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 with Citizens Securities, Inc. in Pittsburgh, PA. He holds the Series 66 designation and has been in the industry since 2024, with prior experience at Equitable Advisors and roles outside finance, including positions at Lowe's and the YMCA. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory platform alongside managed accounts and engages in both discretionary and non-discretionary business.

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 a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs Ayco Personal Financial Management in 2021, she worked at The Ohio State University and the Revere Local School District. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions through an integrated financial group structure.

William Engel is a CFP® and Series 66-registered advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and professionals in the financial investment industry. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Derek Montanye is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Morgan Stanley, and JPMorgan Chase Bank, N.A. Outside of finance, he is a partner and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, and institutional investors. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, with access to a broad network of affiliated service companies and product relationships.

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 CFP® and ChFC® with 28 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and has worked with Penn Mutual Life Insurance Company since 2009. Rossetti also operates his own tax and accounting services firm and 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, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining custody, execution, brokerage capabilities, and investment advice through a network of advisers and third-party asset managers.

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.

Robert Gerstenberger is a CFP® and holds a Series 66 license. He has 14 years of industry experience and has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he volunteers as a youth soccer coach with the North Allegheny Soccer Club in Ingomar, PA. Janney Montgomery Scott is an enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs with a combination of in-house portfolio management and third-party managers.

Michael Gillespie is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has three years of experience with Guardian Life and two years with Park Avenue Securities, following five years at Bank of America. Outside of his financial career, he serves as an ice hockey referee with USA Hockey. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a variety of advisory models and tailored financial services.

Andrew Allender is a financial advisor with Key Investment Services LLC in McMurray, PA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at KeyBank, LPL Enterprise, and The Prudential Insurance Company of America. Outside of finance, he serves as a referee for the PA West Soccer Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, and operates as part of the KeyCorp group with affiliated banking and capital markets entities.

Renee Axton is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with PNC Investments since 2016 and previously spent a year at Metlife Securities Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and implements investments via approved strategies managed by PNC or third parties.

Olivia Kennedy is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 designations and has 19 years of industry experience. Her prior roles include positions at First Commonwealth, Infinex Investments, Cetera, and First National Bank of Pennsylvania. She also provides financial advisory services at First Commonwealth Bank, focusing on assisting bankers and identifying referrals. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s investment approach includes both discretionary and predominantly non-discretionary assets, utilizing fundamental and technical analysis, third-party due diligence, and access to alternative investments via specialized platforms.