Kerry Doyle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, discretionary digital portfolio strategy pilot for employees that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

Mark Luschini is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2005, including through its LLC since 2026. Outside of his advisory role, he is involved with SAM2, LLC, a real estate development entity based in Erie, Pennsylvania. 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, corporate and retirement plans, and charitable organizations, providing brokerage services, financial planning, and advisory programs with both in-house and third-party portfolio management.

Kimberly Carroll is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at Ameritas since 2021 and previous experience at Citizens Bank and Citizens Securities. Outside of finance, she has taught dance to children at Michele's Dance Center since 2003. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and discretionary programs combined with third-party technology and managerial resources.

Kenneth Scrima is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Murlat Abdoo is a financial advisor at TLG Advisors, Inc. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TLG Advisors, he worked at Schneider Downs Wealth Management for three years and has held various roles at other firms including Union Bridge Capital and The Leaders Group. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, emphasizing manager selection and diversified portfolio construction through fundamental analysis and Modern Portfolio Theory.

Benjamin Bannon is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Janney in 2026, he worked at NewEdge Securities Inc and HBKS Wealth Advisors, and spent 15 years at Snow Capital Management LP. 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, corporate and retirement plan sponsors, and charitable and municipal entities, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Katherine Hay is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at PNC Investments since 2016 and was previously with S&T Bank from 2014 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees, which uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Paul Lorenz is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including PNC Private Bank, Infinex Investments, and Citizens Bank prior to joining his current firm. 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 network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Ryan Wirth is a financial advisor at Primerica Advisors with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in community and nonprofit activities, including serving as a board member for Envision Blind Sports and a trustee for the Arc of Greater Pittsburgh, as well as volunteering with Students with Exceptional Abilities and officiating football. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through various models and platforms, supporting both discretionary and non-discretionary accounts with a wide range of investment options.

John Sipling is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, joining the firm in 2025. His background includes roles at Uber, DoorDash, and Textron Systems, as well as multiple positions at Penn State University. He has one year of industry experience. Goldman Sachs Wealth Services advises a broad client base that includes individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to various platforms and proprietary analytics.

Lester Botkin is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Citigroup Global Markets, and Hefren Tillotson, Inc. Botkin has been with Private Advisor Group and affiliated with LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model that combines client goal assessment with access to proprietary and third-party managed account solutions.

A Entwisle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account for PNC employees that uses approved model strategies with mutual funds and ETFs.

Jared Kean is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Equitable Advisors LLC and KeyBank and has experience outside finance with organizations including Dedicated Nursing Associates, Inc. and Franklin Regional School District. 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 clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary investment models and integrates services with KeyCorp affiliates.

Mengqi Chen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, Chen worked at Ektello and has held positions related to sustainable energy and academic institutions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and advanced research tools, offering tailored solutions through various platforms and fee arrangements.

Justin Boske is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and beginning his advisory career in 2024. He previously worked at PNC Bank from 2018 to 2024 and at Diamond Medical Services from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an employee-only digital platform that uses algorithm-driven risk assessments to guide investment strategies implemented via mutual funds and ETFs.

Ryan Coulter is a CFP® with 21 years of industry experience, currently serving as a financial advisor with Primerica Advisors in Pittsburgh, PA. He has worked with Guardian Life Insurance and Park Avenue Securities since 2006. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions.

Mark Di Natale is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is a small business owner involved in fresh pasta manufacturing and serves as a volunteer community board member for the Adams Area Fire District. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies across various account types and supports lending and credit facilities tied to advisory accounts.

Skylar Riddle is a CFP® professional with 12 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held previous positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, PNC Wealth Management, and Edward Jones. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Garrett Frey is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Waldron Private Wealth and Bank of New York Mellon. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Adam Wright is a CFP®, CFA®, and Series 65 credentialed advisor at Mariner with 13 years of industry experience. He previously founded and led Wright Associates Inc for 14 years before joining Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and integrates comprehensive tax and accounting services alongside traditional portfolio management.