Donald Belt is a CFA® charterholder with over 31 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023, following previous roles at Robert Baird & Co. and Hefren Tillotson, Inc. He serves on the boards of Gear Up Segou and Real Champions Inc., a children's mentoring organization. Mariner Wealth Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios with a combination of in-house research and third-party managers, and provides extensive tax integration and financial wellness tools uncommon among large advisory firms.

Barbara Layton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Janney Montgomery Scott for a total of 20 years, including her current tenure that began in 2021. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Mitchell Mroczkowski is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include positions at Commonwealth Advisory Group, Robert Morris University, and Riley Financial Strategies Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon in firms of its size.

Philip Henry is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Henry Wealth Management, LLC since 2003. Outside of his advisory work, he is the creator of Phil Henry Ministries Inc., a charitable and educational organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Timothy Balkin is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at KeyBank and Citizens Bank. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing discretionary management using model or customized portfolios.

Robert Gerstenberger is a CFP® and holds a Series 66 license. He has 14 years of industry experience and has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he volunteers as a youth soccer coach with the North Allegheny Soccer Club in Ingomar, PA. Janney Montgomery Scott is an enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs with a combination of in-house portfolio management and third-party managers.

Michael Gillespie is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has two years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Bank of America. Outside of his advisory work, he serves as an ice hockey referee for USA Hockey in Pittsburgh, Pennsylvania. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory platform.

Andrew Allender is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds the Series 66 designation and has worked at KeyBank, LPL Enterprise, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved as a soccer referee with the PA West Soccer Association. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various managed account programs and affiliated brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with relationships to KeyBank and KeyBanc Capital Markets.

Renee Axton is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with PNC Investments since 2016 and previously spent a year at Metlife Securities Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and implements investments via approved strategies managed by PNC or third parties.

Olivia Kennedy is a financial advisor at OSAIC Institutions, INC. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including First Commonwealth, Infinex Investments, Inc., Cetera, and First National Bank of Pennsylvania. She also serves as a financial advisor within First Commonwealth Bank and its Trust Division, assisting bankers and identifying referrals. 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, operating with a hybrid adviser/broker-dealer structure and utilizing independent third-party promoters within its service and distribution model.

Charles Fawcett V is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Aaron Mckissick is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2015. Outside of his advisory role, he serves as a committee member at St. Paul’s United Methodist Church. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment to guide investment strategy.

Erin Hutter is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and experience spanning roles in financial services and nonprofit organizations since 2016. Her background includes positions at LPL Financial LLC, Botkin Family Wealth Management, and The Children's Home of Pittsburgh. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, combining client goal assessment with portfolio management or selection of external managers and model portfolios.

Frank Cavoti is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked for Mid Atlantic Capital Corporation for 22 years. In addition to his advisory role, he is involved with Beltz Financial, where he focuses on fixed income sales and agency-related insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a structured investment committee and multiple custodial platforms.

Joseph Geronimo is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Waddell & Reed from 2013 to 2015 before joining PNC Investments in 2016. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses an algorithmic questionnaire to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Carissa Giordano Steinmeyer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at HBKS Wealth Advisors and Purshe Kaplan Sterling Investments since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

Shawn Coologhan is a financial advisor affiliated with Commonwealth Financial Network in Pittsburgh, PA, holding Series 63 and Series 66 designations with six years of industry experience. His prior work includes roles at Avantax Investment Services, Inc. and Geisler & Company Financial Planning. Outside his advisory role, he is involved in tax preparation through Thomas A Geisler & Co P.C. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and custodial services, supporting advisors with both internally managed model portfolios and outsourced platforms.

Jeffrey Genkinger is a CFP® with 17 years of industry experience and is currently with Janney Montgomery Scott in Pittsburgh, PA. He has been with Janney since 2012. He serves as a member of the New Philanthropic Leaders Program at The Pittsburgh Foundation. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Neal McGrath is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Carson Wealth, Cetera Advisor Networks LLC, Aptus Wealth Planning, and LPL Financial. Outside of advisory roles, he is an insurance agent selling life and annuities and is the owner of Pittsburg Wealth Management, LLC, a business entity maintained for tax purposes. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis supported by third-party sub-advisors and customization tools.

Daniel Mccurry is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He is co-owner of Miller McCurry, LLC, a private entity facilitating securities, advisory, and insurance business. His prior experience includes roles at PWA Securities, Inc. and Private Wealth Advisors, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to deliver customized portfolio solutions under Commonwealth’s supervision.