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.

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.

Cassandra Beres is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and four years of industry experience. She has been with Janney Montgomery Scott since 2019 and previously worked at The Clubhouse Gibsonia. Outside of her advisory role, Beres serves as treasurer for the Saxonburg Area Baseball Association and as secretary for the Knoch Football Boosters in Renfrew, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and a range of advisory programs.

Samuel Annaian is a financial advisor with \u0026PARTNERS in Sewickley, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked for nine years at PNC Investments, LLC before joining \u0026PARTNERS in 2025. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and includes proprietary and third-party strategies in its portfolio management.

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.

Matthew Lovre is a Series 66-registered financial advisor with PNC Wealth Management in Pittsburgh, PA, and has two years of industry experience. His prior roles include positions at AE Wealth Management, Alto Financial Group, Kestra Advisory Services, and Becker Wealth Management. Outside of finance, he has held roles in the hospitality and beverage industries, including work with Helltown Brewing and Baja Bar and Grill. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic assessments to recommend portfolio strategies implemented via mutual funds and ETFs.

David Fahrenthold is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2006. Outside of his advisory role, he is the owner of Sweet Starts, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

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.

Braden Mc Canna is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 credential and one year of industry experience. He previously worked at LPL Financial and Equitable Advisors and has a background that includes roles in healthcare and education. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

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.

Michael Fitzgerald is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His prior experience includes six years at Riversource Distributors before joining PNC Investments in 2020. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and managed mutual fund and ETF strategies.

John Carberry is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a long history with affiliated Ameritas entities dating back to 2002. Outside of his advisory work, Carberry serves as a trustee for the Bethel Park Community Foundation and is an investor and group exercise instructor at a local fitness and wellness center. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning through a mix of model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Jackson Catanzaro is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Western Wealth Management LLC, LPL Financial, and Jumet Financial. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm’s Strategic Wealth Management platform utilizes an open-architecture approach that supports advisor-managed and model-based portfolios across multiple custodians and sub-advisors.

Gretchen Troiano is a financial advisor with Oppenheimer in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Oppenheimer since 2009. Outside of her advisory work, she is involved in training and competing with her privately owned Arabian horse. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, with accounts reviewed periodically and cash balances swept into its Advantage Bank Deposit Program.

Michael Haley is a CFP® with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, LLC and BPU Investment Management Inc. Outside of advisory work, he is involved in fixed insurance activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that blends passive and active management guided by an internal Investment Committee.

Jason Madden is a financial advisor at PNC Wealth Management in Pittsburgh, PA. He holds the Series 66 designation and has industry experience beginning in 2025. Prior to his current role, he worked at PNC Bank since 2017 and at #1 Cochran Automotive from 2011 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements investments via approved model strategies.

Kyle Richert is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Guardian Life since 2015 and currently works with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he has a minor involvement with Ash Brokerage in insurance products. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs, including both proprietary and third-party solutions.

Jared Henigin is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Wealth Management Partners, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He has also worked outside the financial sector at CVS Health. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, compliance, and practice-management resources while enabling discretionary portfolio construction across various securities and insurance products.

Seth Dresbold is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked with Signature Select Wealth, Kestra Advisory, Kestra Investment Services, and Signature Financial Planning. Outside of his advisory role, Seth owns a comedy production company, Not Your Turn Productions, which produces and promotes comedy shows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and manages complex investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

Melissa Maxwell is a CFP®-certified financial advisor with 20 years of industry experience. She has been associated with Wealth Management Partners and Commonwealth Financial Network since 2009. Melissa also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.