Anthony Fontana II is a financial advisor with Gradient Advisors, LLC and holds a Series 65 credential. He has three years of industry experience, including previous roles at Brookstone Capital Management and AE Wealth Management. In addition to his advisory work, he is the sole proprietor of Annuity IQ, LLC, where he is involved in life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, and various organizational clients. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model that involves client approval of transactions.

Robert Turner is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trustmont Advisory Group since 2018, following his tenure at Trustmont Financial Group beginning in 2011. Trustmont Advisory Group serves individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Anthony Hladek is a financial advisor at Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Trustmont Advisory Group and its affiliated Trustmont Financial Group since 2007. Outside of his advisory role, he is a member of LokDek, LLC and serves on the board of Trustmont Financial Group, Inc. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook supported by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Bradley Delozier is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Citizens Securities since 2013. 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 and a Managed Account program, operating as a broker-dealer and insurance agency while being fully owned by Citizens Bank, N.A.

Evalyn Kirk is a financial advisor at SPC with 36 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her career includes roles at Sigma Planning Corporation and Sigma Financial Corporation since 2008, alongside self-employment since 1997. Kirk is chair of the Finance Council for St. Bernadette Roman Catholic Church in Monroeville, PA, and offers insurance services and agent coaching through Innovative Financial Life Solutions. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with over 460 advisors and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client needs.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Drew Wilson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, along with service in the Florida Army National Guard. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account available to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Joseph Valenty is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Osaic Wealth, Fresh Thyme, and Saint Vincent Career Center. He also serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party strategists to manage mutual funds and ETFs.

Todd Seagrave is a financial advisor with GWN Securities Inc. in Valencia, PA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he provides life insurance, long-term care, and fixed and equity/indexed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Eugene Joseph III is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments continuously since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Carrie Mccollim is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Prosperity Wealth Management, Fortune Financial Services, and PNC Investments. Outside of her advisory role, she is involved with Everharvest, LLC, providing online shop consulting and designer consulting services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Lawrence Hagan Jr. is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Citizens Securities since 2019 and previously spent three years with PNC Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program based on proprietary algorithms and a Managed Account program, operating within the broader framework of its bank-owned broker-dealer and insurance operations.

Deborah Graver is a CFP® with 31 years of industry experience, currently serving at Kestra Advisory. She has been affiliated with Kestra and its related entities since 2016 and also works with Signature Select Wealth and Signature Financial Planning. Graver holds several civic and nonprofit roles, including serving on the finance committee of the Friendship Circle and chairing the Women’s Philanthropy Board of the Jewish Federation of Greater Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment management across multiple platforms. The firm serves some of the largest institutional investors, including sovereign wealth funds, and manages substantial assets while maintaining extensive third-party and affiliate relationships.

Eric Brown is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with eight years of industry experience. Before joining Citizens Securities in 2025, he held roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Genoa-Qol Healthcare Company, and Giant Eagle Pharmacy. He also serves as a notary. 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’s advisory services include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance agency functions.

Nicole Bush is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding the Series 66 and Series 63 designations and bringing 20 years of industry experience. She has been with PNC Investments since 2019, following prior roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees. The program uses algorithmic risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Rudolfo Capobres is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 registrations and over 31 years of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Co, Commonwealth Financial Network, and Coghill Investment Strategies. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

William Kinmonth Jr. is a CFP® and ChFC® with 28 years of industry experience. He is currently with NewEdge Advisors and LPL Financial, having previously worked for Citizens Securities, Inc. for over two decades. Outside of his advisory roles, he serves as a soccer official. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

David Gonzales Jr. is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His career has been exclusively with Citizens Bank and Citizens Securities since 2015. Gonzales serves as power of attorney for his parents. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program with ETF-based portfolios and manages commission-based brokerage and other non-discretionary business.

Debra Dragich is a CFP® with 29 years of industry experience. She is currently with &PARTNERS, where she has worked since 2026, following an 11-year tenure at Raymond James & Associates. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing proprietary and third-party investment strategies through platforms like Envestnet, and operates in multiple roles including RIA, broker-dealer, and municipal advisor.

Gregory Blake is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs with annual rebalancing.