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 with \u0026PARTNERS in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked for nine years at PNC Investments, LLC before joining \u0026PARTNERS in 2025. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and includes proprietary and third-party strategies in its portfolio management.

Richard Morrison III is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, Morrison is involved in multiple insurance brokerage activities and serves as president of a local networking group. He also owns and operates an online trading card business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates a dual-registered platform combining SEC-registered advisory and broker-dealer services and manages both discretionary and non-discretionary accounts with a focus on tailored asset allocation and third-party asset manager relationships.

Haleigh M Iller is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has worked at Janney since 2021. Her background includes roles at Target and Waynesburg University. 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, and institutional clients, offering brokerage, financial planning, and advisory services along with centralized asset management and trustee capabilities.

Alan Jutca is a financial advisor at Mariner with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Mariner in 2025, he spent 27 years at Guardian Life and Guardian Life Insurance Co of America. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized, discretionary portfolios supported by an internal team and an Investment Committee, with a strong integration of tax and accounting services alongside traditional investment management.

Mark Mackewich is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2016. 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 assessments and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Braden Mc Canna is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at LPL Financial and Equitable Advisors, and has experience in healthcare and education sectors. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory programs and financial planning services through an open-architecture approach that integrates multiple third-party platforms and managers.

Charles Mattiucci is a financial advisor with Focus Partners Wealth, LLC and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, Fragasso Financial Advisors, LPL Financial, PNC Wealth Management, and Merrill. Focus Partners serves individual and institutional clients with wealth management, tax and financial planning, and employee benefit consulting, employing a long-term investment approach that integrates active and passive strategies, third-party managers, and private funds. The firm also provides clients access to specialized financial products and legacy strategies through various affiliated platforms.

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.

John Carberry is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Pittsburgh, PA, and has 23 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, where he has worked since 2003. Outside of his advisory duties, Carberry serves as a trustee for the Bethel Park Community Foundation and is an investor and group exercise instructor at 1000 Higbee Fitness & Wellness, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high‑net‑worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through diversified program platforms that include model portfolios, mutual funds, ETFs, and individual securities.

Jackson Catanzaro is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Western Wealth Management LLC and LPL Financial. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services such as advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, employing an open-architecture approach that integrates multiple platforms and managers.

Gretchen Troiano is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of her advisory role, she owns and competes with an Arabian horse in training and show events. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary programs across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and ongoing portfolio reviews.

James Wells III is a financial advisor with Stratos Wealth Partners, Ltd in Pittsburgh, PA, holding a Series 66 designation and having 20 years of industry experience. His prior firms include Mid Atlantic Financial Management, Inc. and Ameriprise. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, employing an IAR-driven, open-architecture investment approach with access to multiple third-party platforms and specialized portfolio management solutions.

Dillon Hudson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. His career includes roles at PNC Investments, Edward Jones, 1st Summit Bank, and Fastenal. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Jared Henigin is a CFP® professional affiliated with Commonwealth Financial Network, based in Pittsburgh, PA, with nine years of industry experience. He has worked at Wealth Management Partners, LLC since 2019 and at Commonwealth Financial Network since 2018. Prior to that, he was with Northwestern Mutual and CVS Health. Commonwealth Financial Network is a national dual-registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs and advisory services, utilizing both internal model portfolios and third-party platforms.

Melissa Maxwell is a CFP®-certified financial advisor with 20 years of industry experience. She has been associated with Wealth Management Partners and Commonwealth Financial Network since 2009. Melissa also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Anthony Ranalli is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary and non-discretionary investment options, including a digital advisory program and a managed account program.

August Consiglio Jr. is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Connecticut General Life Insurance Co. Consiglio is also president of Consiglio Financial Group, LLC, where he manages and oversees investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

William Coates is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at LPL Financial LLC, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. Stratos Wealth Partners is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets with around 379 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Raymond Dodson is a CFP® professional with 38 years of industry experience, all spent at Commonwealth Financial Network since 1988. He holds the Series 63 designation and is based in Bethel Park, PA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.