Robert Corcoran is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and extensive self-employment in accounting and financial services since 1982. Corcoran serves as a board member and secretary of TC House, Inc., and is actively involved in multiple insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Elizabeth Ley is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has six years of industry experience. Her prior roles include positions at Principal Securities, Transamerica Financial Advisors, and New York Life Insurance Company. Ley is also a certified public accountant offering tax preparation and accounting services, and she owns TurnKey Services LLC, a group and health insurance business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various arrangements.

William Bates is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been affiliated with Principal Financial Services and its related entities since 2003 and leads Bates Financial Group. Outside of his advisory work, he serves on the Board of Trustees for the Chapel of the Good Shepherd at Chautauqua Institution and is a board member of the Wrestlers in Business Network. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Scott Rosengren is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Tyler Ruby is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Eagle Strategies and Ruby Financial Group since 2020 and has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Ruby operates under the DBA Ruby Financial Group, brokering non-registered insurance products alongside his advisory work. Eagle Strategies serves a diverse mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Albert Hopkins is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 23 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, focusing on investments via mutual funds and ETFs with annual rebalancing.

Daniel Reitz is a financial advisor at Equity Services, Inc. with 36 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including National Life, Guardian Life Insurance Company, and Stifel Nicolaus. Outside of his advisory role, he is also an insurance agent for Thoroughbred Advisors in Whitehall, PA. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a variety of advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with shorter-term trading options.

Frederick Gustave III is a financial advisor at Mariner with 20 years of industry experience. He holds a Series 66 designation and previously worked for Executive Wealth Counselors, LLC for 16 years before joining Mariner. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm implements discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax and accounting services along with specialized financial wellness and family office solutions.

Michael Bell is a financial advisor with OSAIC Advisory Services, LLC based in Bridgeville, PA. He holds the Series 63 and Series 65 licenses and has two years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models and utilizing both proprietary and third-party platforms.

John Boyce Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 designation and has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2011. Outside of his advisory work, he serves as a committee chair for the Boy Scouts of America and is a board member of the Society of Financial Service Professionals. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and a model focused on client-directed implementation and oversight.

Scott Ferris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support through a mix of discretionary and non-discretionary managers.

Samuel Schneider is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes seven years at Zenith-American Solutions before joining New York Life and its affiliates in 2023. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates within an integrated New York Life affiliate structure and emphasizes tailored recommendations delivered through multiple program types, with most assets managed on a non-discretionary basis.

Daniel Lynch is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. He holds the CFP® and Series 66 designations and has 15 years of industry experience. Lynch has been with Janney Montgomery Scott since 2010. 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, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kathleen Wright is a CFA® charterholder with 26 years of industry experience. She has been with Mariner since 2026 and previously led her own firm, Kathleen S. Wright Associates, Inc., for 24 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines customized discretionary portfolios with in-house research and third-party manager allocations, and offers integrated tax, accounting, and financial wellness solutions.

Daniel Rocco is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

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. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at LPL Financial LLC and Advisors Capital Management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and about 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, access to third-party manager programs, and a variety of financial planning services, utilizing an open-architecture approach that incorporates multiple platforms and tools.

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.