Mitchell Mroczkowski is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include positions at Commonwealth Advisory Group, Robert Morris University, and Riley Financial Strategies Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon in firms of its size.

Philip Henry is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Henry Wealth Management, LLC since 2003. Outside of his advisory work, he is the creator of Phil Henry Ministries Inc., a charitable and educational organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Timothy Balkin is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at KeyBank and Citizens Bank. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing discretionary management using model or customized portfolios.

Robert Gerstenberger is a CFP® and holds a Series 66 license. He has 14 years of industry experience and has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he volunteers as a youth soccer coach with the North Allegheny Soccer Club in Ingomar, PA. Janney Montgomery Scott is an enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs with a combination of in-house portfolio management and third-party managers.

Michael Gillespie is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Bank of America and Lowe’s Home Improvement. Outside of his advisory role, he serves as an ice hockey referee for USA Hockey. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory solutions combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Andrew Allender is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds the Series 66 credential and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and LPL Enterprise. Outside of his advisory role, he serves as a soccer referee for the PA West Soccer Association. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap fee programs and integrates services from KeyCorp affiliates, combining discretionary and non-discretionary investment management with custodial and trade execution services.

Renee Axton is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at PNC Investments since 2016, following a previous role at First Command Brokerage Services, Inc. in 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account accessible via an invitation-only employee pilot. The firm uses algorithmic tools to recommend investment models managed by PNC or third-party strategists, with portfolio implementation delegated to external providers.

Olivia Kennedy is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with First Commonwealth since 2017 and previously held roles at Cetera and First National Bank of Pennsylvania. Her activities include part-time advisory work with First Commonwealth Bank and its Trust Division. OSAIC Institutions, INC. is an SEC-registered adviser serving a diverse client base including high-net-worth individuals, ERISA plans, trusts, and corporations. The firm provides customized advisory services through a hybrid adviser/broker-dealer model that emphasizes firm supervision alongside delegated investment management by its representatives.

Charles Fawcett V is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He 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 wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Aaron Mckissick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and having 23 years of industry experience. He has worked at PNC Investments since 2015 and previously at Ameriprise from 2003 to 2005. He serves as a committee member at St. Paul's United Methodist Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments to recommend portfolios managed through mutual funds and ETFs, with implementation and oversight delegated to third parties.

Erin Hutter is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and experience spanning roles in financial services and nonprofit organizations since 2016. Her background includes positions at LPL Financial LLC, Botkin Family Wealth Management, and The Children's Home of Pittsburgh. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, combining client goal assessment with portfolio management or selection of external managers and model portfolios.

Frank Cavoti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 25 years of industry experience. He previously worked at Mid Atlantic Capital Corporation for 22 years and currently maintains a role at Beltz Financial, focusing on fixed income sales and insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning services through various program platforms and third-party managers.

Joseph Geronimo is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Waddell & Reed from 2013 to 2015 before joining PNC Investments in 2016. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses an algorithmic questionnaire to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Carissa Giordano Steinmeyer is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2015 and was previously with HBKS Wealth Advisors for eight years. She is affiliated with Commonwealth Financial Network, an enterprise firm that supports a national network of nearly 2,900 advisors managing approximately $212.7 billion in client assets. Commonwealth offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Shawn Coologhan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked at Commonwealth Financial Network and Geisler & Company Financial Planning, and he also provides tax preparation services through Thomas A Geisler & Co P.C. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of affiliated advisors and clients, offering a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

Jeffrey Genkinger is a CFP® with 17 years of industry experience and is currently with Janney Montgomery Scott in Pittsburgh, PA. He has been with Janney since 2012. He serves as a member of the New Philanthropic Leaders Program at The Pittsburgh Foundation. 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 services, financial planning, and advisory programs.

Neal Mcgrath is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at firms including Carson Wealth, Cetera Advisor Networks, Aptus Wealth Planning, LPL Financial, and Ameriprise. Mcgrath is also an insurance agent selling life and annuities and is the owner of Pittsburg Wealth Management, LLC, a business entity for tax purposes. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, variable sub-account management, and retirement plan services, with investment decisions guided by an Investment Committee employing fundamental and technical analysis.

Daniel Mccurry is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He is co-owner of Miller McCurry, LLC, a private entity facilitating securities, advisory, and insurance business. His prior experience includes roles at PWA Securities, Inc. and Private Wealth Advisors, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to deliver customized portfolio solutions under Commonwealth’s supervision.

Lawrence Wasserman is a CFP® and CFA® affiliated with PNC Wealth Management in Pittsburgh, PA, with 26 years of industry experience. He has been with PNCI Investments since 2016. Outside of his financial advisory role, he is a member of Pittsblurb, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Jennet Mammedova is a CFP® professional with four years of experience in the financial services industry, currently affiliated with Citizens Securities, Inc. She has held roles at Citizens Securities since 2022 and previously worked at Citizens Bank, BANK of AMERICA, Merrill, and other firms. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm employs both digital and managed account advisory platforms and operates as a broker-dealer and insurance agency.