Debora Rall is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She has held her current position since 2005 and holds a Series 63 designation. 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 services, financial planning, and advisory programs.

Brian Merkt is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with PNC Investments since 2014, including prior roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that employs algorithm-driven risk assessment and primarily uses mutual funds and ETFs.

Andrew Funovits is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Advisors Capital Management. Funovits has been involved in providing administrative support at Stratos Wealth Partners and CoNext Wealth Partners, entities related to his advisory activities. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of representatives, utilizing both proprietary and third-party investment strategies.

Jared Etkins is a financial advisor at Guardian Life with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Since 2016, he has worked at both Park Avenue Securities and Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

James Mcgovern is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2002. Mcgovern also conducts insurance sales outside Guardian to place products not available through Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports a range of financial planning and consulting solutions.

Michael Lagoy is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Ayco/Goldman Sachs & Co. LLC since 2016, following a 25-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models and proprietary analytics while providing access to a broad range of platforms and fee arrangements.

Ethan Gengarella is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Lowe's. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, alongside commission-based brokerage activities.

Joshua Loaney is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with PNC Wealth Management since 2017, following a prior role at Edward Jones from 2015 to 2017. He is based in Pittsburgh, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform for employees that uses algorithm-driven risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Eric Startare is a Series 66 licensed advisor with Primerica Advisors, based in Pittsburgh, PA, and has three years of industry experience. He has worked at Park Avenue Securities since 2022 and has been affiliated with Guardian Life Insurance Company since 2013. Outside of advising, he provides tax preparation services and serves as co-trustee for two family trusts. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various account-level solutions such as lending and donor-advised funds.

Matthew Kelly is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at various Guardian-related firms since 2008 and is also involved in the sale of fixed annuities and insurance products through brokerages outside Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Courtney Mc Clellan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. Prior to that, she was employed at The Ohio State University and Revere Local School District. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements to tailor services to client objectives.

William Engel is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Bill Few Associates. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and financial professionals. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Derek Montanye is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Focus Partners Wealth, he worked at firms including Goldman Sachs, Morgan Stanley, Thrivent Financial, and JPMorgan Chase Bank. Outside of his advisory work, Montanye is a performing artist and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Darren Duhnke is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Guardian Life Insurance Company of America since 2017 and Park Avenue Securities since 2018. Outside of his advisory work, he is also active as a real estate realtor. 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 with a range of brokerage, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary advisory relationships, employing proprietary and third-party investment models.

Erick Mohrbacher is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA. He holds the ChFC® designation and Series 63 license, with 10 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Craig Rossetti is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009, and he also operates Rossetti Tax + Accounting, providing tax and accounting services since 1997. Rossetti serves on the board of directors for Mount Lebanon Village, a community nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary account options with a platform that includes third-party asset manager relationships and combines advisory services with broker-dealer capabilities.

David De Sorbo is a financial advisor at Mariner with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Strategic Financial Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and integrates tax and accounting services alongside its investment offerings.

Mitchell Mroczkowski is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include positions at Commonwealth Advisory Group, Robert Morris University, and Riley Financial Strategies Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon in firms of its size.

Philip Henry is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Henry Wealth Management, LLC since 2003. Outside of his advisory work, he is the creator of Phil Henry Ministries Inc., a charitable and educational organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Timothy Balkin is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at KeyBank and Citizens Bank. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing discretionary management using model or customized portfolios.