Amanda Liscio is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Valic Financial Advisors since 2012 and holds a role as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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.

Todd Seagrave is a financial advisor with GWN Securities Inc. in Valencia, PA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he provides life insurance, long-term care, and fixed and equity/indexed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Carrie Mccollim is a Series 66 licensed financial advisor at D.A. Davidson & Co. with 12 years of industry experience. Her prior roles include positions at Prosperity Wealth Management, Fortune Financial Services, and PNC Investments. Outside of her advisory work, she is involved in Everharvest, LLC, an online shop consulting and design business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Steven Dzvonick is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 34 years of industry experience. He has worked at Principal Securities Inc. since 2016, previously operated DZVONICK Financial Services, and has been affiliated with Principal Life Insurance Company since 2003. Outside of advisory work, he receives renewal income from blocks of life insurance policies with Allmerica and Commonwealth. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Harry Kennedy is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and 13 years of industry experience. His prior work history includes Hefren Tillotson and extensive tenure at Janney Montgomery Scott, dating back to 2017. 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, financial planning, and advisory services supported by both in-house and third-party portfolio management.

William Kinmonth Jr. is a CFP® and ChFC® with 29 years of industry experience. He currently serves as an advisor at NewEdge Advisors and LPL Financial, having previously worked at Citizens Securities, Inc. for over two decades. Outside of his advisory roles, he is active as a soccer official. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by technology and centralized due diligence.

Matthew Hartle is a financial advisor with PNC Wealth Management in Wexford, PA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm uses algorithmic risk assessment to recommend model strategies managed by PNC or third parties, with implementation via mutual funds and ETFs and annual rebalancing.

Debra Dragich is a CFP®-designated financial advisor at &PARTNERS with 29 years of industry experience. She previously worked at Raymond James & Associates for 11 years before joining &PARTNERS. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Trevin Seskey is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in financial planning roles at Benchmark Financial Advisors and Ascentis Independent Advisors. Outside of his advisory work, he has held positions in retail and automotive services. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and integrated platform solutions.

Glenn Powell II is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and delegates portfolio implementation to approved third-party strategists.

Roger Zahn is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including over two decades with Principal Life Insurance Company and Principal Securities Inc. Zahn also owns Zahn Financial Services LLC, a firm he established to support joint expenses and staff payroll with a partner. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan Hileman is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has held positions at KeyBank, PNC Investments, and First Commonwealth Bank. 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, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Joseph De Nardo is a financial advisor with Commonwealth Financial Network based in Pittsburgh, PA. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Miller McCurry and has professional experience with the Pittsburgh Pirates and Topgolf. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Donald Kremer is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial and Cantella & Co., Inc. Kremer has maintained his own firm, Kremer & Associates, Inc., which offers non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Brian Orr is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and possessing 47 years of industry experience. He has worked at Oppenheimer since 2014 and previously held positions at RBC Capital Markets and Arthurs Lestrange Investment Advisory. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary investment management, strategic asset allocation, and retirement consulting.

Geoffrey Skadra is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at Citizens Securities, Northwestern Mutual, Symmetry Financial Group, and Experior Financial Group. Outside of his advisory role, he is the owner and president of Catchpoint, LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider model and integrates with KeyCorp affiliates to provide a range of portfolio management, advisory, and related financial services.

Colin Rafferty is a financial advisor at PNC Wealth Management with five years of industry experience and a Series 66 designation. He previously worked at Key Investment Services LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to PNC Bank employees, which uses approved model strategies and an algorithmic risk assessment.

William Sangaila Borlak is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds a Series 66 designation and has two years of industry experience. His career includes roles at PNC Investments LLC since 2023, PNC Bank from 2018 to 2023, and Fitness International/LA Fitness from 2016 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and delegated portfolio management with mutual funds and ETFs.

Keleigh Sopher is a CFP® professional with 12 years of industry experience, currently with Janney Montgomery Scott. Her career includes prior roles at Federated Global Investment Management Corp and related entities. Outside of her advisory work, she serves as a Daisy Troop Leader for the Western PA council of Girl Scouts of America and as an assistant instructor for a children’s martial arts program. 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 broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering investment advice through both in-house and third-party portfolio management across multiple programs.

Mark Ganung is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Infinex Investments, Inc., FIRST Commonwealth Bank, Uvest Financial Services Group, Inc., and GA Financial Strategies LLC. Ganung also serves as Senior Vice President at FIRST Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered adviser serving 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 support, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a range of service and distribution arrangements.