Kathleen Wright is a CFA® charterholder with 26 years of industry experience. She has been with Mariner since 2026 and previously led her own firm, Kathleen S. Wright Associates, Inc., for 24 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines customized discretionary portfolios with in-house research and third-party manager allocations, and offers integrated tax, accounting, and financial wellness solutions.

Daniel Rocco is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Debora Rall is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 63 designation and 35 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 individuals, families, trusts and estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Dante Grenci is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and five years of industry experience. He has been with Stratos Wealth Partners since 2021 and previously worked at LPL Financial. In addition to his advisory role, he is involved in tax preparation and accounting services through Grenci Accounting and Finance. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment management and financial planning services through an open-architecture platform integrating multiple third-party managers.

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.

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.

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 with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and with three years of industry experience. Prior to joining Citizens Securities, he worked at Hurley Associates and Luttner Financial Group. He also serves as a Naval Reservist in the Military Police. 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 utilizes a range of strategies, including a digital advisory program and managed accounts, and operates as 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 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 in Natrona Heights, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at KeyBank, Hilton Hotels & Resorts, Hannaford Bros, and The Home Depot. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform with discretionary and non-discretionary portfolio models and integrates services from KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

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.

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.