Kevin Boland is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 credential and 18 years of industry experience. His prior experience includes roles at Cetera Wealth Services and Avantax Investment Services, among others. Outside of his advisory work, Boland is involved in fiduciary appointments and serves on the boards of behavioral health and early childhood development organizations, as well as on the governing board of Seton-La Salle Catholic High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, while providing a range of investment options and back-office solutions.

Susan Bell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Principal Life Insurance Company, Principal Securities, OneDigital Investment Advisors, and Huntington Investment Company. She is also formally designated as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Kimberly Carroll is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at Ameritas since 2021 and previous experience at Citizens Bank and Citizens Securities. Outside of finance, she has taught dance to children at Michele's Dance Center since 2003. Ameritas Advisory Services 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 offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and discretionary programs combined with third-party technology and managerial resources.

Paul Lorenz is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including PNC Private Bank, Infinex Investments, and Citizens Bank prior to joining his current firm. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

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 at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Citigroup Global Markets, and Hefren Tillotson, Inc. Botkin has been with Private Advisor Group and affiliated with LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model that combines client goal assessment with access to proprietary and third-party managed account solutions.

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® professional with 12 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held previous positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, PNC Wealth Management, and Edward Jones. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds 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 with one year of industry experience. She holds a Series 66 designation and has previously worked at firms including Kovitz Investment Group, LLC and Baird. Outside of financial advising, she has held roles in hospitality and retail sectors. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, tax and financial planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Beth Lynch is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Her prior roles include positions at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group, and Schneider Downs Wealth Management Advisors, LP. 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 utilizing a blend of active and passive strategies, third-party managers, and private funds 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 licenses and has eight years of industry experience. Her work history includes roles at Avantax and its affiliated entities, as well as Geisler & Company Financial Planning. Gallina is also involved in fixed insurance sales. 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 over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and back-office support, providing clients with customized portfolio solutions and a broad selection of investment options.

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 at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent since 2018. Prior to his advisory role, he was employed at Penn Mutual Life Insurance Company and has experience at Kent State University and Labriola's Italian Market. Marra serves as president of the BNI Allegheny Valley Chapter, leading weekly meetings to facilitate business referrals among local professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer and reports a combined discretionary and non-discretionary assets under management exceeding $9 billion.

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.

Adam Bayuk is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately seven years of experience. Prior to joining Goldman Sachs, he worked at Deloitte Tax LLP for three years and PricewaterhouseCoopers LLP for five years. Goldman Sachs Wealth Services serves a diverse clientele, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and a broad range of platforms supported by integrated capabilities across the Goldman Sachs ecosystem.

Joshua Maher is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at NewEdge Advisors since 2021 and has a long tenure with Mid Atlantic Capital Corporation and Washington and Jefferson. Outside of his advisory work, Maher is involved in nonprofit teaching through Maher Wealth Management LLC, where tuition proceeds from a college course he teaches are paid back to the institution. NewEdge Advisors is a large registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations through independent investment adviser representatives. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and advanced technology tools, with an emphasis on centralized due diligence and manager monitoring.

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.