William Kinmonth Jr. is a CFP® and ChFC® with 28 years of industry experience. He is currently with NewEdge Advisors and LPL Financial, having previously worked for Citizens Securities, Inc. for over two decades. Outside of his advisory roles, he serves as a soccer official. 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, using a range of investment approaches and regular portfolio reviews.

Matthew Hartle is a financial advisor with PNC Wealth Management in Wexford, PA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm uses algorithmic risk assessment to recommend model strategies managed by PNC or third parties, with implementation via mutual funds and ETFs and annual rebalancing.

Debra Dragich is a CFP® with 29 years of industry experience. She is currently with &PARTNERS, where she has worked since 2026, following an 11-year tenure at Raymond James & Associates. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing proprietary and third-party investment strategies through platforms like Envestnet, and operates in multiple roles including RIA, broker-dealer, and municipal advisor.

Glenn Powell II is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and delegates portfolio implementation to approved third-party strategists.

Roger Zahn is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including over two decades with Principal Life Insurance Company and Principal Securities Inc. Zahn also owns Zahn Financial Services LLC, a firm he established to support joint expenses and staff payroll with a partner. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan Hileman is a financial advisor with OSAIC Institutions, Inc., holding Series 65, 63, and 66 licenses and 11 years of industry experience. His prior roles include positions at KeyBank, PNC Investments, and First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives who provide customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts and utilizes third-party promoters and subadvisory arrangements to differentiate its service and distribution approach.

Donald Kremer is a CFP® professional with over 34 years of experience in the financial services industry. He has been with Private Advisor Group, LLC since 2012 and also maintains a long-standing association with LPL Financial, LLC since 2007. Kremer serves as president of Kremer & Associates, Inc., which provides non-variable insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various investment strategies tailored to client objectives and risk tolerances.

Geoffrey Skadra is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he held positions at Citizens Securities, Northwestern Mutual, Symmetry Financial Group, and Experior Financial Group. Outside of his advisory work, he is the owner and president of Catchpoint, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions supported by advisor recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with connections to related banking and capital markets entities.

Colin Rafferty is a financial advisor at PNC Wealth Management with five years of industry experience and a Series 66 designation. He previously worked at Key Investment Services LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to PNC Bank employees, which uses approved model strategies and an algorithmic risk assessment.

William Sangaila Borlak is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds a Series 66 designation and has two years of industry experience. His career includes roles at PNC Investments LLC since 2023, PNC Bank from 2018 to 2023, and Fitness International/LA Fitness from 2016 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and delegated portfolio management with mutual funds and ETFs.

Keleigh Sopher is a CFP® professional with 12 years of industry experience, currently with Janney Montgomery Scott. Her career includes prior roles at Federated Global Investment Management Corp and related entities. Outside of her advisory work, she serves as a Daisy Troop Leader for the Western PA council of Girl Scouts of America and as an assistant instructor for a children’s martial arts program. 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 broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering investment advice through both in-house and third-party portfolio management across multiple programs.

Mark Ganung is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and serves as Senior Vice President at First Commonwealth Bank, where he has been employed since 2011. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, emphasizing customized advisory engagements and access to alternative investments through platforms like CAIS. The firm’s assets are predominantly managed on a non-discretionary basis, and it operates with a dual broker-dealer/adviser structure.

Mark Kelly is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Private Advisor Group since 2012 and also maintains a longstanding affiliation with LPL Financial, LLC. Outside of his advisory roles, he is involved in diversity training through Innovative Business Products & Services, LLC. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

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.

Cassandra Beres is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and four years of industry experience. She has been with Janney Montgomery Scott since 2019 and previously worked at The Clubhouse Gibsonia. Outside of her advisory role, Beres serves as treasurer for the Saxonburg Area Baseball Association and as secretary for the Knoch Football Boosters in Renfrew, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and a range of advisory programs.

Samuel Annaian is a financial advisor at &PARTNERS with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at PNC Investments, LLC for nine years. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a combination of proprietary models and third-party manager solutions supported by fundamental, technical, and quantitative analysis.

David Fahrenthold is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2006. Outside of his advisory role, he is the owner of Sweet Starts, a non-investment related business. 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 assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Braden Mc Canna is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 credential and one year of industry experience. He previously worked at LPL Financial and Equitable Advisors and has a background that includes roles in healthcare and education. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Michael Fitzgerald is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His prior experience includes six years at Riversource Distributors before joining PNC Investments in 2020. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and managed mutual fund and ETF strategies.

Jackson Catanzaro is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Western Wealth Management LLC, LPL Financial, and Jumet Financial. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm’s Strategic Wealth Management platform utilizes an open-architecture approach that supports advisor-managed and model-based portfolios across multiple custodians and sub-advisors.