Richard Webb is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. He has been with Kestra Investment Services and Kestra Advisory Services since 2016. Webb is also President and Chief Investment Officer of Marbury Asset Management, LLC, where he manages client relationships and investment portfolios. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with clients that include large institutional investors and sovereign wealth funds.

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC and holds Series 63, 65, and 66 licenses. He has 19 years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. Focus Partners Wealth serves a diverse client base ranging from individuals to institutional investors, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis alongside third-party managers.

Stewart Biro is a CFP® professional based in Pittsburgh, PA, with nine years of industry experience. He has been with PNC Investments since 2016. Outside of his financial advisory role, he was involved with South Hills Bible Chapel from 2014 to 2019. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered in an invitation-only employee pilot. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Andrew Cross is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2019. Prior to his current role, he spent eleven years at Arendt's Outdoor Services, Inc. Cross serves as a volunteer member of the Finance Committee at Heritage Baptist Church, where he assists with budgeting and giving statements. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, utilizing both strategic and tactical approaches overseen by an in-house Investment Management & Research team.

Michael Campbell is a Series 66-licensed financial advisor with Primerica Advisors in Pittsburgh, PA, bringing 11 years of industry experience. He has been with Primerica Advisors since 2014 and has prior experience with Guardian Life/Luttner Financial Group Ltd dating back to 1998. Outside of his advisory role, he is involved with Conditionomics, LLC, a business he dedicates limited time to. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment programs.

Eric Kearsh is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Commonwealth Financial Network, Laurel Financial Group, and The Huntington Investment Company. Kearsh is also involved with CF Advisors Group in an investment-related capacity. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and customized portfolio strategies, serving a broad client base through both discretionary and non-discretionary management.

Hyojoung Kim is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 66 licenses with nine years of industry experience. She has been affiliated with New York Life Insurance Co and NYLIFE Securities since 2017 and joined Eagle Strategies LLC in 2024. Prior to her career in finance, she spent a year as a homemaker. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Maria Ferragonio is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, possessing four years of industry experience. She has worked with Goldman Sachs – Ayco since 2019 and has held teaching positions at California University of Pennsylvania and other institutions. Goldman Sachs Wealth Services provides wealth management and financial planning to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses a range of strategic allocation models and investment research supported by the broader Goldman Sachs ecosystem to tailor portfolios and services.

Peter Di Sanza is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, J.P. Morgan Securities, and New York Life. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management and financial services. The firm follows a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a large platform and an extensive network of affiliated service companies.

Steven Schaefer is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Investments for 11 years. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Eugene Disanti Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes longstanding roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved in offering insurance products outside of Guardian, including health insurance, long-term care, and prescription plans. Park Avenue Securities LLC operates as a dual-registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

Joseph Radack is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Bank of New York Mellon. He is based in Canonsburg, PA. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses a combination of strategic allocation models, manager selections, and technology-driven research to tailor portfolios and deliver a range of advisory services across multiple platforms.

James Snyder is a CFP®, CFA®, and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Mariner Wealth Advisors and Executive Wealth Counselors. Snyder serves on the Boards of Trustees for the YMCA of Beaver County and the Pittsburgh Public Theater, where he also chairs the Investment Subcommittee and is a member of the Audit and Finance Committee. Wealth Enhancement Advisory Services provides financial planning, 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.

Scott Wodzenski is a CFP® professional with 16 years of industry experience. He is currently with Janney Montgomery Scott and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and PNC Bank. 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, and institutional clients, offering a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Zachary Zanolli is a financial advisor with PNC Wealth Management in Bridgeville, PA, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, which is an invitation-only, employee pilot program that uses algorithm-driven model strategies managed by PNC or third-party strategists and implemented via mutual funds and ETFs.

Abby Smith is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with PNC Investments since 2016 and is the owner of GS# Designs, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and third-party portfolio implementation.

Matthew Villers is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His work history includes roles at Kovitz Investment Group Partners LLC and Fidelity Investments. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office services, and more. The firm’s investment approach emphasizes a long-term, tax- and fee-sensitive strategy that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Glen Oconnor is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Pensionmark Securities, Pensionmark Financial Group, Axios Advisory Group, and Capfinancial Securities. He is involved with American Pension Benefits, a third-party administrator providing advisory services. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a variety of analytic approaches and regular portfolio reviews.

Danielle Wilson is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. She has been associated with LPL Financial, LLC and Private Advisor Group since 2015. In addition to her advisory role, Wilson is a commissioned notary public. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of programs and third-party asset managers.

Edward Morrissey is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 37 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Midland National Life Insurance Company. He is also the proprietor of Morrissey Wealth Management Services, a life insurance brokerage. Morrissey serves as a board member for UPMC Passavant, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services including financial planning and consulting. The firm emphasizes client-directed implementation and oversight, managing a significant portion of client assets on a non-discretionary basis.