William Barth is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 28 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap and advisory programs.

Emily Franco is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Fort Pitt Capital Group LLC for nine years, Kovitz Investment Group Partners, LLC for two years, and currently at Focus Partners Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.

Darrell Briggs Jr. is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with two years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at KeyBank and Enterprise Holdings. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary management and integrates with KeyCorp affiliates to deliver a range of investment and advisory services.

Thomas Brown is a financial advisor with Carson Wealth, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise, LPL Financial, and Aptus Wealth Planning, among others. Brown also serves as president of Bridges Private Wealth, a financial services firm. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee that manages model portfolios and offers tailored solutions including custom indexing and access to alternative investments.

Justin Porco is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has worked at several firms including LPL Financial LLC, The O.N. Equity Sales Company, Global Retirement Partners LLC, Bank of America, Merrill, and Huntington National Bank. Outside of financial advisory, he is involved with J&N Construction LLC, a business entity used for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an advisor-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering customized portfolio management and a range of financial planning and investment solutions.

Theodore Bovard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions 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 and advisory services emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active, passive, and alternative investment strategies.

Troy Nunes is a Series 66-credentialed financial advisor at Corient with 22 years of industry experience. He previously worked at Socius Family Office, LLC and Capital Investment Group. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align investment exposures with client objectives.

David Beltz is a financial advisor with Ameritas Advisory Services, LLC and holds the ChFC® and Series 63 designations. He has 30 years of industry experience and has been with Ameritas and its affiliates since 2019. He is also the owner of Beltz Financial Group, where he markets and discusses risk management needs with businesses and individuals. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Sean Ries is a financial advisor at Independent Financial Partners with 31 years of industry experience. He held previous roles at Grove Point Investments, LLC and H. Beck, Inc. Ries is a limited partner in Pennsylvania Pure Distilleries, a vodka production and distribution company, and serves as a board member for the Manor Home Owners Association. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm emphasizes a decentralized advisory model and has a notable focus on retirement-plan advisory and pension consulting services.

Scott Mc Caffrey is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, Proofpoint, Amerivest Investment Management, LLC, TD Ameritrade, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Leonard Silvester is a financial advisor with Oppenheimer in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Oppenheimer since 2014, with prior roles at RBC Capital Markets and Ferris, Baker Watts, LLC. Outside of his advisory role, he serves as treasurer of the Northern Allegheny County Rotary Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of discretionary and non-discretionary investment programs and consulting services, and it maintains custody of client assets as a qualified custodian.

Jeanine Guzzardi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and delegated investment implementation.

Bradford Scheiman is a CFP® professional with eight years of industry experience, currently advising at PNC Wealth Management since 2018. He previously worked at Voya Financial Advisors and held roles at Kent State University and Ohio Baseball Tournaments. 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 assessment and implements portfolios with mutual funds and ETFs under annual rebalancing.

Benjamin Demers is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, and has three years of industry experience. He has worked previously at Merrill and holds a marketing manager role with TechReady Professionals. Additionally, he owns a non-investment-related website, www.bendemers.com. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for PNC Bank employees. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Nicholas Maurizi is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been in the financial services industry since 2023. Prior to joining Bankers Life, he was a principal at Ryan & Maurizi LLC for 13 years. Outside of his advisory role, he is a minority owner of Greenchain Enterprise, LLC, a logging company in central Pennsylvania. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Elizabeth Connolly is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and bringing 16 years of industry experience. She is also the proprietor of Connolly, Steele & Company, P.C., a CPA firm providing accounting and tax services, and owns CSC Financial Strategies, LLC, an insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering discretionary and non-discretionary account options and maintains third-party asset manager relationships to support tailored investment strategies.

Grace Zupsic is a financial advisor at &PARTNERS with one year of industry experience. She previously worked at Jumet Financial and LPL Financial LLC. Grace also has a four-year tenure at the University of South Florida and has experience in educational and healthcare settings. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and consulting services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

June Flint is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Cetera Advisors LLC before joining Private Advisor Group and LPL Financial in 2017. Flint is also a licensed notary public in Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

Robert Corcoran is a financial advisor at Hornor, Townsend & Kent, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2009. Corcoran also maintains a CPA designation with over 40 years in accounting and is involved in multiple life insurance brokerages and local business networking groups. He serves as a board member and secretary of TC House, Inc. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, retirement plan consulting, and uses third-party asset managers within both discretionary and non-discretionary account structures.

Jared Marfisi is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at LPL Financial, Cetera, MassMutual, and First National Bank of Pennsylvania. Outside of his financial career, he has experience working with DoorDash and in hospitality at Marriott/Toftrees Golf Resort. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals including high-net-worth clients, retirement plans, corporations, nonprofits, and other institutional clients. The firm uses an IAR-driven model with an open-architecture approach integrating multiple third-party platforms and managers to deliver discretionary and non-discretionary portfolio management and customized financial planning services.