Shawn Coologhan is a financial advisor affiliated with Commonwealth Financial Network in Pittsburgh, PA, holding Series 63 and Series 66 designations with six years of industry experience. His prior work includes roles at Avantax Investment Services, Inc. and Geisler & Company Financial Planning. Outside his advisory role, he is involved in tax preparation through Thomas A Geisler & Co P.C. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and custodial services, supporting advisors with both internally managed model portfolios and outsourced platforms.

Jeffrey Genkinger is a CFP® with 17 years of industry experience and is currently with Janney Montgomery Scott in Pittsburgh, PA. He has been with Janney since 2012. He serves as a member of the New Philanthropic Leaders Program at The Pittsburgh Foundation. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Neal McGrath is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Carson Wealth, Cetera Advisor Networks LLC, Aptus Wealth Planning, and LPL Financial. Outside of advisory roles, he is an insurance agent selling life and annuities and is the owner of Pittsburg Wealth Management, LLC, a business entity maintained for tax purposes. 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, employing discretionary management with model portfolios and a combination of fundamental and technical analysis supported by third-party sub-advisors and customization tools.

Lawrence Wasserman is a CFP® and CFA® affiliated with PNC Wealth Management in Pittsburgh, PA, with 26 years of industry experience. He has been with PNCI Investments since 2016. Outside of his financial advisory role, he is a member of Pittsblurb, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Jennet Mammedova is a CFP® with four years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. She has worked at Citizens Securities since 2022 and previously held roles at Citizens Bank, W&S Brokerage Services, Western Southern Life, Bank of America, Merrill, and Citizens Bank. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary programs, including a digital advisory platform managed in partnership with SigFig.

Andrew Mitchell is a Series 66 credentialed financial advisor with 15 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 model portfolios, offering a range of tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Peterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, he serves as Treasurer on the board of the Jason L. Spoerlein Memorial Foundation and is Vice President of the Lakeland Estates HOA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment programs.

Todd Fabic is a financial advisor with Janney Montgomery Scott in Canonsburg, PA. He holds the Series 66 designation and has 25 years of industry experience, including 21 years with Janney Montgomery Scott. 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, offering brokerage services, financial planning, consulting, and a range of advisory programs supported by in-house portfolio management and third-party managers.

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.

Ian Costanzo is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2021. His prior roles include positions at Citizens Securities, Inc. and Jim Shorkey Chevrolet. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.

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 at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has 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 Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Michael Blehar is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fort Pitt Capital Group LLC and Kovitz Investment Group Partners, LLC. He is currently also associated with Focus Partners Wealth, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and offers a wide range of portfolio management strategies, including separately managed accounts and alternative investments.

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. Carroll has been with Ameritas and related affiliates since 2023. Outside of finance, Carroll is involved with En Pointe Dance Academy. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs using in-house and third-party managers, serving a range of high-net-worth and employer-sponsored retirement plan clients.

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 with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at PNC Investments since 2019 and previously held roles at LPL Financial and Cuso Financial Services. She also took a two-year hiatus as a homemaker between 2017 and 2019. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.