Cynthia Fickley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and over 27 years of industry experience. She has worked extensively with Avantax Advisory Services and related entities for more than two decades and currently operates her own financial planning firm. In addition to her advisory work, she owns a private company providing tax preparation, accounting, and payroll services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, third-party asset manager access, and back-office services, supporting advisors in customizing portfolios through both internal and external investment models.

Victoria Pistella is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at PNC Investments, PittMoss, Robert Morris University, and Once Upon a Child. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary account available by invitation to employees, which uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Dean Prozzoly is a financial advisor with OSAIC Institutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at First Commonwealth, Infinex Investments, Allegheny Investments, and Wells Fargo Advisors. In addition to his advisory work, he serves as an insurance broker through Simpson McCrady LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and emphasizing firm supervision alongside delegated account management.

Sara Botkin is a CFP® professional with 24 years of experience in the financial services industry. She has worked at Private Advisor Group, LLC and LPL Financial since 2015, and previously held positions at Morgan Stanley, Citigroup Global Markets, and Hefren Tillotson, Inc. Botkin operates her advisory business under the names Botkin Family Wealth Management and Botkin Financial Advisors within her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions including its proprietary WealthSuite platform and third-party TAMPs. The firm’s fiduciary-based model involves advisors acting as portfolio managers or helping clients select managers and model portfolios from leading strategists.

Brett Fowler is a Series 66-credentialed advisor with 17 years of industry experience. He has been with PNC Investments since 2013 and is currently based in Bethel Park, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithm-driven portfolio recommendations and delegates portfolio management and proxy voting to third parties.

Edmund Vilsack Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Janney Montgomery Scott since 2000. Outside of his advisory role, he serves as a board member for the Nemacolin Country Club in Beallsville, PA, contributing to strategic planning and club operations. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Mario Riccadonna is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He currently works at CWM, LLC and Carson Wealth, and previously held positions at Note Advisors, LLC and Mariner Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Kyle Beckhusen is a CFP® professional with 10 years of industry experience. He currently works at Mariner and has previously held roles at Kathleen S Wright Associates Inc and Northwestern Mutual in various capacities. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside traditional financial advisory solutions.

Joseph Knittel Jr. is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Guardian Life since 1991 and has maintained a CPA practice since 1986. In addition to his advisory work, he has involvement in an insurance business outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm offers both discretionary and non-discretionary management using model portfolios and digital advisory solutions.

Evan Rauh is a financial advisor at Ameritas Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Pruco Securities LLC and PNC Investments. Outside of traditional financial roles, Rauh was also engaged with Uber Rideshare for several years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Meyer Grinberg is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities since 2005 and Guardian Insurance Company since 2004. In addition to his advisory roles, he has been involved with the Jewish Education Institute since 1991 and participates in the Jewish Assistance Fund, which provides emergency grants to members of the Pittsburgh Jewish community facing financial crises. The firm serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and consulting. It employs a range of investment strategies through proprietary and third-party models and supports various account features including discretionary management, lending solutions, and tax-harvesting.

Paul Partridge Jr. is a financial advisor with Lincoln Investment, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Key Investment Services LLC and PNC Investments, among others. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs, combining strategic and tactical approaches managed by an internal Investment Management & Research team.

Rich Grivas is a financial advisor with Private Advisor Group, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Private Advisor Group, he worked at Fidelity Investments in various roles from 2006 to 2025. He operates under the business name Spartan Lake Wealth for providing investment advice and is also licensed to sell insurance products on a commission basis, separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and other advisory services. The firm employs a fiduciary-based model utilizing various investment strategies and technology platforms and provides access to proprietary and third-party managed account solutions.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Bank, J.P. Morgan Securities, and The Prudential Insurance Company of America. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various specialized tools.

Chad Nason is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at multiple Ameritas entities since 2014 and is involved in insurance-related activities through The Advisors Group of Pittsburgh and Western PA Financial Center. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by both discretionary and non-discretionary advisory relationships and multiple custodial platforms.

Nathan Presutti is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Fisher Investments for 10 years and Fidelity Brokerage Services for 4 years. Outside of advising, he manages rental properties. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Hayden Adams is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Wealth Management Partners, Equitable, Salas O’Brien, and the Pennsylvania Department of the Auditor General. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody services, combining internally managed and outsourced portfolio solutions.

Jonathan Liebegott is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and bringing 12 years of industry experience. His career includes roles at PNC Investments and PNC Bank dating back to 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic questionnaires to recommend investment models managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Stephanie Boyer is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. She holds a Series 66 designation and has worked at Stratos since 2019 and at LPL Financial since 2016. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

Christopher Burton is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 certifications. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Infinex Investments, Inc., and First Commonwealth Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and relying on third-party platforms and manager arrangements.