Brian Orr is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and possessing 47 years of industry experience. He has worked at Oppenheimer since 2014 and previously held positions at RBC Capital Markets and Arthurs Lestrange Investment Advisory. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary investment management, strategic asset allocation, and retirement consulting.

Gregory Blake is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, where he has worked for 10 years. He has 13 years of industry experience in total. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm employs algorithm-driven risk assessments and utilizes mutual funds and ETFs managed by PNC or third-party strategists.

Brian Haschke is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2014, with prior roles at Key Investment Services and KeyBank. Outside of his advisory work, he serves as an assistant soccer coach for the Beadling Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available through an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and invests in mutual funds and ETFs, with portfolio implementation delegated to third parties.

Mark Casciola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with firms including LPL Financial, Invest Financial Corporation, Ameritas Investment Company, LLC, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to managed account solutions, employing a fiduciary-based advisory model that integrates proprietary platforms and third-party managers.

Brandon Fasenmyer is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Wealth Management and Edward Jones. Outside of his advisory role, he serves as an Assistant Scout Master for Boy Scouts Troop III. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include both a digital advisory program and a Managed Account program, operating as part of a larger enterprise wholly owned by Citizens Bank.

Mark Vujevich is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has been with the firm since 2003. Outside of his advisory work, he serves as a board member and trustee for Angel Fund, a charity that assists patient families with outpatient expenses at the Children’s Hospital of Pittsburgh. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, with a focus on tailored asset allocation and diversified investment strategies.

Geoffrey Skadra is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at Citizens Securities, Northwestern Mutual, Symmetry Financial Group, and Experior Financial Group. Outside of his advisory role, he is the owner and president of Catchpoint, LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider model and integrates with KeyCorp affiliates to provide a range of portfolio management, advisory, and related financial services.

Noah Eakin is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Canonsburg, PA, with two years of industry experience. Prior to joining Goldman Sachs, he held positions at Vista Investment Management and K-7 Parking Company, and he has been involved with Lorenzo's Pub and Pizza. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, delivering financial planning and portfolio management through tailored strategies and access to alternative investments. The firm integrates specialized teams and proprietary tools within the broader Goldman Sachs ecosystem to offer a wide range of financial solutions.

Marylou Rodgers is a Series 66-credentialed advisor at Guardian Life with 12 years of industry experience. She has been with Guardian Life and its subsidiary Park Avenue Securities since 2014 and is also associated with Lifetime Financial Growth, where she serves as a general agent. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.

Scott Tobe is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Kestra Advisory since 2016 and has longstanding roles at Kestra Investment Services, Inc. and Signature Financial Planning. Outside of advisory work, he is involved in private equity and angel investing and serves on the board of Entrepreneurs’ Organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers fiduciary oversight, plan design and compliance, as well as access to multiple management platforms and third-party solutions, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Susan Poller Newman is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with PNC Wealth Management since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that utilizes online, discretionary model accounts for select employees. The firm’s approach relies on algorithm-driven risk assessments and delegated portfolio implementation using mutual funds and ETFs.

Marc Tannenbaum is a ChFC®-designated financial advisor with 24 years of industry experience. He is currently with Kestra Advisory and has held positions at Signature Select Wealth, LLC and Signature Financial Planning. Outside of his advisory work, he is involved in angel investing and serves as a driving instructor in high-performance driving as a personal hobby. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan‑level investment advice, vendor searches, and employee education, supported by multiple management platforms and third-party solutions.

John Lusi is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he is a musician active in two local bands, occasionally performing for minor compensation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses approved investment strategies and annual rebalancing with mutual funds and ETFs.

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 with 19 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial, where he has worked since 2015. Prior to that, he held positions at Morgan Stanley and Citigroup Global Markets. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to a range of managed account solutions, including proprietary platforms and third-party managers, and employs a fiduciary-based advisory model that incorporates various investment strategies and technology platforms.

Colin Rafferty is a financial advisor at PNC Wealth Management with five years of industry experience and a Series 66 designation. He previously worked at Key Investment Services LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to PNC Bank employees, which uses approved model strategies and an algorithmic risk assessment.

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.