Scott Rosengren is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Joshua Guisler is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining PNC Wealth Management, he worked at Key Investment Services, LLC and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Tyler Ruby is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Eagle Strategies and Ruby Financial Group since 2020 and with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Ruby operates Ruby Financial Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailoring solutions to client objectives and provides a variety of program types, with most assets managed on a non-discretionary basis.

Albert Hopkins is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 23 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, focusing on investments via mutual funds and ETFs with annual rebalancing.

Daniel Reitz is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at National Life, Guardian Life Insurance Company, Park Avenue Securities, Blu Door Financial, and Morgan Stanley. Outside of his advisory work, he is also an insurance agent with Thoroughbred Advisors in Whitehall, PA. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.

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.

Brian Patton is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Key Investment Services since 2016, following seven years at LPL Financial. Outside of his advisory role, Patton serves as president of the Prexie Wrestling Boosters, a fundraising organization supporting local wrestling programs. 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 with custodial and trade execution services, utilizing a multi-provider model that combines in-house and third-party portfolio management and provides both discretionary and non-discretionary investment options.

Michael Bell is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. His previous roles include positions at Northwestern Mutual Investment Services LLC and Anthony Mastro. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical analysis, and integrates alternative investments through platform relationships and affiliated managers.

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.

Scott Ferris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support through a mix of discretionary and non-discretionary managers.

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.

Jeffrey Fine is a financial advisor with Money Concepts Capital Corp in Washington, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and is also involved with Accountmaster, where he manages tax preparation and accounting services. Additionally, he established Fine Financials Professional Corporation for general tax and business purposes. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

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.

Andrew Funovits is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. Prior to joining Stratos Wealth Partners, he worked at LPL Financial LLC and Advisors Capital Management. Outside of his advisory role, he provides administrative support related to his firm’s independent advisory activities. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers and investment strategies.

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.