Katy Demarco Biddle is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and managed account services and operates as a broker-dealer and insurance agency.

Vincent Mariana is a financial advisor with Bankers Life Advisory Services, Inc. based in Pittsburgh, PA. He holds a Series 66 designation and has eight years of industry experience. His career includes roles at Bankers Life and its affiliates since 2006. Bankers Life Advisory Services primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Daniel Asti is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has been affiliated with several firms including Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, Asti is a managing partner in multiple businesses such as Alto University LLC, which provides online training for licensed insurance agents, and Elevare Debt Solutions, a debt resolution firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolios managed internally and by third parties, alongside advisor-managed models, offering a range of investment and consulting services.

Adam Buckholz is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Huntington Bank. Outside of his advisory work, he performs as a drummer in a cover band. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Justin Simmers is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at First Commonwealth Bank since 2018 and has prior experience with Infinex Investments, Inc., Key Investment Services LLC, and LPL Financial. He also serves as a banking financial advisor with First Commonwealth Bank's Trust Division. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Dennis Schilling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Fortis Investors, Inc. from 1992 to 2026. Schilling is also president of Schilling Financial Group, Inc., which provides fixed insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers managed programs, third-party manager services, retirement plan consulting, and access to alternative investments, utilizing a combination of fundamental and technical analysis and platform integrations.

Jayson Weinberg is a financial advisor with PlanMember Securities Corporation in White Oak, PA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Weinberg has been a proprietor of Jayson Weinberg CPA since 1994 and has worked with IRM Distributors, Inc. since 1995. In addition to his advisory role, he operates a tax and accounting practice. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Bradley Dolhi is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2020. Prior to that, he was with Key Investment Services LLC from 2016 to 2020. Outside of his advisory role, he serves as Vice President of the Center Township Athletic Association, where he is involved in field maintenance, coaching, and organizing fundraising activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a managed account program while operating as a broker-dealer and insurance agency.

John Buggy is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Citizens Securities since 2017 and was previously with M&T Securities from 2012 to 2017. 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 operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Brett Wilson is a CFP® and Series 66-registered advisor with PNC Wealth Management, based in Monroeville, PA. He has one year of industry experience, including two years at PNC Bank prior to joining the wealth management team. Before entering the financial sector, he held roles outside the industry, including work at Hello Bistro and as a homemaker. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Peter Fasciano is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Synergy Group and Pruco Securities, LLC. He is also the owner of YGQ Financial LLC, a business focused on record keeping and tax filing. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Jeremy Koenig is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Citizens Securities since 2013. Outside of his advisory role, Koenig works as a delivery driver for Wexford Farms. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios.

Scott Miller is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, United Planners' Financial Services of America, Varner Financial Group, and H. Beck, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

George Bello is a Series 66-licensed financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He previously worked at Key Investment Services LLC for eight years before joining Citizens Securities in 2024. Outside of his advisory role, he acts as a fiduciary with power of attorney for a family member. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as part of a bank-owned broker-dealer and insurance agency.

Marc Blount is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at PNC Investments LLC, Bank of America, Merrill, The Huntington Investment Company, and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to select employees. The firm uses algorithm-driven model selection with investments in mutual funds and ETFs, featuring annual rebalancing and third-party portfolio implementation.

Justin Stoupis is a Series 65-licensed financial advisor with J.W. Cole Advisors, Inc., where he has worked since 2025. He has four years of experience at J.W. Cole Financial, Inc., and previously operated a business called MyFitnessKitchen. Outside of advising, he is involved with Synergy Group, Inc. in a client service and advisor support role. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions with discretionary and non-discretionary investment options.

Dominic Rosso is a CFP® professional with three years of industry experience, currently affiliated with Private Advisor Group, LLC in Jeannette, PA. He has previously worked with LPL Financial and Hoffman Wealth Management, and his background also includes roles outside the financial industry. In addition to his advisory duties, he provides tax advice and preparation services and holds an insurance license, offering related products separately from his investment advisory practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, using a range of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Tyler Solis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Monroeville, PA since 2019. His prior experience includes roles at William Penn Association, Greensburg Central Catholic High School, and Rivers Casino at Pittsburgh. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm utilizes both a digital advisory platform and managed account programs, and operates as a broker-dealer and insurance agency.

Joshua Meyer is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within the Citizens organization and PNC for over two decades. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and client risk assessments.

Jennifer Ritz is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and has been with Kestra Advisory since 2016. In addition to her advisory role, she serves as a registered sales assistant at Keystone Benefits Group, Inc., and is a board member of the YWCA, supporting its mission to eliminate racism, empower women, and promote peace and justice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.