Kenneth Price is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with Nylife Securities, LLC, and New York Life Insurance Company since 2008. Outside of his advisory role, he serves on the board of the Highmark Caring Foundation Purse Gala, helping organize an annual charitable event. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

John Gourley is a financial advisor with First Command Advisory Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 10 years of industry experience. His work history includes roles at First Command Insurance Services, First Command Financial Planning, and Nationwide Securities LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Andrew Neft is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Citizens Securities since 2017 and previously spent four years with PNC Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm features a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and manages discretionary accounts with optional tax-loss harvesting, alongside its commission-based brokerage activities.

Richard Morrison III is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, Morrison is involved in multiple insurance brokerage activities and serves as president of a local networking group. He also owns and operates an online trading card business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates a dual-registered platform combining SEC-registered advisory and broker-dealer services and manages both discretionary and non-discretionary accounts with a focus on tailored asset allocation and third-party asset manager relationships.

Matthew Lovre is a Series 66-registered financial advisor with PNC Wealth Management in Pittsburgh, PA, and has two years of industry experience. His prior roles include positions at AE Wealth Management, Alto Financial Group, Kestra Advisory Services, and Becker Wealth Management. Outside of finance, he has held roles in the hospitality and beverage industries, including work with Helltown Brewing and Baja Bar and Grill. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic assessments to recommend portfolio strategies implemented via mutual funds and ETFs.

Alan Jutca is a financial advisor at Mariner with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Mariner in 2025, he spent 27 years at Guardian Life and Guardian Life Insurance Co of America. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized, discretionary portfolios supported by an internal team and an Investment Committee, with a strong integration of tax and accounting services alongside traditional investment management.

Bruce Begley is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with PNC since 2004 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees. The firm uses algorithm-driven risk assessments to select investment models managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Darlene Bonson is a CFP®, ChFC®, and Series 63 registered advisor with 31 years of industry experience. She is currently with SPC and previously worked for Leigh Baldwin & Co., LLC for 15 years. Outside of her advisory role, she operates Darren Bonson & Associates, LLC, a financial planning business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors.

Charles Mattiucci is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, Fragasso Financial Advisors, LPL Financial, PNC Wealth Management, and Merrill. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Michael Fitzgerald is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His prior experience includes six years at Riversource Distributors before joining PNC Investments in 2020. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and managed mutual fund and ETF strategies.

John Carberry is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Pittsburgh, PA, and has 23 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, where he has worked since 2003. Outside of his advisory duties, Carberry serves as a trustee for the Bethel Park Community Foundation and is an investor and group exercise instructor at 1000 Higbee Fitness & Wellness, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high‑net‑worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through diversified program platforms that include model portfolios, mutual funds, ETFs, and individual securities.

Gretchen Troiano is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of her advisory role, she owns and competes with an Arabian horse in training and show events. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary programs across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and ongoing portfolio reviews.

James Wells III is a financial advisor with Stratos Wealth Partners, Ltd in Pittsburgh, PA, holding a Series 66 designation and having 20 years of industry experience. His prior firms include Mid Atlantic Financial Management, Inc. and Ameriprise. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, employing an IAR-driven, open-architecture investment approach with access to multiple third-party platforms and specialized portfolio management solutions.

Michael Haley is a CFP® with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, LLC and BPU Investment Management Inc. Outside of advisory work, he is involved in fixed insurance activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that blends passive and active management guided by an internal Investment Committee.

Anthony Quinlan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments since 2013. 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 to guide investment strategies executed via mutual funds and ETFs.

Jason Madden is a financial advisor at PNC Wealth Management in Pittsburgh, PA. He holds the Series 66 designation and has industry experience beginning in 2025. Prior to his current role, he worked at PNC Bank since 2017 and at #1 Cochran Automotive from 2011 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements investments via approved model strategies.

Kyle Richert is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 11 years of industry experience. He has been with Guardian Life since 2015 and with Park Avenue Securities since 2024. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary programs and third-party platforms to tailor client relationships.

Jared Henigin is a CFP® professional affiliated with Commonwealth Financial Network, based in Pittsburgh, PA, with nine years of industry experience. He has worked at Wealth Management Partners, LLC since 2019 and at Commonwealth Financial Network since 2018. Prior to that, he was with Northwestern Mutual and CVS Health. Commonwealth Financial Network is a national dual-registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs and advisory services, utilizing both internal model portfolios and third-party platforms.

Seth Dresbold is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Kestra Advisory. He has worked with Signature Select Wealth and Signature Financial Planning, among other roles. Outside of his advisory work, he operates a comedy production company called Not Your Turn Productions and practices law through Seth C. Dresbold Law LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving notable clients like sovereign wealth funds.

Melissa Maxwell is a CFP®-certified financial advisor with 20 years of industry experience. She has been associated with Wealth Management Partners and Commonwealth Financial Network since 2009. Melissa also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.