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.

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 and holds a Series 66 designation. He has 20 years of industry experience and has been associated with firms including Mid Atlantic Financial Management and Mid Atlantic Capital Corporation since 2009. Outside of his advisory roles, he is involved with Maher Wealth Management LLC, which includes a teaching role linked to West Virginia Northern Community College. 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, utilizing a range of investment approaches and regular portfolio reviews.

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.

Amie Jeffers is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities and its related entities since 2016. Outside of her advisory role, Jeffers is involved in her community as a swim instructor at Valley Point YMCA, a lifeguard instructor for the Red Cross, and serves on the Buffalo Elementary PTO Board. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, as well as a Managed Account program.

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.

Emily Miller is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Ameritas, she worked at Beyond Meat, Inc. and Nestle USA. She is also involved with Prosperity Partners LLP dba The Advisors Group of Pittsburgh, where she provides support in client service and operational activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, financial planning, and retirement-plan advisory through affiliated investment adviser representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Daniel Dietrich is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Encompass More Asset Management LLC and Alto Financial Group. Outside of his advisory role, he is also involved in life insurance and fixed annuity sales through Alto Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion across over 127,000 clients.

Andrea Robertson is a Series 66-registered financial advisor at Janney Montgomery Scott with 19 years of industry experience. She has been with Janney Montgomery Scott since 2006. 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 a range of brokerage services, financial planning, consulting, and advisory programs.

Erin Smith is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 66 designation and co-owns Remo Financial, LLC, a private entity involved in securities, advisory, and insurance business. Erin has been with Commonwealth since 2018 and has been with Remo Financial since 2002. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Shivansh Waleacha is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Ernst and Young, Signature Wealth, and several academic institutions, including Point Park University. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Zachary Dorste is a financial advisor with Citizens Securities, Inc. in Kittanning, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at KeyBank and its affiliated investment services from 2016 to 2022. 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’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Brian Bayer is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including LPL Financial LLC and HSBC Securities USA, Inc. His current role began in 2024 at Key Investment Services, following prior experience at KeyBank and Flagstar Wealth Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs including wrap-fee portfolios and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Paula Kunco is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations and 27 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account designed for employees with existing PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments and third-party portfolio implementation in its investment approach.

Jonathan Wicker is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2017 and was previously with VOYA Financial Advisors from 2014 to 2017. Outside of his advisory role, he serves as treasurer and board member of the Canon McMillan Girls Youth Lacrosse Association, a nonprofit organization. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, and businesses, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of advisor- and firm-managed investment strategies using both strategic and tactical approaches and manages approximately $22.9 billion in advisory assets.

Joseph Facciani is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 65 and Series 63 licenses. He has one year of industry experience and a background that includes roles at NYLife Securities LLC, New York Life, Allegheny Health Network, GBU Life, and Modern Art & Plate Glass Co., Inc. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria and manages the majority of its assets on a non-discretionary basis.