Jotie Hirkissa is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at KeyBank, Citizens Bank, and Signature Financial Planning. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolio offerings, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Michael Peters is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2024. His prior roles include positions at WCG Wealth Advisors and Treloar & Heisel, among others. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services including trust administration and insurance through affiliated entities.

Shelley Coneybeer is a financial advisor with The Huntington Investment Company in Monroeville, PA, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, utilizing an open-architecture model that integrates third-party and proprietary investment strategies.

Daniel Kruper is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and 3Rivers Financial, where he is also a co-owner. Kruper operates Kruper Wealth Management, LLC, a private entity involved in securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed account programs, third-party asset manager access, retirement consulting, and custody services.

Bradley Shermeto is a CFP® professional currently with CWM, LLC and Carson Wealth, with a combined one year of experience in the financial advisory industry. He previously worked for Louis Plung & Company for six years and spent time at Technip FMC before entering the advisory field. CWM, LLC is an SEC-registered investment adviser serving a wide range of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses discretionary model portfolios managed by an in-house Investment Committee and offers services such as portfolio management, financial planning, sub-advisory and retirement-plan services with an emphasis on fiduciary processes and operational transparency.

Michael Alder is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life Insurance Company since 2014. Outside of his advisory work, Alder serves on the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies implemented through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

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.

Seth Silverman is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. He serves as chairman of the board of directors for St Margaret's Foundation in Pittsburgh, which assists hospital patients with essential needs not covered by insurance. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering financial planning, brokerage services, and multiple advisory programs.

Lisa Deporzio is a financial advisor at GWN Securities Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2004. Additionally, she has been affiliated with Kades-Margolis Corporation since 1996. Outside of her advisory role, she is involved in life insurance sales and serves as an unpaid officer of a family-owned handyman services business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of over 400 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Ryan Hicks is a CFP® professional with 17 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Barry Dervin is a financial advisor at Lincoln Investment with 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves on the board of trustees for the Beth Hamedrash Hagadol-Beth Jacob Congregation in Pittsburgh. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches.

Joshua Chiesa is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Bank as well as in customer service roles in the hospitality industry. 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 provides both a digital advisory program that uses proprietary algorithms and discretionary managed accounts, while also operating as a broker-dealer and insurance agency.

Nicholas Maue is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and Northwestern Mutual. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, and operates as both a broker-dealer and insurance agency.

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.

John Conway is a financial advisor with PlanMember Securities Corporation based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at PlanMember since 2017 and founded Conway Wealth Management in 2015. Prior to that, he spent over two decades at Woodbury INVESTORS, INC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios, supported by education and personalized planning services.

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.

Brian Smith is a CFP® credentialed financial advisor with 32 years of industry experience, currently associated with Guardian Life and Park Avenue Securities in Pittsburgh, PA. He holds a limited attorney role drafting wills and serves on the boards of the Andrew C. Virostek Foundation and Lifetime Financial Growth. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs including discretionary and non-discretionary portfolio management.

Nicholas Cortazzo is a Series 66-licensed advisor with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2013. He has 21 years of industry experience. 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 employs algorithmic risk assessment and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.