Ann Mock is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. She 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 diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources with tailored offerings and cross-affiliate product integration to serve its clients.

Allen Belice is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 21 years before joining Janney in 2025. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

William Burnette is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Mariner since 2021 and previously spent seven years with Commonwealth Advisory Group, Ltd. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Kathryn Constantakis is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Bryan Advisory Services, Vescio Asset Management, and Three Rivers Executive Consulting. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships from TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolio management under a fiduciary standard.

Bethani Hrapczak is a financial advisor at Focus Partners Wealth, LLC, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Kovitz Investment Group, Baird, and Hyatt, among others. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis along with a broad network of affiliated service companies offering comprehensive wealth management and advisory solutions.

Jason Rhodes is a financial advisor with Principal Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 10 years before joining Principal Securities Inc. and Principal Life Insurance Company in 2019. In addition to advisory services, he is active as an agent for fixed insurance products, including annuities and various types of life and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Martin is a CFP® professional with 37 years of industry experience. He is currently affiliated with Integrity Alliance, LLC and has previously worked at Brokers International Financial Services, Bfc Planning, and Securities Management & Research, Inc. Martin serves as secretary and past president of a local Shriners chapter and is an ordained minister who officiates wedding ceremonies. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers various portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Beth Lynch is a CFP® with 19 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Schneider Downs Wealth Management Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach is long-term and tax- and fee-sensitive, combining active and passive strategies within an enhanced open architecture framework.

Victoria Gallina is a financial advisor with Commonwealth Financial Network based in Pittsburgh, PA. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior roles include positions at Avantax and HD Vest Investment Services. Gallina is also involved in fixed insurance sales as an additional business activity. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Noah Ferguson is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 65 designation and has previously worked at BNY Mellon, Beratung Advisors, and La Roche University. Outside of his advisory role, he is involved in financial planning and wealth management support through a separate business activity in Sewickley, PA. Stratos Wealth Partners serves a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

John Mc Gowan is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at firms including Carson Wealth, Raymond James Financial, and PNC Bank. Mc Gowan is currently with CWM, LLC in Pittsburgh, PA. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, placing significant operational focus on retirement plan, institutional, and platform services.

Andrew Marra is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with seven years of industry experience. He has been with Hornor, Townsend & Kent since 2018 and previously worked at Kent State University and Labriola's Italian Market. Marra serves as president of the BNI Allegheny Valley Chapter, leading weekly meetings for a group of local business professionals. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, focusing on client-directed implementation and oversight with an emphasis on non-discretionary asset management. The firm offers financial planning and consulting through third-party asset managers and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

Dennis Jacques is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Valic, he worked at Milestone Asset Management, Optimus Technologies, Hyosung, ConvergeOne, and Reed Smith LLP. He is also involved in insurance sales through West Financial Group Inc. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Patricia Menke is a financial advisor at PNC Wealth Management with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments and PNC Bank since 2010. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that implements approved investment strategies with annual rebalancing and no individual security trading.

Sheila Guzzy is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Advised Assets Group, GWFS Equities, Hewitt Financial Services, and Aon Hewitt Financial Advisors. Outside of finance, she participates as a movie extra through the Nancy Moser Casting Agency. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning approach.

Nicholas Kerr is a CFP® professional at Corient with one year of industry experience. Prior to joining Corient, he worked at Hapanowicz Financial, PNC, and Mortgage Connect. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Kevin Adams is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney Montgomery Scott since 2017, following two years at Oppenheimer. 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 range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs with both in-house and third-party portfolio management.

Sean Flaherty is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PNC Investments since 2015. Outside of his advisory role, Flaherty is an author. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering accessible by invitation to employees with existing PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies using mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

Danielle Bartkus is a Series 66-credentialed financial advisor at Janney Montgomery Scott with 17 years of industry experience. She has been with Janney Montgomery Scott since 2007. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Jeffrey Decort is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an employee-only pilot that uses algorithmic risk assessment to guide investment in approved mutual funds and ETFs with annual rebalancing.