Maria Ferragonio is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, possessing four years of industry experience. She has worked with Goldman Sachs – Ayco since 2019 and has held teaching positions at California University of Pennsylvania and other institutions. Goldman Sachs Wealth Services provides wealth management and financial planning to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses a range of strategic allocation models and investment research supported by the broader Goldman Sachs ecosystem to tailor portfolios and services.

Peter Di Sanza is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, J.P. Morgan Securities, and New York Life. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management and financial services. The firm follows a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a large platform and an extensive network of affiliated service companies.

Steven Schaefer is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Investments for 11 years. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Eugene Disanti Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes longstanding roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved in offering insurance products outside of Guardian, including health insurance, long-term care, and prescription plans. Park Avenue Securities LLC operates as a dual-registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

Joseph Radack is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Bank of New York Mellon. He is based in Canonsburg, PA. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses a combination of strategic allocation models, manager selections, and technology-driven research to tailor portfolios and deliver a range of advisory services across multiple platforms.

Robert Wilson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and having 12 years of industry experience. In addition to his advisory role, he works as an on-air meteorologist at Hearst Communications Inc. and is a co-owner of a bakery business alongside his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

James Snyder is a CFP®, CFA®, and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Mariner Wealth Advisors and Executive Wealth Counselors. Snyder serves on the Boards of Trustees for the YMCA of Beaver County and the Pittsburgh Public Theater, where he also chairs the Investment Subcommittee and is a member of the Audit and Finance Committee. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management overseen by an internal Investment Committee.

Scott Wodzenski is a CFP® professional with 16 years of industry experience. He is currently with Janney Montgomery Scott and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and PNC Bank. 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, estates, and institutional clients, offering a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Zachary Zanolli is a financial advisor with PNC Wealth Management in Bridgeville, PA, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, which is an invitation-only, employee pilot program that uses algorithm-driven model strategies managed by PNC or third-party strategists and implemented via mutual funds and ETFs.

Abby Smith is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at PNC Investments since 2016, including her current role at PNC Investments LLC since 2018. Outside her advisory work, she owns GS# Designs, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategist platform that utilizes algorithmic risk assessment and third-party portfolio management.

Shawn Buys is a financial advisor with TIAA‑CREF in Pittsburgh, PA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with TIAA‑CREF since 2016. Outside of his advisory work, he works as a delivery driver for DoorDash on weekends. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and institutional clients, often serving those connected to TIAA‑administered retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios or customized strategies, and acts as adviser to various affiliated funds including a donor-advised fund.

Matthew Villers is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His work history includes roles at Kovitz Investment Group Partners LLC and Fidelity Investments. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office services, and more. The firm’s investment approach emphasizes a long-term, tax- and fee-sensitive strategy that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Glen Oconnor is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Pensionmark Securities, Pensionmark Financial Group, Axios Advisory Group, and Capfinancial Securities. He is involved with American Pension Benefits, a third-party administrator providing advisory services. 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, employing a variety of analytic approaches and regular portfolio reviews.

Scott Marshall is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at TIAA-CREF since 2018 and previously held roles at Scottrade, Inc. and Scottrade Investment Management from 2005 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Danielle Wilson is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. She has been associated with LPL Financial, LLC and Private Advisor Group since 2015. In addition to her advisory role, Wilson is a commissioned notary public. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of programs and third-party asset managers.

Edward Morrissey is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 37 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Midland National Life Insurance Company. He is also the proprietor of Morrissey Wealth Management Services, a life insurance brokerage. Morrissey serves as a board member for UPMC Passavant, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services including financial planning and consulting. The firm emphasizes client-directed implementation and oversight, managing a significant portion of client assets on a non-discretionary basis.

Mero Capo III is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Pensionmark Securities, Pensionmark Financial Group (Axios Advisory Group), CapFinancial Securities, and Axios Advisory Group Ltd. Outside of advising, he is a partner in American Pension Benefits, a retirement plan administration business. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and nonprofits, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning. The firm employs a range of analytic approaches and emphasizes periodic portfolio reviews and oversight of trading and product selection practices.

Eric Miller is a financial advisor with PNC Wealth Management in Carnegie, PA, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has worked with various PNC entities since 2015, including PNC Investments and PNC Capital Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. The program uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs, featuring annual rebalancing without client trading of individual securities.

David Joseph is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Jotie Hirkissa is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at KeyBank, Citizens Bank, and Signature Financial Planning. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolio offerings, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.