Frank Caputo is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses. He has one year of industry experience and has held roles at several firms, including Caputo Agency LLC and State Farm agencies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail clients. The firm emphasizes integrated services tied to Empower’s administrative platforms, delivering long-term focused financial plans and optional managed account solutions.

Ethan Gengarella is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Lowe's. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, alongside commission-based brokerage activities.

Alexander Hall is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hurley Associates and Luttner Financial Group. Hall also serves as a Navy Reservist in the Military Police. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

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 financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and four years of industry experience. He has been with Guardian Life since 2013 and with Park Avenue Securities since 2022. Outside of his advisory role, Startare provides tax preparation services. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client relationships supported by proprietary and third-party platforms.

Matthew Kelly is a financial advisor with Guardian Life who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at Guardian Life and affiliated firms since 2008, with prior experience at Federated Investment Counseling. Outside of his Guardian role, he is involved in the sale of fixed annuities and insurance through other brokerage firms. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party solutions, and insurance products.

Jason Harnois is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His career includes multiple roles at KeyBank and Key Investment Services LLC, as well as a position at Hilton Hotels & Resorts. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a broad network of financial professionals. The firm utilizes a multi-provider platform with a focus on non-discretionary model portfolios and integration with KeyCorp affiliates for additional financial services.

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 at NewEdge Advisors with 28 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Merrill and Mid Atlantic Capital Corporation. Outside of his advisory role, he volunteers as a varsity football coach 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 a network of independent investment adviser representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures supported by centralized due diligence and technology tools.

William Engel is a CFP® with 19 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Bill Few Associates. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and financial professionals. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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 and offering access to private funds and legacy strategies.

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 at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Focus Partners Wealth, he worked at firms including Goldman Sachs, Morgan Stanley, Thrivent Financial, and JPMorgan Chase Bank. Outside of his advisory work, Montanye is a performing artist and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Ryan Dodge is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked with NYLIFE Securities LLC and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, including fee-based advice and co-advisory relationships, with a substantial portion of assets managed on a non-discretionary basis.

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.

Cassidy Schmidt is a CFP® with seven years of industry experience, currently affiliated with Cetera Planning Partners. Her prior roles include positions at Stratos Wealth Advisors, LLC, Avantax Planning Partners, Inc., and Gierl Augustine Investment Management, Inc. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, combined with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

David Weigand is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at PNC Investments and Edward Jones. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary accounts.

Alan Cornell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2004 and serves as a board member of the Beaver Cemetery and Mausoleum. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform designed for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.

Darren Duhnke is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and eight years of industry experience. He has worked with both firms since 2017 and 2018 respectively. Outside of his advisory role, he is also active as a real estate realtor in Nashville, TN. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, offering tailored client solutions including financial planning and access to proprietary and third-party investment programs.

Erick Mohrbacher is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® designation and Series 63 license. He has 11 years of industry experience, including roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.