Jessica Pehush is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and a Series 66 designation. Her prior work includes roles at Goldman Sachs & Co. LLC and The Hart Agency, where she has participated in community engagement activities such as distributing promotional merchandise for various brands. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management along with specialized services such as Private Family Office offerings and Executive Wealth programs. The firm integrates research-driven allocation models and offers access to a wide range of investment and advisory platforms within the broader Goldman Sachs ecosystem.

Victor Bell is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at notable firms including LPL Financial, LLC and Cetera Wealth Services, LLC. Outside of his advisory roles, Bell serves as president of Cornerstone Care, a federally qualified health center, where he oversees board committees and executive functions. 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 portfolios using discretionary model strategies and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and comprehensive retirement-plan services.

Brian Haschke is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2014, with prior roles at Key Investment Services and KeyBank. Outside of his advisory work, he serves as an assistant soccer coach for the Beadling Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available through an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and invests in mutual funds and ETFs, with portfolio implementation delegated to third parties.

Mark Casciola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Noah Eakin is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Canonsburg, PA, with two years of industry experience. Prior to joining Goldman Sachs, he held positions at Vista Investment Management and K-7 Parking Company, and he has been involved with Lorenzo's Pub and Pizza. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, delivering financial planning and portfolio management through tailored strategies and access to alternative investments. The firm integrates specialized teams and proprietary tools within the broader Goldman Sachs ecosystem to offer a wide range of financial solutions.

Lester Botkin is a CFA® charterholder and Series 66 licensee with 18 years of industry experience. He has worked at Private Advisor Group, LLC and LPL Financial since 2015. Outside of his advisory role, he is involved with Halo Holdings, LLC, a business entity maintained for tax and investment purposes. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, and institutional clients. The firm utilizes a range of investment strategies and third-party platforms to deliver discretionary and non-discretionary portfolio management and financial planning services.

Brian Mcfarland is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, 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.

Zachary Bainbridge is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has prior work experience at PricewaterhouseCoopers LLP and Lincoln Investment. Outside of his advisory role, he is the CEO and founder of The Bainbridge Financial Company, which focuses on real estate investing. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of fee arrangements, integrating capabilities from across the broader Goldman Sachs ecosystem.

Haleigh M Iller is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has worked at Janney since 2021. Her background includes roles at Target and Waynesburg University. 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, and institutional clients, offering brokerage, financial planning, and advisory services along with centralized asset management and trustee capabilities.

Noah Grau is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held roles at First National Bank, West Virginia University, and several other organizations across different sectors. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across the Goldman Sachs ecosystem to provide tailored investment solutions.

Sydney Eroshevich is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Em-Media, Inc., and Franciscan University of Steubenville. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth services. The firm utilizes strategic and tactical allocation models, manager selections, and a variety of platforms and operational tools to tailor plans to client objectives.

Maria Ferragonio is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, possessing four years of industry experience. She has worked with Goldman Sachs – Ayco since 2019 and has held teaching positions at California University of Pennsylvania and other institutions. Goldman Sachs Wealth Services provides wealth management and financial planning to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses a range of strategic allocation models and investment research supported by the broader Goldman Sachs ecosystem to tailor portfolios and services.

Joseph Radack is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Bank of New York Mellon. He is based in Canonsburg, PA. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses a combination of strategic allocation models, manager selections, and technology-driven research to tailor portfolios and deliver a range of advisory services across multiple platforms.

Abby Smith is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with PNC Investments since 2016 and is the owner of GS# Designs, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and third-party portfolio implementation.

Danielle Wilson is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. She has been associated with LPL Financial, LLC and Private Advisor Group since 2015. In addition to her advisory role, Wilson is a commissioned notary public. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of programs and third-party asset managers.

Nolan Dalson is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and currently based in Canonsburg, PA. He began his advisory career at Janney Montgomery Scott in 2024 and has work experience that includes roles at Sharp Raiser Limited and various educational institutions. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of internal portfolio management and third-party managers.

Edward Cehelsky is a financial advisor with Hornor, Townsend & Kent, LLC, holding the Series 66 designation and bringing 25 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. Outside of his advisory role, he operates an insurance brokerage business providing life insurance and related services for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, including custody, execution, and brokerage capabilities, with a broad platform featuring third-party asset manager relationships and a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Daniel Wolfgang is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has worked at Janney since 2018. His prior roles include positions at Dominion Post, United Bank, and West Virginia University. Janney Montgomery Scott is a large 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, and offers investment advice through a combination of in-house and third-party portfolio management.

Chad Dalson is a CFP® professional with 38 years of industry experience. He has been with Janney Montgomery Scott since 2011, totaling 15 years at the firm. Janney Montgomery Scott LLC is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage and advisory services through a combination of in-house and third-party portfolio management.

Mykel Haney is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank, Bank of America, Merrill, and PNC Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions and ongoing monitoring while providing access to third-party discretionary managers and maintaining supervisory oversight.