Michael Halloran is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has been with Janney Montgomery Scott in Pittsburgh since 2012. Outside of his advisory role, Halloran serves as an adjunct finance and quantitative methods professor in the MBA program at Point Park University. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves individuals, families, trusts, corporate and retirement plans, and municipal clients through a combination of brokerage services, financial planning, and advisory programs that incorporate both in-house and third-party portfolio management.

Michael Savisky is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 designation and 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. Savisky is also co-owner of AF McGervey & Co, LLC, an accounting firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, technology, and compliance services.

Brittany Byrne is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services in various roles since 2015. Outside of her advisory work, she serves as a group helper for the Family Readiness Group associated with a National Guard unit, assisting in communication with families. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Charles Wurdack is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 66 registrations and 25 years of industry experience. His prior experience includes roles at NewEdge Securities LLC, Cetera, BAR Financial, Key Investment Services, Ameriprise Financial Services, and PNC Investments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, integrating technology and manager oversight in its investment solutions.

Andrew Fahner is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at PNC Bank, First Commonwealth Bank, and Infinex Investments. He is based in Pittsburgh, PA. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm uses a fiduciary approach within a vertically integrated group and acts as adviser to a donor-advised fund.

Aaron Crist is a CFP® licensed financial advisor with five years of industry experience, currently with Janney Montgomery Scott. He previously worked at Goldman Sachs for four years. Outside of his advisory role, he serves as a mentor for Big Brothers Big Sisters of Pittsburgh. 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, offering brokerage services, financial planning, and advisory programs through in-house portfolio management and third-party managers.

Matthew Fontana is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with PNC since 2009. Outside of his advisory role, he is the sole owner and president of Two Seven, LLC, a real estate investment company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs.

Kenneth Price is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with Nylife Securities, LLC, and New York Life Insurance Company since 2008. Outside of his advisory role, he serves on the board of the Highmark Caring Foundation Purse Gala, helping organize an annual charitable event. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

John Gourley is a financial advisor with First Command Advisory Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at First Command Insurance Services, First Command Financial Planning, Warren Carr Insurance Group, Nationwide Securities, and Palmer Agency. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage model portfolios and select approved third-party managers.

Janet McConnell is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Centaurus Financial since 2013. Additionally, she serves as a continuing education instructor at the Community College of Beaver County. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing a combination of fundamental and technical analysis through the CLASSIC Plus platform.

Andrew Neft is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2017, following four years at PNC Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Richard Morrison III is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 registrations with 10 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of advisory work, he is involved in several insurance brokerage activities and operates an online hobby shop dealing in trading cards. He also serves as president of the BNI Rainmakers networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and FINRA-member broker-dealer services, managing billions in assets while providing customized investment and portfolio management strategies through a network of advisers and third-party asset managers.

Haleigh M Iller is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has worked at Janney since 2021. Her background includes roles at Target and Waynesburg University. 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, and institutional clients, offering brokerage, financial planning, and advisory services along with centralized asset management and trustee capabilities.

Matthew Lovre is a Series 66-registered financial advisor with PNC Wealth Management in Pittsburgh, PA, and has one year of industry experience. His prior roles include positions at AE Wealth Management, Alto Financial Group, and Kestra Advisory Services. Outside of finance, he has worked in hospitality and service industries, including at Helltown Brewing and Baja Bar and Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based digital programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and third-party managed model portfolios executed with mutual funds and ETFs.

Alan Jutca is a financial advisor at Mariner with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Mariner in 2025, he spent 27 years at Guardian Life and Guardian Life Insurance Co of America. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized, discretionary portfolios supported by an internal team and an Investment Committee, with a strong integration of tax and accounting services alongside traditional investment management.

Bruce Begley is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and diversified mutual fund and ETF strategies.

Mark Mackewich is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm uses algorithmic risk assessments and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Noah Grau is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held roles at First National Bank, West Virginia University, and several other organizations across different sectors. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across the Goldman Sachs ecosystem to provide tailored investment solutions.

Charles Mattiucci is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms including Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, Fragasso Financial Advisors, and LPL Financial. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies.

Sydney Eroshevich is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Em-Media, Inc., and Franciscan University of Steubenville. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth services. The firm utilizes strategic and tactical allocation models, manager selections, and a variety of platforms and operational tools to tailor plans to client objectives.