Bruce Begley is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with PNC since 2004 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot for employees. The firm uses algorithm-driven risk assessments to select investment models managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Darlene Bonson is a CFP®, ChFC®, and Series 63 registered advisor with 31 years of industry experience. She is currently with SPC and previously worked for Leigh Baldwin & Co., LLC for 15 years. Outside of her advisory role, she operates Darren Bonson & Associates, LLC, a financial planning business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors.

Tana Hessom is a financial advisor with PNC Wealth Management in Sarver, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Jason Madden is a financial advisor at PNC Wealth Management in Pittsburgh, PA. He holds the Series 66 designation and has industry experience beginning in 2025. Prior to his current role, he worked at PNC Bank since 2017 and at #1 Cochran Automotive from 2011 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements investments via approved model strategies.

Seth Dresbold is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Kestra Advisory. He has worked with Signature Select Wealth and Signature Financial Planning, among other roles. Outside of his advisory work, he operates a comedy production company called Not Your Turn Productions and practices law through Seth C. Dresbold Law LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving notable clients like sovereign wealth funds.

Rebecca Bryan is a financial advisor at NewEdge Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked with firms including Mid Atlantic Capital Corporation and Cetera Advisor Networks. Bryan’s background also includes entrepreneurial ventures such as Bryan Advisory Services and involvement in the energy sector with Discovery Oil & Gas. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers diverse investment solutions, combining in-house manager selection, third-party models, and advisor discretion supported by technology and centralized due diligence.

Daniel Andrews is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. His prior experience includes roles at Sheaff Brock Investment Advisors, Citizens Securities, TD Ameritrade, and Merrill. Outside of financial advising, he is involved with Seven Springs Resort, a ski resort in Champion, PA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

William Jenkins is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mid Atlantic Capital Corporation, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He also serves as a compliance officer in an investment representative capacity. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing technology and centralized due diligence to support various advisor-managed and model-based investment programs.

Daniel King is a Series 65 licensed financial advisor with six years of industry experience. He is currently associated with OSAIC Institutions, Inc. and serves as a Senior Investment Officer at First Commonwealth Bank’s trust and wealth management division. His prior experience includes roles at Nobles Newborn, Citizens Securities Inc., and Citizens Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large 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 extensive third-party partnerships.

Daniel Thompson is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Union Bridge Capital, Cantilever Wealth Management, and Monti, Thompson & Getty. In addition to his advisory roles, Thompson is also an attorney providing legal services related to family advocacy. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and platform affiliates, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jeffrey Pifer is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 10 years. He is also involved with Pifer Financial Group in Sarver, PA, where he works as an insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Nemecek is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Citizens Securities since 2003. Outside of his advisory role, he coaches youth baseball and serves as fundraising and team sponsor director for Central Valley Youth Baseball. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering both advisory and brokerage services. The firm provides a digital advisory program alongside managed accounts, operating as a broker-dealer and insurance agency, and is entirely owned by Citizens Bank, N.A.

Nicole Szakos is a financial advisor at Carson Wealth holding a Series 66 designation with six years of industry experience. Her career includes roles at Thrivent Financial and Advice & Planning Services, LLC. Outside of advising, she owns and manages businesses in real estate and home remodeling. 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 offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored investment solutions.

Joshua Bell is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank in various roles since 2013. 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 offerings include a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Kenneth Jarvis is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Raymond James Financial Services and PNC Bank. Outside of his advisory role, he is the founder and owner of Cards Collectibles and Gadgets CCG LLC, a small drop shipping company. 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 offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Daniel O'Connor is a CFA® charterholder and holds the Series 66 license, with five years of industry experience. He currently works at Kestra Advisory and Kestra Investment Services, LLC, joining in 2021. Prior to that, he was employed at Federated Hermes Inc. from 2018 to 2021 and has additional work experience at Public Partnerships LLC and Saint Vincent College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of management platforms and third-party solutions.

Robert Pryhocki is a financial advisor at Kestra Advisory with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Kestra in 2024, he worked at Waldron Private Wealth, LLC and has experience in both private wealth and academic settings. He is a co-owner of Bent Tree Capital, a business focused on social media account creation and growth. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors and has approximately $79.8 billion in assets under management.

Meghan Clark is a financial advisor with TIAA-CREF, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management and Merrill Lynch Pierce, Fenner & Smith Incorporated. She is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group, providing both model-based and customized portfolio management under a fiduciary standard.

John Nehrig is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to joining Citizens Securities in 2020, he worked at Key Investment Services and KeyBank in various roles from 2016 to 2020. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory and brokerage services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

James Wood is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been with TIAA and its related entities since 2017 and previously worked at TD Ameritrade for one year. Outside of finance, he has a long-term role as a sales associate at Sterling Jewelers Inc. TIAA-CREF Individual & Institutional Services, LLC serves individual clients, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with those connected to employer retirement plans. The firm provides financial planning and managed account programs using both model and customized portfolio management under a fiduciary standard.