Douglas Gibson is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at KeyBank and PNC Bank prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection alongside ongoing monitoring and due diligence of third-party advisory products, leveraging its affiliations within the KeyCorp group.

Matthew Stanley is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 14 years of industry experience, including roles at Grove Point Advisors, Grove Point Investments, and MR Financial Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on a decentralized advisory model and formal retirement-plan advisory capabilities.

Austin Ridgley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. His work history includes positions at Commonwealth Financial Network, Nexus Financial Network, Park Avenue Securities, and Guardian Life Insurance Company. Ridgley also engages in fixed insurance sales as an additional business activity. 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 over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custodial services, working with clients to implement portfolios through both internally managed and outsourced models.

Dante Grenci is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Partners since 2021 and LPL Financial since 2026. Outside of his advisory role, he is involved in tax preparation and accounting through Grenci Accounting and Finance and The Kelley Financial Group Accounting and Consulting. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing financial planning, portfolio management, and specialized consulting. The firm combines individualized asset allocation with access to proprietary and third-party investment strategies, supporting a broad range of advisory programs and custodial platforms.

Helene Lino is a financial advisor at Equity Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 14 years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Myles Waltonbaugh Clements is a CFP® with nine years of industry experience, currently affiliated with Mariner. He previously worked at Fort Pitt Capital Group and Ameriprise Financial Services, Inc. He is also co-owner of Pittsburgh Coffee Co., a non-investment business venture with his spouse. Mariner serves a diverse client base, offering customized investment management, financial planning, and retirement plan consulting, with a notable integration of tax and accounting services alongside traditional portfolio management.

Paul Lantz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Before joining Principal Securities in 2016, he worked as an accountant for nearly four decades. His activities include offering fixed insurance, fixed life, annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Sean Hannon is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Capital Markets for nine years before joining Commonwealth and Pinnacle Financial Strategies LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Jason Harnois is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His work history includes multiple roles at KeyBank and a period at Hilton Hotels & Resorts. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment solutions, emphasizing client-directed model selection and ongoing oversight within the KeyCorp group.

Courtney Mc Clellan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. Prior to that, she was employed at The Ohio State University and Revere Local School District. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements to tailor services to client objectives.

Robert Kovalan Jr. is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within Citizens Bank and its affiliates since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Donald Bell is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC Investments, LLC since 2016. He holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithmic risk assessment and implements portfolios using approved model strategies with mutual funds and ETFs.

Cassidy Schmidt is a CFP® with seven years of industry experience, currently affiliated with Cetera Planning Partners. Her prior roles include positions at Stratos Wealth Advisors, LLC, Avantax Planning Partners, Inc., and Gierl Augustine Investment Management, Inc. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, combined with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

David Weigand is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at PNC Investments and Edward Jones. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary accounts.

Alan Cornell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2004 and serves as a board member of the Beaver Cemetery and Mausoleum. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform designed for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.

Donald Belt is a CFA® charterholder with over 31 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023, following previous roles at Robert Baird & Co. and Hefren Tillotson, Inc. He serves on the boards of Gear Up Segou and Real Champions Inc., a children's mentoring organization. Mariner Wealth Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios with a combination of in-house research and third-party managers, and provides extensive tax integration and financial wellness tools uncommon among large advisory firms.

Barbara Layton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Janney Montgomery Scott for a total of 20 years, including her current tenure that began in 2021. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Timothy Balkin is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at KeyBank and Citizens Bank. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing discretionary management using model or customized portfolios.

Jordan Fowler is a CFP® with ten years of experience in the financial services industry, currently with Cetera Planning Partners. His previous roles include positions at UBS Financial Services, Dollar Bank, and Avantax Planning Partners. Outside of his advisory duties, he is an owner of Fowler Family Holdings, a holding company involved in a roofing business where he contributes to financial review and marketing. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including tax services and estate planning through third-party providers, with an investment approach centered on diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.

Daniel Johnson is a financial advisor with Eagle Strategies (NY Life) based in Wexford, PA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at New York Life Insurance Co, NYLIFE Securities LLC, and North Hills Financial LLC. Johnson is a board member and Tomorrow's Leaders representative for the Cystic Fibrosis Foundation of Western PA. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.