Jeremy Koenig is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Citizens Securities since 2013. Outside of his advisory role, Koenig works as a delivery driver for Wexford Farms. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios.

Scott Miller is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, United Planners' Financial Services of America, Varner Financial Group, and H. Beck, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

George Bello is a Series 66-licensed financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He previously worked at Key Investment Services LLC for eight years before joining Citizens Securities in 2024. Outside of his advisory role, he acts as a fiduciary with power of attorney for a family member. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as part of a bank-owned broker-dealer and insurance agency.

Marc Blount is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at PNC Investments LLC, Bank of America, Merrill, The Huntington Investment Company, and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to select employees. The firm uses algorithm-driven model selection with investments in mutual funds and ETFs, featuring annual rebalancing and third-party portfolio implementation.

Jack Sauserman is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and is based in Pittsburgh, PA. Prior to joining Guardian Life and Park Avenue Securities, he had various roles at Duquesne University and other firms. He also works as an independent contractor selling insurance outside of Guardian through Ash Brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.

Michael Giammatteo is a Series 66-licensed advisor at Cerity Partners LLC with 24 years of industry experience. He previously worked at XPYRIA Investment Advisors, Inc. for 18 years before joining Cerity Partners in 2024. Giammatteo serves as president of the Scott Townships Athletic Association, a youth sports organization in Pittsburgh. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach that integrates proprietary quantitative screening and both third-party and direct security selection.

Joseph Kamon is a financial advisor with Kestra Advisory in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Kestra Advisory and Kestra Investment Services, as well as teaching positions at Strayer University and La Roche University. He serves as a board member for the ADGG Foundation, where he participates in fundraising and event facilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts, supporting various management platforms and third-party solutions.

Kyle Mayo is a financial advisor with Truist Advisory Services in Pittsburgh, PA, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has worked at Truist Advisory Services since 2016 and Truist Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research to support manager selection and ongoing oversight.

Aaron Leaman is a CFA® charterholder with 20 years of experience in financial advisory. He is currently with Kestra Advisory and has held positions at Signature Select Wealth, Kestra Investment Services, Inc., and Signature Financial Planning. Outside of his advisory work, he serves on several boards, including Film Pittsburgh, where he acts as secretary, and he teaches courses at the University of Pittsburgh’s Osher Lifelong Learning Institute. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms while serving large institutional investors, including sovereign wealth funds.

Robert Palmer is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Heritage Wealth Advisors and Hefren-Tillotson, Inc. prior to joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support both advisors and clients.

Dale Dominick is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding the Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked previously at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Cetera Wealth Services, LLC. He is also a board member of the nonprofit organization Pittsburgh Cares. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, retirement consulting, and advisory program services through a network of independent representatives and employs multiple program structures incorporating both in-house and third-party solutions.

Justin Stoupis is a Series 65-licensed financial advisor with J.W. Cole Advisors, Inc., where he has worked since 2025. He has four years of experience at J.W. Cole Financial, Inc., and previously operated a business called MyFitnessKitchen. Outside of advising, he is involved with Synergy Group, Inc. in a client service and advisor support role. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions with discretionary and non-discretionary investment options.

Dominic Rosso is a CFP® professional with three years of industry experience, currently affiliated with Private Advisor Group, LLC in Jeannette, PA. He has previously worked with LPL Financial and Hoffman Wealth Management, and his background also includes roles outside the financial industry. In addition to his advisory duties, he provides tax advice and preparation services and holds an insurance license, offering related products separately from his investment advisory practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, using a range of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Anthony Evanoff is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has previous experience at Equitable Advisors, LLC, Dollar Bank, and other diverse roles including positions at Wings Over Pittsburgh and Duquesne University. 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 pre-existing relationships through employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Tyler Solis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Monroeville, PA since 2019. His prior experience includes roles at William Penn Association, Greensburg Central Catholic High School, and Rivers Casino at Pittsburgh. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm utilizes both a digital advisory platform and managed account programs, and operates as a broker-dealer and insurance agency.

Joseph Zymroz Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, primarily utilizing mutual funds and ETFs.

Joshua Meyer is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within the Citizens organization and PNC for over two decades. 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, brokerage, and insurance services, including a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and client risk assessments.

Julian Singleton is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked in various roles within PNC Investments since 2017. Outside of his financial career, Singleton served in the United States Army National Guard from 2014 to 2023 and was involved with Buckhead Saloon during that period. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Patrick Callahan is a financial advisor with Guardian Life, holding a Series 66 designation and 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory roles, he serves as a board member for the Moon Industrial Development Authority and is part of the Moon Township School Board. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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, along with financial planning, consulting, and access to proprietary and third-party advisory programs.

Katherine Kelly is a financial advisor at Guardian Life with four years of industry experience. She holds a Series 66 designation and has worked previously at Oppenheimer and Lifetime Financial Growth. Her background also includes experience outside finance at St Rosalia School. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.