Ian Costanzo is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2021. His prior roles include positions at Citizens Securities, Inc. and Jim Shorkey Chevrolet. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.

Wakanwa Nzambi is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Pittsburgh, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equity Services since 2004. Nzambi has interests outside of finance that include professional voice-over, acting, and modeling talent services, as well as involvement in nonprofit strategic planning and contributions to financial planning education through textbook authorship. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, combining mostly long-term strategies with options for shorter-term trading and specialized instruments.

Jerry Starr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He 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 broad range of clients, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

John Angiulli is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA. He holds a Series 63 designation and has 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2007 and with New York Life Insurance Company and Nylife Securities Inc. since 1991. Outside of advisory work, he is an investor in AmeriCarbon Products, LLC, a company involved in coal-based carbon pitch production. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jeffrey Olenych is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2014, as well as leadership at Olenych Financial Group and Ruby Financial Group. Olenych also works as an insurance broker, brokering non-registered insurance products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers various program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and a notable focus on fiduciary responsibilities in retirement plan advisory.

William Chaney is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Chaney serves as a trustee for the Stackpole Foundation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Collin Cutshall is a financial advisor at VALIC Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining VALIC, he held various service roles including positions at Olive Garden, Chili's, Target, and Tropical Smoothie Cafe. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing unified managed accounts and third-party model managers with a focus on technology and model solutions.

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.

Cali Lehman is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. She has worked at PNC Investments since 2019 and previously held roles at LPL Financial and Cuso Financial Services. She also took a two-year hiatus as a homemaker between 2017 and 2019. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

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 a Series 63 designation and over 33 years of industry experience. He has been with Hornor, Townsend & Kent since 1993 and also has a long-standing relationship with Penn Mutual Life Insurance Company since 1989. Outside of his advisory role, Eckenrode owns and operates a life insurance brokerage and is involved in managing a home goods store’s financial matters. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services primarily through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

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.