Michael Steiner is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Eagle Strategies since 2022, as well as with Nylife Securities LLC and New York Life Insurance Company since 2015. He also serves as a Notary Public in Pittsburgh. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Jared Patrick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, algorithm-driven discretionary model account currently available as an employee pilot. The firm utilizes approved model strategies managed by PNC or third-party strategists and employs mutual funds and ETFs with annual rebalancing.

Jay Guyer is a CFP® and ChFC® with 36 years of experience in the financial services industry. He is currently affiliated with Janney Montgomery Scott, where he has worked since 2018. Prior to that, he spent ten years at M&T Securities and M&T Bank. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Nathan Boxx is a CFP® certificant with 13 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. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis, private funds, and specialized portfolio tools.

Carrie Coghill is a financial advisor at Kestra Advisory with 39 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Her career includes roles at Commonwealth Financial Network, Coghill Investment Strategies, LLC, and Commonwealth Equity Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Adam Yofan is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, Alpern Wealth Management, LLC, and LPL Financial, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing tools such as trend-following and options overlay strategies.

Kyle Eichorn is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, The Huntington Investment Company, Citizens Bank, and Wells Fargo Bank. From 2015 to 2019, he was involved with RAW Kyle LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mary Quinn is a CFP® with 37 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. Her career includes roles at Signature Select Wealth and Altair Management Partners, among others. She is also the sole shareholder and managing member of Peregrine Management Co. outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Sara Thomas is a financial advisor at TIAA-CREF with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that separates one-time planning from ongoing portfolio management and provides services under a fiduciary standard.

Robert Anderson is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has worked exclusively with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary digital model account designed for PNC Bank employees that uses approved mutual fund and ETF strategies with algorithm-driven risk assessment.

Lauren Peck is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. She has been with PNC Investments since 2014. 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 algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Bradley Jurik is a CFP® credentialed financial advisor with 13 years of industry experience, currently with Ameritas Advisory Services, LLC. His background includes roles at Waldron Private Wealth, Charles Schwab, Merrill, and PNC Wealth Management. He is also a licensed Independent Insurance Agent involved in insurance, annuity, and retirement plan sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through a combination of model portfolios, mutual funds, ETFs, and customized strategies.

Reece Smith is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at Fidelity and Aptus Wealth Planning. Outside of his advisory roles, he managed a lawn care business for six years and has teaching experience with Carlynton School District and Allegheny College. Mariner serves a diverse client base, including individuals, pension plans, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with an emphasis on tax and accounting integration uncommon among large advisory enterprises.

Stephanie Hunter is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, PNC Wealth Management, and Wells Fargo Clearing. Hunter is also active as an insurance agent with Benchmark Financial Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Robert Standish is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, LLC and Bpu Investment Group, Inc. In addition to advisory work, he is involved in tax preparation and accounting through a personal CPA practice. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

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® and holds a Series 65 license with eight years of industry experience. She has worked at Fort Pitt Capital Group LLC for nine years, Kovitz Investment Group Partners, LLC for two years, and currently at Focus Partners Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.

Darrell Briggs Jr. is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and Enterprise Holdings. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory solutions to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model with discretionary and non-discretionary portfolio management and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Edward Blacka is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Centaurus Financial since 2020, following an eight-year tenure at Trustmont Financial Group, Inc. Outside of his advisory role, he is the owner and senior partner of Blacka Financial Consulting, which focuses on insurance consulting, and he is a silent minority owner of a family golf course in Pennsylvania. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a range of investment strategies through its CLASSIC Plus platform and offers both discretionary and non-discretionary portfolio management arrangements.