Ryan Angott is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He attended Duquesne University from 2022 to 2026 and has prior experience at McCool Construction. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models and proprietary research within the larger Goldman Sachs ecosystem to tailor services to client objectives.

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.

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.

Lucas Carter is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and previously worked at IntePros Consulting before joining Goldman Sachs Ayco Personal Financial Management. Carter completed his studies at the University of Delaware in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a wide range of affiliated services within a large integrated financial group to deliver tailored wealth management solutions.

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.

Elizabeth Zorn is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

Brock Pompeani is a financial advisor with Goldman Sachs Wealth Services in Canonsburg, PA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and PNC Investments. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes a range of strategic allocation models, investment selections, and operational tools, offering access to services such as Private Family Office, Specialized Executive Wealth programs, and Alternative Investments, while leveraging the broader Goldman Sachs ecosystem.

Nicholas Rawlins is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. He is involved in several community and business roles, including serving as vice chairman of the Washington County Transportation Authority board of directors and as secretary of the Claysville Area Business Association. Rawlins also owns Red Bird Services, LLC, a home services company providing lawn mowing services, and is a council member of Washington Youth Baseball. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

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.

Stephen Hadad is a financial advisor at OSAIC Institutions, INC. with 12 years of industry experience. He holds a Series 66 designation and has worked at First Commonwealth Bank, Infinex Investments, PNC Investments, PNC Wealth Management, and Edward Jones. OSAIC Institutions, Inc. is an SEC‑registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker‑dealer model with a focus on firm supervision and client election of discretionary authority.

Thomas Durkin is a financial advisor with Principal Financial Services in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2019, following prior roles at UBS Financial Services and Sagemark Consulting, Inc. Durkin serves as a bank officer at Principal Bank and Principal Trust Company and is a member of his residential Homeowners Association board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Patrick Leviseur is a financial advisor at PNC Wealth Management with 28 years of industry experience. He has been with PNC Investments since 2015 and holds the Series 63 and Series 65 credentials. Based in Pittsburgh, PA, he supports clients through the firm’s wealth management services. PNC Wealth Management offers retail brokerage and advisory services via several model-based programs, including an invitation-only digital discretionary model account available to employees. The firm’s approach uses algorithm-driven risk assessment and delegates portfolio management to approved model strategists employing mutual funds and ETFs.

Theodore Feitt Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Huntington Investment Company, OSAIC Institutions, Essex National Securities, LPL Financial, and Walnut Street Securities. He serves as a board member of the Disciples Church Ext Fund, an organization that funds charitable and nonprofit projects within the Disciples of Christ member churches network. 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 large network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers various wrap-fee programs with custodial and trade execution services.

Sean Culbertson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities Inc. since 2014, with a brief tenure at Cambridge Investment Research Advisors, Inc. He is also involved as an independent insurance agent through Financial Essentials, LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in its offerings.

John Wetterau is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Frank Milito is a financial advisor with Primerica Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in insurance products other than Guardian’s offerings, dedicating about 5% of his time to this business. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, financial planning, and consulting, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Trevor Smith is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at various PNC entities since 2016. Outside of his advisory role, he is the owner and therapist of The Steadfast Dad. 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 implements investments via mutual funds and ETFs.