Pearl Graham is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 65 designations and with 25 years of industry experience. She has been with VALIC Financial Advisors since 2001 and is also involved as the Supervisory Committee Chairperson of her local credit union, where she assists with annual audits and compliance testing. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Zimmel is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds the Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for employees that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Mark Scholl is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott in various roles since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Jacob Forschein is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has six years of industry experience. He previously worked at Intervest International Equities Corp and Westinghouse Electric Company. Forschein serves as Board President of Steel City Shakespeare, a nonprofit theater organization focused on community education and productions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary services, plan design, and employee education, utilizing multiple management platforms and third-party solutions.

Gregory Simpson is a CFA® charterholder with 13 years of industry experience. He is currently with Corient in Sewickley, PA, where he has worked since 2025. Prior to joining Corient, he spent 12 years at Rootstock Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Eric Cownie is a financial advisor at Kestra Advisory with 21 years of industry experience. He has held roles at Kestra Advisory Services LLC and Kestra Investment Services LLC since 2022, and previously worked at Wells Fargo Advisors for six years. He holds a Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors and sovereign wealth funds.

Robert Wilson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been employed as an on-air meteorologist with Hearst Communications Inc. since 2018. Additionally, he is a co-owner of Cinnaholic Pittsburgh, a business managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs utilizing model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Dibartolomeo is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, DiBartolomeo Investment Group, LLC, J.A. Sauer, Co., and PNC Wealth Management. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture model that integrates multiple third-party platforms and managers.

Robert Davidson is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third-party strategists and executed with mutual funds and ETFs.

Philip Herbster is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 credential and one year of industry experience. Prior to joining Stratos in 2025, he worked at Touchstone Capital and McKinley-Carter Wealth Services. Outside of his advisory role, he has been a contractor for a food delivery service. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a variety of advisory programs and financial planning services through an open-architecture platform with multiple third-party managers.

Timothy Bandi is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 designations and 45 years of industry experience. He has worked at Lincoln Investment Planning since 2012, with prior roles at LPL Financial, Countrywide Investment Services, and TD Ameritrade. Lincoln Investment Planning, LLC serves a diverse client base including individual investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Bradley Boandl is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Valic Financial Advisors since 2018 and also has experience as an agent at Agia and as a bartender at Northampton Country Club, where he worked on weekends handling reservations and bar service. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes a technology-driven approach with discretionary unified managed accounts and serves a high volume of clients.

Kevin Lingenfelser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked with Commonwealth since 2010. In addition to his advisory role, he conducts fixed insurance sales as an agent under the name Lingenfelser Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Danielle Bailey is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at several firms, including Keller Williams and IVC Wealth Advisors. Outside of her advisory role, she pursues real estate as a part-time activity, assisting friends and family with residential property transactions. 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, and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and ESG overlay services.

Daniel Kruper is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Citizens Securities, Inc., PINNACLE Financial Strategies, and 3Rivers Financial. Outside of advising, he is co-owner of 3Rivers Financial and owner of Kruper Wealth Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $212 billion in client assets. The firm offers a broad range of advisory support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Timothy Augustine is a CFP® professional with 32 years of experience in the financial services industry. He currently works at Cetera Planning Partners and has held previous roles at firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. He is also involved with Gierl Augustine & Associates, LLC, where he participates in tax preparation and insurance sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, financial planning, and retirement advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Lawrence Feder is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists, with investments in mutual funds and ETFs and automated portfolio management features.

George Orr III is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 38 years of industry experience. He has been with Janney Montgomery Scott since 1997 in various capacities. Outside of his advisory role, Orr serves as a board member for C3 Compassion, a charitable organization addressing childhood poverty, and is involved in several non-compensated healthcare governance roles at Heritage Valley Health System, including patient safety, medical group, institutional review board, and board of directors committees. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Michael Flynn is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Merrill and Foundations Investment Advisors LLC. Citizens Securities serves retail clients, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

David Zabela is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fort Pitt Capital Group, KeyBank, TD Ameritrade, and Fidelity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment to manage portfolios with mutual funds and ETFs.