Kimberly Krapp is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and has worked at Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

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.

Cameron Clay is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. His prior roles include positions at Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory work, he co-founded Cameron and Winter LLC, a ministry offering marriage, relationship, and parental coaching services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered investment approach combining model portfolios from multiple sources with advisor-managed solutions and offers a range of services such as financial planning, discretionary asset management, and plan consulting.

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.

Valentino Hernandez is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citizens Securities and Prudential Insurance Company of America in various capacities. Outside of his advisory role, he coaches youth hockey and lacrosse and serves as a board member for a nonprofit hockey league. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program utilizing ETF-based portfolios and a Managed Account program, operating within a combined bank, broker-dealer, and advisory structure.

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, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for over 20 years before joining Commonwealth and Geisler & Company Financial Planning in 2024. In addition to his advisory role, Savisky is co-owner of an accounting firm, AF McGervey & Co, LLC, where he is involved in tax preparation and accounting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement customized portfolios using both internal models and outsourced solutions.

Brittany Byrne is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at Key Investment Services and KeyBank throughout her career since 2015. Outside of her advisory role, Byrne assists with the Family Readiness Group associated with a National Guard Unit, helping to communicate events to families. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers while maintaining oversight through due diligence and supervisory reviews.

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 with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Citizens Securities since 2017 and previously spent four years with PNC Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm features a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and manages discretionary accounts with optional tax-loss harvesting, alongside its commission-based brokerage activities.

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.