Mark Rosen is a financial advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has a career history that includes long-term roles at The Leaders Group Inc. and Underwriters Brokerage Service. Rosen is also an independent insurance agent and a partner in an insurance brokerage firm serving fee-based and fee-only advisors. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and it offers both sub-advised portfolios and a direct-to-consumer digital program, Starlight Portfolios.

Erin Mooney is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 12 years of industry experience. Her work history includes roles at First Commonwealth Bank, Infinex Investments, Inc., Cetera, and PNC Wealth Management. Outside of financial services, she works as a waitress at Monte Cellos of Cranberry. 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 with a hybrid adviser/broker-dealer structure and a distinctive approach involving third-party promoters and lending solutions.

Elizabeth Connolly is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and bringing 16 years of industry experience. She is also the proprietor of Connolly, Steele & Company, P.C., a CPA firm providing accounting and tax services, and owns CSC Financial Strategies, LLC, an insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering discretionary and non-discretionary account options and maintains third-party asset manager relationships to support tailored investment strategies.

Stephen Och is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He has been with Citizens Securities since 2016 and holds Series 63 and Series 65 credentials. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Robert Corcoran is a financial advisor at Hornor, Townsend & Kent, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2009. Corcoran also maintains a CPA designation with over 40 years in accounting and is involved in multiple life insurance brokerages and local business networking groups. He serves as a board member and secretary of TC House, Inc. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, retirement plan consulting, and uses third-party asset managers within both discretionary and non-discretionary account structures.

Eric Docherty is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Westminster College's Towering Titans, supporting student athletes and fundraising efforts. Citizens Securities serves a broad 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

William Bates is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been affiliated with Principal Financial Services and its related entities since 2003 and leads Bates Financial Group. Outside of his advisory work, he serves on the Board of Trustees for the Chapel of the Good Shepherd at Chautauqua Institution and is a board member of the Wrestlers in Business Network. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Norman Bloom is a financial advisor with Concurrent Investment Advisors, LLC based in Pittsburgh, PA, holding a Series 63 designation and bringing 63 years of industry experience. He has held roles at Spire Wealth Management and its affiliated entities from 2009 to 2026 before joining Concurrent and Purshe Kaplan Sterling Investments in 2026. Bloom is also the investment adviser representative of Spire Wealth Management and operates a related business under the name Norman Bloom, LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Tyler Ruby is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Eagle Strategies and Ruby Financial Group since 2020 and with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Ruby operates Ruby Financial Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailoring solutions to client objectives and provides a variety of program types, with most assets managed on a non-discretionary basis.

Albert Hopkins is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 23 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, focusing on investments via mutual funds and ETFs with annual rebalancing.

Daniel Reitz is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at National Life, Guardian Life Insurance Company, Park Avenue Securities, Blu Door Financial, and Morgan Stanley. Outside of his advisory work, he is also an insurance agent with Thoroughbred Advisors in Whitehall, PA. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.

Alexander Stramaski is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and has a background that includes roles outside finance. He also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios alongside managed accounts and operates as a broker-dealer and insurance agency.

Frederick Gustave III is a financial advisor at Mariner with 20 years of industry experience. He holds a Series 66 designation and previously worked for Executive Wealth Counselors, LLC for 16 years before joining Mariner. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm implements discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax and accounting services along with specialized financial wellness and family office solutions.

Jacob Fuller is a financial advisor at Citizens Securities, Inc. He holds the CFP® designation and has nine years of industry experience. Prior to joining Citizens Securities in 2020, Fuller worked at Edward Jones, The Huntington Investment Company, and Huntington National Bank. 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 partnered with SigFig and a Managed Account program.

John Boyce Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 credential and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2011. Outside his advisory role, Boyce serves as a committee chair for the Boy Scouts of America and is a board member of the Society of Financial Service Professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary portfolio management options.

Samuel Schneider is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLIFE Securities LLC and New York Life since 2023, and at Zenith-American Solutions from 2016 to 2023. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, emphasizing tailored recommendations aligned with client objectives.

Daniel Lynch is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. He holds the CFP® and Series 66 designations and has 15 years of industry experience. Lynch has been with Janney Montgomery Scott since 2010. 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, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kathleen Wright is a CFA® charterholder with 26 years of industry experience. She has been with Mariner since 2026 and previously led her own firm, Kathleen S. Wright Associates, Inc., for 24 years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines customized discretionary portfolios with in-house research and third-party manager allocations, and offers integrated tax, accounting, and financial wellness solutions.

Daniel Rocco is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Debora Rall is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 63 designation and 35 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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 individuals, families, trusts and estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.