Gary French is a financial advisor with PNC Wealth Management in New Kensington, PA, holding a Series 66 designation and 14 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and manages investments via mutual funds and ETFs.

Trevor Smith is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at various PNC entities since 2016. Outside of his advisory role, he is the owner and therapist of The Steadfast Dad. 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 implements investments via mutual funds and ETFs.

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.

Stephen Ross is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at J.W. Cole Advisors since 2019. Ross is also involved with Synergy Group as a marketing director, where he has worked since 2014. 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, third-party manager access, and multiple managed account solutions.

Gregory Smith is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists. The firm’s approach involves discretionary model accounts using mutual funds and ETFs with annual rebalancing, primarily serving employee clients through a pilot program.

Cody Lott is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to his advisory role, he worked at Bankers Life and Casualty, Inc., Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc., as well as earlier positions at Kmart Corporation and Gutter Helmet. He also works as an insurance producer and unit field trainer for Bankers Life and Casualty, focusing on life insurance, long-term care, Medicare plans, and fixed annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment process. The firm focuses on individual clients and integrates services with affiliated broker-dealer and insurance entities.

Dominic Scassera is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at KeyBank and the University of Pittsburgh. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios within a vertically integrated group structure.

Shannon Spisak is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Infinex Investments Inc. since 2015 and at First Commonwealth since 2011. Outside of advisory work, she is involved as a private lender to a local bar and restaurant in Greensburg, PA. OSAIC Institutions, INC. serves individuals, 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 with a hybrid adviser/broker-dealer model and emphasizing a decentralized approach to account management.

Darren Bonson is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Investment Professionals, and S&T Bank, among others. He is also independently licensed as an insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an approach that includes discretionary management and collaboration with third-party managers.

Darren Johns is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Edward Jones and Federated Investors. 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 alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program and a Managed Account program.

Stephen Rohm is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 credential and 11 years of industry experience. Prior to joining Citizens Securities in 2020, he worked at PNC Investments from 2014 to 2020. Outside of his advisory role, he is a partner in Mega Collectibles and More, where he assesses the value of collectibles and merchandise and engages in buying and selling. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Richard Lubecki is a financial advisor at SPC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining SPC in 2018, he worked at Investment Professionals, Inc. for 12 years and has been involved with Evergreen Insurance, LLC since 2005. He serves on the Board of Directors for the Richard A. Schaeffer Memorial Fund, which supports students and post-doctoral fellows in mass spectrometry and youth scouting activities. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and offers both discretionary and nondiscretionary investment management options.

Dustin Anewalt is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to that, he was with Infinex Investments, Inc. and First Commonwealth from 2016 to 2021. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, serving as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Danielle Patterson is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and currently co-owns 3Rivers Financial. Patterson also owns Patterson Wealth Planning, LLC, which supports her securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Katie Molander is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and four years of industry experience. She also operates under the Hoffman Wealth Management name, where she has been providing investment advice for twelve years. Outside of advisory services, Ms. Molander holds a license to sell insurance and may recommend insurance products on a commission basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model, combining technology platforms and various investment strategies with access to third-party managers and proprietary programs.

Shannon Schlatterer is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 credential with eight years of industry experience. Her career has been entirely with Citizens Securities and its affiliated entities since 2014. 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, including a digital advisory platform managed in partnership with SigFig, as well as brokerage and insurance services.

Ioana Wagle is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and First Commonwealth Bank prior to joining OSAIC Institutions. 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 with a distinctive service and distribution model.

Maulik Mankad is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Health Action, Inc., Torero Corporation, and Bakshi Enterprises. Outside of his advisory role, he is a transformation strategist with THRIVE ORBIT LLC, focusing on leadership, wellness, and holistic coaching and consulting. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

Giancarlo Dorazio is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Charles Schwab, TD Ameritrade, and LPL Financial. Dorazio is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and offers a range of advisory services, including management of the TIAA Donor Advised Fund.

John Rishell is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.