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.

Shawn Buys is a financial advisor with TIAA‑CREF in Pittsburgh, PA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with TIAA‑CREF since 2016. Outside of his advisory work, he works as a delivery driver for DoorDash on weekends. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and institutional clients, often serving those connected to TIAA‑administered retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios or customized strategies, and acts as adviser to various affiliated funds including a donor-advised fund.

Jesse Dubin is an advisor at Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 credentials. He began his advisory role in 2025 and previously held various positions at the University of Pittsburgh, Boston University, and in municipal roles in Philadelphia and Boston. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Glen Oconnor is a financial advisor at NewEdge Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Pensionmark Securities, Capfinancial Securities, and Axios Advisory Group. Outside of his advisory role, he is involved with American Pension Benefits, a third-party administrator, and continues advisory work with Axios Advisory Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party management, supported by technology tools and centralized due diligence.

Scott Marshall is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes positions at Scottrade, Inc. from 2005 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, with services that include management of donor-advised funds and use of affiliated investment funds.

Talin Drabik is a financial advisor with PNC Wealth Management in Monroeville, PA, holding a Series 66 designation and 21 years of industry experience. He has been with PNC Investments LLC since 2008. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Mero Capo III is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Pensionmark Securities, CapFinancial Securities, and Axios Advisory Group, where he has been involved since 1994. In addition to his advisory work, he serves as a partner consulting on business operations for American Pension Benefits. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services through a network of independent advisers, utilizing multiple program structures and incorporating technology tools and centralized due diligence in their investment approach.

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 Key Investment Services, KeyBank, and Citizens Bank since 2017. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates to deliver a range of investment and advisory capabilities.

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.

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.

Bradley Shermeto is a CFP® professional with one year of industry experience, currently with Carson Wealth in Pittsburgh, PA. Prior to joining Carson Wealth and its affiliated entity CWM, LLC in 2025, he worked for Louis Plung & Company for six years and Technip FMC for one year. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services supported by a centrally managed Investment Committee.

Michael Alder is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five 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 role, he is a member of the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

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.

Galen Greiner is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009. Prior to that, he was employed at Janney Montgomery Scott and Parker/Hunter Incorporated. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches.

Joshua Chiesa is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. He holds the Series 66 designation and has three years of industry experience. His work history includes multiple roles within Citizens Bank and Citizens Securities, along with earlier experience in the hospitality sector and at Edinboro University of Pennsylvania. 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’s advisory offerings include a digital advisory program and a Managed Account program, while it also operates as a broker-dealer and insurance agency.

Nicholas Maue is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and Northwestern Mutual. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Michael Flynn is a financial advisor at Citizens Securities, Inc. in Allison Park, PA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Foundations Investment Advisors LLC, and Secure Money Advisors among other firms. 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 a digital advisory program using proprietary algorithms and manages both discretionary and non-discretionary accounts.

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.