Bryson Edmonds is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 66 designations and has worked exclusively within The Huntington network in various roles since 2016. Edmonds is based in Pittsburgh, PA. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm offers advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party and proprietary investment strategies.

John Balestreire is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with PNC Investments since 2018 and previously spent seven years at E*Trade Securities LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account piloted for employees that utilizes algorithmic risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Adam Rayburg is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017. Prior to that, he was with PNC Investments from 2012 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both model portfolio and customized investment management under a fiduciary standard within a vertically integrated structure.

Kerry Doyle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, discretionary digital portfolio strategy pilot for employees that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

Jennifer Sekscinski is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials with eight years of industry experience. Her prior roles include positions at BNY Mellon and Citizens Bank, along with work at European Wax Center and Robert Morris University. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory platform based on ETF portfolios and proprietary algorithms, alongside commission-based brokerage and other non-discretionary services.

Kenneth Scrima is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Murlat Abdoo is an investment advisor representative with Tlg Advisors, Inc. based in Pittsburgh, PA. He holds Series 65 and Series 63 credentials and has experience working at Schneider Downs Wealth Management and Mid Atlantic Trust Co. Abdoo is also involved with Union Bridge Capital as a financial paraplanner. Tlg Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and providing a direct-to-consumer digital program called Starlight Portfolios.

Katherine Hay is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at PNC Investments since 2016 and previously at S&T Bank from 2014 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithmic risk assessment and discretionary model portfolios primarily invested in mutual funds and ETFs.

A Entwisle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account for PNC employees that uses approved model strategies with mutual funds and ETFs.

Justin Boske is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and beginning his advisory career in 2024. He previously worked at PNC Bank from 2018 to 2024 and at Diamond Medical Services from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an employee-only digital platform that uses algorithm-driven risk assessments to guide investment strategies implemented via mutual funds and ETFs.

Garrett Frey is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Waldron Private Wealth and Bank of New York Mellon. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves a diverse client base, including large institutional investors such as sovereign wealth funds.

Ann Mock is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources with tailored offerings and cross-affiliate product integration to serve its clients.

Michael Wellmon is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Citizens Securities, Inc. and has previously been employed at PNC Investment LLC, Edward Jones, and AT&T Mobility. 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 features a digital advisory program with ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program, operating as a broker-dealer and insurance agency.

Kathryn Constantakis is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Bryan Advisory Services, Vescio Asset Management, and Three Rivers Executive Consulting. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships from TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolio management under a fiduciary standard.

John Mc Gowan is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at firms including Carson Wealth, Raymond James Financial, and PNC Bank. Mc Gowan is currently with CWM, LLC in Pittsburgh, PA. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, placing significant operational focus on retirement plan, institutional, and platform services.

Grant Krinock is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with clients who seek guidance in designing financial strategies due to limited time, knowledge, or interest in managing these on their own. Grant focuses on serving professionals and families in areas including college education planning, executive compensation, retirement income, and family wealth management strategies. Grant began his career in financial services in 2011 and has over a decade of experience in advisory, leadership, and wealth management roles. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from California University of Pennsylvania. His expertise involves simplifying complex financial decisions and fostering trust through collaborative strategy development. He lives in Penn Township, Pennsylvania, and is active in several community organizations, including St. George's Antiochian Orthodox Cathedral, St. Mary's Antiochian Orthodox Church, and St. Michael's Antiochian Orthodox Church. Outside of his professional responsibilities, Grant enjoys spending time with his family and engaging in sports such as skiing, golfing, and ice hockey.

Joseph Joseph is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 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 discretionary model account that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs.

Sean Flaherty is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PNC Investments since 2015. Outside of his advisory role, Flaherty is an author. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering accessible by invitation to employees with existing PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies using mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

David Donohoe is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC investments since 2013 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s investment approach utilizes approved model strategies executed with mutual funds and ETFs, incorporating annual rebalancing and algorithm-driven risk assessment.

Amie Jeffers is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities and its related entities since 2016. Outside of her advisory role, Jeffers is involved in her community as a swim instructor at Valley Point YMCA, a lifeguard instructor for the Red Cross, and serves on the Buffalo Elementary PTO Board. 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’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, as well as a Managed Account program.