Randy Hillier is a financial advisor at Mariner with 21 years of industry experience and holds a Series 65 designation. He previously worked at Commonwealth Advisory Group, Ltd. for 17 years before joining Mariner Wealth Advisors in 2021. In addition to his advisory role, Hillier has worked as an insurance agent since 1993. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized, discretionary portfolio management supported by an internal team and third-party managers, along with integrated tax, accounting, and family office services uncommon for a firm of its size.

Donald Monti is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with TLG Advisors since 2002 and previously worked at Monti Thompson & Getty from 2005 to 2017. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. Their investment approach combines fundamental analysis, Modern Portfolio Theory, and risk-based portfolio construction through a mix of independent advisors, sub-advisors, and platform affiliates.

Brian Parker is a financial advisor at TLG Advisors, Inc. with 10 years of industry experience. He is also a partner at Parker Poe Adams & Bernstein, where he provides legal and business advice to clients in life sciences, retail energy, and manufacturing sectors. In addition, Parker is involved in multiple business ventures including consultancy services, an oil and gas company, and a private cigar and social club. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services along with comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Mitchell Jenkins is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life since 2021 and joined Park Avenue Securities in 2025. His prior work experience includes various roles at Penn State Behrend and Lifetime Financial Growth LLC. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individual, corporate, retirement plan, and charitable clients. The firm delivers customized wealth management solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Brett Wilson is a CFP® and Series 66-registered advisor with PNC Wealth Management, based in Monroeville, PA. He has one year of industry experience, including two years at PNC Bank prior to joining the wealth management team. Before entering the financial sector, he held roles outside the industry, including work at Hello Bistro and as a homemaker. 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 algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Peter Fasciano is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Synergy Group and Pruco Securities, LLC. He is also the owner of YGQ Financial LLC, a business focused on record keeping and tax filing. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Jeremy Koenig is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Citizens Securities since 2013. Outside of his advisory role, Koenig works as a delivery driver for Wexford Farms. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios.

George Bello is a Series 66-licensed financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He previously worked at Key Investment Services LLC for eight years before joining Citizens Securities in 2024. Outside of his advisory role, he acts as a fiduciary with power of attorney for a family member. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as part of a bank-owned broker-dealer and insurance agency.

Richard Webb is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network since 2009. He is also associated with Wealth Management Partners and is involved in antiques sales through Ashjetta and Richard's Gear Bazaar and The Linden Tree. Webb holds Series 63 and Series 66 licenses. 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 operational support, offering advisors discretion in portfolio construction alongside managed model portfolios and personalized investment solutions.

Marc Blount is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at PNC Investments LLC, Bank of America, Merrill, The Huntington Investment Company, and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to select employees. The firm uses algorithm-driven model selection with investments in mutual funds and ETFs, featuring annual rebalancing and third-party portfolio implementation.

Maxwell Lamm is a financial advisor at Focus Partners Wealth, LLC in Pittsburgh, PA, holding a Series 65 designation. He has experience working at several firms including First National Bank, Henderson Brothers, and PittMoss, as well as roles outside finance such as teaching at Mars Area High School and Duquesne University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive portfolio construction.

Jack Sauserman is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and is based in Pittsburgh, PA. Prior to joining Guardian Life and Park Avenue Securities, he had various roles at Duquesne University and other firms. He also works as an independent contractor selling insurance outside of Guardian through Ash Brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.

Michael Giammatteo is a Series 66-licensed advisor at Cerity Partners LLC with 24 years of industry experience. He previously worked at XPYRIA Investment Advisors, Inc. for 18 years before joining Cerity Partners in 2024. Giammatteo serves as president of the Scott Townships Athletic Association, a youth sports organization in Pittsburgh. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach that integrates proprietary quantitative screening and both third-party and direct security selection.

Kathryn Clark is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her prior work includes roles at LPL Financial and Morgan Stanley. She also serves as a paraplanner and client manager within Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs multiple management platforms alongside third-party managed solutions.

Dawn Porto is a Series 66-licensed financial advisor with 19 years of industry experience. She joined &PARTNERS in 2024 after spending eight years at Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

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 at Stratos Wealth Partners, Ltd with 18 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise before joining Stratos and LPL Financial in 2015. In addition to his advisory role, he is a partner at The Kelley Financial Group Accounting and Consulting, providing tax preparation and accounting services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutions. The firm employs an independent contractor model for most advisors and offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions, utilizing a multi-platform, open-architecture approach.

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 with 20 years of experience in financial advisory. He is currently with Kestra Advisory and has held positions at Signature Select Wealth, Kestra Investment Services, Inc., and Signature Financial Planning. Outside of his advisory work, he serves on several boards, including Film Pittsburgh, where he acts as secretary, and he teaches courses at the University of Pittsburgh’s Osher Lifelong Learning Institute. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms while serving large institutional investors, including sovereign wealth funds.