Stephen Hanak is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience and a Series 66 designation. He has worked at Goldman Sachs & Co. LLC since 2019 and previously worked at The AYCO Company, L.P./Mercer Allied for six years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across Goldman Sachs affiliates to tailor strategies and solutions to client objectives.

Michael Milarski is a CFP® with 24 years of industry experience based in Pittsburgh, PA. He currently serves as a senior advisor and partner at Kestra Advisory and Signature Financial Planning, with prior experience at Kestra Investment Services dating back to 2005. Milarski is a board member of the American Heart Association and participates in angel investing through networks such as Active Angels Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, compliance testing, and supports a variety of investment platforms and third-party solutions.

Sean Smith is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services 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 employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Jonathan Babyak is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 65 and Series 63 licenses. He has two years of industry experience with previous roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience in the energy and staffing sectors. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customized recommendations, with most assets managed on a non-discretionary basis.

Lesley Baker is a financial advisor at The Huntington Investment Company with two years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm utilizes an open-architecture model combining third-party and affiliate investment strategies, offering multiple wrap-fee programs on the Envestnet MAS platform.

Deborah Kahn is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and with eight years of industry experience. She has worked at PNC Investments since 2016 and previously at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm utilizes algorithmic assessments to recommend risk bands and implements strategies using mutual funds and ETFs with annual rebalancing.

Anthony Caruso is a Series 66-credentialed advisor at PNC Wealth Management with 16 years of industry experience. He has worked at PNC Investments, LLC since 2017 and previously at WesBanco Securities, Inc. from 2015 to 2017. Based in Pittsburgh, PA, Caruso focuses on advisory services within an enterprise firm setting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and delegates portfolio management to approved strategists and third parties.

Scott Vates Jr. is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JP Morgan Chase Bank, The Huntington Investment Company, and Huntington National Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

Jeffrey Dyer is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Cetera, including a decade at Cetera Advisor Networks LLC. Outside of his advisory role, he serves as president of Valley Brook Country Club. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.

Tara Kovach is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 65 designation and five years of industry experience. Prior to her current role, she worked at Miller McCurry LLC and spent ten years with the Pittsburgh Opera. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with back-office support, trading, technology, and compliance. The firm offers various investment solutions including discretionary model portfolios and personalized indexing options.

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 in Pittsburgh, PA, with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an employee-only pilot digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved models using mutual funds and ETFs.

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.