Zachary Lemasters is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Principia College. Outside of advising, he is active as an independent insurance agent for various agencies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Ryan Mulderig is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at Mercer Allied Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions including executive and personal wealth management, private family office support, and retirement plan education.

Edward Lewis is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ic Advisory Services Inc and The Investment Center, among other firms, and is co-owner of Synergy Staffing, Inc., a staffing company. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction across diverse securities and insurance products.

Michael Doyle is a CFP® and CFA® serving as a financial advisor at Mariner with four years of industry experience. His prior roles include positions at Cookson Peirce & Co., Inc, The Coury Firm, and Veritable LP. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios overseen by an Investment Committee and supported by in-house research and third-party managers.

Lucas Carter is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and previously worked at IntePros Consulting before joining Goldman Sachs Ayco Personal Financial Management. Carter completed his studies at the University of Delaware in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a wide range of affiliated services within a large integrated financial group to deliver tailored wealth management solutions.

Nicholas Zapatka is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds the Series 63 and Series 65 designations. His work history includes roles at Ameriprise Financial Services, LLC, and multiple positions within Huntington-affiliated entities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, combining third-party managers with proprietary Private Bank models and uses an open-architecture approach to portfolio management.

Elizabeth Zorn is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

Brock Pompeani is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied, PNC Investments, and PNC Bank. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Nicholas Rawlins is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. He is involved in several community and business roles, including serving as vice chairman of the Washington County Transportation Authority board of directors and as secretary of the Claysville Area Business Association. Rawlins also owns Red Bird Services, LLC, a home services company providing lawn mowing services, and is a council member of Washington Youth Baseball. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Stephen Hadad is a financial advisor at OSAIC Institutions, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at First Commonwealth Bank since 2020, as well as at Infinex Investments, Inc. and PNC Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model that includes discretionary and non-discretionary management, alternative investments, and lending solutions.

Patrick Leviseur is a financial advisor at PNC Wealth Management with 28 years of industry experience. He has been with PNC Investments since 2015 and holds the Series 63 and Series 65 credentials. Based in Pittsburgh, PA, he supports clients through the firm’s wealth management services. PNC Wealth Management offers retail brokerage and advisory services via several model-based programs, including an invitation-only digital discretionary model account available to employees. The firm’s approach uses algorithm-driven risk assessment and delegates portfolio management to approved model strategists employing mutual funds and ETFs.

Theodore Feitt Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Huntington Investment Company for three years before joining Key Investment Services in 2019. Feitt serves as a board member for the Disciples Church Extension Fund, which funds charitable and non-profit projects within the Disciples of Christ member churches network. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence on third-party advisory products, and access to discretionary money managers.

Sean Culbertson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities Inc. since 2014, with a brief tenure at Cambridge Investment Research Advisors, Inc. He is also involved as an independent insurance agent through Financial Essentials, LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in its offerings.

John Wetterau is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

John Cunningham is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked with Kades Margolis while completing his studies at the University of Tampa. In addition to his advisory role, he is involved in marketing financial products through Kades Margolis Corporation. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm utilizes a range of discretionary portfolio management strategies and combines affiliated and unaffiliated sub-advisers with model-based allocations.

Jacob Croft is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding the Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Hornor, Townsend & Kent since 2018 and has a concurrent affiliation with Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, Croft is active as president of a local Business Networking International chapter and is a partner at an online trading card sales business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options through a combination of in-house advice and third-party asset manager relationships, operating as both an SEC-registered advisor and FINRA-member broker-dealer.

Eric Sluss is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. Sluss operates The Sluss Advisory Group as a DBA under Private Advisor Group, providing investment advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple platforms and third-party asset managers to meet diverse client needs.

Kiera Davis is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She previously worked at The Ayco Company, L.P./Mercer Allied and has held roles at educational institutions and financial organizations. 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 a range of discretionary and non-discretionary managers, offering specialized programs such as Executive Wealth and Private Family Office support.

Roman Day is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 credential and six years of industry experience. He has worked at several firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, LPL Financial, and Federated Investment Counseling. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and alternatives, and maintains a broad platform that includes affiliated service companies and product relationships beyond typical custody or manager platforms.

Joshua Valentic is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Hornor, Townsend & Kent since 2015 and also serves as an agent for multiple insurance brokerages, including 21st Century Financial and Vigilant Wealth Partners, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.