Frederick Gustave III is a financial advisor at Mariner with 20 years of industry experience. He holds a Series 66 designation and previously worked for Executive Wealth Counselors, LLC for 16 years before joining Mariner. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm implements discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax and accounting services along with specialized financial wellness and family office solutions.

Jacob Fuller is a financial advisor at Citizens Securities, Inc. He holds the CFP® designation and has nine years of industry experience. Prior to joining Citizens Securities in 2020, Fuller worked at Edward Jones, The Huntington Investment Company, and Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program partnered with SigFig and a Managed Account program.

John Boyce Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 credential and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2011. Outside his advisory role, Boyce serves as a committee chair for the Boy Scouts of America and is a board member of the Society of Financial Service Professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary portfolio management options.

Samuel Schneider is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLIFE Securities LLC and New York Life since 2023, and at Zenith-American Solutions from 2016 to 2023. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, emphasizing tailored recommendations aligned with client objectives.

Daniel Lynch is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. He holds the CFP® and Series 66 designations and has 15 years of industry experience. Lynch has been with Janney Montgomery Scott since 2010. 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, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kathleen Wright is a CFA® charterholder with 26 years of industry experience. She has been with Mariner since 2026 and previously led her own firm, Kathleen S. Wright Associates, Inc., for 24 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines customized discretionary portfolios with in-house research and third-party manager allocations, and offers integrated tax, accounting, and financial wellness solutions.

Daniel Rocco is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with PNC Investments, LLC since 2016. 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 algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Debora Rall is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 63 designation and 35 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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 individuals, families, trusts and estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Brian Merkt is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with PNC Investments since 2014, including prior roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that employs algorithm-driven risk assessment and primarily uses mutual funds and ETFs.

Jared Etkins is a financial advisor with Guardian Life and holds the ChFC® designation and Series 66 license. He has 10 years of industry experience and has been with Park Avenue Securities and Guardian Life since 2016. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary programs and third-party solutions.

James McGovern is a CFP® and ChFC® affiliated with Guardian Life and Park Avenue Securities, with 23 years of industry experience. He has worked at Guardian Life Insurance Company of America and its subsidiary Park Avenue Securities since 2002. McGovern also engages in insurance sales outside of Guardian to place products when needed. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led management alongside model-based strategies, and integrates proprietary and third-party solutions to tailor client relationships.

Frank Caputo is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses. He has one year of industry experience and has held roles at several firms, including Caputo Agency LLC and State Farm agencies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail clients. The firm emphasizes integrated services tied to Empower’s administrative platforms, delivering long-term focused financial plans and optional managed account solutions.

Ethan Gengarella is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Lowe's. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, alongside commission-based brokerage activities.

Alexander Hall is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hurley Associates and Luttner Financial Group. Hall also serves as a Navy Reservist in the Military Police. Citizens Securities serves a diverse 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 a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Joshua Loaney is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with PNC Wealth Management since 2017, following a prior role at Edward Jones from 2015 to 2017. He is based in Pittsburgh, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform for employees that uses algorithm-driven risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Eric Startare is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and four years of industry experience. He has been with Guardian Life since 2013 and with Park Avenue Securities since 2022. Outside of his advisory role, Startare provides tax preparation services. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client relationships supported by proprietary and third-party platforms.

Matthew Kelly is a financial advisor with Guardian Life who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at Guardian Life and affiliated firms since 2008, with prior experience at Federated Investment Counseling. Outside of his Guardian role, he is involved in the sale of fixed annuities and insurance through other brokerage firms. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party solutions, and insurance products.

Chad McConnell is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Citizens Bank and Citizens Securities across multiple positions since 2015. Outside of his advisory work, he has experience as a server at Coast & Main. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and managed account programs while operating as a broker-dealer and insurance agency.

Courtney Mc Clellan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. Prior to that, she was employed at The Ohio State University and Revere Local School District. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements to tailor services to client objectives.

William Engel is a CFP® with 19 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Bill Few Associates. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and financial professionals. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis and offering access to private funds and legacy strategies.