Robert Gleyze is a CFP® professional with 31 years of industry experience and has worked at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses and is based in Sewickley (Wexford), PA. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Jena Hampe is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Avantax Planning Partners Inc and GA Investment Management. Prior to entering financial services, she was employed at Mac's Cafe and spent time at Butler High School and Slippery Rock University. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a larger Cetera network providing affiliated custodial and pension-related services.

Jonathan Caromano is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has held his current position since 2004. Caromano holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with existing PNC Bank online credentials. The program uses algorithm-driven model strategies executed through mutual funds and ETFs with annual rebalancing.

Kelli Kania is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio service currently available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Jessica Meek is a Series 66-licensed financial advisor with Janney Montgomery Scott, bringing 12 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC 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, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Joshua Mc Coy is a Series 66-licensed financial advisor with PNC Wealth Management, bringing seven years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Mass Mutual Investors Services. He has also been involved with the Slippery Rock Office for Inclusive Excellence. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Garrett Mac Donald is a financial advisor at Janney Montgomery Scott with two years of industry experience and a Series 66 designation. He has been with Janney Montgomery Scott since 2023 and has prior experience in renovation and restoration businesses. Outside of financial services, he is involved in New Era Premier Renovations LLC, a company he has been associated with since 2021. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Rich Grivas is a financial advisor with Private Advisor Group, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Private Advisor Group, he worked at Fidelity Investments in various roles from 2006 to 2025. He operates under the business name Spartan Lake Wealth for providing investment advice and is also licensed to sell insurance products on a commission basis, separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and other advisory services. The firm employs a fiduciary-based model utilizing various investment strategies and technology platforms and provides access to proprietary and third-party managed account solutions.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Bank, J.P. Morgan Securities, and The Prudential Insurance Company of America. Focus Partners Wealth 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 combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various specialized tools.

Katherine Loheyde is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Morgan Stanley, Wells Fargo Clearing Services, and PNC Investments. Outside of her advisory role, she serves as Swim Team Chairperson for the Murrysville Swim Club, organizing and coordinating summer swim meets and practices. Janney Montgomery Scott 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, and provides services through a combination of in-house and third-party portfolio management across multiple advisory programs.

Chad Nason is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameritas entities and affiliated firms since 2014, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of his advisory work, he is involved in insurance sales and works with registered representatives on insurance-related business opportunities. 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 employs a variety of investment strategies, including model portfolios and individual securities, and offers multiple program platforms supported by third-party technology and asset managers.

Christopher Cutshall is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes 18 years at Tooling Dynamics LLC before joining Valic Financial Advisors in 2017. Outside of investment advisory, he is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm uses a technology-driven, model-based approach and manages approximately $29.2 billion across nearly 300,000 clients.

James Conrad is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been associated with Pinnacle Financial Strategies and Commonwealth Financial Network since 2005. Outside of his advisory work, Conrad serves as an instructor for continuing education courses for CPAs and attorneys and provides expert witness testimony in family and divorce court proceedings. He is also involved in local sports as a high school soccer game announcer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.

Hayden Adams is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Wealth Management Partners, Equitable, Salas O’Brien, and the Pennsylvania Department of the Auditor General. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody services, combining internally managed and outsourced portfolio solutions.

Jonathan Liebegott is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and bringing 12 years of industry experience. His career includes roles at PNC Investments and PNC Bank dating back to 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic questionnaires to recommend investment models managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Alexis Gayhart is a CFP® professional with 17 years of experience in the financial industry. She has worked at Corient and Corient Services LLC since 2024 and previously spent 12 years at Socius Family Office, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management and portfolio monitoring tools to align investments with client objectives.

Joshua Wencil is a CFP® professional with 18 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having joined in 2025, and has prior experience at Fidelity Investments, PNC, ParenteBeard Wealth Management, BMC Financial Advisors, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, relying on Charles Schwab & Co.’s standard asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Michael Trpcic III is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC since 2016. Outside of his advisory role, he is also an owner of non-investment related investment properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm’s investment approach uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

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.

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.