Kaitlyn Leininger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. She previously worked at UBS Financial Services and BNY Mellon, and spent a decade in full-time education prior to her financial services career. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ian Costanzo is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2021. His prior roles include positions at Citizens Securities, Inc. and Jim Shorkey Chevrolet. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.

Wakanwa Nzambi is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Pittsburgh, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equity Services since 2004. Nzambi has interests outside of finance that include professional voice-over, acting, and modeling talent services, as well as involvement in nonprofit strategic planning and contributions to financial planning education through textbook authorship. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, combining mostly long-term strategies with options for shorter-term trading and specialized instruments.

Jerry Starr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

John Angiulli is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA. He holds a Series 63 designation and has 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2007 and with New York Life Insurance Company and Nylife Securities Inc. since 1991. Outside of advisory work, he is an investor in AmeriCarbon Products, LLC, a company involved in coal-based carbon pitch production. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Collin Cutshall is a Series 66-registered financial advisor with Valic Financial Advisors, Inc. He has one year of industry experience, having joined Valic Financial Advisors in 2026. Prior to his current role, his work history includes positions outside the financial sector. Valic Financial Advisors, Inc. serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage client assets.

Lon Michael Keeley is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and Citizens Bank. Prior to entering financial services, he was involved in education with Propel Schools and Friendship Public Charter School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Gary Mcgovern is a financial advisor with Primerica Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2007 and 2008, respectively. Mcgovern is also licensed to sell life and disability insurance with multiple carriers beyond Guardian. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, managing approximately $15 billion in assets with over 1,900 investment advisor representatives.

John Fitzpatrick is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has six years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2019. Outside of finance, he serves as a board member for the East Allegheny Community Council and the Allegheny Commons Initiative, local community organizations in Pittsburgh. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm focuses on tailored advice with a predominantly non-discretionary asset base and works closely with defined contribution and defined benefit plans, charitable, and corporate clients.

Charles Testarella Jr. is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2016 across multiple roles. Outside of advisory work, he is a partner in Squirrel Boys LLC, a vacation rental business based in Southern Pines, NC. 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 clientele including individuals, families, trusts, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Cindy Pastin is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Elijah Peck is a financial advisor at Janney Montgomery Scott in Pittsburgh, PA, holding the Series 66 designation with two years of industry experience. His prior work includes roles outside finance at Suburban Snow, Magerk's Pub & Grill, and Philly Junk. 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 with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Andrew Sciuto is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 65 designation and beginning his industry career in 2026. Prior to joining Stratos, he worked at The Kelley Group and has experience in various roles outside finance, including positions at Shady Lane School, Frontier Fellowship, FedEx Ground, New Castle YMCA, and Grove City College. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of advisor-managed and model portfolios, financial planning services, and retirement plan consulting, utilizing an open-architecture platform that integrates external tools and manager programs.

David Harrison is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 designations. He has 15 years of industry experience, including multiple roles at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Linda Dengler is a financial advisor at PNC Wealth Management in Wexford, PA, with 17 years of industry experience. She holds a Series 66 designation and previously worked for Hefren-Tillotson, Inc. for 15 years before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party portfolio management.

Amy Cornelius is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Janney in 2018, she worked at Primerica Advisors and Primerica Financial Services. Amy also has experience with Orchard Hill Church. 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 plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services.

Timothy Albert is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including 22 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and implements investment strategies via mutual funds and ETFs.

Nathan Snyder is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Janney Montgomery Scott LLC since 2016. Outside of his advisory role, he serves on the board of an independent mortgage bank and is involved in local community activities, including serving as Vice President of a high school football booster organization. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal entities. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Joshua Mitchell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary model account available to employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Donald Monti is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with TLG Advisors since 2002 and previously worked at Monti Thompson & Getty from 2005 to 2017. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. Their investment approach combines fundamental analysis, Modern Portfolio Theory, and risk-based portfolio construction through a mix of independent advisors, sub-advisors, and platform affiliates.