Sheyna Regets is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at LPL Financial, LLC and BPU Investment Management, Inc. She is currently affiliated with multiple entities within the Wealth Enhancement group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Louis Valli is a financial advisor at Mariner with six years of industry experience. He previously worked at Executive Wealth Counselors and Lfg Financial, with a brief period focused on full-time education. Valli holds Series 63 and Series 65 licenses and is a retired insurance agent involved with Luttner Financial Group Ltd, where he receives residual commissions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled investment vehicles. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, and integrates tax and accounting services with operational capabilities such as administrative CFO functions and a Financial Wellness Platform.

Richard Parsons is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, he held positions at Lockheed Martin, PDQ, The Home Depot, the University of Florida, and Mister Car Wash. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporations, and institutional clients. The firm combines centralized investment resources with integrated capabilities across its affiliated entities to provide tailored wealth management solutions.

Jason John is a financial advisor with OSAIC Institutions, INC. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and FIRST Commonwealth Bank since 2014, with prior experience at LPL Financial. His additional role at FIRST Commonwealth Bank includes significant involvement in banking and investments. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Cynthia Fickley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and over 27 years of industry experience. She has worked extensively with Avantax Advisory Services and related entities for more than two decades and currently operates her own financial planning firm. In addition to her advisory work, she owns a private company providing tax preparation, accounting, and payroll services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, third-party asset manager access, and back-office services, supporting advisors in customizing portfolios through both internal and external investment models.

Dean Prozzoly is a financial advisor with OSAIC Institutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at First Commonwealth, Infinex Investments, Allegheny Investments, and Wells Fargo Advisors. In addition to his advisory work, he serves as an insurance broker through Simpson McCrady LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and emphasizing firm supervision alongside delegated account management.

Sara Botkin is a CFP® professional with 24 years of experience in the financial services industry. She has worked at Private Advisor Group, LLC and LPL Financial since 2015, and previously held positions at Morgan Stanley, Citigroup Global Markets, and Hefren Tillotson, Inc. Botkin operates her advisory business under the names Botkin Family Wealth Management and Botkin Financial Advisors within her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions including its proprietary WealthSuite platform and third-party TAMPs. The firm’s fiduciary-based model involves advisors acting as portfolio managers or helping clients select managers and model portfolios from leading strategists.

Brett Fowler is a Series 66-credentialed advisor with 17 years of industry experience. He has been with PNC Investments since 2013 and is currently based in Bethel Park, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithm-driven portfolio recommendations and delegates portfolio management and proxy voting to third parties.

Edmund Vilsack Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Janney Montgomery Scott since 2000. Outside of his advisory role, he serves as a board member for the Nemacolin Country Club in Beallsville, PA, contributing to strategic planning and club operations. Janney Montgomery Scott 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Jack Doran II is a financial advisor with Laurel Financial Group Inc in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Laurel Financial Group since 2002 and is also affiliated with Commonwealth Financial Network since 1996. Laurel Financial Group serves individual clients, small businesses, business owners, corporate pension and profit-sharing plans, and trusts by providing investment management and comprehensive financial planning. The firm manages client accounts on a discretionary basis, employing traditional asset allocation strategies and offering both commission-based and fee-based products.

Mario Riccadonna is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He currently works at CWM, LLC and Carson Wealth, and previously held positions at Note Advisors, LLC and Mariner Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Kyle Beckhusen is a CFP® with 11 years of industry experience, currently serving at Mariner since 2026. He previously worked at Kathleen S Wright Associates Inc for five years and spent nearly a decade with Northwestern Mutual in various roles including wealth management and investment management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting services along with employer financial-wellness tools.

Joseph Knittel Jr. is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Guardian Life since 1991 and has maintained a CPA practice since 1986. In addition to his advisory work, he has involvement in an insurance business outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm offers both discretionary and non-discretionary management using model portfolios and digital advisory solutions.

Evan Rauh is a financial advisor at Ameritas Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Pruco Securities LLC and PNC Investments. Outside of traditional financial roles, Rauh was also engaged with Uber Rideshare for several years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Meyer Grinberg is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities since 2005 and Guardian Insurance Company since 2004. In addition to his advisory roles, he has been involved with the Jewish Education Institute since 1991 and participates in the Jewish Assistance Fund, which provides emergency grants to members of the Pittsburgh Jewish community facing financial crises. The firm serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and consulting. It employs a range of investment strategies through proprietary and third-party models and supports various account features including discretionary management, lending solutions, and tax-harvesting.

Paul Partridge Jr. is a financial advisor with Lincoln Investment and holds a Series 66 designation. He has nine years of industry experience, including roles at Key Investment Services LLC, KeyBank, and PNC Investments. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using both advisor- and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Bank, J.P. Morgan Securities, and The Prudential Insurance Company of America. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various specialized tools.

Chad Nason is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at multiple Ameritas entities since 2014 and is involved in insurance-related activities through The Advisors Group of Pittsburgh and Western PA Financial Center. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by both discretionary and non-discretionary advisory relationships and multiple custodial platforms.

Andrea Oliverio is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been affiliated with Bankers Life Securities, Inc. since 2016 and has worked with Bankers Life and Casualty since 2009. Outside of advisory work, Ms. Oliverio owns and manages a rental duplex property that she plans to operate as an Airbnb. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios across a range of securities, with periodic rebalancing and performance reviews.

Nathan Presutti is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Fisher Investments for 10 years and Fidelity Brokerage Services for 4 years. Outside of advising, he manages rental properties. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.