Thomas Geisler Jr. is a CFP® professional with 26 years of experience currently affiliated with Commonwealth Financial Network. His career includes extensive experience in insurance sales and tax preparation services through his ownership of Thomas A Geisler & Co., PC. Geisler has been active in both financial advisory and tax preparation since 1985. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and model portfolios designed to meet the needs of retail and institutional clients.

Sydney Halloran is a CFP® and holds a Series 66 designation with six years of industry experience. She has worked at Janney Montgomery Scott since 2018, following a prior role at the University of Pittsburgh at Johnstown. Sydney is based in Pittsburgh, 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Kaitlyn Leininger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. She previously worked at UBS Financial Services and BNY Mellon, and spent a decade in full-time education prior to her financial services career. 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 broad 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.

Wakanwa Nzambi is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Pittsburgh, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equity Services since 2004. Nzambi has interests outside of finance that include professional voice-over, acting, and modeling talent services, as well as involvement in nonprofit strategic planning and contributions to financial planning education through textbook authorship. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, combining mostly long-term strategies with options for shorter-term trading and specialized instruments.

Jeffrey Olenych is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2014, as well as leadership at Olenych Financial Group and Ruby Financial Group. Olenych also works as an insurance broker, brokering non-registered insurance products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers various program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and a notable focus on fiduciary responsibilities in retirement plan advisory.

William Chaney is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Chaney serves as a trustee for the Stackpole Foundation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an “enhanced open architecture” approach that combines active and passive strategies, third-party managers, and private funds.

Michael Blehar is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Robert Vettorel is an investment advisory representative at CWM, LLC with over 30 years of industry experience. He has held roles at multiple firms including LPL Financial, Cetera Wealth Services, and as owner of RBV Wealth Management, LLC. Vettorel also serves as senior vice president and head of the Wealth Management Services division at Washington Financial. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Payton Carroll is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and based in Pittsburgh, PA. Carroll has been with Ameritas and related entities since 2023, with prior experience that includes work at Walt Disney World and roles in education and hospitality. Outside of finance, Carroll was involved with En Pointe Dance Academy for one year. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management, supported by portfolio construction and monitoring from its Investment Committee and third-party partners.

Gary Mcgovern is a financial advisor with Primerica Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2007 and 2008, respectively. Mcgovern is also licensed to sell life and disability insurance with multiple carriers beyond Guardian. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, managing approximately $15 billion in assets with over 1,900 investment advisor representatives.

Cali Lehman is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with 15 years of industry experience. Her prior roles include positions at LPL Financial and CUSO Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven online portfolio management option available to employees with PNC Bank online credentials. The firm utilizes a mix of mutual funds and ETFs managed by PNC or third-party strategists, with portfolio implementation delegated to external firms.

Jayson Weinberg is a financial advisor with PlanMember Securities Corporation in White Oak, PA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Weinberg has been a proprietor of Jayson Weinberg CPA since 1994 and has worked with IRM Distributors, Inc. since 1995. In addition to his advisory role, he operates a tax and accounting practice. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Paul Lukas is a Series 66-licensed financial advisor with Janney Montgomery Scott, where he has worked since 2005. He has 31 years of industry experience. Outside of his advisory role, he serves on the Board of Trustees for the Washington County Manufacturers Association and volunteers as a youth baseball coach for teams in Canonsburg and Washington, Pennsylvania. 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, estates, and institutional clients, providing brokerage, financial planning, consulting, and advisory services through a blend of in-house and third-party managed programs.

Daniel Eye is a CFA® charterholder with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. Focus Partners Wealth serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds.

Cindy Pastin is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Elijah Peck is a financial advisor at Janney Montgomery Scott in Pittsburgh, PA, holding the Series 66 designation with two years of industry experience. His prior work includes roles outside finance at Suburban Snow, Magerk's Pub & Grill, and Philly Junk. 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 with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Brian Cartier is a financial advisor at Osaic Advisory Services, LLC with seven years of industry experience. He holds the CFP® designation and Series 66 license. His work history includes positions at Allegheny Financial Group and Triad Advisors. Outside of his role at Osaic, he is involved with Justabout Wealth Management, a financial advisory firm focused on wealth management and financial planning for individual clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, and other entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Glenn Mc Gee is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he held positions in various industries, including supply chain and moving services. 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, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Amy Cornelius is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Janney in 2018, she worked at Primerica Advisors and Primerica Financial Services. Amy also has experience with Orchard Hill Church. 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 plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services.

Nathan Snyder is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Janney Montgomery Scott LLC since 2016. Outside of his advisory role, he serves on the board of an independent mortgage bank and is involved in local community activities, including serving as Vice President of a high school football booster organization. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal entities. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.