Kristen Painter is a financial advisor at PNC Wealth Management with one year of industry experience. She holds a Series 66 designation and has been with PNC Bank since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies managed internally or by third parties.

Erin Hutter is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has professional experience beginning in 2016, including roles at LPL Financial LLC and Botkin Family Wealth Management since 2024. Outside of the financial sector, she has worked with The Children's Home of Pittsburgh and Baldwin Whitehall School District in prior years. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing a variety of custodians, third-party asset managers, and proprietary model portfolios.

Frank Cavoti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 24 years of industry experience. He previously worked at Mid Atlantic Capital Corporation for 22 years and is also involved with Beltz Financial, where he engages in fixed income sales and insurance product transactions. 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, retirement-plan advisory, and fiduciary services, utilizing a range of model portfolios, third-party sub-advisers, and custom strategies.

Joseph Geronimo is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees that uses mutual funds and ETFs with annual rebalancing.

Carissa Giordano Steinmeyer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at HBKS Wealth Advisors and Purshe Kaplan Sterling Investments since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

Shawn Coologhan is a financial advisor affiliated with Commonwealth Financial Network in Pittsburgh, PA, holding Series 63 and Series 66 designations with six years of industry experience. His prior work includes roles at Avantax Investment Services, Inc. and Geisler & Company Financial Planning. Outside his advisory role, he is involved in tax preparation through Thomas A Geisler & Co P.C. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and custodial services, supporting advisors with both internally managed model portfolios and outsourced platforms.

Jeffrey Genkinger is a CFP® with 17 years of industry experience and is currently with Janney Montgomery Scott in Pittsburgh, PA. He has been with Janney since 2012. He serves as a member of the New Philanthropic Leaders Program at The Pittsburgh Foundation. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Neal McGrath is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Carson Wealth, Cetera Advisor Networks LLC, Aptus Wealth Planning, and LPL Financial. Outside of advisory roles, he is an insurance agent selling life and annuities and is the owner of Pittsburg Wealth Management, LLC, a business entity maintained for tax purposes. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis supported by third-party sub-advisors and customization tools.

Daniel Mccurry is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He is co-owner of Miller McCurry, LLC, a private entity facilitating securities, advisory, and insurance business. His prior experience includes roles at PWA Securities, Inc. and Private Wealth Advisors, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to deliver customized portfolio solutions under Commonwealth’s supervision.

Lawrence Wasserman is a CFP® and CFA® affiliated with PNC Wealth Management in Pittsburgh, PA, with 26 years of industry experience. He has been with PNCI Investments since 2016. Outside of his financial advisory role, he is a member of Pittsblurb, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Jennet Mammedova is a CFP® with four years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. She has worked at Citizens Securities since 2022 and previously held roles at Citizens Bank, W&S Brokerage Services, Western Southern Life, Bank of America, Merrill, and Citizens Bank. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary programs, including a digital advisory platform managed in partnership with SigFig.

Andrew Mitchell is a Series 66 credentialed financial advisor with 15 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering a range of tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Peterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, he serves as Treasurer on the board of the Jason L. Spoerlein Memorial Foundation and is Vice President of the Lakeland Estates HOA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment programs.

Todd Fabic is a financial advisor with Janney Montgomery Scott in Canonsburg, PA. He holds the Series 66 designation and has 25 years of industry experience, including 21 years with Janney Montgomery Scott. 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, offering brokerage services, financial planning, consulting, and a range of advisory programs supported by in-house portfolio management and third-party managers.

Thomas Geisler Jr. is a CFP® professional with 26 years of experience currently affiliated with Commonwealth Financial Network. His career includes extensive experience in insurance sales and tax preparation services through his ownership of Thomas A Geisler & Co., PC. Geisler has been active in both financial advisory and tax preparation since 1985. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and model portfolios designed to meet the needs of retail and institutional clients.

Sydney Halloran is a CFP® and holds a Series 66 designation with six years of industry experience. She has worked at Janney Montgomery Scott since 2018, following a prior role at the University of Pittsburgh at Johnstown. Sydney is based in Pittsburgh, PA. 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 programs.

Sarah Goffe is a financial advisor at NewEdge Advisors with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Federated Hermes Inc. and its affiliates from 2010 to 2022 before joining NewEdge Advisors in 2022. Outside of her advisory role, she is involved in compliance activities with Yes Invest, a registered investment advisor based in New Orleans. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.