Kaleigh Price is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Waldron Private Wealth since 2022 and previously worked at Lincoln Investment LLC. In addition to her advisory role, she operates as an independent insurance agent. Waldron Private Wealth provides investment management and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, third-party managers, and alternative strategies, along with family-office services and specialized insurance product management.

Nancy Mckee is a CFP® and holds a Series 66 designation, with 19 years of industry experience. She has been with Allegheny Financial Group in Pittsburgh, PA, since 1988. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management using a research-driven, risk-managed approach that includes discretionary and non-discretionary mandates and private fund recommendations.

Edward Kelly Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 12 years of industry experience. He has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Phillip Elias is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Bank of America, N.A., and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessments and third-party strategists to manage investments primarily via mutual funds and ETFs.

Martin Valentic is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Hornor, Townsend & Kent since 2015. Outside of his advisory role, Valentic is a part-owner of racehorses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and operates dual registrations as an SEC-registered adviser and FINRA-member broker-dealer.

Paul Pigman Jr. is a financial advisor at First Manhattan Co. LLC with over 40 years of industry experience. He holds the ChFC® designation and previously worked at Northwestern Mutual Investment Services LLC, BNY Mellon Wealth Management, and Solenture Advisors LLC. Outside of his advisory work, he owns Pigpop Racing, where he serves as a high performance driving instructor and team management advisor, and he is president of Scouting America’s Laurel Highlands Council. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed portfolios with passive investments and integrated wealth planning.

Michael Callas is a CFP®-certified financial advisor at Janney Montgomery Scott with 10 years of industry experience, all spent at Janney since 2016. He holds Series 65 and Series 63 licenses and is based in Sewickley (Wexford), PA. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Georgia Phillips is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm’s approach includes algorithm-driven risk assessment, use of approved model strategies managed by PNC or third parties, and portfolio implementation delegated to external providers.

Emily Sippel is a CFP® and Series 65-registered advisor with 13 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and has prior experience at Kovitz Investment Group Partners, Fort Pitt Capital Group, Atlantic Trust Private Wealth Management, and Wingate Wealth Advisors. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds, along with various portfolio management tools and legacy strategies from acquired firms.

Kaitlyn Haney is a CFP® professional with four years of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience with Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, private funds, and advanced portfolio management tools.

Paul Brahan is a Certified Financial Planner (CFP®) with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Brahan studied at Syracuse University’s Whitman School of Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Michael Doman is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked at Commonwealth Advisory Group, Ltd. for 16 years before joining Mariner in 2021. Mariner serves a diverse client base, including 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, utilizing customized portfolios with in-house research and third-party managers.

Nicholas Long is a financial advisor at PNC Wealth Management with three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Northwestern Mutual/KEM Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary model portfolios managed by PNC or third-party strategists.

Steven Dzvonick is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 34 years of industry experience. He has worked at Principal Securities Inc. since 2016, previously operated DZVONICK Financial Services, and has been affiliated with Principal Life Insurance Company since 2003. Outside of advisory work, he receives renewal income from blocks of life insurance policies with Allmerica and Commonwealth. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Scott Metz is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His prior roles include positions at The Huntington Investment Company, Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, CITIZENS Bank, Citizens Securities, and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Harry Kennedy is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and 13 years of industry experience. His prior work history includes Hefren Tillotson and extensive tenure at Janney Montgomery Scott, dating back to 2017. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Melanie Colusci is a CFP® with 28 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. She has been affiliated with Penn Mutual Life Insurance Company since 2010 and is involved in life insurance sales and financial planning. Outside of her advisory role, she is an author and speaker focused on women business owners and is a member of the Penn Mutual National Advisory Council executive committee. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Heather Barr is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to her current role, she worked at BNY Mellon and had multiple positions within Citizens Bank and Citizens Securities. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed account solutions while operating as a broker-dealer and insurance agency.

David Lutz Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has held roles at Ameritas-related firms since 2003 and owns Save with Dave LLC, a financial planning and insurance business serving individuals and small businesses. He is also an independent insurance agent specializing in fixed insurance products and serves as a Medicare insurance agent for the over-65 market. 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 utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by an affiliated structure that includes a broker-dealer and insurance company.

James Hixon is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been affiliated with multiple entities including Celtic Wealth Management, LLC and Ameritas Life Insurance Corp. In addition to his advisory work, he owns and operates Celtic Financial Services LLC, which provides financial planning and sells fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of investment vehicles and model portfolios, combining both firm-developed and third-party options, and provides multiple program platforms to tailor portfolios to client needs.