Ryan Hicks is a CFP® professional with 17 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Edward Cehelsky is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. Outside of his advisory role, he is a partner in a life insurance brokerage and operates his own insurance and investment business offering financial planning and various insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and non-discretionary management. The firm’s model emphasizes client-directed implementation and oversight, managing the majority of assets on a non-discretionary basis.

Daniel Wolfgang is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has worked at Janney since 2018. His prior roles include positions at Dominion Post, United Bank, and West Virginia University. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, and offers investment advice through a combination of in-house and third-party portfolio management.

Cole Lewis is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at multiple firms, including PNC Investments LLC and IC Advisory Services, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm's approach uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

John Conway is a financial advisor with PlanMember Securities Corporation based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at PlanMember since 2017 and founded Conway Wealth Management in 2015. Prior to that, he spent over two decades at Woodbury INVESTORS, INC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios, supported by education and personalized planning services.

Kimberly Weidner is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs managed by PNC or third-party strategists.

Mariano Lopez is a financial advisor at NorthCoast Asset Management LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Securities Inc., and PNC Investments. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies including alternatives and private investment vehicles.

Brian Smith is a CFP® credentialed financial advisor with 32 years of industry experience, currently associated with Guardian Life and Park Avenue Securities in Pittsburgh, PA. He holds a limited attorney role drafting wills and serves on the boards of the Andrew C. Virostek Foundation and Lifetime Financial Growth. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs including discretionary and non-discretionary portfolio management.

Nicholas Cortazzo is a Series 66-licensed advisor with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2013. He has 21 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.

Chad Dalson is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Janney Montgomery Scott since 2011. 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 charitable organizations, offering brokerage, financial planning, consulting, and advisory services through in-house and third-party portfolio management.

Daniel Brady is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Thermo Fisher Scientific and Dick's Sporting Goods. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee.

William Gorman is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Primerica Advisors since 1999 and has concurrent experience with Luttner Financial Group Ltd. and Guardian Life Insurance Co. of America since 1992. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base that includes individual investors, high-net-worth clients, charitable organizations, and corporate entities. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and consulting, supported by an integrated operating model and multiple investment management platforms.

Walter Scheide Jr. is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Jonathan Lohman is a Series 65 licensed advisor at Mariner with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent a decade with Commonwealth Advisory Group, Ltd. in various roles. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and is notable for its integration of tax, accounting, and administrative family office capabilities.

Mary Orstein is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. She previously worked at The Coury Firm and has a background that includes roles in healthcare outreach and education. Outside of finance, she is a part-time Brazilian Jiu Jitsu instructor at a martial arts gym in Pittsburgh. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm's approach involves algorithm-driven risk assessment and implementation via mutual funds and ETFs managed by PNC or third-party strategists.

Mykel Haney is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank, Bank of America, Merrill, and PNC Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions and ongoing monitoring while providing access to third-party discretionary managers and maintaining supervisory oversight.

Jared Patrick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, algorithm-driven discretionary model account currently available as an employee pilot. The firm utilizes approved model strategies managed by PNC or third-party strategists and employs mutual funds and ETFs with annual rebalancing.

Jay Guyer is a CFP® and ChFC® with 36 years of experience in the financial services industry. He is currently affiliated with Janney Montgomery Scott, where he has worked since 2018. Prior to that, he spent ten years at M&T Securities and M&T Bank. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Nathan Boxx is a CFP® with 12 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Focus Partners Wealth, LLC, Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and risk management techniques across a diverse range of strategies.

Carrie Coghill is a financial advisor at Kestra Advisory with 39 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Her career includes roles at Commonwealth Financial Network, Coghill Investment Strategies, LLC, and Commonwealth Equity Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.