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 and holds a Series 66 credential. She has 10 years of industry experience, including over a decade with LPL Financial, LLC. Wilson also serves as a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model involves tailored investment approaches and the use of proprietary and third-party platforms and strategies.

David Joseph is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Citizens Securities since 2014. 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 managed with SigFig and a separate Managed Account program, while it also operates as a broker-dealer and insurance agency.

Jason Longnecker is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked with Principal Life Insurance Company since 2006 and currently serves as president of JWL Wealth Management. In addition to his advisory work, he is an adjunct professor teaching finance and business courses at Westmoreland County Community College and serves as an elder overseeing the benevolent account at Bible Alliance Church. He is also president of a local chapter of a national business networking organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money managers through various adviser and promoter arrangements.

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 a Series 66 credential and with 25 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. In addition to his advisory role, he is involved in life insurance brokerage through his own business, EC Wealth Design, offering insurance sales and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both an advisory and broker-dealer platform, managing a broad range of assets with a focus on tailored asset allocation and diversification strategies.

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.

John Conway is a financial advisor with PlanMember Securities Corporation based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at PlanMember since 2017 and founded Conway Wealth Management in 2015. Prior to that, he spent over two decades at Woodbury INVESTORS, INC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios, supported by education and personalized planning services.

Nicholas Cortazzo is a Series 66-licensed advisor with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2013. He has 21 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.

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 credential and two years of industry experience. His prior work includes roles at KeyBank, Bank of America, Merrill, and PNC Investments LLC. 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, using a multi-provider model and integrating services from KeyCorp affiliates.

William Sarro is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Klingenstein Fields Wealth Advisors and The Fresh Catch. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to a broad range of investment solutions and affiliated resources within the Goldman Sachs ecosystem.

Darrell Briggs Jr. is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with two years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at KeyBank and Enterprise Holdings. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary management and integrates with KeyCorp affiliates to deliver a range of investment and advisory services.

Thomas Brown is a financial advisor with Carson Wealth, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise, LPL Financial, and Aptus Wealth Planning, among others. Brown also serves as president of Bridges Private Wealth, a financial services firm. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee that manages model portfolios and offers tailored solutions including custom indexing and access to alternative investments.

Daniel Suhoski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 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 offers tailored solutions such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers.

Bradford Scheiman is a CFP® professional with eight years of industry experience, currently advising at PNC Wealth Management since 2018. He previously worked at Voya Financial Advisors and held roles at Kent State University and Ohio Baseball Tournaments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs under annual rebalancing.

Benjamin Demers is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, and has three years of industry experience. He has worked previously at Merrill and holds a marketing manager role with TechReady Professionals. Additionally, he owns a non-investment-related website, www.bendemers.com. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for PNC Bank employees. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Stephen Drizos Jr. is a financial advisor with J.W. Cole Advisors, Inc. based in Canonsburg, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. Prior to joining J.W. Cole Advisors in 2018, he worked at PNC Investments from 2013 to 2018. Outside of his advisory role, he serves as president of Liberty Wealth Strategies, a financial planning and investment management firm. 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 offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

June Flint is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Cetera Advisors LLC before joining Private Advisor Group and LPL Financial in 2017. Flint is also a licensed notary public in Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

Elizabeth Ley is a financial advisor at Principal Financial Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Transamerica Financial Advisors, New York Life Insurance, and Principal Life Insurance. Ley is also a Certified Public Accountant and provides tax preparation and accounting services, in addition to owning TurnKey Services LLC, a group and health insurance business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.