Brian Cartier is a CFP® professional with seven years of industry experience, currently with Osaic Advisory Services, LLC since 2024. Prior to this, he worked at Triad Hybrid Solutions and Allegheny Financial Group. He is also involved with Justabout Wealth Management, a financial advisory firm focused on wealth management and financial planning for individual clients. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of solutions such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, leveraging both fundamental and technical strategies within an integrated platform ecosystem.

Glenn Mc Gee is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he held positions in various industries, including supply chain and moving services. 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 wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

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.

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.

Cassidy Fowler is a financial advisor with Cetera Planning Partners in Finleyville, PA. Holding a Series 65 designation, Fowler has one year of experience at Cetera after two years with Avantax Planning Partners and has been involved in financial services since 2019. Outside of advising, Fowler operates a sole proprietorship providing accounting and tax-related services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios constructed from mutual funds and ETFs and provides ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Melodie Roach is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. She has worked at PNC in various capacities since 1996, including roles at PNC Bank and PNC Investments. Outside of her advisory work, she is a co-owner of Soul Properties LLC, an investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account pilot for employees. The firm’s approach uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Joseph Vilsack is a financial advisor at Janney Montgomery Scott with Series 66 credentials and less than one year of industry experience. His background includes roles at AquaPhoenix Scientific, Monograph, BQE Software, and Automatic Data Processing before joining Janney. 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, and institutional clients, providing brokerage, financial planning, and advisory services.

Richard Parsons 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, he held positions at Lockheed Martin, PDQ, The Home Depot, the University of Florida, and Mister Car Wash. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporations, and institutional clients. The firm combines centralized investment resources with integrated capabilities across its affiliated entities to provide tailored wealth management solutions.

Sara Botkin is a CFP® professional with 24 years of experience in the financial services industry. She has worked at Private Advisor Group, LLC and LPL Financial since 2015, and previously held positions at Morgan Stanley, Citigroup Global Markets, and Hefren Tillotson, Inc. Botkin operates her advisory business under the names Botkin Family Wealth Management and Botkin Financial Advisors within her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions including its proprietary WealthSuite platform and third-party TAMPs. The firm’s fiduciary-based model involves advisors acting as portfolio managers or helping clients select managers and model portfolios from leading strategists.

Brett Fowler is a Series 66-credentialed advisor with 17 years of industry experience. He has been with PNC Investments since 2013 and is currently based in Bethel Park, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithm-driven portfolio recommendations and delegates portfolio management and proxy voting to third parties.

Edmund Vilsack Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Janney Montgomery Scott since 2000. Outside of his advisory role, he serves as a board member for the Nemacolin Country Club in Beallsville, PA, contributing to strategic planning and club operations. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Bradley Hilbert is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at NewEdge Advisors since 2021. Prior to this, he was affiliated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation beginning in 2009. Outside of his advisory roles, Hilbert is involved with fixed insurance through several general agency appointments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations via a network of independent investment adviser representatives. The firm provides a broad range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing multiple program structures and technology tools to support advisors and clients.