Heather Hoyt is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. She has worked at Goldman Sachs and its affiliated firms since 2012, including roles at Ayco and Mercer Allied prior to her current position. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Donohoe is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC investments since 2013 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s investment approach utilizes approved model strategies executed with mutual funds and ETFs, incorporating annual rebalancing and algorithm-driven risk assessment.

Joshua Maher is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 20 years of industry experience and has been associated with firms including Mid Atlantic Financial Management and Mid Atlantic Capital Corporation since 2009. Outside of his advisory roles, he is involved with Maher Wealth Management LLC, which includes a teaching role linked to West Virginia Northern Community College. 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, utilizing a range of investment approaches and regular portfolio reviews.

Emily Miller is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Ameritas, she worked at Beyond Meat, Inc. and Nestle USA. She is also involved with Prosperity Partners LLP dba The Advisors Group of Pittsburgh, where she provides support in client service and operational activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, financial planning, and retirement-plan advisory through affiliated investment adviser representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Shivansh Waleacha 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 Ernst and Young, Signature Wealth, and several academic institutions, including Point Park University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Paula Kunco is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations and 27 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account designed for employees with existing PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments and third-party portfolio implementation in its investment approach.

Joseph Facciani is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 65 and Series 63 licenses. He has one year of industry experience and a background that includes roles at NYLife Securities LLC, New York Life, Allegheny Health Network, GBU Life, and Modern Art & Plate Glass Co., Inc. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria and manages the majority of its assets on a non-discretionary basis.

Bradley Prosper is a financial advisor at Cerity Partners LLC in Pittsburgh, PA, holding the CFP®, CFA®, and Series 65 designations with nine years of industry experience. He previously worked at XPYRIA Investment Advisors, Inc. for eight years before joining Cerity Partners. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, business entities, and institutional investors. The firm employs tailored asset-allocation strategies and manager selection, integrating proprietary quantitative screens and private-market offerings as part of its investment approach.

James Egan Jr. is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 43 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Samuel Guerrini is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with one year of industry experience. Before joining PNC Wealth Management in 2026, he worked at Guggenheim Funds Distributors for two years and spent four years at the University of Dayton. Guerrini also has a decade of experience with Aviva Brick Oven. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital account that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.

Ryan Mcnamara is a financial advisor with Janney Montgomery Scott in Canonsburg, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Janney Montgomery Scott since 2010. Ryan is involved in his community as an officer of the Knights of Columbus South Hills Council and serves as a finance council member at St. Catherine Laboure Catholic Church in Pittsburgh, advising on budgeting and fundraising. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory programs.

Stephen Hanak is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience and a Series 66 designation. He has worked at Goldman Sachs & Co. LLC since 2019 and previously worked at The AYCO Company, L.P./Mercer Allied for six years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across Goldman Sachs affiliates to tailor strategies and solutions to client objectives.

Michael Milarski is a CFP® with 24 years of industry experience based in Pittsburgh, PA. He currently serves as a senior advisor and partner at Kestra Advisory and Signature Financial Planning, with prior experience at Kestra Investment Services dating back to 2005. Milarski is a board member of the American Heart Association and participates in angel investing through networks such as Active Angels Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, compliance testing, and supports a variety of investment platforms and third-party solutions.

Sean Smith is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Deborah Kahn is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds a Series 66 designation and has worked within the PNC organization since 2016, including roles at PNC Bank, NA and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital investment platform that uses algorithm-driven risk assessments and discretionary model accounts managed with mutual funds and ETFs.

Anthony Caruso is a Series 66-credentialed advisor at PNC Wealth Management with 16 years of industry experience. He has worked at PNC Investments, LLC since 2017 and previously at WesBanco Securities, Inc. from 2015 to 2017. Based in Pittsburgh, PA, Caruso focuses on advisory services within an enterprise firm setting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and delegates portfolio management to approved strategists and third parties.

Scott Vates Jr. is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JP Morgan Chase Bank, The Huntington Investment Company, and Huntington National Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

Jeffrey Dyer is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Cetera, including a decade at Cetera Advisor Networks LLC. Outside of his advisory role, he serves as president of Valley Brook Country Club. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.

Zachary Bargar is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson and West Advisory Group, as well as periods as a full-time student. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of implementation platforms supported by proprietary research and analytics.

Andrew Sekulski is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2016. Outside of his advisory role, he is registered as a landlord but does not engage in active business hours related to that activity. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategist service for employees. The firm primarily uses algorithm-driven model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.