Michael Mc Mahon is a financial advisor with Empower Advisory Group in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has previously worked at GWFS Equities, Inc. since 2017 and PNC Investments from 2016 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mark Valenti is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 22 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Dominic Scassera is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at KeyBank and the University of Pittsburgh. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios within a vertically integrated group structure.

Shannon Spisak is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Infinex Investments Inc. since 2015 and at First Commonwealth since 2011. Outside of advisory work, she is involved as a private lender to a local bar and restaurant in Greensburg, PA. OSAIC Institutions, INC. serves 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 and emphasizing a decentralized approach to account management.

Darren Bonson is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Investment Professionals, and S&T Bank, among others. He is also independently licensed as an insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an approach that includes discretionary management and collaboration with third-party managers.

Cassidy Fowler is a financial advisor with Cetera Planning Partners in Finleyville, PA. Holding a Series 65 designation, Fowler has one year of experience at Cetera after two years with Avantax Planning Partners and has been involved in financial services since 2019. Outside of advising, Fowler operates a sole proprietorship providing accounting and tax-related services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios constructed from mutual funds and ETFs and provides ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Darren Johns is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Edward Jones and Federated Investors. 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 alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program and a Managed Account program.

Stephen Rohm is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 credential and 11 years of industry experience. Prior to joining Citizens Securities in 2020, he worked at PNC Investments from 2014 to 2020. Outside of his advisory role, he is a partner in Mega Collectibles and More, where he assesses the value of collectibles and merchandise and engages in buying and selling. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Richard Lubecki is a financial advisor at SPC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining SPC in 2018, he worked at Investment Professionals, Inc. for 12 years and has been involved with Evergreen Insurance, LLC since 2005. He serves on the Board of Directors for the Richard A. Schaeffer Memorial Fund, which supports students and post-doctoral fellows in mass spectrometry and youth scouting activities. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and offers both discretionary and nondiscretionary investment management options.

Justin Brahim is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Citizens Securities, Inc. and has held prior roles at Wealth Enhancement Group, LPL Financial, and BPU Investment Management. Brahim’s career includes a background in investment management and financial planning in the Pittsburgh, PA area. Citizens Securities, Inc. 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 options include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with integrated banking affiliations.

Natalie Nemeth is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 65 and Series 63 registrations and one year of industry experience. She previously worked at Probity Finance and Farmers Insurance. Natalie is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, incorporating proprietary and third-party solutions.

Dustin Anewalt is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to that, he was with Infinex Investments, Inc. and First Commonwealth from 2016 to 2021. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, serving as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Ronald Gestiehr is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advisory work, he is involved in operating JEG Outfitters, LLC, a non-investment-related business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products and alternative investments through its connection with Guardian Life.

Katie Molander is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and four years of industry experience. She also operates under the Hoffman Wealth Management name, where she has been providing investment advice for twelve years. Outside of advisory services, Ms. Molander holds a license to sell insurance and may recommend insurance products on a commission basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model, combining technology platforms and various investment strategies with access to third-party managers and proprietary programs.

Shannon Schlatterer is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 credential with eight years of industry experience. Her career has been entirely with Citizens Securities and its affiliated entities since 2014. 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, including a digital advisory platform managed in partnership with SigFig, as well as brokerage and insurance services.

William Woods is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked in the field since 1997, including a long tenure at Mid Atlantic Capital Group. Outside of his advisory role, he is a trustee for the Lisa J. Woods Lifetime Trust, managing responsibilities related to the trust and its beneficiaries. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing technology and a centralized due diligence process in managing third-party managers and strategies.

Maria Colon is a financial advisor at Hornor, Townsend & Kent, LLC, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services, Lincoln Financial Advisors, and The Vanguard Group. In addition to her advisory role, she is involved in insurance brokerage, assisting with the sale and service of Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Ioana Wagle is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and First Commonwealth Bank prior to joining OSAIC Institutions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 under a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

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.

Shawn Zelmore is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 24 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 portfolio solution that uses algorithmic risk assessment and third-party managed strategies with mutual funds and ETFs.