Mariano Lopez is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Securities Inc., and PNC Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Zoe Wiest is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 20 years of industry experience. Her prior firms include Ameriprise and LPL Financial, where she has also been affiliated since 2015. Outside of advisory work, she is a commissioned notary public. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven, open-architecture model that integrates multiple third-party platforms and offers a range of portfolio management and financial planning services.

Daniel Gleyze is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 63 and Series 65 licenses. Before joining Janney Montgomery Scott, he worked at Ernst & Young for three years. Janney Montgomery Scott is a large 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, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Jonathan Lohman is a Series 65 licensed advisor at Mariner with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent a decade with Commonwealth Advisory Group, Ltd. in various roles. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and is notable for its integration of tax, accounting, and administrative family office capabilities.

Nathan Boxx is a CFP® certificant with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis, private funds, and specialized portfolio tools.

Kyle Eichorn is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, The Huntington Investment Company, Citizens Bank, and Wells Fargo Bank. From 2015 to 2019, he was involved with RAW Kyle LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bradley Jurik is a CFP® credentialed financial advisor with 13 years of industry experience, currently with Ameritas Advisory Services, LLC. His background includes roles at Waldron Private Wealth, Charles Schwab, Merrill, and PNC Wealth Management. He is also a licensed Independent Insurance Agent involved in insurance, annuity, and retirement plan sales. 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 offers asset management, financial planning, and retirement plan advisory through a combination of model portfolios, mutual funds, ETFs, and customized strategies.

Reece Smith is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at Fidelity and Aptus Wealth Planning. Outside of his advisory roles, he managed a lawn care business for six years and has teaching experience with Carlynton School District and Allegheny College. Mariner serves a diverse client base, including individuals, pension plans, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with an emphasis on tax and accounting integration uncommon among large advisory enterprises.

Stephanie Hunter is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, PNC Wealth Management, and Wells Fargo Clearing. Hunter is also active as an insurance agent with Benchmark Financial Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

William Barth is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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, consulting, and multiple wrap and advisory programs.

Emily Franco is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Fort Pitt Capital Group LLC for nine years, Kovitz Investment Group Partners, LLC for two years, and currently at Focus Partners Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.

Darrell Briggs Jr. is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with two years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at KeyBank and Enterprise Holdings. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary management and integrates with KeyCorp affiliates to deliver a range of investment and advisory services.

Justin Porco is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has worked at several firms including LPL Financial LLC, The O.N. Equity Sales Company, Global Retirement Partners LLC, Bank of America, Merrill, and Huntington National Bank. Outside of financial advisory, he is involved with J&N Construction LLC, a business entity used for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an advisor-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering customized portfolio management and a range of financial planning and investment solutions.

Theodore Bovard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active, passive, and alternative investment strategies.

Troy Nunes is a Series 66-credentialed financial advisor at Corient with 22 years of industry experience. He previously worked at Socius Family Office, LLC and Capital Investment Group. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align investment exposures with client objectives.

David Beltz is a financial advisor with Ameritas Advisory Services, LLC and holds the ChFC® and Series 63 designations. He has 30 years of industry experience and has been with Ameritas and its affiliates since 2019. He is also the owner of Beltz Financial Group, where he markets and discusses risk management needs with businesses and individuals. 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, interval funds, and individual securities.

Sean Ries is a financial advisor at Independent Financial Partners with 31 years of industry experience. He held previous roles at Grove Point Investments, LLC and H. Beck, Inc. Ries is a limited partner in Pennsylvania Pure Distilleries, a vodka production and distribution company, and serves as a board member for the Manor Home Owners Association. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm emphasizes a decentralized advisory model and has a notable focus on retirement-plan advisory and pension consulting services.

Scott Mc Caffrey is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, Proofpoint, Amerivest Investment Management, LLC, TD Ameritrade, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. 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 within an enhanced open architecture framework.

Leonard Silvester is a financial advisor with Oppenheimer in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Oppenheimer since 2014, with prior roles at RBC Capital Markets and Ferris, Baker Watts, LLC. Outside of his advisory role, he serves as treasurer of the Northern Allegheny County Rotary Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of discretionary and non-discretionary investment programs and consulting services, and it maintains custody of client assets as a qualified custodian.

Jeanine Guzzardi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and delegated investment implementation.