Derek Montanye is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Focus Partners Wealth, he worked at firms including Goldman Sachs, Morgan Stanley, Thrivent Financial, and JPMorgan Chase Bank. Outside of his advisory work, Montanye is a performing artist and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Ryan Dodge is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked with NYLIFE Securities LLC and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, including fee-based advice and co-advisory relationships, with a substantial portion of assets managed on a non-discretionary basis.

Darren Duhnke is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and eight years of industry experience. He has worked with both firms since 2017 and 2018 respectively. Outside of his advisory role, he is also active as a real estate realtor in Nashville, TN. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, offering tailored client solutions including financial planning and access to proprietary and third-party investment programs.

Erick Mohrbacher is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® designation and Series 63 license. He has 11 years of industry experience, including roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Craig Rossetti is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009, and he also operates Rossetti Tax + Accounting, providing tax and accounting services since 1997. Rossetti serves on the board of directors for Mount Lebanon Village, a community nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary account options with a platform that includes third-party asset manager relationships and combines advisory services with broker-dealer capabilities.

David De Sorbo is a financial advisor at Mariner with Series 65 and Series 63 licenses and two years of industry experience. He previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Strategic Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized investment approach supported by both internal research and third-party managers, and it offers integrated tax and accounting solutions alongside traditional portfolio management.

Mitchell Mroczkowski is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include positions at Commonwealth Advisory Group, Robert Morris University, and Riley Financial Strategies Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon in firms of its size.

Philip Henry is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Henry Wealth Management, LLC since 2003. Outside of his advisory work, he is the creator of Phil Henry Ministries Inc., a charitable and educational organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Timothy Balkin is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at KeyBank and Citizens Bank. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing discretionary management using model or customized portfolios.

Robert Gerstenberger is a CFP® and holds a Series 66 license. He has 14 years of industry experience and has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he volunteers as a youth soccer coach with the North Allegheny Soccer Club in Ingomar, PA. Janney Montgomery Scott is an enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs with a combination of in-house portfolio management and third-party managers.

Renee Axton is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. She has been with PNC Investments since 2016, following a year at First Command Brokerage Services, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to select employees. The program uses algorithm-driven risk assessment and approved model strategies with annual rebalancing, utilizing mutual funds and ETFs without direct trading of individual securities.

Mark Balsamo is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with Premier Financial Network since 2010 and Fortune Financial Services since 2005. Outside of advisory work, he is a general partner and 50% owner of a tax preparation and insurance business. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Olivia Kennedy is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with First Commonwealth since 2017 and previously held roles at Cetera and First National Bank of Pennsylvania. Her activities include part-time advisory work with First Commonwealth Bank and its Trust Division. OSAIC Institutions, INC. is an SEC-registered adviser serving a diverse client base including high-net-worth individuals, ERISA plans, trusts, and corporations. The firm provides customized advisory services through a hybrid adviser/broker-dealer model that emphasizes firm supervision alongside delegated investment management by its representatives.

Aaron Mckissick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and having 23 years of industry experience. He has worked at PNC Investments since 2015 and previously at Ameriprise from 2003 to 2005. He serves as a committee member at St. Paul's United Methodist Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments to recommend portfolios managed through mutual funds and ETFs, with implementation and oversight delegated to third parties.

Erin Hutter is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and experience spanning roles in financial services and nonprofit organizations since 2016. Her background includes positions at LPL Financial LLC, Botkin Family Wealth Management, and The Children's Home of Pittsburgh. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, combining client goal assessment with portfolio management or selection of external managers and model portfolios.

Frank Cavoti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 25 years of industry experience. He previously worked at Mid Atlantic Capital Corporation for 22 years and currently maintains a role at Beltz Financial, focusing on fixed income sales and insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning services through various program platforms and third-party managers.

Joseph Geronimo is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Waddell & Reed from 2013 to 2015 before joining PNC Investments in 2016. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses an algorithmic questionnaire to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Carissa Giordano Steinmeyer is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2015 and was previously with HBKS Wealth Advisors for eight years. She is affiliated with Commonwealth Financial Network, an enterprise firm that supports a national network of nearly 2,900 advisors managing approximately $212.7 billion in client assets. Commonwealth offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Shawn Coologhan is a financial advisor with Commonwealth Financial Network who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Avantax Investment Services, Inc. and Geisler & Company Financial Planning. He is also involved in tax preparation through Thomas A Geisler & Co P.C. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers comprehensive adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services.

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.