Maria Colon is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including UBS Financial Services Inc. and Lincoln Financial Advisors. Outside of her advisory role, Maria is involved in insurance brokerage, assisting with sales and service of Penn Mutual life insurance products through 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform combining advisory and broker-dealer services, managing a multi-billion dollar asset base and providing both discretionary and non-discretionary account options.

Joseph Vilsack is a financial advisor at Janney Montgomery Scott with Series 66 credentials and less than one year of industry experience. His background includes roles at AquaPhoenix Scientific, Monograph, BQE Software, and Automatic Data Processing before joining Janney. Janney Montgomery Scott LLC is a 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, and institutional clients, providing brokerage, financial planning, and advisory services.

Maulik Mankad is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Health Action, Inc., Torero Corporation, and Bakshi Enterprises. Outside of his advisory role, he is a transformation strategist with THRIVE ORBIT LLC, focusing on leadership, wellness, and holistic coaching and consulting. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

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. based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Jason has worked at Infinex Investments, Inc. since 2015 and concurrently serves at FIRST Commonwealth Bank since 2014. 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Susan Barclay is a financial advisor with OSAIC Institutions, Inc. based in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 11 years with Infinex Investments, Inc. Additionally, she is involved with First Commonwealth Bank’s Trust Division for several hours each month. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a broad client base including individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

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.

John Rishell is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Dean Prozzoly is a financial advisor with OSAIC Institutions, Inc. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at First Commonwealth, Infinex Investments, Inc., and Allegheny Investments. Outside of advisory work, he is involved as an insurance broker with Simpson McCrady LLC. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by offering customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model that combines firm supervision with individual advisor account management.

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 been with VOYA since 2014 and also operates his own firm, Gregory J. Jacobs & Associates LLC, which provides financial and insurance services. Jacobs serves on the Board of Directors for the Pittsburgh Field Club. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting through multiple program structures, often providing non-discretionary recommendations, and maintains a dual role as both SEC-registered adviser and broker-dealer.

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.