Adam Yofan is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, Alpern Wealth Management, LLC, and LPL Financial, LLC. 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 focused on tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Kyle Eichorn is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, The Huntington Investment Company, and Citizens Bank. He was also involved with RAW Kyle LLC from 2015 to 2019. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers investment management and a range of wealth services through a platform that combines fundamental and quantitative analysis with tax- and fee-sensitive strategies and access to various affiliated service companies.

Mary Quinn is a CFP® with 37 years of experience in the financial services industry. She is currently affiliated with Kestra Advisory and Signature Select Wealth and has worked with Kestra Investment Services since 2010. Quinn is also the sole shareholder and managing member of Peregrine Management Co. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting recommended investments with due diligence and multiple management platforms.

Robert Anderson is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has worked exclusively with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary digital model account designed for PNC Bank employees that uses approved mutual fund and ETF strategies with algorithm-driven risk assessment.

Lauren Peck is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. She has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Bradley Jurik is a CFP® professional with 13 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2019. His prior experience includes roles at Waldron Private Wealth and Charles Schwab. He is also licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs, utilizing both in-house and third-party managers, and integrates closely with Ameritas affiliates to deliver a comprehensive advisory platform.

Reece Smith is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at Fidelity and Aptus Wealth Planning. Outside of his advisory roles, he managed a lawn care business for six years and has teaching experience with Carlynton School District and Allegheny College. Mariner serves a diverse client base, including individuals, pension plans, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with an emphasis on tax and accounting integration uncommon among large advisory enterprises.

Robert Standish is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, LLC and Bpu Investment Group, Inc. In addition to advisory work, he is involved in tax preparation and accounting through a personal CPA practice. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

William Sarro is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Klingenstein Fields Wealth Advisors and The Fresh Catch. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to a broad range of investment solutions and affiliated resources within the Goldman Sachs ecosystem.

Andrew White is a Series 66-licensed financial advisor with 12 years of industry experience. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian since 2012. 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 along with financial planning and consulting, utilizing a combination of proprietary and third-party investment strategies.

Emily Franco is a CFP® with eight years of industry experience, currently affiliated with NorthCoast Asset Management LLC. She has held positions at Focus Partners Wealth, Kovitz Investment Group Partners, and Fort Pitt Capital Group. 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, managing most client relationships on a discretionary basis while acting as a fiduciary for ERISA and IRA accounts.

Darrell Briggs Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at KeyBank and Enterprise Holdings. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, emphasizing client-directed model selection with ongoing monitoring and due diligence of third-party advisory products. The firm operates within the KeyCorp group and collaborates closely with affiliated entities, providing a comprehensive range of investment and brokerage services.

Thomas Brown is a financial advisor at CWM, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Aptus Wealth Planning and Cetera Wealth Services. Brown is also the president of Bridges Private Wealth, a financial services DBA. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Logan Everett is a financial advisor at OSAIC Institutions, INC. based in Pittsburgh, PA, holding Series 63 and Series 65 credentials with three years of industry experience. His prior work includes roles at First Commonwealth Bank, Infinex Investments, Inc., and Oxford Global Resources. He also has experience outside finance, including a position at Romeo's Pizzeria & Mediterranean Kitchen. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s extensive network of investment adviser representatives provides both advisory and brokerage solutions, with a notable emphasis on non-discretionary assets.

Theodore Bovard is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials. 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 a diverse client base, including 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 broad range of portfolio management strategies.

Doran Young is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2015. In addition to his advisory role, he serves as an industry arbitrator for FINRA. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Donald Sestrich is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.

David Beltz is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 credentials and bringing 29 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and is also the owner of Beltz Financial Group, where he markets and discusses risk management needs with businesses and individuals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both discretionary and non-discretionary programs through in-house and third-party managers.

Bradley Durko is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and 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 programs.

Lisa Valli Steliotes is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and over 41 years of industry experience. She has worked at Primerica Advisors since 1999 and concurrently with The Guardian Life Insurance Company since 1994 and Aetna Life & Casualty since 1980. Outside of her advisory work, she writes fiction and romance stories. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering transaction-based brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.