Patrick King is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He worked at PNC Capital Markets for 11 years before joining Janney Montgomery Scott in 2022. King 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 LLC is a 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various 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.

Joseph Valenty is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Osaic Wealth, Fresh Thyme, and Saint Vincent Career Center. He also serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party strategists to manage mutual funds and ETFs.

Michael Doman is a financial advisor at Mariner Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Commonwealth Advisory Group, Ltd. from 2005 to 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and internal management team, with a broad range of strategies spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and administrative services.

Douglas Macdonald is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley and E-Trade Financial Corporation before joining Janney in 2019. He serves on the Investment Committee of the McKeesport Hospital Foundation Board, reviewing trust statements for the board without involvement in investment decisions. 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, estates, and institutional clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

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 financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Prosperity Wealth Management, Fortune Financial Services, and PNC Investments. Outside of her advisory role, she is involved with Everharvest, LLC, providing online shop consulting and designer consulting services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

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® with 31 years of industry experience, currently serving at Kestra Advisory. She has been affiliated with Kestra and its related entities since 2016 and also works with Signature Select Wealth and Signature Financial Planning. Graver holds several civic and nonprofit roles, including serving on the finance committee of the Friendship Circle and chairing the Women’s Philanthropy Board of the Jewish Federation of Greater Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment management across multiple platforms. The firm serves some of the largest institutional investors, including sovereign wealth funds, and manages substantial assets while maintaining extensive third-party and affiliate relationships.

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® professional with 27 years of experience, currently serving at Hornor, Townsend & Kent, LLC. She has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Outside of her advisory role, she is an author and speaker focused on women business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight rather than routine discretionary trading.

Heather Barr is a financial advisor at Citizens Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BNY Mellon and various roles 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 alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform and a Managed Account program, operating as both 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 23 years of industry experience. He has been with Ameritas Advisory Services since 2021 and is also involved with Save with Dave LLC and Celtic Financial Services LLC, where he provides financial planning and insurance services. Additionally, he is licensed to sell Medicare insurance to the over-65 market through Focus Senior Benefits Inc. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides a range of fee-based asset management and retirement plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on client reviews and plan sponsor consulting.

Shane Witt is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2019 and previously worked at RoadBotics Inc and The Summit Pittsburgh. Outside of his advisory work, he operates TURTLESUFERS LLC, a business that sells stickers through Amazon fulfillment. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and retirement consulting. The firm manages approximately $15 billion in regulatory assets under management and supports various account types with discretionary and non-discretionary strategies.

James Hixon is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Ameritas since 2003 in various capacities and owns Celtic Wealth Management, LLC and Celtic Financial Services, LLC, which provide financial planning and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing fee-based asset management and a range of advisory strategies delivered through affiliated representatives.

Nicole Bush is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding the Series 66 and Series 63 designations and bringing 20 years of industry experience. She has been with PNC Investments since 2019, following prior roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees. The program uses algorithmic risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

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.

William Kinmonth Jr. is a CFP® and ChFC® with 28 years of industry experience. He is currently with NewEdge Advisors and LPL Financial, having previously worked for Citizens Securities, Inc. for over two decades. Outside of his advisory roles, he serves as a soccer official. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and regular portfolio reviews.