Agency. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage model portfolios and select approved third-party managers.

Matthew Lovre is a Series 66-registered financial advisor with PNC Wealth Management in Pittsburgh, PA, and has two years of industry experience. His prior roles include positions at AE Wealth Management, Alto Financial Group, Kestra Advisory Services, and Becker Wealth Management. Outside of finance, he has held roles in the hospitality and beverage industries, including work with Helltown Brewing and Baja Bar and Grill. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic assessments to recommend portfolio strategies implemented via mutual funds and ETFs.

Bruce Begley is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with PNC Investments since 2004. 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 algorithm-driven risk assessment and diversified mutual fund and ETF strategies.

Darlene Bonson is a CFP®, ChFC®, and Series 63 registered advisor with 31 years of industry experience. She is currently with SPC and previously worked for Leigh Baldwin & Co., LLC for 15 years. Outside of her advisory role, she operates Darren Bonson & Associates, LLC, a financial planning business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors.

Michael Haley is a CFP® with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, LLC and BPU Investment Management Inc. Outside of advisory work, he is involved in fixed insurance activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that blends passive and active management guided by an internal Investment Committee.

Anthony Quinlan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment to guide investment strategies executed via mutual funds and ETFs.

Jason Madden is a financial advisor at PNC Wealth Management in Pittsburgh, PA. He holds the Series 66 designation and has industry experience beginning in 2025. Prior to his current role, he worked at PNC Bank since 2017 and at #1 Cochran Automotive from 2011 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements investments via approved model strategies.

Kyle Richert is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Guardian Life since 2015 and currently works with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he has a minor involvement with Ash Brokerage in insurance products. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs, including both proprietary and third-party solutions.

Seth Dresbold is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked with Signature Select Wealth, Kestra Advisory, Kestra Investment Services, and Signature Financial Planning. Outside of his advisory role, Seth owns a comedy production company, Not Your Turn Productions, which produces and promotes comedy shows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and manages complex investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

Clinton Kelly is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Eagle Strategies in 2025, he worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as President of the Knights of Mecca - Syria Shrine, supporting the Shriner's Children's Hospital in Erie, PA. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Rebecca Bryan is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Mid Atlantic Capital Corporation, NewEdge Securities Inc, and Cetera Advisor Networks, among others. She has also been involved in entrepreneurial activities through Bryan Advisory Services and Bryan Funding Inc. 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 via a wrap fee program that integrates asset management with financial planning and consulting.

Daniel Andrews is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2016. His prior roles include positions at Sheaff Brock Investment Advisors, LLC and Cco Investment Services Corp. Outside of his advisory work, he is involved with Seven Springs Resort, a ski resort in Champion, PA. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management techniques and integrated retirement plan services.

John Macdonald is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including 21 years with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple wrap/advisory programs with a combination of in-house and third-party portfolio management.

William Jenkins is a financial advisor with NewEdge Advisors in Pittsburg, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at NewEdge Advisors since 2021 and has been with Mid Atlantic Capital Corporation since 2008. Jenkins also serves as a compliance officer in addition to his advisory role. 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.