Nancy Mckee is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Allegheny Financial Group Ltd in Pittsburgh, PA since 1988. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses a mutual-fund-based investment approach supported by in-house research and an investment committee, with risk control through diversification and ongoing monitoring.

Anthony Hladek is a financial advisor at Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Trustmont Advisory Group and its affiliated Trustmont Financial Group since 2007. Outside of his advisory role, he is a member of LokDek, LLC and serves on the board of Trustmont Financial Group, Inc. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook supported by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Bradley Delozier is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Citizens Securities since 2013. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency.

Evalyn Kirk is a financial advisor at SPC with 36 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her career includes roles at Sigma Planning Corporation and Sigma Financial Corporation since 2008, alongside self-employment since 1997. Kirk is chair of the Finance Council for St. Bernadette Roman Catholic Church in Monroeville, PA, and offers insurance services and agent coaching through Innovative Financial Life Solutions. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with over 460 advisors and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client needs.

Edward Kelly Jr. is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and serves as a qualified custodian for client assets.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Phillip Elias is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Bank of America, N.A., and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessments and third-party strategists to manage investments primarily via mutual funds and ETFs.

Martin Valentic is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Hornor, Townsend & Kent since 2015. Outside of his advisory role, Valentic is a part-owner of racehorses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and operates dual registrations as an SEC-registered adviser and FINRA-member broker-dealer.

Jason Laux is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2019 and has been involved with Synergy Financial since 2013. Outside of his advisory roles, he is the owner and president of Synergy Group, Inc., where he manages operations and human resources, and he also presents courses and administers the website pghretirementcourses.com. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions using various investment approaches.

Sean Giliberti is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory work, he serves as president of The Sanctuary Museum, a contemporary art and moral compass museum focused on teaching children ethical values, and he is also a photographer who sells his work to benefit the World Salvation Center charity addressing fatherlessness. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Georgia Phillips is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The firm’s approach includes algorithm-driven risk assessment, use of approved model strategies managed by PNC or third parties, and portfolio implementation delegated to external providers.

Emily Sippel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Atlantic Trust Private Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, consulting, and financial services.

Jeffrey Myers is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and K&L Gates LLP. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Drew Wilson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, along with service in the Florida Army National Guard. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account available to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Kaitlyn Haney is a CFP® professional with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.

Paul Brahan is a CFP® with eight years of industry experience currently advising at Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach rooted in enhanced open architecture.

Patrick King is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He worked at PNC Capital Markets for 11 years before joining Janney Montgomery Scott in 2022. King serves as president of the Mike Heath Memorial Foundation, a charitable organization that raises and distributes funds in honor of a deceased friend. Janney Montgomery Scott LLC is a 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Dennis Deluca is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, INC., and is co-owner of A.F. McGervey & Co, LLC, a firm specializing in tax preparation, accounting, payroll processing, business valuations, and succession planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational and practice-management support. The firm provides access to discretionary model portfolios and customizable investment solutions through its platform.

Joseph Valenty is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Osaic Wealth, Fresh Thyme, and Saint Vincent Career Center. He also serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party strategists to manage mutual funds and ETFs.

Ryan Claar is a financial advisor with GWN Securities Inc. in Greensburg, PA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at Charles Schwab and TIAA. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager introductions. The firm utilizes a mix of sub-advisers and model-based allocations, incorporating market-timing and momentum-based strategies in certain legacy programs.