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, currently serving at Focus Partners Wealth, LLC since 2026. Her prior roles include positions at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group, and Schneider Downs Wealth Management Advisors, LP. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies, third-party managers, and private funds 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 two years of industry experience. He holds a Series 65 designation and has worked at BNY Mellon and Beratung Advisors. Outside of his advisory role, he is involved with Kelley Financial Group, where he provides financial planning and investment advisory services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture model integrating multiple third-party platforms and managers.

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.

Yuqing Zhao is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, Zhao worked at Cornell University and Hong Kong Baptist University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Andrew Marra is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent since 2018. Prior to his advisory role, he was employed at Penn Mutual Life Insurance Company and has experience at Kent State University and Labriola's Italian Market. Marra serves as president of the BNI Allegheny Valley Chapter, leading weekly meetings to facilitate business referrals among local professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer and reports a combined discretionary and non-discretionary assets under management exceeding $9 billion.

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.

Joseph Joseph is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs.

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.

Heather Hoyt is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. She has worked at Goldman Sachs and its affiliated firms since 2012, including roles at Ayco and Mercer Allied prior to her current position. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Stephen Receski is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He previously worked at Spire Investment Partners for 17 years and has operated Receski's Tax Service, providing accounting services to businesses and individuals in the Pittsburgh area for over two decades. He holds Series 63 and Series 65 credentials. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

David Donohoe is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC investments since 2013 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s investment approach utilizes approved model strategies executed with mutual funds and ETFs, incorporating annual rebalancing and algorithm-driven risk assessment.

Joshua Maher is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked at NewEdge Advisors since 2021 and has a long tenure with Mid Atlantic Capital Corporation and Washington and Jefferson. Outside of his advisory work, Maher is involved in nonprofit teaching through Maher Wealth Management LLC, where tuition proceeds from a college course he teaches are paid back to the institution. NewEdge Advisors is a large registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations through independent investment adviser representatives. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and advanced technology tools, with an emphasis on centralized due diligence and manager monitoring.

William Danforth is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs.

Sherry Keating is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 designations and having 33 years of industry experience. She has been with TIAA-CREF since 2009. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals and various entities, often those connected to TIAA-administered retirement plans. The firm operates within a vertically integrated structure offering client portfolios managed either through model approaches or customized strategies under fiduciary standards.