Helene Lino is a financial advisor at Equity Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 14 years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Brian Merkt is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with PNC Investments since 2014, including prior roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that employs algorithm-driven risk assessment and primarily uses mutual funds and ETFs.

Jared Etkins is a financial advisor at Guardian Life with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Since 2016, he has worked at both Park Avenue Securities and Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Myles Waltonbaugh Clements is a CFP® with nine years of industry experience, currently affiliated with Mariner. He previously worked at Fort Pitt Capital Group and Ameriprise Financial Services, Inc. He is also co-owner of Pittsburgh Coffee Co., a non-investment business venture with his spouse. Mariner serves a diverse client base, offering customized investment management, financial planning, and retirement plan consulting, with a notable integration of tax and accounting services alongside traditional portfolio management.

James Mcgovern is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2002. Mcgovern also conducts insurance sales outside Guardian to place products not available through Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports a range of financial planning and consulting solutions.

Frank Amato II is a financial advisor with Eagle Strategies (NY Life) based in Leechburg, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Eagle Strategies since 2015 and concurrently operates Amato Financial Services, a registered investment advisory firm. Outside of his advisory roles, he owns and operates a retail floor covering store. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Lantz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Before joining Principal Securities in 2016, he worked as an accountant for nearly four decades. His activities include offering fixed insurance, fixed life, annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Sean Hannon is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Capital Markets for nine years before joining Commonwealth and Pinnacle Financial Strategies LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Alexander Hall is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 65 and Series 63 licenses with three years of industry experience. He has worked in various roles at Citizens Securities and Citizens Bank since 2022 and served as a Navy Reservist in the Military Police from 2019 to 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program that employs ETF-based portfolios managed via proprietary algorithms, alongside commission-based brokerage and non-discretionary services.

Joshua Loaney is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with PNC Wealth Management since 2017, following a prior role at Edward Jones from 2015 to 2017. He is based in Pittsburgh, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform for employees that uses algorithm-driven risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Eric Startare is a Series 66 licensed advisor with Primerica Advisors, based in Pittsburgh, PA, and has three years of industry experience. He has worked at Park Avenue Securities since 2022 and has been affiliated with Guardian Life Insurance Company since 2013. Outside of advising, he provides tax preparation services and serves as co-trustee for two family trusts. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various account-level solutions such as lending and donor-advised funds.

Matthew Kelly is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at various Guardian-related firms since 2008 and is also involved in the sale of fixed annuities and insurance products through brokerages outside Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Jason Harnois is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His work history includes multiple roles at KeyBank and a period at Hilton Hotels & Resorts. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment solutions, emphasizing client-directed model selection and ongoing oversight within the KeyCorp group.

Chad McConnell is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Citizens Bank and Citizens Securities across multiple positions since 2015. Outside of his advisory work, he has experience as a server at Coast & Main. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and managed account programs while operating as a broker-dealer and insurance agency.

Courtney Mc Clellan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. Prior to that, she was employed at The Ohio State University and Revere Local School District. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements to tailor services to client objectives.

David Lacinski is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 28 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been associated with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 2009. Outside of his advisory work, Lacinski serves as an executive vice president at Penn North Financial Services and helps coach the varsity football team at Armstrong High School. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm provides a variety of portfolio management and consulting services, emphasizes centralized due diligence and ongoing monitoring of third-party managers, and employs technology tools and multiple program structures to support advisor and client needs.

William Engel is a CFP® and Series 66-registered advisor with 18 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 LLC. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and professionals in the financial investment industry. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Robert Kovalan Jr. is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within Citizens Bank and its affiliates since 2014. 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’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Derek Montanye is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Morgan Stanley, and JPMorgan Chase Bank, N.A. Outside of finance, he is a partner and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, and institutional investors. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, with access to a broad network of affiliated service companies and product relationships.

Donald Bell is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC Investments, LLC since 2016. He holds Series 63 and Series 66 licenses. 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 utilizes algorithmic risk assessment and implements portfolios using approved model strategies with mutual funds and ETFs.