Albert Hopkins is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 23 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, focusing on investments via mutual funds and ETFs with annual rebalancing.

Alexander Stramaski is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and gained broader experience in retail and service roles. In addition to his advisory work, he serves as a notary public. 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 operates digital and managed account programs and maintains a combination of discretionary advisory and commission-based brokerage activities.

Jacob Fuller is a CFP® professional affiliated with Citizens Securities, Inc. He has nine years of industry experience, including prior roles at Edward Jones, The Huntington Investment Company, and Huntington National Bank. Fuller has been with Citizens Securities since 2020. 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 operates both a digital advisory platform and a Managed Account program while functioning as a broker-dealer and insurance agency.

John Boyce Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 designation and has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2011. Outside of his advisory work, he 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 provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and a model focused on client-directed implementation and oversight.

Samuel Schneider is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes seven years at Zenith-American Solutions before joining New York Life and its affiliates in 2023. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates within an integrated New York Life affiliate structure and emphasizes tailored recommendations delivered through multiple program types, with most assets managed on a non-discretionary basis.

Brian Merkt is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with PNC Investments since 2014, including prior roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that employs algorithm-driven risk assessment and primarily uses mutual funds and ETFs.

Frank Amato II is a financial advisor with Eagle Strategies (NY Life) based in Leechburg, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Eagle Strategies since 2015 and concurrently operates Amato Financial Services, a registered investment advisory firm. Outside of his advisory roles, he owns and operates a retail floor covering store. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexander Hall is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. Hall has served as a Navy Reservist in the Military Police. 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 offerings include a digital advisory program with ETF-based portfolios and a Managed Account program.

Joshua Loaney is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with PNC Wealth Management since 2017, following a prior role at Edward Jones from 2015 to 2017. He is based in Pittsburgh, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform for employees that uses algorithm-driven risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Jason Harnois is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at KeyBank, Hilton Hotels & Resorts, Hannaford Bros, and The Home Depot. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment offerings. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group, maintaining relationships with KeyBank and KeyBanc Capital Markets.

Chad McConnell is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked extensively within Citizens Bank and Citizens Securities since 2015. Outside of his advisory role, he has experience as a notary and has worked as a server at Coast & Main. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms, including a digital advisory program managed in partnership with SigFig, and is wholly owned by Citizens Bank, N.A.

Courtney Mc Clellan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs Ayco Personal Financial Management in 2021, she worked at The Ohio State University and the Revere Local School District. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions through an integrated financial group structure.

David Lacinski is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2021. He also has concurrent roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, both since 2009. Outside of his advisory work, Lacinski helps coach the varsity football team at Armstrong High School. 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, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Robert Kovalan Jr. is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 credentials and has been with Citizens Securities and Citizens Bank since 2014. His background is entirely within the Citizens Bank organization. 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 and a managed account program.

David Weigand is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Edward Jones, PNC Investments, and First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Erick Mohrbacher is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA. He holds the ChFC® designation and Series 63 license, with 10 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Renee Axton is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with PNC Investments since 2016 and previously spent a year at Metlife Securities Inc. 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 algorithmic risk assessments and implements investments via approved strategies managed by PNC or third parties.

Olivia Kennedy is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 designations and has 19 years of industry experience. Her prior roles include positions at First Commonwealth, Infinex Investments, Cetera, and First National Bank of Pennsylvania. She also provides financial advisory services at First Commonwealth Bank, focusing on assisting bankers and identifying referrals. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s investment approach includes both discretionary and predominantly non-discretionary assets, utilizing fundamental and technical analysis, third-party due diligence, and access to alternative investments via specialized platforms.

Aaron Mckissick is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2015. Outside of his advisory role, he serves as a committee member at St. Paul’s United Methodist Church. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment to guide investment strategy.