Michael Flynn is a financial advisor with Citizens Securities, Inc. in Allison Park, PA, holding Series 65 and Series 63 licenses and having seven years of industry experience. His career includes prior roles at Merrill and Foundations Investment Advisors LLC, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program that employs ETF-based portfolios with proprietary algorithms and optional tax-loss harvesting.

Cole Lewis is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at multiple firms, including PNC Investments LLC and IC Advisory Services, Inc. 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's approach uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

Kimberly Weidner is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with PNC Investments since 2004. 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 assessment and invests via mutual funds and ETFs managed by PNC or third-party strategists.

John Bachman III is a financial advisor at PNC Wealth Management with 23 years of industry experience. He has worked with PNC Investments LLC since 2009. Outside of his advisory role, he is a member of Sterling Real Estate Ventures LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithm-driven risk assessments and uses mutual funds and ETFs in its investment approach.

Brenda Hohn is a financial advisor with Citizens Securities, Inc. in Kittanning, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Citizens Securities since 2016 and previously spent 15 years at Citizens Bank. She serves as a board member of Downtown Kittanning Inc. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brian Benacci is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Scottrade Investment Management, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

Walter Scheide Jr. is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Kristy Mc Cormick is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been associated with First Command's affiliated firms since 2005. First Command Advisory Services, Inc. is a registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Mary Orstein is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. She previously worked at The Coury Firm and has a background that includes roles in healthcare outreach and education. Outside of finance, she is a part-time Brazilian Jiu Jitsu instructor at a martial arts gym in Pittsburgh. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm's approach involves algorithm-driven risk assessment and implementation via mutual funds and ETFs managed by PNC or third-party strategists.

Michael Steiner is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Eagle Strategies since 2022, as well as with Nylife Securities LLC and New York Life Insurance Company since 2015. He also serves as a Notary Public in Pittsburgh. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Jared Patrick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 11 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 the Portfolio Solutions Strategist Digital Offering—an invitation-only, algorithm-driven discretionary model account currently available as an employee pilot. The firm utilizes approved model strategies managed by PNC or third-party strategists and employs mutual funds and ETFs with annual rebalancing.

Adam Yofan is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, Alpern Wealth Management, LLC, and LPL Financial, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach focused on tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

Mary Quinn is a CFP® with 37 years of experience in the financial services industry. She is currently affiliated with Kestra Advisory and Signature Select Wealth and has worked with Kestra Investment Services since 2010. Quinn is also the sole shareholder and managing member of Peregrine Management Co. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and advisor-managed accounts, supporting recommended investments with due diligence and multiple management platforms.

Sara Thomas is a financial advisor at TIAA-CREF with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that separates one-time planning from ongoing portfolio management and provides services under a fiduciary standard.

Robert Anderson is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has worked exclusively with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary digital model account designed for PNC Bank employees that uses approved mutual fund and ETF strategies with algorithm-driven risk assessment.

Lauren Peck is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. She has been with PNC Investments since 2014. 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 approved model strategies managed by PNC or third-party strategists.

Edward Blacka is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Centaurus Financial since 2020, following an eight-year tenure at Trustmont Financial Group, Inc. Outside of his advisory role, he is the owner and senior partner of Blacka Financial Consulting, which focuses on insurance consulting, and he is a silent minority owner of a family golf course in Pennsylvania. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a range of investment strategies through its CLASSIC Plus platform and offers both discretionary and non-discretionary portfolio management arrangements.

Evan Horsley is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Logan Everett is a financial advisor at OSAIC Institutions, INC. based in Pittsburgh, PA, holding Series 63 and Series 65 credentials with three years of industry experience. His prior work includes roles at First Commonwealth Bank, Infinex Investments, Inc., and Oxford Global Resources. He also has experience outside finance, including a position at Romeo's Pizzeria & Mediterranean Kitchen. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s extensive network of investment adviser representatives provides both advisory and brokerage solutions, with a notable emphasis on non-discretionary assets.

Janet Gubanic is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes multiple roles within PNC Investments since 2006, as well as positions at WesBanco Securities Inc and Key Investment Services, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary portfolio strategy available to select employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio execution to approved third-party strategists.