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

Peter Scott is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63 and Series 65 designations. Prior to joining Oppenheimer, he worked at Anderson & Strudwick, Incorporated. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting, with a focus on strategic asset allocation and manager selection.

Davisson Hammond is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 22 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc., Janney Montgomery Scott, and Parker/Hunter Incorporated. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory services through an open-architecture model that integrates multiple third-party platforms and managers.

Jeffrey Kelley is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2015, following five years at 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 wide range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customizable portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Joshua Valentic is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. Outside of his advisory role, Valentic is active as an insurance agent working with multiple carriers, including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering custody, execution, brokerage services, and a platform that includes third-party asset manager relationships and various investment account options.

Andrew Geisler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Thomas A. Geisler & Co., P.C., where he is involved in tax preparation as a non-investment business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of advisors and their clients, offering a variety of advisory programs and back-office support, including investment management and practice-management services.

Robert Gleyze is a CFP® professional with 31 years of industry experience and has worked at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses and is based in Sewickley (Wexford), PA. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Louis Valli is a financial advisor at Mariner with six years of industry experience. He previously worked at Executive Wealth Counselors and Lfg Financial, with a brief period focused on full-time education. Valli holds Series 63 and Series 65 licenses and is a retired insurance agent involved with Luttner Financial Group Ltd, where he receives residual commissions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled investment vehicles. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, and integrates tax and accounting services with operational capabilities such as administrative CFO functions and a Financial Wellness Platform.

Kelli Kania is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio service currently available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Joshua Mc Coy is a Series 66-licensed financial advisor with PNC Wealth Management, bringing seven years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Mass Mutual Investors Services. He has also been involved with the Slippery Rock Office for Inclusive Excellence. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Garrett Mac Donald is a financial advisor at Janney Montgomery Scott with two years of industry experience and a Series 66 designation. He has been with Janney Montgomery Scott since 2023 and has prior experience in renovation and restoration businesses. Outside of financial services, he is involved in New Era Premier Renovations LLC, a company he has been associated with since 2021. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Kyle Beckhusen is a CFP® with 11 years of industry experience, currently serving at Mariner since 2026. He previously worked at Kathleen S Wright Associates Inc for five years and spent nearly a decade with Northwestern Mutual in various roles including wealth management and investment management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting services along with employer financial-wellness tools.

Evan Rauh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Pruco Securities LLC and PNC Investments. In addition to his advisory work, he was a rideshare driver with Uber for several years. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology partners.

Rich Grivas is a financial advisor with Private Advisor Group, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Private Advisor Group, he worked at Fidelity Investments in various roles from 2006 to 2025. He operates under the business name Spartan Lake Wealth for providing investment advice and is also licensed to sell insurance products on a commission basis, separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and other advisory services. The firm employs a fiduciary-based model utilizing various investment strategies and technology platforms and provides access to proprietary and third-party managed account solutions.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Bank, J.P. Morgan Securities, and The Prudential Insurance Company of America. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various specialized tools.

Katherine Loheyde is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Morgan Stanley, Wells Fargo Clearing Services, and PNC Investments. Outside of her advisory role, she serves as Swim Team Chairperson for the Murrysville Swim Club, organizing and coordinating summer swim meets and practices. 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, and institutional clients, and provides services through a combination of in-house and third-party portfolio management across multiple advisory programs.

Chad Nason is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameritas entities and affiliated firms since 2014, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of his advisory work, he is involved in insurance sales and works with registered representatives on insurance-related business opportunities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies, including model portfolios and individual securities, and offers multiple program platforms supported by third-party technology and asset managers.

James Conrad is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been associated with Pinnacle Financial Strategies and Commonwealth Financial Network since 2005. Outside of his advisory work, Conrad serves as an instructor for continuing education courses for CPAs and attorneys and provides expert witness testimony in family and divorce court proceedings. He is also involved in local sports as a high school soccer game announcer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.

Hayden Adams is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Wealth Management Partners, Equitable, Salas O’Brien, and the Pennsylvania Department of the Auditor General. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody services, combining internally managed and outsourced portfolio solutions.

Jonathan Liebegott is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and bringing 12 years of industry experience. His career includes roles at PNC Investments and PNC Bank dating back to 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic questionnaires to recommend investment models managed by PNC or third-party strategists and executed via mutual funds and ETFs.