Heather Farris 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 Ayco, she worked for The Rochester Inn and spent 17 years at The Debt Doctors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Joseph Kamon is a financial advisor with Kestra Advisory in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Kestra Advisory and Kestra Investment Services, as well as teaching positions at Strayer University and La Roche University. He serves as a board member for the ADGG Foundation, where he participates in fundraising and event facilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts, supporting various management platforms and third-party solutions.

Kyle Mayo is a financial advisor with Truist Advisory Services in Pittsburgh, PA, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has worked at Truist Advisory Services since 2016 and Truist Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research to support manager selection and ongoing oversight.

Aaron Leaman is a CFA® charterholder and holds a Series 66 license with over 20 years of industry experience. He is currently affiliated with Kestra Advisory and has held roles at Signature Select Wealth, Signature Financial Planning, and Kestra Investment Services. Outside of his advisory work, he serves on several boards including the Film Pittsburgh board as secretary, where he participates in film selection and speaks at screenings, and holds multiple finance committee positions for nonprofit organizations in Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutions and sovereign wealth funds.

Sean Cain is a financial advisor at PNC Wealth Management with 32 years of industry experience. He has held positions with PNC Investments, LLC since 2017 and previously with PNC Investments from 2004 to 2017. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account designed for PNC Bank employees that uses algorithm-driven risk assessments and third-party-managed investment strategies.

Patricia Morgan is a financial advisor at NewEdge Advisors with 14 years of industry experience. She holds the Series 65 designation and has worked at Mid Atlantic Financial Management and Adair Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs through a network of independent advisers, employing multiple program structures and technology tools to support client needs.

Robert Palmer is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Heritage Wealth Advisors and Hefren-Tillotson, Inc. prior to joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support both advisors and clients.

Dale Dominick is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds Series 63, 65, and 66 designations and has served at NewEdge Advisors since 2021. He has also worked with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 2012. Outside of advisory work, he serves as a board member for the nonprofit organization Pittsburgh Cares. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Zachary Lemasters is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Principia College. Outside of advising, he is active as an independent insurance agent for various agencies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Ryan Mulderig is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at Mercer Allied Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions including executive and personal wealth management, private family office support, and retirement plan education.

Edward Lewis is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ic Advisory Services Inc and The Investment Center, among other firms, and is co-owner of Synergy Staffing, Inc., a staffing company. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction across diverse securities and insurance products.

Andrea Mc Kinley is a CFP®-certified financial advisor with eight years of industry experience. She currently works at The Huntington Investment Company and has previous experience at PNC Investments, TIAA-CREF Individual & Institutional Services, and UBS Financial Services. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary private bank offerings through various wrap-fee programs on the Envestnet MAS platform.

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.

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.

Nicholas Zapatka is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds the Series 63 and Series 65 designations. His work history includes roles at Ameriprise Financial Services, LLC, and multiple positions within Huntington-affiliated entities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, combining third-party managers with proprietary Private Bank models and uses an open-architecture approach to portfolio management.

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.