Benjamin Ziolkowski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. His prior work includes roles at PNC Financial Services Group and Allegheny College. 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, including individuals, families, trusts, corporations, and municipal clients, offering services such as brokerage, financial planning, and advisory programs through both in-house and third-party portfolio management.

Brian Orr is a financial advisor at Oppenheimer & Co. Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and private-fund management, employing strategic and tactical asset allocation alongside various investment vehicles.

Gregory Blake is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Brian Haschke is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2014, with prior roles at Key Investment Services and KeyBank. Outside of his advisory work, he serves as an assistant soccer coach for the Beadling Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available through an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and invests in mutual funds and ETFs, with portfolio implementation delegated to third parties.

Mark Casciola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Mark Vujevich is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Hornor, Townsend and Kent since 2003. Outside of his advisory role, Vujevich is a board member and trustee of Angel Fund, a charity assisting families with outpatient expenses at the Children’s Hospital of Pittsburgh. 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, managing approximately $8.37 billion in discretionary assets and providing a range of account options through relationships with third-party asset managers.

Geoffrey Skadra is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he held positions at Citizens Securities, Northwestern Mutual, Symmetry Financial Group, and Experior Financial Group. Outside of his advisory work, he is the owner and president of Catchpoint, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions supported by advisor recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with connections to related banking and capital markets entities.

Noah Eakin is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Canonsburg, PA, with two years of industry experience. Prior to joining Goldman Sachs, he held positions at Vista Investment Management and K-7 Parking Company, and he has been involved with Lorenzo's Pub and Pizza. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, delivering financial planning and portfolio management through tailored strategies and access to alternative investments. The firm integrates specialized teams and proprietary tools within the broader Goldman Sachs ecosystem to offer a wide range of financial solutions.

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 in Pittsburgh, PA, holding Series 63 and Series 66 licenses and has 25 years of industry experience. He has been associated with Kestra Advisory and affiliated firms since 2005 and serves as CEO of Signature Financial Planning. Outside of advisory work, he participates in private equity and angel investing through multiple ventures and serves on the board of Entrepreneurs Organization, a business networking group. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds.

Natasha Jativa is a financial advisor with The Huntington Investment Company in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Citizens Bank and its affiliated entities. Outside of her advisory work, she owns Opulent Occasions, a party decorating and balloon design business. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party managers alongside proprietary Private Bank portfolios.

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 financial advisor at Kestra Advisory with 24 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. He has worked at Signature Select Wealth, LLC and Signature Financial Planning and has engaged in angel investing and high-performance driving instruction as personal pursuits. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

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 Series 66-licensed financial advisor with Janney Montgomery Scott in Pittsburgh, PA, where she has worked since 2005. She has 24 years of industry experience. 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, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Lester Botkin is a CFA® charterholder and Series 66 licensee with 18 years of industry experience. He has worked at Private Advisor Group, LLC and LPL Financial since 2015. Outside of his advisory role, he is involved with Halo Holdings, LLC, a business entity maintained for tax and investment purposes. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, and institutional clients. The firm utilizes a range of investment strategies and third-party platforms to deliver discretionary and non-discretionary portfolio management and financial planning services.

Brian Mcfarland is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions.

Zachary Bainbridge is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has prior work experience at PricewaterhouseCoopers LLP and Lincoln Investment. Outside of his advisory role, he is the CEO and founder of The Bainbridge Financial Company, which focuses on real estate investing. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of fee arrangements, integrating capabilities from across the broader Goldman Sachs ecosystem.

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.