Marylou Rodgers is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2014 and has been involved with Lifetime Financial Growth since 2005. Rodgers serves as General Agent of Guardian through Lifetime Financial Growth Company of Kentucky. Primerica Advisors 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, retirement-plan consulting, and business consulting, utilizing a range of proprietary and third-party investment programs.

Scott Tobe is a financial advisor with Kestra Advisory in Pittsburgh, PA, holding Series 63 and Series 66 licenses and has 25 years of industry experience. He has been associated with Kestra Advisory and affiliated firms since 2005 and serves as CEO of Signature Financial Planning. Outside of advisory work, he participates in private equity and angel investing through multiple ventures and serves on the board of Entrepreneurs Organization, a business networking group. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds.

Natasha Jativa is a financial advisor with The Huntington Investment Company in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Citizens Bank and its affiliated entities. Outside of her advisory work, she owns Opulent Occasions, a party decorating and balloon design business. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party managers alongside proprietary Private Bank portfolios.

Susan Poller Newman is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with PNC Wealth Management since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that utilizes online, discretionary model accounts for select employees. The firm’s approach relies on algorithm-driven risk assessments and delegated portfolio implementation using mutual funds and ETFs.

Marc Tannenbaum is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. He has worked at Signature Select Wealth, LLC and Signature Financial Planning and has engaged in angel investing and high-performance driving instruction as personal pursuits. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

John Lusi is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he is a musician active in two local bands, occasionally performing for minor compensation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses approved investment strategies and annual rebalancing with mutual funds and ETFs.

Kimberly Krapp is a Series 66-licensed financial advisor with Janney Montgomery Scott in Pittsburgh, PA, where she has worked since 2005. She has 24 years of industry experience. 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, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Colin Rafferty is a financial advisor at PNC Wealth Management with five years of industry experience and a Series 66 designation. He previously worked at Key Investment Services LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to PNC Bank employees, which uses approved model strategies and an algorithmic risk assessment.

Hope Kiefner is a CFP® professional with four years of industry experience, currently with PNC Wealth Management in Pittsburgh, PA. Her prior roles include positions at Milestone Asset Management, West Advisory Group, Rapier Solutions, and The Advisors Group of Pittsburgh. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and outsourced portfolio implementation.

Keleigh Sopher is a CFP® professional with 12 years of industry experience, currently with Janney Montgomery Scott. Her career includes prior roles at Federated Global Investment Management Corp and related entities. Outside of her advisory work, she serves as a Daisy Troop Leader for the Western PA council of Girl Scouts of America and as an assistant instructor for a children’s martial arts program. 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 broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering investment advice through both in-house and third-party portfolio management across multiple programs.

Mark Ganung is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and serves as Senior Vice President at First Commonwealth Bank, where he has been employed since 2011. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, emphasizing customized advisory engagements and access to alternative investments through platforms like CAIS. The firm’s assets are predominantly managed on a non-discretionary basis, and it operates with a dual broker-dealer/adviser structure.

Michael Halloran is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has been with Janney Montgomery Scott in Pittsburgh since 2012. Outside of his advisory role, Halloran serves as an adjunct finance and quantitative methods professor in the MBA program at Point Park University. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves individuals, families, trusts, corporate and retirement plans, and municipal clients through a combination of brokerage services, financial planning, and advisory programs that incorporate both in-house and third-party portfolio management.

Michael Savisky is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 designation and 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. Savisky is also co-owner of AF McGervey & Co, LLC, an accounting firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, technology, and compliance services.

Brittany Byrne is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services in various roles since 2015. Outside of her advisory work, she serves as a group helper for the Family Readiness Group associated with a National Guard unit, assisting in communication with families. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Mark Kelly is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Private Advisor Group since 2012 and also maintains a longstanding affiliation with LPL Financial, LLC. Outside of his advisory roles, he is involved in diversity training through Innovative Business Products & Services, LLC. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

Charles Wurdack is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 66 registrations and 25 years of industry experience. His prior experience includes roles at NewEdge Securities LLC, Cetera, BAR Financial, Key Investment Services, Ameriprise Financial Services, and PNC Investments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, integrating technology and manager oversight in its investment solutions.

Andrew Fahner is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at PNC Bank, First Commonwealth Bank, and Infinex Investments. He is based in Pittsburgh, PA. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm uses a fiduciary approach within a vertically integrated group and acts as adviser to a donor-advised fund.

Aaron Crist is a CFP® licensed financial advisor with five years of industry experience, currently with Janney Montgomery Scott. He previously worked at Goldman Sachs for four years. Outside of his advisory role, he serves as a mentor for Big Brothers Big Sisters of Pittsburgh. 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, offering brokerage services, financial planning, and advisory programs through in-house portfolio management and third-party managers.

Matthew Fontana is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with PNC since 2009. Outside of his advisory role, he is the sole owner and president of Two Seven, LLC, a real estate investment company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs.

Kenneth Price is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with Nylife Securities, LLC, and New York Life Insurance Company since 2008. Outside of his advisory role, he serves on the board of the Highmark Caring Foundation Purse Gala, helping organize an annual charitable event. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.