Haleigh M Iller is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has worked at Janney since 2021. Her background includes roles at Target and Waynesburg University. 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, and institutional clients, offering brokerage, financial planning, and advisory services along with centralized asset management and trustee capabilities.

Matthew Lovre is a Series 66-registered financial advisor with PNC Wealth Management in Pittsburgh, PA, and has two years of industry experience. His prior roles include positions at AE Wealth Management, Alto Financial Group, Kestra Advisory Services, and Becker Wealth Management. Outside of finance, he has held roles in the hospitality and beverage industries, including work with Helltown Brewing and Baja Bar and Grill. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic assessments to recommend portfolio strategies implemented via mutual funds and ETFs.

Alan Jutca is a financial advisor at Mariner with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Mariner in 2025, he spent 27 years at Guardian Life and Guardian Life Insurance Co of America. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized, discretionary portfolios supported by an internal team and an Investment Committee, with a strong integration of tax and accounting services alongside traditional investment management.

Bruce Begley is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with PNC Investments since 2004. 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 algorithm-driven risk assessment and diversified mutual fund and ETF strategies.

Mark Mackewich is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm uses algorithmic risk assessments and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Noah Grau is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held roles at First National Bank, West Virginia University, and several other organizations across different sectors. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across the Goldman Sachs ecosystem to provide tailored investment solutions.

Charles Mattiucci is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, Fragasso Financial Advisors, LPL Financial, PNC Wealth Management, and Merrill. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Sydney Eroshevich is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Em-Media, Inc., and Franciscan University of Steubenville. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth services. The firm utilizes strategic and tactical allocation models, manager selections, and a variety of platforms and operational tools to tailor plans to client objectives.

Michael Fitzgerald is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His prior experience includes six years at Riversource Distributors before joining PNC Investments in 2020. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and managed mutual fund and ETF strategies.

John Carberry is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC based in Pittsburgh, PA. He has 23 years of industry experience and has been with Ameritas in various roles since 2002. Outside of his advisory work, Carberry serves as a trustee for the Bethel Park Community Foundation and is an investor and group exercise instructor at a local fitness and wellness center. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of representatives, utilizing a range of managed account programs and third-party partnerships to support portfolio construction and management.

Gretchen Troiano is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of her advisory role, she owns and competes with an Arabian horse in training and show events. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary programs across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and ongoing portfolio reviews.

James Wells III is a financial advisor with Stratos Wealth Partners, Ltd in Pittsburgh, PA, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, Inc. and Ameriprise. Wells has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Michael Haley is a CFP® with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, LLC and BPU Investment Management Inc. Outside of advisory work, he is involved in fixed insurance activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that blends passive and active management guided by an internal Investment Committee.

Anthony Quinlan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment to guide investment strategies executed via mutual funds and ETFs.

Dillon Hudson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. His career includes roles at PNC Investments, Edward Jones, 1st Summit Bank, and Fastenal. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Jason Madden is a financial advisor at PNC Wealth Management in Pittsburgh, PA. He holds the Series 66 designation and has industry experience beginning in 2025. Prior to his current role, he worked at PNC Bank since 2017 and at #1 Cochran Automotive from 2011 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements investments via approved model strategies.

Kyle Richert is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Guardian Life since 2015 and currently works with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he has a minor involvement with Ash Brokerage in insurance products. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs, including both proprietary and third-party solutions.

Jared Henigin is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Wealth Management Partners, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He has also worked outside the financial sector at CVS Health. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, compliance, and practice-management resources while enabling discretionary portfolio construction across various securities and insurance products.

Seth Dresbold is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked with Signature Select Wealth, Kestra Advisory, Kestra Investment Services, and Signature Financial Planning. Outside of his advisory role, Seth owns a comedy production company, Not Your Turn Productions, which produces and promotes comedy shows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and manages complex investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

Melissa Maxwell is a CFP®-certified financial advisor with 20 years of industry experience. She has been associated with Wealth Management Partners and Commonwealth Financial Network since 2009. Melissa also engages in fixed insurance sales as part of her business activities. 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 over $200 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.