Scott Rosengren is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Scott Ferris 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 J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support through a mix of discretionary and non-discretionary managers.

Andrew Funovits is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. Prior to joining Stratos Wealth Partners, he worked at LPL Financial LLC and Advisors Capital Management. Outside of his advisory role, he provides administrative support related to his firm’s independent advisory activities. 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 institutions, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers and investment strategies.

Michael Lagoy is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Ayco/Goldman Sachs & Co. LLC since 2016, following a 25-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models and proprietary analytics while providing access to a broad range of platforms and fee arrangements.

Andrew Allender is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds the Series 66 credential and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and LPL Enterprise. Outside of his advisory role, he serves as a soccer referee for the PA West Soccer Association. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap fee programs and integrates services from KeyCorp affiliates, combining discretionary and non-discretionary investment management with custodial and trade execution services.

Charles Fawcett V is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He 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 wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Erin Hutter is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and experience spanning roles in financial services and nonprofit organizations since 2016. Her background includes positions at LPL Financial LLC, Botkin Family Wealth Management, and The Children's Home of Pittsburgh. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, combining client goal assessment with portfolio management or selection of external managers and model portfolios.

Andrew Mitchell is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services supports a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, by providing financial planning and portfolio management along with specialized services such as Private Family Office support and Executive Wealth programs. The firm employs strategic allocation models and manager selections developed by its Private Wealth Investment Strategy and External Investment groups, integrating tools like AI-driven analytics and tax-aware techniques within its comprehensive advisory platform.

Robert Vettorel is a financial advisor with Carson Wealth in Canonsburg, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at LPL Financial, Walnut Street Securities, and several wealth management firms, including his ownership of RBV Wealth Management, LLC. He also serves as head of the Wealth Management Services division at Washington Financial and operates as an investment advisory representative with CWM, LLC dba Carson Group Partners. CWM, LLC is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct model portfolios and providing specialized solutions such as custom indexing and access to alternative investments.

Heather Farris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs Ayco, she worked for The Rochester Inn and spent 17 years at The Debt Doctors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Ryan Mulderig is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at Mercer Allied Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions including executive and personal wealth management, private family office support, and retirement plan education.

Ryan Angott is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He attended Duquesne University from 2022 to 2026 and has prior experience at McCool Construction. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models and proprietary research within the larger Goldman Sachs ecosystem to tailor services to client objectives.

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.

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.

Nicholas Rawlins is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Carson Wealth. His work history includes roles at CWM, LLC dba Carson Partners and Cetera Wealth Services, among others. Outside of financial services, Rawlins serves as vice chairman on the board of the Washington County Transportation Authority and holds board positions with Washington Youth Baseball and Washington Cemetery, reflecting engagement in local community organizations. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions integrating custodial and technology partnerships.

John Wetterau is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Nathan Poorbaugh is a financial advisor with Key Investment Services LLC in North Huntingdon, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked in multiple roles at Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm emphasizes a multi-provider platform with a combination of discretionary and non-discretionary management, and it integrates services with KeyCorp affiliates across investment banking and municipal advisory sectors.

Eric Sluss is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Sluss manages advisory activities through his DBA, The Sluss Advisory Group, affiliated with LPL Financial. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary and third-party platforms.

Kiera Davis is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She previously worked at The Ayco Company, L.P./Mercer Allied and has held roles at educational institutions and financial organizations. Goldman Sachs Wealth Services provides 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, offering specialized programs such as Executive Wealth and Private Family Office support.