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.

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.

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 been affiliated with Guardian Life Insurance Company of America since 2017 and Park Avenue Securities since 2018. Outside of his advisory work, he is also active as a real estate realtor. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary advisory relationships, employing proprietary and third-party investment models.

Erick Mohrbacher is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA. He holds the ChFC® designation and Series 63 license, with 10 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, by providing 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.

Craig Rossetti is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009, and he also operates Rossetti Tax + Accounting, providing tax and accounting services since 1997. Rossetti serves on the board of directors for Mount Lebanon Village, a community nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary account options with a platform that includes third-party asset manager relationships and combines advisory services with broker-dealer capabilities.

David De Sorbo is a financial advisor at Mariner with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Strategic Financial Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and integrates tax and accounting services alongside its investment offerings.

Donald Belt is a CFA® charterholder with over 31 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023, following previous roles at Robert Baird & Co. and Hefren Tillotson, Inc. He serves on the boards of Gear Up Segou and Real Champions Inc., a children's mentoring organization. Mariner Wealth Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios with a combination of in-house research and third-party managers, and provides extensive tax integration and financial wellness tools uncommon among large advisory firms.

Barbara Layton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Janney Montgomery Scott for a total of 20 years, including her current tenure that began in 2021. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Mitchell Mroczkowski is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include positions at Commonwealth Advisory Group, Robert Morris University, and Riley Financial Strategies Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon in firms of its size.

Philip Henry is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Henry Wealth Management, LLC since 2003. Outside of his advisory work, he is the creator of Phil Henry Ministries Inc., a charitable and educational organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Timothy Balkin is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at KeyBank and Citizens Bank. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing discretionary management using model or customized portfolios.

Robert Gerstenberger is a CFP® and holds a Series 66 license. He has 14 years of industry experience and has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he volunteers as a youth soccer coach with the North Allegheny Soccer Club in Ingomar, PA. Janney Montgomery Scott is an enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs with a combination of in-house portfolio management and third-party managers.

Michael Gillespie is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has two years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Bank of America. Outside of his advisory work, he serves as an ice hockey referee for USA Hockey in Pittsburgh, Pennsylvania. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory platform.

Renee Axton is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with PNC Investments since 2016 and previously spent a year at Metlife Securities Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and implements investments via approved strategies managed by PNC or third parties.

Daniel Johnson is a financial advisor with Eagle Strategies (NY Life) based in Wexford, PA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at New York Life Insurance Co, NYLIFE Securities LLC, and North Hills Financial LLC. Johnson is a board member and Tomorrow's Leaders representative for the Cystic Fibrosis Foundation of Western PA. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Olivia Kennedy is a financial advisor at OSAIC Institutions, INC. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including First Commonwealth, Infinex Investments, Inc., Cetera, and First National Bank of Pennsylvania. She also serves as a financial advisor within First Commonwealth Bank and its Trust Division, assisting bankers and identifying referrals. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA 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 with a hybrid adviser/broker-dealer structure and utilizing independent third-party promoters within its service and distribution model.

Aaron Mckissick is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2015. Outside of his advisory role, he serves as a committee member at St. Paul’s United Methodist Church. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment to guide investment strategy.

Erin Hutter is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and experience spanning roles in financial services and nonprofit organizations since 2016. Her background includes positions at LPL Financial LLC, Botkin Family Wealth Management, and The Children's Home of Pittsburgh. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, combining client goal assessment with portfolio management or selection of external managers and model portfolios.

Frank Cavoti is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked for Mid Atlantic Capital Corporation for 22 years. In addition to his advisory role, he is involved with Beltz Financial, where he focuses on fixed income sales and agency-related insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a structured investment committee and multiple custodial platforms.