Joshua Valentic is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Hornor, Townsend & Kent since 2015 and also serves as an agent for multiple insurance brokerages, including 21st Century Financial and Vigilant Wealth Partners, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Melodie Roach is a Series 66-licensed financial advisor with PNC Wealth Management in McMurray, PA, bringing seven years of industry experience. She has worked with PNC Investments since 2018 and previously spent 22 years at PNC Bank. Outside of her advisory role, Roach is a co-owner of Soul Properties LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Ashlei Applegarth is a financial advisor at Mariner in Pittsburgh, PA, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Mariner Wealth Advisers, Back to Barney's, and The Gardenia Branch, as well as time spent as a full-time student. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, employing customized, discretionary portfolios supported by in-house research and third-party managers.

Andrew Geisler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Thomas A. Geisler & Co., P.C., where he is involved in tax preparation as a non-investment business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of advisors and their clients, offering a variety of advisory programs and back-office support, including investment management and practice-management services.

Ronald Gestiehr is a financial advisor with Primerica Advisors, holding a Series 66 designation and 15 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he is involved with JEG Outfitters, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, providing both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and offers various account-level services such as lending solutions and donor-advised funds.

William Woods is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at NewEdge Advisors since 2021 and has been with Mid Atlantic Capital Group since 1997. Outside of his advisory role, he is involved in buying and reselling cars and serves as trustee for the Lisa J. Woods Lifetime Trust. 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 and consulting.

Maria Colon is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services Inc., Lincoln Financial Advisors, and The Vanguard Group. In addition to her advisory role, Colon is involved in insurance brokerage, assisting with sales and service of Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options and managing approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Joseph Vilsack is a financial advisor at Janney Montgomery Scott with Series 66 credentials and less than one year of industry experience. His background includes roles at AquaPhoenix Scientific, Monograph, BQE Software, and Automatic Data Processing before joining Janney. 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 client base including individuals, families, trusts, and institutional clients, providing brokerage, financial planning, and advisory services.

Shawn Zelmore is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party managed strategies with mutual funds and ETFs.

Fay Boland is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 17 years of industry experience. Prior to joining Commonwealth, she worked with Cetera Wealth Services and Avantax Advisory Services. Boland serves as treasurer for the Samuel & Emma Winters Foundation and is involved with community and nonprofit organizations including the Alliance for Infants and Toddlers and Community Family Advocates. 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 provides various managed account programs, access to third-party asset managers, and comprehensive back-office support.

Mark Ament is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment to recommend investment strategies implemented with mutual funds and ETFs.

Sheyna Regets is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at LPL Financial, LLC and BPU Investment Management, Inc. She is currently affiliated with multiple entities within the Wealth Enhancement group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Louis Valli is a financial advisor at Mariner with six years of industry experience. He previously worked at Executive Wealth Counselors and Lfg Financial, with a brief period focused on full-time education. Valli holds Series 63 and Series 65 licenses and is a retired insurance agent involved with Luttner Financial Group Ltd, where he receives residual commissions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled investment vehicles. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, and integrates tax and accounting services with operational capabilities such as administrative CFO functions and a Financial Wellness Platform.

Richard Parsons is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, he held positions at Lockheed Martin, PDQ, The Home Depot, the University of Florida, and Mister Car Wash. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporations, and institutional clients. The firm combines centralized investment resources with integrated capabilities across its affiliated entities to provide tailored wealth management solutions.

Jason John is a financial advisor with OSAIC Institutions, INC. in White Oak, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and is also affiliated with FIRST Commonwealth Bank, where he has banking and investment responsibilities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on primarily non-discretionary assets and integrated banking and lending services.

John Waterstram is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Cynthia Fickley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and over 27 years of industry experience. She has worked extensively with Avantax Advisory Services and related entities for more than two decades and currently operates her own financial planning firm. In addition to her advisory work, she owns a private company providing tax preparation, accounting, and payroll services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, third-party asset manager access, and back-office services, supporting advisors in customizing portfolios through both internal and external investment models.

Victoria Pistella is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at PNC Investments, PittMoss, Robert Morris University, and Once Upon a Child. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary account available by invitation to employees, which uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Dean Prozzoly is a financial advisor with OSAIC Institutions, INC. in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at First Commonwealth, Infinex Investments, Inc., and Allegheny Investments. Outside of his advisory work, he also serves as an insurance broker with Simpson McCrady LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, utilizing fundamental and technical analysis, third-party due diligence, and access to alternative investments.

Sara Botkin is a CFP® professional with 23 years of industry experience. She has been with Private Advisor Group, LLC and LPL Financial since 2015. Botkin operates under the names Botkin Family Wealth Management and Botkin Financial Advisors as part of her advisory practice. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple platforms and third-party asset managers.