Lisa Hegyes is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Citizens Securities in 2017, she worked for PNC Investments and PNC Bank from 2007 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a proprietary Bank Deposit Sweep Program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.

William Laird is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding CFP® and ChFC® designations and over 28 years of industry experience. He has been with Eagle Strategies since 2011 and has worked with New York Life and Nylife Securities Inc. since 2006. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

Bradley Prosper is a financial advisor with Cerity Partners LLC in Pittsburgh, PA, holding the CFP®, CFA®, and Series 65 designations. He has nine years of industry experience, including eight years at XPYRIA Investment Advisors, Inc. prior to joining Cerity Partners. Cerity Partners serves a diverse client base, providing customized wealth management services that include investment management, financial planning, retirement plan consulting, tax services, and insurance placement. The firm’s investment approach combines client-specific profiles with quantitative screening, manager selection, and access to both third-party strategies and direct securities, along with alternative and private market solutions for qualified clients.

James Egan Jr. is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Samuel Guerrini is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with one year of industry experience. Before joining PNC Wealth Management in 2026, he worked at Guggenheim Funds Distributors for two years and spent four years at the University of Dayton. Guerrini also has a decade of experience with Aviva Brick Oven. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital account that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.

Ryan Mcnamara is a financial advisor with Janney Montgomery Scott in Canonsburg, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Janney Montgomery Scott since 2010. Ryan is involved in his community as an officer of the Knights of Columbus South Hills Council and serves as a finance council member at St. Catherine Laboure Catholic Church in Pittsburgh, advising on budgeting and fundraising. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory programs.

Gregory Walsh is a CFP®-certified financial advisor at Citizens Securities, Inc. with 11 years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. for seven years, as well as Scottrade and PNC Investments. Outside of his advisory role, he has experience selling items on eBay as a side business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm provides investment management through a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

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® professional affiliated with Kestra Advisory, with 24 years of industry experience. He has held advisory roles at Kestra Advisory since 2016 and Signature Select Wealth, LLC from 2019 to 2025. Outside of his advisory work, Milarski serves on the board of the American Heart Association and participates in angel investment networks and venture capital activities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a wide range of management platforms and third-party solutions.

Susan Levi is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 designation and 18 years of industry experience. She has worked at firms including Avantax Advisory Services and Cetera Wealth Services. Outside of her advisory role, Levi serves as Executive Director of The Alliance for Infants and Toddlers, a coordination agency for children with developmental concerns, and holds several board positions in local nonprofit organizations. 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 $212 billion in client assets. The firm provides a broad adviser-support platform, including both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.

Armand Sperduto is a financial advisor with Centaurus Financial, Inc., holding a Series 63 registration and over 31 years of industry experience. He has been with Centaurus Financial since 2016 and has operated the Armand C Sperduto Agency since 1984. In addition to his advisory work, he is an insurance agent involved in the sales of fixed annuities, term life, and whole life insurance, as well as property and casualty coverage with Erie Insurance Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a range of analytical approaches and both discretionary and non-discretionary account management.

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 and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, and earlier employment in energy and staffing sectors. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and The Huntington Investment Company. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently offered as an invitation-only employee pilot. The firm employs algorithm-driven portfolio selection and delegates investment execution to approved third-party strategists.

Jeffrey Dyer is a financial advisor with Guardian Life and holds a Series 63 designation. He has 25 years of industry experience, including roles at Cetera and its affiliate Cetera Advisor Networks. He is also president of Valley Brook Country Club. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers advisor-led discretionary management and model-based strategies, with tailored client relationships supported by a range of proprietary and third-party solutions.

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.