Shawn Zelmore is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party managed strategies with mutual funds and ETFs.

Giancarlo Dorazio is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, TD Ameritrade, LPL Financial, and Health Benefit Services. Dorazio is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-managed employer retirement plans. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Fay Boland is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 17 years of industry experience. Prior to joining Commonwealth, she worked with Cetera Wealth Services and Avantax Advisory Services. Boland serves as treasurer for the Samuel & Emma Winters Foundation and is involved with community and nonprofit organizations including the Alliance for Infants and Toddlers and Community Family Advocates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides various managed account programs, access to third-party asset managers, and comprehensive back-office support.

Mark Ament is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment to recommend investment strategies implemented with mutual funds and ETFs.

Sheyna Regets is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at LPL Financial, LLC and BPU Investment Management, Inc. She is currently affiliated with multiple entities within the Wealth Enhancement group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Louis Valli is a financial advisor at Mariner with six years of industry experience. He previously worked at Executive Wealth Counselors and Lfg Financial, with a brief period focused on full-time education. Valli holds Series 63 and Series 65 licenses and is a retired insurance agent involved with Luttner Financial Group Ltd, where he receives residual commissions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled investment vehicles. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, and integrates tax and accounting services with operational capabilities such as administrative CFO functions and a Financial Wellness Platform.

Richard Parsons is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, he held positions at Lockheed Martin, PDQ, The Home Depot, the University of Florida, and Mister Car Wash. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporations, and institutional clients. The firm combines centralized investment resources with integrated capabilities across its affiliated entities to provide tailored wealth management solutions.

Jason John is a financial advisor with OSAIC Institutions, INC. in White Oak, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and is also affiliated with FIRST Commonwealth Bank, where he has banking and investment responsibilities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on primarily non-discretionary assets and integrated banking and lending services.

Susan Barclay is a financial advisor at OSAIC Institutions, INC. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Infinex Investments, Inc. since 2015. Barclay also works part-time with the First Commonwealth Bank Trust Division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and offers access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

John Waterstram is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Cynthia Fickley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and over 27 years of industry experience. She has worked extensively with Avantax Advisory Services and related entities for more than two decades and currently operates her own financial planning firm. In addition to her advisory work, she owns a private company providing tax preparation, accounting, and payroll services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, third-party asset manager access, and back-office services, supporting advisors in customizing portfolios through both internal and external investment models.

Victoria Pistella is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at PNC Investments, PittMoss, Robert Morris University, and Once Upon a Child. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary account available by invitation to employees, which uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Dean Prozzoly is a financial advisor with OSAIC Institutions, INC. in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at First Commonwealth, Infinex Investments, Inc., and Allegheny Investments. Outside of his advisory work, he also serves as an insurance broker with Simpson McCrady LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, utilizing fundamental and technical analysis, third-party due diligence, and access to alternative investments.

Gregory Jacobs is a financial advisor with Voya Financial Advisors, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Voya Financial Advisors since 2014 and operates his own firm, Gregory J. Jacobs & Assoc. LLC, since 2009. Jacobs is also an independent insurance agent and serves on the board of directors of the Pittsburgh Field Club. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, with a preference for non-discretionary, recommendation-based client relationships.

Sara Botkin is a CFP® professional with 23 years of industry experience. She has been with Private Advisor Group, LLC and LPL Financial since 2015. Botkin operates under the names Botkin Family Wealth Management and Botkin Financial Advisors as part of her advisory practice. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple platforms and third-party asset managers.

Brett Fowler is a Series 66-credentialed advisor with 17 years of industry experience. He has been with PNC Investments since 2013 and is currently based in Bethel Park, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithm-driven portfolio recommendations and delegates portfolio management and proxy voting to third parties.

Edmund Vilsack Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Janney Montgomery Scott since 2000. Outside of his advisory role, he serves as a board member for the Nemacolin Country Club in Beallsville, PA, contributing to strategic planning and club operations. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Jack Doran II is a financial advisor with Laurel Financial Group Inc in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Laurel Financial Group since 2002 and is also affiliated with Commonwealth Financial Network since 1996. Laurel Financial Group serves individual clients, small businesses, business owners, corporate pension and profit-sharing plans, and trusts by providing investment management and comprehensive financial planning. The firm manages client accounts on a discretionary basis, employing traditional asset allocation strategies and offering both commission-based and fee-based products.

Mario Riccadonna is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He currently works at CWM, LLC and Carson Wealth, and previously held positions at Note Advisors, LLC and Mariner Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Kyle Beckhusen is a CFP® professional with 10 years of industry experience. He currently works at Mariner and has previously held roles at Kathleen S Wright Associates Inc and Northwestern Mutual in various capacities. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside traditional financial advisory solutions.