Brian Orr is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and possessing 47 years of industry experience. He has worked at Oppenheimer since 2014 and previously held positions at RBC Capital Markets and Arthurs Lestrange Investment Advisory. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary investment management, strategic asset allocation, and retirement consulting.

Gregory Blake is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, where he has worked for 10 years. He has 13 years of industry experience in total. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm employs algorithm-driven risk assessments and utilizes mutual funds and ETFs managed by PNC or third-party strategists.

Brandon Fasenmyer is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities and Citizens Bank since 2015. Outside of his advisory role, he serves as an Assistant Scout Master for Boy Scouts Troop III. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program alongside managed account options, operating as both a broker-dealer and insurance agency.

Mark Vujevich is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Hornor, Townsend and Kent since 2003. Outside of his advisory role, he serves as a board member and trustee of Angel Fund, a charity supporting families with outpatient expenses at Children’s Hospital of Pittsburgh. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, offering both discretionary and non-discretionary account options with access to third-party asset managers.

Geoffrey Skadra is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at Citizens Securities, Northwestern Mutual, Symmetry Financial Group, and Experior Financial Group. Outside of his advisory role, he is the owner and president of Catchpoint, LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider model and integrates with KeyCorp affiliates to provide a range of portfolio management, advisory, and related financial services.

Marylou Rodgers is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2014 and has been involved with Lifetime Financial Growth since 2005. Rodgers serves as General Agent of Guardian through Lifetime Financial Growth Company of Kentucky. Primerica Advisors 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, retirement-plan consulting, and business consulting, utilizing a range of proprietary and third-party investment programs.

Scott Tobe is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Kestra Advisory since 2016 and has longstanding roles at Kestra Investment Services, Inc. and Signature Financial Planning. Outside of advisory work, he is involved in private equity and angel investing and serves on the board of Entrepreneurs’ Organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers fiduciary oversight, plan design and compliance, as well as access to multiple management platforms and third-party solutions, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Susan Poller Newman is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with PNC Wealth Management since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that utilizes online, discretionary model accounts for select employees. The firm’s approach relies on algorithm-driven risk assessments and delegated portfolio implementation using mutual funds and ETFs.

Marc Tannenbaum is a ChFC®-designated financial advisor with 24 years of industry experience. He is currently with Kestra Advisory and has held positions at Signature Select Wealth, LLC and Signature Financial Planning. Outside of his advisory work, he is involved in angel investing and serves as a driving instructor in high-performance driving as a personal hobby. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan‑level investment advice, vendor searches, and employee education, supported by multiple management platforms and third-party solutions.

Anita Buerkle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Her career includes roles at Bpu Investment Management, Inc. and LPL Financial before joining Wealth Enhancement in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, 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 targeting factor premiums such as value and momentum.

John Lusi is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he is a musician active in two local bands, occasionally performing for minor compensation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses approved investment strategies and annual rebalancing with mutual funds and ETFs.

Kimberly Krapp is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and has worked at Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Colin Rafferty is a financial advisor at PNC Wealth Management with five years of industry experience and a Series 66 designation. He previously worked at Key Investment Services LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to PNC Bank employees, which uses approved model strategies and an algorithmic risk assessment.

Cameron Clay is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. His prior roles include positions at Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory work, he co-founded Cameron and Winter LLC, a ministry offering marriage, relationship, and parental coaching services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered investment approach combining model portfolios from multiple sources with advisor-managed solutions and offers a range of services such as financial planning, discretionary asset management, and plan consulting.

William Sangaila Borlak is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds a Series 66 designation and has two years of industry experience. His career includes roles at PNC Investments LLC since 2023, PNC Bank from 2018 to 2023, and Fitness International/LA Fitness from 2016 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and delegated portfolio management with mutual funds and ETFs.

Hope Kiefner is a CFP® professional with four years of industry experience, currently with PNC Wealth Management in Pittsburgh, PA. Her prior roles include positions at Milestone Asset Management, West Advisory Group, Rapier Solutions, and The Advisors Group of Pittsburgh. 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 assessments and outsourced portfolio implementation.

Valentino Hernandez is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Citizens Securities, Prudential Insurance Company of America, Pruco Securities, LLC, and Citizens Bank. Outside of his advisory work, he coaches youth hockey and lacrosse and serves as a board member for a local hockey league. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios managed with proprietary algorithms, as well as a Managed Account program.

Michael Halloran is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has been with Janney Montgomery Scott in Pittsburgh since 2012. Outside of his advisory role, Halloran serves as an adjunct finance and quantitative methods professor in the MBA program at Point Park University. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves individuals, families, trusts, corporate and retirement plans, and municipal clients through a combination of brokerage services, financial planning, and advisory programs that incorporate both in-house and third-party portfolio management.

Michael Savisky is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for over 20 years before joining Commonwealth and Geisler & Company Financial Planning in 2024. In addition to his advisory role, Savisky is co-owner of an accounting firm, AF McGervey & Co, LLC, where he is involved in tax preparation and accounting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement customized portfolios using both internal models and outsourced solutions.

Brittany Byrne is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with nine years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves as a Group Helper for a Family Readiness Group associated with a National Guard unit, helping communicate with families about events. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs utilizing third-party and in-house portfolio management, with custodial and trade execution services provided by Pershing.