Mark Di Natale is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of experience in the industry and previously worked at BDO USA LLP and The Public Parking Authority of Pittsburgh. Outside of his advisory role, he is a small business owner involved in fresh pasta manufacturing and serves as a volunteer community board member for the Adams Area Fire District. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Skylar Riddle is a CFP® professional with 12 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held previous positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, PNC Wealth Management, and Edward Jones. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Garrett Frey is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Waldron Private Wealth and Bank of New York Mellon. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Adam Wright is a CFP®, CFA®, and Series 65 credentialed advisor at Mariner with 13 years of industry experience. He previously founded and led Wright Associates Inc for 14 years before joining Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and integrates comprehensive tax and accounting services alongside traditional portfolio management.

Ann Mock is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources with tailored offerings and cross-affiliate product integration to serve its clients.

Allen Belice is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 21 years before joining Janney in 2025. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

William Burnette is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Mariner since 2021 and previously spent seven years with Commonwealth Advisory Group, Ltd. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Michael Wellmon is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with six years of industry experience. His prior roles include positions at PNC Investment LLC and Edward Jones. Outside of financial services, he previously worked in the telecommunications sector with AT&T Mobility. Citizens Securities serves a wide range of retail clients, offering investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, catering to individual and high-net-worth investors as well as retirement plans.

Kathryn Constantakis is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Three Rivers Executive Consulting, Vescio Asset Management, and Bryan Advisory Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Bethani Hrapczak is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at firms including Kovitz Investment Group, LLC and Baird. Outside of financial advising, she has held roles in hospitality and retail sectors. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, tax and financial planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Emma Chevalier is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Northwestern Mutual and Osaic Wealth Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that implements approved investment strategies using mutual funds and ETFs with annual rebalancing.

Beth Lynch is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Her prior roles include positions at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group, and Schneider Downs Wealth Management Advisors, LP. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Victoria Gallina is a financial advisor with Commonwealth Financial Network based in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her work history includes roles at Avantax and its affiliated entities, as well as Geisler & Company Financial Planning. Gallina is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and back-office support, providing clients with customized portfolio solutions and a broad selection of investment options.

Nicholas Wyzkiewicz is a financial advisor at GWN Securities Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert D Allshouse for five years. Outside of his advisory role, he occasionally preaches at Grace Life Church. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers, model-based allocations, and incorporates momentum-based trading strategies in some legacy programs.

John Mc Gowan is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently with Carson Wealth and CWM, LLC, having previously worked at Raymond James Financial and PNC Bank. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Andrew Marra is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent since 2018. Prior to his advisory role, he was employed at Penn Mutual Life Insurance Company and has experience at Kent State University and Labriola's Italian Market. Marra serves as president of the BNI Allegheny Valley Chapter, leading weekly meetings to facilitate business referrals among local professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer and reports a combined discretionary and non-discretionary assets under management exceeding $9 billion.

Grant Krinock is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with clients who seek guidance in designing financial strategies due to limited time, knowledge, or interest in managing these on their own. Grant focuses on serving professionals and families in areas including college education planning, executive compensation, retirement income, and family wealth management strategies. Grant began his career in financial services in 2011 and has over a decade of experience in advisory, leadership, and wealth management roles. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from California University of Pennsylvania. His expertise involves simplifying complex financial decisions and fostering trust through collaborative strategy development. He lives in Penn Township, Pennsylvania, and is active in several community organizations, including St. George's Antiochian Orthodox Cathedral, St. Mary's Antiochian Orthodox Church, and St. Michael's Antiochian Orthodox Church. Outside of his professional responsibilities, Grant enjoys spending time with his family and engaging in sports such as skiing, golfing, and ice hockey.

Joseph Joseph is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs.

Kevin Adams is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney Montgomery Scott since 2017, following two years at Oppenheimer. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs with both in-house and third-party portfolio management.

Sean Flaherty is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PNC Investments since 2015. Outside of his advisory role, Flaherty is an author. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering accessible by invitation to employees with existing PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies using mutual funds and ETFs, with implementation and proxy voting delegated to third parties.