Meghan Clark is a financial advisor with TIAA-CREF, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management and Merrill Lynch Pierce, Fenner & Smith Incorporated. She is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group, providing both model-based and customized portfolio management under a fiduciary standard.

Robert Jamison is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at PNC Investments LLC and has experience in various roles including time at Uber and memberships at several golf clubs. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary portfolio solution using algorithmic risk assessment and approved model strategies with annual rebalancing.

Samuel Coccia Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Global Financial Private Capital, LLC, GF Investment Services, LLC, and he has been involved with Coccia Group, Inc. since 2012. Outside of advising, he serves as a trustee for First Evangelical Free Church and works as an on-ice hockey referee. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

John Nehrig is a financial advisor at Citizens Securities, Inc. based in Monroeville, PA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has worked at Citizens Securities since 2020 and previously held positions with KeyBank and its affiliated investment services from 2016 to 2020. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a range of investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary accounts and provides a digital advisory program utilizing proprietary algorithms and client risk assessments.

Christopher Suess is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, having worked at firms including Financial Engines Advisors, TD Ameritrade, and Wealth Management Partners, LLC, where he also engages in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform with both discretionary and nondiscretionary managed account programs, access to third-party asset managers, and comprehensive back-office services.

Michael Muslin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Ameritas entities since 2002 in various roles, including insurance and investment services. Muslin is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning solutions to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a range of model portfolios and investment vehicles across discretionary and non-discretionary programs and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

James Wood is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been with TIAA and its related entities since 2017 and previously worked at TD Ameritrade for one year. Outside of finance, he has a long-term role as a sales associate at Sterling Jewelers Inc. TIAA-CREF Individual & Institutional Services, LLC serves individual clients, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with those connected to employer retirement plans. The firm provides financial planning and managed account programs using both model and customized portfolio management under a fiduciary standard.

Joseph Lombardo is a CFP®-designated financial advisor with 23 years of industry experience, currently practicing at Janney Montgomery Scott in Pittsburgh, PA. He has been with Janney Montgomery Scott since 2012. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

James Wert is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at NewEdge Advisors since 2021 and has an extensive background at Mid Atlantic Capital Corporation and PGH Pension Planners, Inc., where he has been active since the 1980s. Wert also engages in commission-based securities business as a registered representative of NewEdge Securities, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple advisory program structures and technology tools to support client needs.

Alfred Richter is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Citizens Securities, Investors Bank, and Cetera. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm combines advisory and brokerage services with multiple investment approaches and maintains affiliations with third-party platforms and insurance desks.

Alexander Robenolt is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at NYLife Securities LLC, New York Life, Northwestern Mutual, and educational institutions such as the Pennsylvania State System of Education and Slippery Rock University. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Webb is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. He has been with Kestra Investment Services and Kestra Advisory Services since 2016. Webb is also President and Chief Investment Officer of Marbury Asset Management, LLC, where he manages client relationships and investment portfolios. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with clients that include large institutional investors and sovereign wealth funds.

Jonathan Hottle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with PNC Investments, LLC since 2016 and previously spent two years at Northwestern Mutual Investment Management. Outside of his advisory role, he serves as a director for Heroes Never Alone Inc., a nonprofit organization. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital account offering that utilizes third-party managed strategies with a focus on mutual funds and ETFs, featuring annual rebalancing and limited direct client interaction.

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, Series 65, and Series 66 designations and 19 years of industry experience. He has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Chad Firmstone is a financial advisor with TIAA-CREF based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with TIAA-CREF since 2007. Outside of his advisory role, he also works as a contract delivery driver for a web-based food delivery service. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, with a range of service models including customized portfolio management.

Stewart Biro is a CFP®-certified financial advisor with PNC Wealth Management in Pittsburgh, PA, bringing nine years of industry experience. He has been with PNC Investments since 2016. Outside of his advisory role, he was involved with South Hills Bible Chapel for five years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. This program uses algorithmic risk assessments and approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Andrew Cross is a financial advisor with Lincoln Investment, holding a Series 66 designation and seven years of industry experience. Prior to joining Lincoln Investment in 2019, he worked for Arendt's Outdoor Services, Inc. for eleven years. Outside of his advisory role, he serves on the Finance Committee at Heritage Baptist Church, where he volunteers on budgeting and distribution of giving statements. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and utilizes an in-house Investment Management & Research team to construct strategic and adaptive portfolios.

Michael Campbell is a financial advisor at Guardian Life with 11 years of industry experience. He holds a Series 66 designation and has worked with Guardian Life and its affiliate Luttner Financial Group Ltd since 1998. Outside of his advisory role, he is involved with Conditionomics, LLC, a non-investment-related business. Guardian Life’s affiliate, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Eric Kearsh is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Huntington Bank. He is also involved with CF Advisors Group as an investment firm employee. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods, offering access to model portfolios, mutual funds, ETFs, interval funds, and individual securities across discretionary and non-discretionary programs.

Hyojoung Kim is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 66 licenses with nine years of industry experience. She has been affiliated with New York Life Insurance Co and NYLIFE Securities since 2017 and joined Eagle Strategies LLC in 2024. Prior to her career in finance, she spent a year as a homemaker. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.