Michael Doyle is a CFP® and CFA® serving as a financial advisor at Mariner with four years of industry experience. His prior roles include positions at Cookson Peirce & Co., Inc, The Coury Firm, and Veritable LP. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios overseen by an Investment Committee and supported by in-house research and third-party managers.

Michael Culhane II is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with The Huntington Investment Company. He has held roles at The Huntington Investment Company and Huntington National Bank since 2015 and has recently worked at Ameriprise. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers a variety of wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies.

Paul Brahim is a financial advisor with Wealth Enhancement Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes more than two decades at BPU Investment Management Inc. and roles with LPL Financial and multiple Wealth Enhancement entities since 2020. In addition to his advisory work, he develops and delivers continuing legal education to attorneys and has engaged in investment-related speaking activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee.

Tyler Solis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Monroeville, PA since 2019. His prior experience includes roles at William Penn Association, Greensburg Central Catholic High School, and Rivers Casino at Pittsburgh. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm utilizes both a digital advisory platform and managed account programs, and operates as a broker-dealer and insurance agency.

Joseph Zymroz Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, primarily utilizing mutual funds and ETFs.

Darin Lusch is a financial advisor with Valic Financial Advisors in Allentown, PA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia and Health Network Laboratories. Outside of his advisory work, he serves as treasurer for the Troxell family reunion, managing annual financial reporting and transactions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Nelson Person is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Apollo Trust Company since 2009, where he serves as President, CEO, and Director, dedicating significant time monthly to the role. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Edward Jenkins III is a financial advisor at Farther with 17 years of industry experience. He previously worked at Snow Capital Management LP for 17 years and at 79 Financial LLC for three years. He holds Series 63 and Series 65 licenses. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, employing a Modern Portfolio Theory-based approach with proprietary model portfolios and automatic rebalancing.

Joshua Meyer is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within the Citizens organization and PNC for over two decades. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and client risk assessments.

Dominic Marfisi is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has seven years of industry experience and has been with Valic Financial Advisors since 2019. In addition to his advisory role, he is an agent for Agia, working with non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, operating at scale with extensive use of centralized technology and model solutions.

Julian Singleton is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked in various roles within PNC Investments since 2017. Outside of his financial career, Singleton served in the United States Army National Guard from 2014 to 2023 and was involved with Buckhead Saloon during that period. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Patrick Callahan is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 14 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009 and 2011, respectively. Outside of his advisory work, he serves as a board member of the Moon Industrial Development Authority and is a member of the Moon Township School Board. 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, financial planning, and retirement and business consulting, utilizing proprietary and third-party investment strategies across various account types.

Katherine Kelly is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Oppenheimer and Guardian Life Insurance Company. Her current firm, Park Avenue Securities LLC, serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Anthony Shatley is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. He has eight years of industry experience, including roles at 3Rivers Financial, PINNACLE Financial Strategies, and Citizens Securities, Inc. He is also co-owner of 3Rivers Financial and owner of Shatley Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

Daniel Lavezoli Jr. is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed account programs, and is wholly owned by Citizens Bank, N.A.

Evan Hood is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Bank and North Park Lounge Cranberry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital account that uses algorithm-driven risk assessment and approved model strategies implemented via mutual funds and ETFs.

Kevin Gertz is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with VALIC Financial Advisors since 2006 and also works with Agia. Outside of his advisory role, he serves as the Supervisor of Off Ice Officials for the New Jersey Devils, overseeing the off-ice officiating crew during home games. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for client portfolio construction.

Stephen Hadad is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2020, and previously at PNC Investments from 2016 to 2020. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Matthew Spirko is a CFP® professional with 10 years of experience in the financial industry. He is currently with Citizens Securities, Inc., where he has worked since 2018. His prior roles include positions at Citizens Bank and PNC Investments. Citizens Securities, Inc. serves a diverse retail client base ranging from individual investors to high-net-worth clients, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary managed account programs and commission-based brokerage services, and is wholly owned by Citizens Bank, N.A.

Brian Johns is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Robert Baird & Co., Hefren-Tillotson, and AIG Retirement Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.