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 at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation with 13 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 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, operating as a broker-dealer and insurance agency while being fully owned by Citizens Bank, N.A.

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 with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also works with Penn Mutual Life Insurance Company. Outside of advising, he is a part owner of racehorses and operates insurance brokerage businesses focused on life and disability insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

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.

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.

Brandee Lusch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2016 and is also involved in customer service and educational activities at Galen Glen Winery. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating with a large network of investment advisor representatives and a sophisticated technology framework.

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.

Keith Mcgough is a financial advisor at Kestra Advisory with four years of industry experience. His prior roles include positions at Wells Fargo Advisors and Bank of New York Mellon. He also spent two years working in the automotive appearance industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

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.

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.

Jacob Kuczynski is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments and affiliated entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The firm uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Michael Doman is a financial advisor at Mariner Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Commonwealth Advisory Group, Ltd. from 2005 to 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and internal management team, with a broad range of strategies spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and administrative services.

Douglas Macdonald is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley and E-Trade Financial Corporation before joining Janney in 2019. He serves on the Investment Committee of the McKeesport Hospital Foundation Board, reviewing trust statements for the board without involvement in investment decisions. 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, estates, and institutional clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.