Maria Colon is a financial advisor at Hornor, Townsend & Kent, LLC, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services, Lincoln Financial Advisors, and The Vanguard Group. In addition to her advisory role, she is involved in insurance brokerage, assisting with the sale and service of Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Ioana Wagle is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and First Commonwealth Bank prior to joining OSAIC Institutions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Maulik Mankad is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Health Action, Inc., Torero Corporation, and Bakshi Enterprises. Outside of his advisory role, he is a transformation strategist with THRIVE ORBIT LLC, focusing on leadership, wellness, and holistic coaching and consulting. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

Shawn Zelmore is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He 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 that uses algorithmic risk assessment and third-party managed strategies with mutual funds and ETFs.

Giancarlo Dorazio is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Charles Schwab, TD Ameritrade, and LPL Financial. Dorazio is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and offers a range of advisory services, including management of the TIAA Donor Advised Fund.

Fay Boland is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 18 years of industry experience. Prior to joining Commonwealth, Boland worked at Cetera Wealth Services and Avantax, and has been involved in various tax preparation and advisory services. Boland serves as treasurer of the Samuel & Emma Winters Foundation and holds board positions with local nonprofit organizations focused on community and family advocacy. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients, managing approximately $212.7 billion in assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Jason John is a financial advisor with OSAIC Institutions, INC. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and FIRST Commonwealth Bank since 2014, with prior experience at LPL Financial. His additional role at FIRST Commonwealth Bank includes significant involvement in banking and investments. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

John Rishell is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2015. 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 services include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Dean Prozzoly is a financial advisor with OSAIC Institutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at First Commonwealth, Infinex Investments, Allegheny Investments, and Wells Fargo Advisors. In addition to his advisory work, he serves as an insurance broker through Simpson McCrady LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and emphasizing firm supervision alongside delegated account management.

Jack Doran II is a financial advisor with Laurel Financial Group Inc in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Laurel Financial Group since 2002 and is also affiliated with Commonwealth Financial Network since 1996. Laurel Financial Group serves individual clients, small businesses, business owners, corporate pension and profit-sharing plans, and trusts by providing investment management and comprehensive financial planning. The firm manages client accounts on a discretionary basis, employing traditional asset allocation strategies and offering both commission-based and fee-based products.

Mario Riccadonna is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Carson Wealth and CWM, LLC and has previously worked at Note Advisors, LLC, Mariner Wealth Advisors, and Edward Jones. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers services including discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a range of tailored portfolio solutions.

John Spang is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with IRM Distributors, Inc./PlanMember Securities Corporation since 1988. In addition to his advisory role, he operates as an independent insurance agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through asset allocation portfolios. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by education and personalized services for plan sponsors and participants.

Alexa Ventrice is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. She has worked at AIG Retirement Services since 2018 and previously was employed at Oakmont Bakery. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through a large team of advisors.

James Fiore III is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 designations. He has 19 years of industry experience and has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm integrates offerings with KeyCorp affiliates and emphasizes a multi-provider model with non-discretionary management and various wrap programs.

Travis Wellner is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations with 30 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs.

Andrea Oliverio is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been affiliated with Bankers Life Securities, Inc. since 2016 and has worked with Bankers Life and Casualty since 2009. Outside of advisory work, Ms. Oliverio owns and manages a rental duplex property that she plans to operate as an Airbnb. Bankers Life Advisory Services, Inc. primarily 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 portfolios across a range of securities, with periodic rebalancing and performance reviews.

Jessica Lipniskas is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. She holds a Series 66 designation and has four years of industry experience. Her prior work includes roles at Citizens Bank and Key Bank (First Niagara 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 as well as brokerage and insurance services, with advisory offerings that include a digital program managed in partnership with SigFig and a Managed Account program.

Nathan Presutti is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Fisher Investments for 10 years and Fidelity Brokerage Services for 4 years. Outside of advising, he manages rental properties. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Charles De Angellis II is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and nine years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty, Inc. since 2012, where he also serves as a unit field trainer and insurance agent specializing in Medicare, long-term care, annuities, and final expense insurance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Andrew Madden is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with TIAA-CREF and has previously worked at Private Client Services, Fragasso Financial Advisors, LPL Financial, and PNC Investments. Madden is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.