Stephen Och is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He has been with Citizens Securities since 2016 and holds Series 63 and Series 65 credentials. 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 in partnership with SigFig and a separate Managed Account program.

Eric Docherty is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Westminster College's Towering Titans, supporting student athletes and fundraising efforts. Citizens Securities serves a broad 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

William Bates is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been affiliated with Principal Financial Services and its related entities since 2003 and leads Bates Financial Group. Outside of his advisory work, he serves on the Board of Trustees for the Chapel of the Good Shepherd at Chautauqua Institution and is a board member of the Wrestlers in Business Network. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Norman Bloom is a financial advisor with Concurrent Investment Advisors, LLC based in Pittsburgh, PA, holding a Series 63 designation and bringing 63 years of industry experience. He has held roles at Spire Wealth Management and its affiliated entities from 2009 to 2026 before joining Concurrent and Purshe Kaplan Sterling Investments in 2026. Bloom is also the investment adviser representative of Spire Wealth Management and operates a related business under the name Norman Bloom, LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Daniel Reitz is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at National Life, Guardian Life Insurance Company, Park Avenue Securities, Blu Door Financial, and Morgan Stanley. Outside of his advisory work, he is also an insurance agent with Thoroughbred Advisors in Whitehall, PA. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.

Alexander Stramaski is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and has a background that includes roles outside finance. He also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios alongside managed accounts and operates as a broker-dealer and insurance agency.

Jacob Fuller is a financial advisor at Citizens Securities, Inc. He holds the CFP® designation and has nine years of industry experience. Prior to joining Citizens Securities in 2020, Fuller worked at Edward Jones, The Huntington Investment Company, and Huntington National Bank. 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 partnered with SigFig and a Managed Account program.

John Boyce Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 credential and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2011. Outside his advisory role, Boyce serves as a committee chair for the Boy Scouts of America and is a board member of the Society of Financial Service Professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary portfolio management options.

Samuel Schneider is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLIFE Securities LLC and New York Life since 2023, and at Zenith-American Solutions from 2016 to 2023. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, emphasizing tailored recommendations aligned with client objectives.

Frank Caputo is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses. He has one year of industry experience and has held roles at several firms, including Caputo Agency LLC and State Farm agencies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail clients. The firm emphasizes integrated services tied to Empower’s administrative platforms, delivering long-term focused financial plans and optional managed account solutions.

Alexander Hall is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hurley Associates and Luttner Financial Group. Hall also serves as a Navy Reservist in the Military Police. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, 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 both a broker-dealer and insurance agency.

Chad McConnell is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Citizens Bank and Citizens Securities across multiple positions since 2015. Outside of his advisory work, he has experience as a server at Coast & Main. 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 provides both a digital advisory platform and managed account programs while operating as a broker-dealer and insurance agency.

Courtney Mc Clellan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. Prior to that, she was employed at The Ohio State University and Revere Local School District. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements to tailor services to client objectives.

Ryan Dodge is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked with NYLIFE Securities LLC and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, including fee-based advice and co-advisory relationships, with a substantial portion of assets managed on a non-discretionary basis.

Erick Mohrbacher is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® designation and Series 63 license. He has 11 years of industry experience, including roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Timothy Balkin is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at KeyBank and Citizens Bank. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing discretionary management using model or customized portfolios.

Mark Balsamo is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with Premier Financial Network since 2010 and Fortune Financial Services since 2005. Outside of advisory work, he is a general partner and 50% owner of a tax preparation and insurance business. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Olivia Kennedy is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with First Commonwealth since 2017 and previously held roles at Cetera and First National Bank of Pennsylvania. Her activities include part-time advisory work with First Commonwealth Bank and its Trust Division. OSAIC Institutions, INC. is an SEC-registered adviser serving a diverse client base including high-net-worth individuals, ERISA plans, trusts, and corporations. The firm provides customized advisory services through a hybrid adviser/broker-dealer model that emphasizes firm supervision alongside delegated investment management by its representatives.

Aaron Mckissick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and having 23 years of industry experience. He has worked at PNC Investments since 2015 and previously at Ameriprise from 2003 to 2005. He serves as a committee member at St. Paul's United Methodist Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments to recommend portfolios managed through mutual funds and ETFs, with implementation and oversight delegated to third parties.

Robyn Lewis is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 designation and previously worked at KeyBank and Huntington National Bank. Outside of her advisory role, she serves as Booster President for her daughter's high school basketball team, organizing fundraisers and coordinating team activities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model and integrates services with KeyCorp affiliates to support its range of advisory solutions.