Ethan Gengarella is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Lowe's. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, alongside commission-based brokerage activities.

Jason Harnois is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His career includes multiple roles at KeyBank and Key Investment Services LLC, as well as a position at Hilton Hotels & Resorts. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a broad network of financial professionals. The firm utilizes a multi-provider platform with a focus on non-discretionary model portfolios and integration with KeyCorp affiliates for additional financial services.

William Engel is a CFP® with 19 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Bill Few Associates. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and financial professionals. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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 and offering access to private funds and legacy strategies.

Derek Montanye is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Focus Partners Wealth, he worked at firms including Goldman Sachs, Morgan Stanley, Thrivent Financial, and JPMorgan Chase Bank. Outside of his advisory work, Montanye is a performing artist and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Craig Rossetti is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009, and he also operates Rossetti Tax + Accounting, providing tax and accounting services since 1997. Rossetti serves on the board of directors for Mount Lebanon Village, a community nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary account options with a platform that includes third-party asset manager relationships and combines advisory services with broker-dealer capabilities.

David De Sorbo is a financial advisor at Mariner with Series 65 and Series 63 licenses and two years of industry experience. He previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Strategic Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized investment approach supported by both internal research and third-party managers, and it offers integrated tax and accounting solutions alongside traditional portfolio management.

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.

Mitchell Mroczkowski is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include positions at Commonwealth Advisory Group, Robert Morris University, and Riley Financial Strategies Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon in firms of its size.

Philip Henry is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Henry Wealth Management, LLC since 2003. Outside of his advisory work, he is the creator of Phil Henry Ministries Inc., a charitable and educational organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

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.

Frank Cavoti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 25 years of industry experience. He previously worked at Mid Atlantic Capital Corporation for 22 years and currently maintains a role at Beltz Financial, focusing on fixed income sales and insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning services through various program platforms and third-party managers.

Carissa Giordano Steinmeyer is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2015 and was previously with HBKS Wealth Advisors for eight years. She is affiliated with Commonwealth Financial Network, an enterprise firm that supports a national network of nearly 2,900 advisors managing approximately $212.7 billion in client assets. Commonwealth offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Shawn Coologhan is a financial advisor with Commonwealth Financial Network who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Avantax Investment Services, Inc. and Geisler & Company Financial Planning. He is also involved in tax preparation through Thomas A Geisler & Co P.C. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers comprehensive adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services.

Jennet Mammedova is a CFP® professional with four years of experience in the financial services industry, currently affiliated with Citizens Securities, Inc. She has held roles at Citizens Securities since 2022 and previously worked at Citizens Bank, BANK of AMERICA, Merrill, and other firms. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm employs both digital and managed account advisory platforms and operates as a broker-dealer and insurance agency.

Richard Scotti is a financial advisor with Empower Advisory Group in Wexford, PA, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Stewart Capital Advisors, S & T Bank, Hefren Tillotson, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower's recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base through a highly scaled advisory platform.

Thomas Geisler Jr. is a CFP® with 27 years of experience currently affiliated with Commonwealth Financial Network. His prior experience includes extensive work in insurance sales and tax preparation services through his own firm, Thomas A Geisler & Co., PC, which he has operated since 1985. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, serving individual and institutional clients with a range of managed-account programs, third-party asset manager access, and back-office services.

Jerry Starr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 31 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 broad range of clients, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

William Chaney is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Chaney serves as a trustee for the Stackpole Foundation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an “enhanced open architecture” approach that combines active and passive strategies, third-party managers, and private funds.

Michael Blehar is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles 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, financial planning, and consulting services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.