Zachary Bargar is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson and West Advisory Group, as well as periods as a full-time student. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of implementation platforms supported by proprietary research and analytics.

Andrew Sekulski is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2016. Outside of his advisory role, he is registered as a landlord but does not engage in active business hours related to that activity. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategist service for employees. The firm primarily uses algorithm-driven model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Jon Veenis is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked at NewEdge Advisors since 2021 and was previously with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 1997. He is also a principal at Three Rivers Equity Management, Inc., where he manages a hedge fund of funds and is involved in manager selection and client communications. 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, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

James Wolfinger is a financial advisor at Janney Montgomery Scott with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2009. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Elizabeth Carlson is a financial advisor with TIAA-CREF based in Pittsburgh, PA. She holds a Series 66 designation and has eight years of industry experience. Prior to joining TIAA-CREF, she worked at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Connolly, Steele & Company, P.C. Carlson also has experience teaching at Thiel College in their Communications Department and James Pedas Communication Center. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes point-in-time planning and ongoing discretionary management, with notable services such as managing a donor-advised fund and employing a fiduciary standard in its RIA services.

Matthew Binstock is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses, and has 19 years of industry experience. He has worked at Park Avenue Securities since 2007 and with Guardian Life Insurance Company of America since 2006. He serves on the Board of Directors for the Military Community Support Project. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Richard Guerrini is a financial advisor at PNC Wealth Management with 34 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. 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 model account for PNC Bank employees. The firm uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists, with portfolio execution delegated to an investment delegate.

Anna Luciani is a financial advisor at PNC Wealth Management with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and manages investments via approved model strategies executed with mutual funds and ETFs.

Gerard Elijah Fernando is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney before joining PNC Investments in 2017. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio strategy for employees that utilizes algorithm-driven risk assessment and delegated investment execution.

Stephen Andros is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, Navigator Business Solutions Inc., Wilshire Associates Inc., and the University of Pittsburgh. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth, Personal Wealth, Private Family Office support, and retirement plan education.

Christina Salpietro is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to this, she worked at XPYRIA Investment Advisors, Inc. from 2021 to 2024 and held roles at PNC Bank. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Frank Deshantz Jr. is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at firms including First National Bank of PA, Cetera, and Citizens Securities. Outside of his advisory role, he coaches softball for 10 hours per week. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Brian Clouse is a financial advisor with NewEdge Advisors and holds a Series 66 designation, bringing 20 years of industry experience. He has worked with NewEdge Advisors since 2021 and has been affiliated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2009. Outside of his advisory role, Clouse is involved with several insurance-related activities, including the sale of life, disability, and long-term care insurance, and serves as vice president of a local business networking group focused on referral management. 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, utilizing a range of investment vehicles and analytic approaches with regular portfolio reviews.

Mark Ceraso is a Certified Financial Planner (CFP®) with 39 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at BPU Investment Management Inc. and LPL Financial, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, guided by an internal Investment Committee and incorporating quantitative and fundamental research.

John Graves is a CFP® professional with four years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and Carson Wealth, having previously worked at Corecap Investments, Corecap Advisors, and Affinity Advisory Network. Outside of financial advising, he co-owns Graves Law Firm, where he participates in client appointments and educational seminars. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement plan solutions, employing model portfolios overseen by an internal Investment Committee and offering access to alternative investments and customized indexing.

Patricia Kovacic is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of her advisory role, she is a Notary Public in Pittsburgh, PA. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account-level services.

Mason Pascoe is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services. Outside of finance, he has business experience with Vinoski Winery. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm combines advisory programs with brokerage and insurance product sales, utilizing model portfolios, third-party asset managers, and a collateralized lending program.

Dennis Gump is a financial advisor with Fidelity in Lawrence, PA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been associated with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Dennis works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Arron Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Alliance Rx Walgreens Prime and served in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Ryan Senka is a financial advisor with Morgan Stanley Wealth Management in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at UBS Financial Services, MassMutual of Pittsburgh, Northwestern Mutual, and Duquesne University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm‑approved tools and market analysis techniques.