Aaron Mckissick is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2015. Outside of his advisory role, he serves as a committee member at St. Paul’s United Methodist Church. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment to guide investment strategy.

Joseph Geronimo is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees that uses mutual funds and ETFs with annual rebalancing.

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 with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Carson Wealth, Cetera Advisor Networks LLC, Aptus Wealth Planning, and LPL Financial. Outside of advisory roles, he is an insurance agent selling life and annuities and is the owner of Pittsburg Wealth Management, LLC, a business entity maintained for tax purposes. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis supported by third-party sub-advisors and customization tools.

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 previously worked at firms including Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Vincent Mariana is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA. He holds a Series 66 designation and has seven years of industry experience. His career includes roles at Bankers Life Securities and Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Andrew Peterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, he serves as Treasurer on the board of the Jason L. Spoerlein Memorial Foundation and is Vice President of the Lakeland Estates HOA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment programs.

Daniel Asti is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has been affiliated with several firms including Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, Asti is a managing partner in multiple businesses such as Alto University LLC, which provides online training for licensed insurance agents, and Elevare Debt Solutions, a debt resolution firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolios managed internally and by third parties, alongside advisor-managed models, offering a range of investment and consulting services.

Sydney Halloran is a CFP® and holds a Series 66 designation with six years of industry experience. She has worked at Janney Montgomery Scott since 2018, following a prior role at the University of Pittsburgh at Johnstown. Sydney is based in Pittsburgh, PA. 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Sarah Goffe is a financial advisor at NewEdge Advisors with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Federated Hermes Inc. and its affiliates from 2010 to 2022 before joining NewEdge Advisors in 2022. Outside of her advisory role, she is involved in compliance activities with Yes Invest, a registered investment advisor based in New Orleans. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Adam Buckholz is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2024. His prior roles include positions at Bank of America, Merrill, and Huntington Bank. Outside of his advisory work, he performs as a drummer in a cover band. Citizens Securities serves a wide range of retail clients, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating alongside its broker-dealer and insurance agency activities.

Justin Simmers is a financial advisor at Osaic Institutions, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at First Commonwealth Bank since 2018, where he also has involvement with the bank’s trust division. His prior experience includes roles at Infinex Investments, Inc. and Key Investment Services LLC. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that combines firm supervision with delegated investment management.

Kaitlyn Leininger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. She previously worked at UBS Financial Services and BNY Mellon, and spent a decade in full-time education prior to her financial services career. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ian Costanzo is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2021. His prior roles include positions at Citizens Securities, Inc. and Jim Shorkey Chevrolet. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.

Wakanwa Nzambi is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Pittsburgh, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equity Services since 2004. Nzambi has interests outside of finance that include professional voice-over, acting, and modeling talent services, as well as involvement in nonprofit strategic planning and contributions to financial planning education through textbook authorship. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, combining mostly long-term strategies with options for shorter-term trading and specialized instruments.

Dennis Schilling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Fortis Investors, Inc. for 34 years before joining Osaic. He is also president of Schilling Financial Group, Inc., which sells and services fixed insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients including individuals, pension plans, corporations, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

John Angiulli is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA. He holds a Series 63 designation and has 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2007 and with New York Life Insurance Company and Nylife Securities Inc. since 1991. Outside of advisory work, he is an investor in AmeriCarbon Products, LLC, a company involved in coal-based carbon pitch production. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.