Kimberly Carroll is a financial advisor with Ameritas Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked with Citizens Bank and its affiliates before joining Ameritas in 2021. Outside of financial advising, Carroll teaches dance to children through Michele's Dance Center, a role she has held since 2003. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement-plan advice, and custom portfolio strategies delivered through affiliated representatives and a firm investment committee.

Paul Lorenz is a financial advisor with Key Investment Services LLC in Bridgeville, PA, holding Series 63 and Series 65 designations and eight years of industry experience. His prior work includes roles at PNC Private Bank, Infinex Investments, Mid Penn Bank, and Citizens Bank. 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-directed investment selection supported by non-binding recommendations and conducts ongoing due diligence and supervisory oversight.

John Sipling is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, joining the firm in 2025. His background includes roles at Uber, DoorDash, and Textron Systems, as well as multiple positions at Penn State University. He has one year of industry experience. Goldman Sachs Wealth Services advises a broad client base that includes individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to various platforms and proprietary analytics.

Lester Botkin is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey platforms, and proprietary model portfolios supported by major strategists and multiple analytical approaches.

Mengqi Chen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, Chen worked at Ektello and has held positions related to sustainable energy and academic institutions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and advanced research tools, offering tailored solutions through various platforms and fee arrangements.

Skylar Riddle is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed by Kovitz Investment Group Partners, Fort Pitt Capital Group, and PNC Investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

David Vega is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has held his current position since 2014 and has been involved with Vega Brothers LLC since 2010. Outside of his advisory work, he is a partner in Starr Lee Properties LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary model account for employees. Their investment approach uses algorithm-driven risk assessment and implements strategies with mutual funds and ETFs, with portfolio management delegated to third parties.

Adam Wright is a CFP®, CFA®, and Series 65 credentialed advisor at Mariner with 13 years of industry experience. He previously founded and led Wright Associates Inc for 14 years before joining Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and integrates comprehensive tax and accounting services alongside traditional portfolio management.

William Burnette is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Mariner since 2021 and previously spent seven years with Commonwealth Advisory Group, Ltd. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Bethani Hrapczak is a financial advisor at Focus Partners Wealth, LLC, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Kovitz Investment Group, Baird, and Hyatt, among others. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis along with a broad network of affiliated service companies offering comprehensive wealth management and advisory solutions.

Beth Lynch is a CFP® with 19 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Schneider Downs Wealth Management Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach is long-term and tax- and fee-sensitive, combining active and passive strategies within an enhanced open architecture framework.

Victoria Gallina is a financial advisor with Commonwealth Financial Network based in Pittsburgh, PA. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior roles include positions at Avantax and HD Vest Investment Services. Gallina is also involved in fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Yuqing Zhao is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, Zhao worked at Cornell University and Hong Kong Baptist University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Andrew Marra is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2018 and previously was employed at Kent State University and Labriola's Italian Market. Outside of advisory work, he serves as president of the BNI Allegheny Valley Chapter, overseeing weekly meetings for a group of business owners and salespeople. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes a network of third-party asset managers to provide tailored investment strategies.

Heather Hoyt is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. She has worked at Goldman Sachs and its affiliated firms since 2012, including roles at Ayco and Mercer Allied prior to her current position. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Joshua Maher is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 20 years of industry experience and has been associated with firms including Mid Atlantic Financial Management and Mid Atlantic Capital Corporation since 2009. Outside of his advisory roles, he is involved with Maher Wealth Management LLC, which includes a teaching role linked to West Virginia Northern Community College. 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, utilizing a range of investment approaches and regular portfolio reviews.

Shivansh Waleacha is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Ernst and Young, Signature Wealth, and several academic institutions, including Point Park University. 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 and Private Family Office support within a large integrated financial group.

Jonathan Wicker is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2017 and was previously with VOYA Financial Advisors from 2014 to 2017. Outside of his advisory role, he serves as treasurer and board member of the Canon McMillan Girls Youth Lacrosse Association, a nonprofit organization. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, and businesses, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of advisor- and firm-managed investment strategies using both strategic and tactical approaches and manages approximately $22.9 billion in advisory assets.

Ryan Mcnamara is a financial advisor with Janney Montgomery Scott in Canonsburg, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Janney Montgomery Scott since 2010. Ryan is involved in his community as an officer of the Knights of Columbus South Hills Council and serves as a finance council member at St. Catherine Laboure Catholic Church in Pittsburgh, advising on budgeting and fundraising. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory programs.

Stephen Hanak is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience and a Series 66 designation. He has worked at Goldman Sachs & Co. LLC since 2019 and previously worked at The AYCO Company, L.P./Mercer Allied for six years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across Goldman Sachs affiliates to tailor strategies and solutions to client objectives.