Maulik Mankad is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Health Action, Inc., Torero Corporation, and Bakshi Enterprises. Outside of his advisory role, he is a transformation strategist with THRIVE ORBIT LLC, focusing on leadership, wellness, and holistic coaching and 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 pre-existing employer retirement plan relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

Robert Gleyze is a CFP® professional with 31 years of industry experience and has worked at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses and is based in Sewickley (Wexford), PA. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Giancarlo Dorazio is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, TD Ameritrade, LPL Financial, and Health Benefit Services. Dorazio is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-managed employer retirement plans. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Susan Barclay is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior work includes roles at Infinex Investments, Inc. from 2015 to the present and Mass Mutual Investors Services from 2013 to 2015. Barclay also has a part-time role with First Commonwealth Bank’s Trust Division. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model, delegating investment management to its representatives while maintaining firm supervision.

Jena Reinheimer is a financial advisor with Cetera Planning Partners and holds a Series 65 designation. She has two years of industry experience, including roles at GA Investment Management and Avantax Planning Partners. Prior to her financial services career, she worked at Mac's Cafe and has a background in education from Butler High School and Slippery Rock University. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, and estate-planning through third-party providers, with an investment process centered on diversified allocations aligned with client objectives and risk tolerance.

Jonathan Caromano is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses approved model strategies managed by PNC or third-party strategists and executed with mutual funds and ETFs.

Kelli Kania is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio service currently available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Gregory Jacobs is a financial advisor with VOYA Financial Advisors, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with VOYA since 2014 and also operates his own firm, Gregory J. Jacobs & Associates LLC, which provides financial and insurance services. Jacobs serves on the Board of Directors for the Pittsburgh Field Club. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting through multiple program structures, often providing non-discretionary recommendations, and maintains a dual role as both SEC-registered adviser and broker-dealer.

Jason Fowkes is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2017 and previously worked at Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.

Garrett Mac Donald is a financial advisor at Janney Montgomery Scott with two years of industry experience and a Series 66 designation. He has been with Janney Montgomery Scott since 2023 and has prior experience in renovation and restoration businesses. Outside of financial services, he is involved in New Era Premier Renovations LLC, a company he has been associated with since 2021. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Rich Grivas is a financial advisor with Private Advisor Group, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Private Advisor Group, he worked at Fidelity Investments in various roles from 2006 to 2025. He operates under the business name Spartan Lake Wealth for providing investment advice and is also licensed to sell insurance products on a commission basis, separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and other advisory services. The firm employs a fiduciary-based model utilizing various investment strategies and technology platforms and provides access to proprietary and third-party managed account solutions.

Travis Wellner is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations with 30 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs.

Katherine Loheyde is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Morgan Stanley, Wells Fargo Clearing Services, and PNC Investments. Outside of her advisory role, she serves as Swim Team Chairperson for the Murrysville Swim Club, organizing and coordinating summer swim meets and practices. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, and provides services through a combination of in-house and third-party portfolio management across multiple advisory programs.

Kevin Mcdonough is a Series 66-registered financial advisor with Principal Financial Services, where he has worked since 2014. He has 11 years of industry experience and is based in Mars, Pennsylvania. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Christopher Cutshall is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 66 and Series 63 licenses with eight years of industry experience. His career includes roles at Tooling Dynamics LLC from 1999 to 2017 and Agia since 2022, where he works as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and offers tax-aware and impact/ESG overlay services, managing approximately $29.2 billion across nearly 300,000 clients.

James Conrad is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been associated with Pinnacle Financial Strategies and Commonwealth Financial Network since 2005. Outside of his advisory work, Conrad serves as an instructor for continuing education courses for CPAs and attorneys and provides expert witness testimony in family and divorce court proceedings. He is also involved in local sports as a high school soccer game announcer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.

Jonathan Liebegott is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and bringing 12 years of industry experience. His career includes roles at PNC Investments and PNC Bank dating back to 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic questionnaires to recommend investment models managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Alexis Gayhart is a CFP® professional with 17 years of experience in the financial industry. She has worked at Corient and Corient Services LLC since 2024 and previously spent 12 years at Socius Family Office, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management and portfolio monitoring tools to align investments with client objectives.

Joshua Wencil is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Fidelity Investments and PNC, where he worked for several years before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Andrew Madden is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with TIAA-CREF and has previously worked at Private Client Services, Fragasso Financial Advisors, LPL Financial, and PNC Investments. Madden is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.