Michael Doyle is a CFP® and CFA® serving as a financial advisor at Mariner with four years of industry experience. His prior roles include positions at Cookson Peirce & Co., Inc, The Coury Firm, and Veritable LP. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios overseen by an Investment Committee and supported by in-house research and third-party managers.

Michael Culhane II is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with The Huntington Investment Company. He has held roles at The Huntington Investment Company and Huntington National Bank since 2015 and has recently worked at Ameriprise. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers a variety of wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies.

Leigh Ann Chapman is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her previous work includes roles at Merrill Lynch, Bank of America, and UPMC, as well as entrepreneurial experience with Codependent Cocktails + Coffee. 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 with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple wrap programs and unified managed accounts.

Paul Brahim is a financial advisor with Wealth Enhancement Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes more than two decades at BPU Investment Management Inc. and roles with LPL Financial and multiple Wealth Enhancement entities since 2020. In addition to his advisory work, he develops and delivers continuing legal education to attorneys and has engaged in investment-related speaking activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee.

Lucas Carter is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and previously worked at IntePros Consulting before joining Goldman Sachs Ayco Personal Financial Management. Carter completed his studies at the University of Delaware in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a wide range of affiliated services within a large integrated financial group to deliver tailored wealth management solutions.

Tyler Solis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Monroeville, PA since 2019. His prior experience includes roles at William Penn Association, Greensburg Central Catholic High School, and Rivers Casino at Pittsburgh. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm utilizes both a digital advisory platform and managed account programs, and operates as a broker-dealer and insurance agency.

Joseph Zymroz Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, primarily utilizing mutual funds and ETFs.

Nicholas Zapatka is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds the Series 63 and Series 65 designations. His work history includes roles at Ameriprise Financial Services, LLC, and multiple positions within Huntington-affiliated entities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, combining third-party managers with proprietary Private Bank models and uses an open-architecture approach to portfolio management.

Elizabeth Zorn is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

Brock Pompeani is a financial advisor with Goldman Sachs Wealth Services in Canonsburg, PA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and PNC Investments. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes a range of strategic allocation models, investment selections, and operational tools, offering access to services such as Private Family Office, Specialized Executive Wealth programs, and Alternative Investments, while leveraging the broader Goldman Sachs ecosystem.

Joshua Meyer is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within the Citizens organization and PNC for over two decades. 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 digital advisory program that recommends ETF-based portfolios using proprietary algorithms and client risk assessments.

Nicholas Rawlins is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. He is involved in several community and business roles, including serving as vice chairman of the Washington County Transportation Authority board of directors and as secretary of the Claysville Area Business Association. Rawlins also owns Red Bird Services, LLC, a home services company providing lawn mowing services, and is a council member of Washington Youth Baseball. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Julian Singleton is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked in various roles within PNC Investments since 2017. Outside of his financial career, Singleton served in the United States Army National Guard from 2014 to 2023 and was involved with Buckhead Saloon during that period. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Patrick Callahan is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 14 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009 and 2011, respectively. Outside of his advisory work, he serves as a board member of the Moon Industrial Development Authority and is a member of the Moon Township School Board. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing proprietary and third-party investment strategies across various account types.

Katherine Kelly is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Oppenheimer and Guardian Life Insurance Company. Her current firm, Park Avenue Securities LLC, serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Richard Matthews is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and affiliate offerings, providing multiple wrap-fee programs through the Envestnet MAS platform.

Anthony Shatley is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. He has eight years of industry experience, including roles at 3Rivers Financial, PINNACLE Financial Strategies, and Citizens Securities, Inc. He is also co-owner of 3Rivers Financial and owner of Shatley Wealth Management, LLC. 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.

Daniel Lavezoli Jr. is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed account programs, and is wholly owned by Citizens Bank, N.A.

Stephen Hadad is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2020, and previously at PNC Investments from 2016 to 2020. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Matthew Spirko is a CFP® professional with 10 years of experience in the financial industry. He is currently with Citizens Securities, Inc., where he has worked since 2018. His prior roles include positions at Citizens Bank and PNC Investments. Citizens Securities, Inc. serves a diverse retail client base ranging from individual investors to high-net-worth clients, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary managed account programs and commission-based brokerage services, and is wholly owned by Citizens Bank, N.A.