Natasha Jativa is a financial advisor with The Huntington Investment Company in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Citizens Bank and its affiliated entities. Outside of her advisory work, she owns Opulent Occasions, a party decorating and balloon design business. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party managers alongside proprietary Private Bank portfolios.

Susan Poller Newman is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with PNC Wealth Management since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that utilizes online, discretionary model accounts for select employees. The firm’s approach relies on algorithm-driven risk assessments and delegated portfolio implementation using mutual funds and ETFs.

Marc Tannenbaum is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. He has worked at Signature Select Wealth, LLC and Signature Financial Planning and has engaged in angel investing and high-performance driving instruction as personal pursuits. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

John Lusi is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he is a musician active in two local bands, occasionally performing for minor compensation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses approved investment strategies and annual rebalancing with mutual funds and ETFs.

Kimberly Krapp is a Series 66-licensed financial advisor with Janney Montgomery Scott in Pittsburgh, PA, where she has worked since 2005. She has 24 years of industry experience. 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, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Lester Botkin is a CFA® charterholder and Series 66 licensee with 18 years of industry experience. He has worked at Private Advisor Group, LLC and LPL Financial since 2015. Outside of his advisory role, he is involved with Halo Holdings, LLC, a business entity maintained for tax and investment purposes. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, and institutional clients. The firm utilizes a range of investment strategies and third-party platforms to deliver discretionary and non-discretionary portfolio management and financial planning services.

Brian Mcfarland is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions.

Zachary Bainbridge is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has prior work experience at PricewaterhouseCoopers LLP and Lincoln Investment. Outside of his advisory role, he is the CEO and founder of The Bainbridge Financial Company, which focuses on real estate investing. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of fee arrangements, integrating capabilities from across the broader Goldman Sachs ecosystem.

Hope Kiefner is a CFP® professional with four years of industry experience, currently with PNC Wealth Management in Pittsburgh, PA. Her prior roles include positions at Milestone Asset Management, West Advisory Group, Rapier Solutions, and The Advisors Group of Pittsburgh. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and outsourced portfolio implementation.

Michael Halloran is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has been with Janney Montgomery Scott in Pittsburgh since 2012. Outside of his advisory role, Halloran serves as an adjunct finance and quantitative methods professor in the MBA program at Point Park University. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves individuals, families, trusts, corporate and retirement plans, and municipal clients through a combination of brokerage services, financial planning, and advisory programs that incorporate both in-house and third-party portfolio management.

Michael Savisky is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 designation and 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. Savisky is also co-owner of AF McGervey & Co, LLC, an accounting firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, technology, and compliance services.

Brittany Byrne is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services in various roles since 2015. Outside of her advisory work, she serves as a group helper for the Family Readiness Group associated with a National Guard unit, assisting in communication with families. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Charles Wurdack is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 66 registrations and 25 years of industry experience. His prior experience includes roles at NewEdge Securities LLC, Cetera, BAR Financial, Key Investment Services, Ameriprise Financial Services, and PNC Investments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, integrating technology and manager oversight in its investment solutions.

Aaron Crist is a CFP® licensed financial advisor with five years of industry experience, currently with Janney Montgomery Scott. He previously worked at Goldman Sachs for four years. Outside of his advisory role, he serves as a mentor for Big Brothers Big Sisters of Pittsburgh. 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, offering brokerage services, financial planning, and advisory programs through in-house portfolio management and third-party managers.

Matthew Fontana is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with PNC since 2009. Outside of his advisory role, he is the sole owner and president of Two Seven, LLC, a real estate investment company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs.

Kenneth Price is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with Nylife Securities, LLC, and New York Life Insurance Company since 2008. Outside of his advisory role, he serves on the board of the Highmark Caring Foundation Purse Gala, helping organize an annual charitable event. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Janet McConnell is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Centaurus Financial since 2013. Additionally, she serves as a continuing education instructor at the Community College of Beaver County. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing a combination of fundamental and technical analysis through the CLASSIC Plus platform.

Andrew Neft is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2017, following four years at PNC Investments. 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 and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Richard Morrison III is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 registrations with 10 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of advisory work, he is involved in several insurance brokerage activities and operates an online hobby shop dealing in trading cards. He also serves as president of the BNI Rainmakers networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and FINRA-member broker-dealer services, managing billions in assets while providing customized investment and portfolio management strategies through a network of advisers and third-party asset managers.

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.