Michael Blehar is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fort Pitt Capital Group LLC and Kovitz Investment Group Partners, LLC. He is currently also associated with Focus Partners Wealth, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and offers a wide range of portfolio management strategies, including separately managed accounts and alternative investments.

Payton Carroll is a financial advisor with Ameritas Advisory Services, LLC holding a Series 66 designation. Carroll has been with Ameritas and related affiliates since 2023. Outside of finance, Carroll is involved with En Pointe Dance Academy. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs using in-house and third-party managers, serving a range of high-net-worth and employer-sponsored retirement plan clients.

WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!

Lon Michael Keeley is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and Citizens Bank. Prior to entering financial services, he was involved in education with Propel Schools and Friendship Public Charter School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Gary Mcgovern is a financial advisor with Primerica Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2007 and 2008, respectively. Mcgovern is also licensed to sell life and disability insurance with multiple carriers beyond Guardian. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, managing approximately $15 billion in assets with over 1,900 investment advisor representatives.

John Fitzpatrick is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has six years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2019. Outside of finance, he serves as a board member for the East Allegheny Community Council and the Allegheny Commons Initiative, local community organizations in Pittsburgh. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm focuses on tailored advice with a predominantly non-discretionary asset base and works closely with defined contribution and defined benefit plans, charitable, and corporate clients.

Charles Testarella Jr. is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2016 across multiple roles. Outside of advisory work, he is a partner in Squirrel Boys LLC, a vacation rental business based in Southern Pines, NC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Jordan Bruce is a financial advisor at TLG Advisors, Inc. with two years of industry experience. He has held roles at The Leaders Group Inc, Union Bridge Capital, and Appliance Dealers Cooperative. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Daniel Eye is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NorthCoast Asset Management LLC. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. He holds a Series 63 license and is based in Pittsburgh, PA. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a wide range of portfolio management strategies, including alternatives and private investment vehicles.

Brian Eckenrode is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 credentials and 33 years of industry experience. He has been with Hornor, Townsend & Kent since 1993 and has worked with Penn Mutual Life Insurance Company since 1989. Outside of his advisory role, he is the proprietor of Eckenrode Financial Group, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Cindy Pastin is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Elijah Peck is a financial advisor at Janney Montgomery Scott in Pittsburgh, PA, holding the Series 66 designation with two years of industry experience. His prior work includes roles outside finance at Suburban Snow, Magerk's Pub & Grill, and Philly Junk. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Andrew Sciuto is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 65 designation and beginning his industry career in 2026. Prior to joining Stratos, he worked at The Kelley Group and has experience in various roles outside finance, including positions at Shady Lane School, Frontier Fellowship, FedEx Ground, New Castle YMCA, and Grove City College. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of advisor-managed and model portfolios, financial planning services, and retirement plan consulting, utilizing an open-architecture platform that integrates external tools and manager programs.

David Harrison is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 designations. He has 15 years of industry experience, including multiple roles at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Linda Dengler is a financial advisor at PNC Wealth Management in Wexford, PA, with 17 years of industry experience. She holds a Series 66 designation and previously worked for Hefren-Tillotson, Inc. for 15 years before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party portfolio management.

Amy Cornelius is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Janney in 2018, she worked at Primerica Advisors and Primerica Financial Services. Amy also has experience with Orchard Hill Church. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services.

Timothy Albert is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including 22 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and implements investment strategies via mutual funds and ETFs.

Nathan Snyder is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Janney Montgomery Scott LLC since 2016. Outside of his advisory role, he serves on the board of an independent mortgage bank and is involved in local community activities, including serving as Vice President of a high school football booster organization. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal entities. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Randy Hillier is a financial advisor at Mariner with 21 years of industry experience and holds a Series 65 designation. He previously worked at Commonwealth Advisory Group, Ltd. for 17 years before joining Mariner Wealth Advisors in 2021. In addition to his advisory role, Hillier has worked as an insurance agent since 1993. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized, discretionary portfolio management supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services uncommon for a firm of its size.

Joshua Mitchell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary model account available to employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.