Jesse Taylor is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Northwestern Mutual and Miller McCurry before joining Commonwealth in 2019. He is also the owner of JLT Financial, LLC, a private entity facilitating securities, advisory, and insurance business. 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 $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Micah Kelley is a financial advisor with Stratos Wealth Partners, Ltd in Kent, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015. In addition to his advisory role, he is a partner at The Kelley Financial Group Accounting and Consulting, where he provides tax preparation and accounting services. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and uses a combination of affiliated and unaffiliated sub-advisors.

Joseph Kamon is a financial advisor with Kestra Advisory in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Kestra Advisory and Kestra Investment Services, as well as teaching positions at Strayer University and La Roche University. He serves as a board member for the ADGG Foundation, where he participates in fundraising and event facilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts, supporting various management platforms and third-party solutions.

Kyle Mayo is a financial advisor with Truist Advisory Services in Pittsburgh, PA, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has worked at Truist Advisory Services since 2016 and Truist Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research to support manager selection and ongoing oversight.

Aaron Leaman is a CFA® charterholder and holds a Series 66 license with over 20 years of industry experience. He is currently affiliated with Kestra Advisory and has held roles at Signature Select Wealth, Signature Financial Planning, and Kestra Investment Services. Outside of his advisory work, he serves on several boards including the Film Pittsburgh board as secretary, where he participates in film selection and speaks at screenings, and holds multiple finance committee positions for nonprofit organizations in Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutions and sovereign wealth funds.

Sean Cain is a financial advisor at PNC Wealth Management with 32 years of industry experience. He has held positions with PNC Investments, LLC since 2017 and previously with PNC Investments from 2004 to 2017. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account designed for PNC Bank employees that uses algorithm-driven risk assessments and third-party-managed investment strategies.

Bernard Heigl III is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, PNC Investments LLC, and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture platform that incorporates third-party and proprietary investment models.

Patricia Morgan is a financial advisor at NewEdge Advisors with 13 years of industry experience. She holds a Series 65 designation and has worked with Mid Atlantic Financial Management and Adair Financial Group. Morgan is based in Pittsburgh, PA. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Robert Palmer is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Heritage Wealth Advisors, Hefren-Tillotson, Inc., and BNY Mellon, among other firms. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through independent investment adviser representatives. The firm offers a comprehensive range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Jack Kremer is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He joined the firm in 2026, having previously worked at LPL Financial and PNC. He recently completed his studies at the University of Pittsburgh. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and model portfolios.

Dale Dominick is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at NewEdge Advisors since 2021. Prior to that, he has been with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 2012. He is also a board member of Pittsburgh Cares, a nonprofit organization. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Zachary Lemasters is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Principia College. Outside of advising, he is active as an independent insurance agent for various agencies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Amy Porado is a financial advisor with Eagle Strategies (a New York Life affiliate) based in Gibsonia, PA. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to her advisory role, she worked in various rehabilitation and therapy positions from 2013 to 2019. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Edward Lewis is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ic Advisory Services Inc and The Investment Center, among other firms, and is co-owner of Synergy Staffing, Inc., a staffing company. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction across diverse securities and insurance products.

Michael Doyle is a CFP® and CFA® serving as a financial advisor at Mariner with four years of industry experience. His prior roles include positions at Cookson Peirce & Co., Inc, The Coury Firm, and Veritable LP. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios overseen by an Investment Committee and supported by in-house research and third-party managers.

Michael Culhane II is a CFP® with nine years of industry experience, currently working at The Huntington Investment Company in Pittsburgh, PA. His career includes multiple roles within Huntington-affiliated entities as well as a recent position at Ameriprise. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, high-net-worth clients, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate strategies, offering wrap-fee programs and custodial services through National Financial Services.

Leigh Ann Chapman is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her previous work includes roles at Merrill Lynch, Bank of America, and UPMC, as well as entrepreneurial experience with Codependent Cocktails + Coffee. 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 with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple wrap programs and unified managed accounts.

Paul Brahim is a financial advisor with Wealth Enhancement Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes more than two decades at BPU Investment Management Inc. and roles with LPL Financial and multiple Wealth Enhancement entities since 2020. In addition to his advisory work, he develops and delivers continuing legal education to attorneys and has engaged in investment-related speaking activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee.

Joseph Zymroz Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, primarily utilizing mutual funds and ETFs.

Darin Lusch is a financial advisor with Valic Financial Advisors in Allentown, PA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia and Health Network Laboratories. Outside of his advisory work, he serves as treasurer for the Troxell family reunion, managing annual financial reporting and transactions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.