Trevor Smith is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at various PNC entities since 2016. Outside of his advisory role, he is the owner and therapist of The Steadfast Dad. 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 algorithm-driven risk assessment and implements investments via mutual funds and ETFs.

Rachael Gloor is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and regular rebalancing.

Francis Aiello is a financial advisor at The Huntington Investment Company with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Merrill Lynch. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities by offering advisory and brokerage services through various wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary Private Bank offerings.

Gregory Smith is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists. The firm’s approach involves discretionary model accounts using mutual funds and ETFs with annual rebalancing, primarily serving employee clients through a pilot program.

Joseph Tranchini is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. in Pittsburgh, PA. He has worked with Stratos Wealth Partners since 2019 and previously held positions at LPL Financial and Strategic Investment Group. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning services through an open-architecture platform integrating multiple external resources.

Cody Lott is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to his advisory role, he worked at Bankers Life and Casualty, Inc., Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc., as well as earlier positions at Kmart Corporation and Gutter Helmet. He also works as an insurance producer and unit field trainer for Bankers Life and Casualty, focusing on life insurance, long-term care, Medicare plans, and fixed annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment process. The firm focuses on individual clients and integrates services with affiliated broker-dealer and insurance entities.

Lauren Winberg is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Farther and previously spent 15 years at Allegheny Financial Group. Based in Pittsburgh, PA, she has been with Farther since 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Benjamin Demblowski is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co and Mass Mutual Investors Services, as well as experience at T. Rowe Price. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic risk assessments to select investment models and delegates portfolio execution to third-party managers, employing mutual funds and ETFs with annual rebalancing.

Michael Mc Mahon is a financial advisor with Empower Advisory Group in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has previously worked at GWFS Equities, Inc. since 2017 and PNC Investments from 2016 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mark Valenti is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 22 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Dominic Scassera is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at KeyBank and the University of Pittsburgh. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios within a vertically integrated group structure.

Darren Bonson is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Investment Professionals, and S&T Bank, among others. He is also independently licensed as an insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an approach that includes discretionary management and collaboration with third-party managers.

Darren Johns is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Edward Jones and Federated Investors. 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 alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program and a Managed Account program.

Stephen Rohm is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 credential and 11 years of industry experience. He has worked at Citizens Securities since 2020 and previously held roles at PNC Investments from 2014 to 2020. Outside of his advisory role, he is a partner in Mega Collectibles and More, where he assesses the value of collectibles and merchandise. 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 provides a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Keith Crytzer is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at PNC Investments and The Huntington National Bank. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate strategies, offering various wrap-fee programs and custodial services through National Financial Services.

Dustin Anewalt is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to that, he was with Infinex Investments, Inc. and First Commonwealth from 2016 to 2021. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, serving as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Danielle Patterson is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and currently co-owns 3Rivers Financial. Patterson also owns Patterson Wealth Planning, LLC, which supports her securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Shannon Schlatterer is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds the Series 66 designation and has worked with Citizens Securities and Citizens Bank in various capacities since 2014. Citizens Securities serves individual and high-net-worth investors through investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program alongside managed account services and operates as a broker-dealer and insurance agency.

William Woods is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at NewEdge Advisors since 2021 and has been with Mid Atlantic Capital Group since 1997. Outside of his advisory role, he is involved in buying and reselling cars and serves as trustee for the Lisa J. Woods Lifetime Trust. 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 and consulting.

Maria Colon is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services Inc., Lincoln Financial Advisors, and The Vanguard Group. In addition to her advisory role, Colon is involved in insurance brokerage, assisting with sales and service of Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options and managing approximately $8.37 billion in discretionary assets under management as of December 31, 2025.