Kyle Mayo is a financial advisor with Truist Advisory Services in Pittsburgh, PA, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has worked at Truist Advisory Services since 2016 and Truist Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research to support manager selection and ongoing oversight.

Aaron Leaman is a CFA® charterholder and holds a Series 66 license with over 20 years of industry experience. He is currently affiliated with Kestra Advisory and has held roles at Signature Select Wealth, Signature Financial Planning, and Kestra Investment Services. Outside of his advisory work, he serves on several boards including the Film Pittsburgh board as secretary, where he participates in film selection and speaks at screenings, and holds multiple finance committee positions for nonprofit organizations in Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutions and sovereign wealth funds.

Sean Cain is a financial advisor at PNC Wealth Management with 32 years of industry experience. He has held positions with PNC Investments, LLC since 2017 and previously with PNC Investments from 2004 to 2017. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account designed for PNC Bank employees that uses algorithm-driven risk assessments and third-party-managed investment strategies.

Patricia Morgan is a financial advisor at NewEdge Advisors with 13 years of industry experience. She holds a Series 65 designation and has worked with Mid Atlantic Financial Management and Adair Financial Group. Morgan is based in Pittsburgh, PA. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Zachary Lemasters is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Principia College. Outside of advising, he is active as an independent insurance agent for various agencies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Ryan Mulderig is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at Mercer Allied Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions including executive and personal wealth management, private family office support, and retirement plan education.

Edward Lewis is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ic Advisory Services Inc and The Investment Center, among other firms, and is co-owner of Synergy Staffing, Inc., a staffing company. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction across diverse securities and insurance products.

Andrea Mc Kinley is a CFP®-certified financial advisor with eight years of industry experience. She currently works at The Huntington Investment Company and has previous experience at PNC Investments, TIAA-CREF Individual & Institutional Services, and UBS Financial Services. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary private bank offerings through various wrap-fee programs on the Envestnet MAS platform.

Michael Doyle is a CFP® and CFA® serving as a financial advisor at Mariner with four years of industry experience. His prior roles include positions at Cookson Peirce & Co., Inc, The Coury Firm, and Veritable LP. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios overseen by an Investment Committee and supported by in-house research and third-party managers.

Paul Brahim is a financial advisor with Wealth Enhancement Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes more than two decades at BPU Investment Management Inc. and roles with LPL Financial and multiple Wealth Enhancement entities since 2020. In addition to his advisory work, he develops and delivers continuing legal education to attorneys and has engaged in investment-related speaking activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee.

Lucas Carter is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and previously worked at IntePros Consulting before joining Goldman Sachs Ayco Personal Financial Management. Carter completed his studies at the University of Delaware in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a wide range of affiliated services within a large integrated financial group to deliver tailored wealth management solutions.

Joseph Zymroz Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, primarily utilizing mutual funds and ETFs.

Nicholas Zapatka is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds the Series 63 and Series 65 designations. His work history includes roles at Ameriprise Financial Services, LLC, and multiple positions within Huntington-affiliated entities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, combining third-party managers with proprietary Private Bank models and uses an open-architecture approach to portfolio management.

Elizabeth Zorn is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 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 individual and high-net-worth households, 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 across multiple client segments.

Brock Pompeani is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied, PNC Investments, and PNC Bank. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Nicholas Rawlins is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. He is involved in several community and business roles, including serving as vice chairman of the Washington County Transportation Authority board of directors and as secretary of the Claysville Area Business Association. Rawlins also owns Red Bird Services, LLC, a home services company providing lawn mowing services, and is a council member of Washington Youth Baseball. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Julian Singleton is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked in various roles within PNC Investments since 2017. Outside of his financial career, Singleton served in the United States Army National Guard from 2014 to 2023 and was involved with Buckhead Saloon during that period. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Patrick Callahan is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 14 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009 and 2011, respectively. Outside of his advisory work, he serves as a board member of the Moon Industrial Development Authority and is a member of the Moon Township School Board. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing proprietary and third-party investment strategies across various account types.

Katherine Kelly is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Oppenheimer and Guardian Life Insurance Company. Her current firm, Park Avenue Securities LLC, serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Richard Matthews is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and affiliate offerings, providing multiple wrap-fee programs through the Envestnet MAS platform.