William Sarro is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Klingenstein Fields Wealth Advisors and The Fresh Catch. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to a broad range of investment solutions and affiliated resources within the Goldman Sachs ecosystem.

Andrew White is a Series 66-licensed financial advisor with 12 years of industry experience. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian since 2012. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing a combination of proprietary and third-party investment strategies.

William Barth is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 28 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap and advisory programs.

Emily Franco is a CFP® with eight years of industry experience, currently affiliated with NorthCoast Asset Management LLC. She has held positions at Focus Partners Wealth, Kovitz Investment Group Partners, and Fort Pitt Capital Group. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models, managing most client relationships on a discretionary basis while acting as a fiduciary for ERISA and IRA accounts.

Darrell Briggs Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at KeyBank and Enterprise Holdings. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, emphasizing client-directed model selection with ongoing monitoring and due diligence of third-party advisory products. The firm operates within the KeyCorp group and collaborates closely with affiliated entities, providing a comprehensive range of investment and brokerage services.

Thomas Brown is a financial advisor at CWM, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Aptus Wealth Planning and Cetera Wealth Services. Brown is also the president of Bridges Private Wealth, a financial services DBA. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Justin Porco is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and has prior experience at firms including LPL Financial, The O.N. Equity Sales Company, and Bank of America. Outside of his advisory work, he is involved with J&N Construction LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers a variety of investment management and financial planning services through an open-architecture platform that includes active monitoring, model portfolios, and third-party manager programs.

Logan Everett is a financial advisor at OSAIC Institutions, INC. based in Pittsburgh, PA, holding Series 63 and Series 65 credentials with three years of industry experience. His prior work includes roles at First Commonwealth Bank, Infinex Investments, Inc., and Oxford Global Resources. He also has experience outside finance, including a position at Romeo's Pizzeria & Mediterranean Kitchen. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s extensive network of investment adviser representatives provides both advisory and brokerage solutions, with a notable emphasis on non-discretionary assets.

Theodore Bovard is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Focus Partners Wealth, LLC, Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a broad range of portfolio management strategies.

Doran Young is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2015. In addition to his advisory role, he serves as an industry arbitrator for FINRA. 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, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Troy Nunes is a Series 66-credentialed financial advisor at Corient with 22 years of industry experience. He previously worked at Socius Family Office, LLC and Capital Investment Group. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align investment exposures with client objectives.

Donald Sestrich is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005. 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 brokerage and advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.

David Beltz is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 credentials and bringing 29 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and is also the owner of Beltz Financial Group, where he markets and discusses risk management needs with businesses and individuals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both discretionary and non-discretionary programs through in-house and third-party managers.

Bradley Durko is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Lisa Valli Steliotes is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and over 41 years of industry experience. She has worked at Primerica Advisors since 1999 and concurrently with The Guardian Life Insurance Company since 1994 and Aetna Life & Casualty since 1980. Outside of her advisory work, she writes fiction and romance stories. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering transaction-based brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Bryan Mathie is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2016, including his current role at PNC Wealth Management since 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithm-driven risk assessment and discretionary management of approved mutual funds and ETFs.

Scott Mc Caffrey is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at TIAA-CREF, Proofpoint, Amerivest Investment Management, and TD Ameritrade. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment options and affiliated service companies.

Christian Laffey is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses. He joined PNC Wealth Management in 2024 and has prior work experience in the restaurant industry and other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement portfolios with approved model strategies via mutual funds and ETFs.

Leonard Silvester is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. Outside of his advisory role, he serves as Treasurer of the Northern Allegheny County Rotary Club. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Tanner Johnson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has prior experience with Guardian Life Insurance Company and Park Avenue Investment Advisory, among other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that implements approved model strategies via mutual funds and ETFs, with annual rebalancing and algorithm-driven client risk assessment.