Paul Brahan is a Certified Financial Planner (CFP®) with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Brahan studied at Syracuse University’s Whitman School of Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, 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 that blends active and passive strategies within an enhanced open architecture framework.

Victor Bell is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at notable firms including LPL Financial, LLC and Cetera Wealth Services, LLC. Outside of his advisory roles, Bell serves as president of Cornerstone Care, a federally qualified health center, where he oversees board committees and executive functions. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios using discretionary model strategies and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and comprehensive retirement-plan services.

Patrick King is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at PNC Capital Markets for 11 years. Patrick serves as president of the Mike Heath Memorial Foundation, a charitable organization that raises and distributes funds in honor of a deceased friend. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Dennis Deluca is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, INC., and is co-owner of A.F. McGervey & Co, LLC, a firm specializing in tax preparation, accounting, payroll processing, business valuations, and succession planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational and practice-management support. The firm provides access to discretionary model portfolios and customizable investment solutions through its platform.

Michael Doman is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked at Commonwealth Advisory Group, Ltd. for 16 years before joining Mariner in 2021. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios with in-house research and third-party managers.

Douglas Macdonald is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at Janney Montgomery Scott since 2019 and previously held roles at E-Trade Financial Corporation and Morgan Stanley. Macdonald serves on the Investment Committee of the McKeesport Hospital Foundation Board in McKeesport, PA. 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 with brokerage, financial planning, consulting, and advisory programs, integrating in-house and third-party portfolio management across multiple wrap programs and managed accounts.

Eugene Joseph III is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments continuously since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Carrie Mccollim is a Series 66 licensed financial advisor at D.A. Davidson & Co. with 12 years of industry experience. Her prior roles include positions at Prosperity Wealth Management, Fortune Financial Services, and PNC Investments. Outside of her advisory work, she is involved in Everharvest, LLC, an online shop consulting and design business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Gregory Drahuschak is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1992. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and advisory programs.

Deborah Graver is a CFP® professional with over 31 years of industry experience, currently serving at Kestra Advisory. She has held roles at firms including Signature Select Wealth, LPL Financial, and Fragasso Wealth Advisors. Graver is involved in several nonprofit boards and committees, including the Friendship Circle, United Way of Southwestern Pennsylvania, and the Women’s Philanthropy Board of the Jewish Federation of Greater Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors including sovereign wealth funds and delivers a broad range of management platforms and third-party solutions.

Nicholas Long is a financial advisor at PNC Wealth Management with three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Northwestern Mutual/KEM Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary model portfolios managed by PNC or third-party strategists.

Scott Metz is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His prior roles include positions at The Huntington Investment Company, Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, CITIZENS Bank, Citizens Securities, and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Melanie Colusci is a CFP® with 28 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. She has been affiliated with Penn Mutual Life Insurance Company since 2010 and is involved in life insurance sales and financial planning. Outside of her advisory role, she is an author and speaker focused on women business owners and is a member of the Penn Mutual National Advisory Council executive committee. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Heather Barr is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to her current role, she worked at BNY Mellon and had multiple positions within Citizens Bank and Citizens Securities. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed account solutions while operating as a broker-dealer and insurance agency.

George Rovee is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for 17 years. Outside of advising, he is involved in authoring a finance-related book and runs agent coaching and consulting focused on business development and prospecting. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services using in-house and third-party model portfolios, including a hybrid digital advisory solution, Park Avenue Wealth Management.

David Lutz Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has held roles at Ameritas-related firms since 2003 and owns Save with Dave LLC, a financial planning and insurance business serving individuals and small businesses. He is also an independent insurance agent specializing in fixed insurance products and serves as a Medicare insurance agent for the over-65 market. 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 utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by an affiliated structure that includes a broker-dealer and insurance company.

Shane Witt is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and RoadBotics Inc. Outside of his advisory work, he operates TURTLESUFERS LLC, a business selling stickers through Amazon fulfillment. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs with a mix of proprietary and third-party models.

James Hixon is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been affiliated with multiple entities including Celtic Wealth Management, LLC and Ameritas Life Insurance Corp. In addition to his advisory work, he owns and operates Celtic Financial Services LLC, which provides financial planning and sells fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of investment vehicles and model portfolios, combining both firm-developed and third-party options, and provides multiple program platforms to tailor portfolios to client needs.

Nicole Bush is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 registrations and possessing 20 years of industry experience. Her prior work includes seven years at Charles Schwab and multiple roles within PNC Investments and PNC Bank since 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment offering available by invitation that employs algorithm-driven portfolio strategies managed and executed via approved models using mutual funds and ETFs.

Rudolfo Capobres is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 registrations and over 31 years of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Co, Commonwealth Financial Network, and Coghill Investment Strategies. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.