Jason Harnois is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His career includes multiple roles at KeyBank and Key Investment Services LLC, as well as a position at Hilton Hotels & Resorts. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a broad network of financial professionals. The firm utilizes a multi-provider platform with a focus on non-discretionary model portfolios and integration with KeyCorp affiliates for additional financial services.

Chad McConnell is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Citizens Bank and Citizens Securities across multiple positions since 2015. Outside of his advisory work, he has experience as a server at Coast & Main. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and managed account programs while operating as a broker-dealer and insurance agency.

Courtney Mc Clellan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. Prior to that, she was employed at The Ohio State University and Revere Local School District. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements to tailor services to client objectives.

Ryan Dodge is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked with NYLIFE Securities LLC and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, including fee-based advice and co-advisory relationships, with a substantial portion of assets managed on a non-discretionary basis.

Darren Duhnke is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and eight years of industry experience. He has worked with both firms since 2017 and 2018 respectively. Outside of his advisory role, he is also active as a real estate realtor in Nashville, TN. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, offering tailored client solutions including financial planning and access to proprietary and third-party investment programs.

Erick Mohrbacher is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® designation and Series 63 license. He has 11 years of industry experience, including roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Timothy Balkin is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at KeyBank and Citizens Bank. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing discretionary management using model or customized portfolios.

Robert Gerstenberger is a CFP® and holds a Series 66 license. He has 14 years of industry experience and has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he volunteers as a youth soccer coach with the North Allegheny Soccer Club in Ingomar, PA. Janney Montgomery Scott is an enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs with a combination of in-house portfolio management and third-party managers.

Renee Axton is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. She has been with PNC Investments since 2016, following a year at First Command Brokerage Services, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to select employees. The program uses algorithm-driven risk assessment and approved model strategies with annual rebalancing, utilizing mutual funds and ETFs without direct trading of individual securities.

Mark Balsamo is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with Premier Financial Network since 2010 and Fortune Financial Services since 2005. Outside of advisory work, he is a general partner and 50% owner of a tax preparation and insurance business. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Olivia Kennedy is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with First Commonwealth since 2017 and previously held roles at Cetera and First National Bank of Pennsylvania. Her activities include part-time advisory work with First Commonwealth Bank and its Trust Division. OSAIC Institutions, INC. is an SEC-registered adviser serving a diverse client base including high-net-worth individuals, ERISA plans, trusts, and corporations. The firm provides customized advisory services through a hybrid adviser/broker-dealer model that emphasizes firm supervision alongside delegated investment management by its representatives.

Aaron Mckissick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and having 23 years of industry experience. He has worked at PNC Investments since 2015 and previously at Ameriprise from 2003 to 2005. He serves as a committee member at St. Paul's United Methodist Church. 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 uses algorithmic risk assessments to recommend portfolios managed through mutual funds and ETFs, with implementation and oversight delegated to third parties.

Joseph Geronimo is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Waddell & Reed from 2013 to 2015 before joining PNC Investments in 2016. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses an algorithmic questionnaire to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Jeffrey Genkinger is a CFP® with 17 years of industry experience and is currently with Janney Montgomery Scott in Pittsburgh, PA. He has been with Janney since 2012. He serves as a member of the New Philanthropic Leaders Program at The Pittsburgh Foundation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Stephanie Morley is a financial advisor at &Partners with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services LLC, Citizens Securities, Inc., and Citizens Bank. She is based in Greensburg, PA. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using both proprietary and third-party strategies, with a structured approach to ongoing account monitoring.

Neal McGrath is a financial advisor at Carson Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks, LPL Financial, and Ameriprise. He is also an insurance agent selling life and annuities and owns a business entity used for tax purposes. CWM, LLC operates an enterprise platform managing approximately $50.6 billion across more than 650 advisors, providing discretionary asset management, financial planning, and retirement plan services. The firm uses an Investment Committee to construct and monitor model portfolios and offers tailored investment solutions, integrating custodial and technology platforms to support client services.

Daniel Mccurry is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He is co-owner of Miller McCurry, LLC, a private entity facilitating securities, advisory, and insurance business. His prior experience includes roles at PWA Securities, Inc. and Private Wealth Advisors, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to deliver customized portfolio solutions under Commonwealth’s supervision.

Lawrence Wasserman is a CFP® and CFA® affiliated with PNC Wealth Management in Pittsburgh, PA, with 26 years of industry experience. He has been with PNCI Investments since 2016. Outside of his financial advisory role, he is a member of Pittsblurb, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Katy Demarco Biddle is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and managed account services and operates as a broker-dealer and insurance agency.

Vincent Mariana is a financial advisor with Bankers Life Advisory Services, Inc. based in Pittsburgh, PA. He holds a Series 66 designation and has eight years of industry experience. His career includes roles at Bankers Life and its affiliates since 2006. Bankers Life Advisory Services primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.