Bryson Edmonds is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 66 designations and has worked exclusively within The Huntington network in various roles since 2016. Edmonds is based in Pittsburgh, PA. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm offers advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party and proprietary investment strategies.

Joseph Salpietro is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2024, he worked at XPYRIA Investment Advisors, Inc. for 18 years. Outside of his advisory role, he serves as president of The Manor Home Owners Association. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Kevin Boland is a financial advisor at Commonwealth Financial Network with 17 years of industry experience and holds a Series 63 designation. Prior to joining Commonwealth in 2026, he worked at Cetera Wealth Services and Cetera. He serves on the governing board of Seton-La Salle Catholic High School and is involved with several fiduciary appointments and nonprofit boards focused on behavioral health and developmental delays. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, and custody services, serving a diverse client base with various investment options and portfolio implementation strategies.

Lukas Goehring is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has four years of industry experience, including roles at KeyBank and Saint Vincent College prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Matthew Buggey is a CFP®-designated financial advisor with 11 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Buggey serves as a board member of the Baptist Homes Foundation. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

John Balestreire is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with PNC Investments since 2018 and previously spent seven years at E*Trade Securities LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account piloted for employees that utilizes algorithmic risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Susan Bell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Principal Life Insurance Company, Principal Securities, OneDigital Investment Advisors, and Huntington Investment Company. She is also formally designated as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

John Cummings Jr. is a financial advisor at Cerity Partners LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Xpyria Investment Advisors, Inc. for 18 years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and specialized private market programs.

Kerry Doyle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, discretionary digital portfolio strategy pilot for employees that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

Mark Luschini is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved with SAM2, LLC, a real estate development entity based in Erie, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and 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 municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

Kimberly Carroll is a financial advisor with Ameritas Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked with Citizens Bank and its affiliates before joining Ameritas in 2021. Outside of financial advising, Carroll teaches dance to children through Michele's Dance Center, a role she has held since 2003. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement-plan advice, and custom portfolio strategies delivered through affiliated representatives and a firm investment committee.

Kenneth Scrima is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Benjamin Bannon is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Janney in 2026, he worked at NewEdge Securities Inc and HBKS Wealth Advisors, and spent 15 years at Snow Capital Management LP. 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 and municipal entities, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Katherine Hay is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at PNC Investments since 2016 and previously at S&T Bank from 2014 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithmic risk assessment and discretionary model portfolios primarily invested in mutual funds and ETFs.

Paul Lorenz is a financial advisor with Key Investment Services LLC in Bridgeville, PA, holding Series 63 and Series 65 designations and eight years of industry experience. His prior work includes roles at PNC Private Bank, Infinex Investments, Mid Penn Bank, and Citizens Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and conducts ongoing due diligence and supervisory oversight.

Ryan Wirth is a financial advisor at Primerica Advisors with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in community and nonprofit activities, including serving as a board member for Envision Blind Sports and a trustee for the Arc of Greater Pittsburgh, as well as volunteering with Students with Exceptional Abilities and officiating football. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through various models and platforms, supporting both discretionary and non-discretionary accounts with a wide range of investment options.

John Sipling is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, joining the firm in 2025. His background includes roles at Uber, DoorDash, and Textron Systems, as well as multiple positions at Penn State University. He has one year of industry experience. Goldman Sachs Wealth Services advises a broad client base that includes individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to various platforms and proprietary analytics.

Lester Botkin is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey platforms, and proprietary model portfolios supported by major strategists and multiple analytical approaches.

A Entwisle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account for PNC employees that uses approved model strategies with mutual funds and ETFs.

Mengqi Chen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, Chen worked at Ektello and has held positions related to sustainable energy and academic institutions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and advanced research tools, offering tailored solutions through various platforms and fee arrangements.