Alexander Robenolt is a financial advisor with Eagle Strategies (New York Life) in Pittsburgh, PA. He holds Series 66 and Series 63 licenses and has three years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life, Northwestern Mutual, and the Pennsylvania State System of Education. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions across multiple program types and manages a substantial non-discretionary asset base 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 at PNC Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Northwestern Mutual in various roles from 2011 to 2016 before joining PNC Investments in 2016. Outside of his advisory work, he serves as a director for Heroes Never Alone Inc. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. This program uses algorithm-driven risk assessments and approved third-party model strategies to manage investments through mutual funds and ETFs.

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC and holds Series 63, 65, and 66 licenses. He has 19 years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. Focus Partners Wealth serves a diverse client base ranging from individuals to institutional investors, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis alongside third-party managers.

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® professional based in Pittsburgh, PA, with nine years of industry experience. He has been with PNC Investments since 2016. Outside of his financial advisory role, he was involved with South Hills Bible Chapel from 2014 to 2019. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered in an invitation-only employee pilot. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Michael Campbell is a Series 66-licensed financial advisor with Primerica Advisors in Pittsburgh, PA, bringing 11 years of industry experience. He has been with Primerica Advisors since 2014 and has prior experience with Guardian Life/Luttner Financial Group Ltd dating back to 1998. Outside of his advisory role, he is involved with Conditionomics, LLC, a business he dedicates limited time to. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment programs.

Eric Kearsh is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Commonwealth Financial Network, Laurel Financial Group, and The Huntington Investment Company. Kearsh is also involved with CF Advisors Group in an investment-related capacity. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and customized portfolio strategies, serving a broad client base through both discretionary and non-discretionary management.

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.

Peter Di Sanza is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, J.P. Morgan Securities, and New York Life. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management and financial services. The firm follows a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a large platform and an extensive network of affiliated service companies.

Steven Schaefer is a financial advisor at Oppenheimer with 35 years of industry experience. He has held roles at PNC Investments for 11 years prior to joining Oppenheimer in 2024. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a variety of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 2025.

Eugene Disanti Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes longstanding roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved in offering insurance products outside of Guardian, including health insurance, long-term care, and prescription plans. Park Avenue Securities LLC operates as a dual-registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

Robert Wilson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and having 12 years of industry experience. In addition to his advisory role, he works as an on-air meteorologist at Hearst Communications Inc. and is a co-owner of a bakery business alongside his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

James Snyder is a CFP®, CFA®, and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Mariner Wealth Advisors and Executive Wealth Counselors. Snyder serves on the Boards of Trustees for the YMCA of Beaver County and the Pittsburgh Public Theater, where he also chairs the Investment Subcommittee and is a member of the Audit and Finance Committee. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management overseen by an internal Investment Committee.

Scott Wodzenski is a CFP® professional with 16 years of industry experience. He is currently with Janney Montgomery Scott and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and PNC Bank. 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, and institutional clients, offering a combination of in-house portfolio management and third-party managers across multiple advisory programs.

William Hoffman III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, Mr. Hoffman serves on the board of the Neurofibromatosis Clinics Association and hosts the Wealth on the Move Podcast. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through multiple platforms and third-party asset managers.

Sara Pollock is a CFA® charterholder with nine years of industry experience. She is currently an advisor at TIAA-CREF in Pittsburgh, PA, where she has worked since 2026. Prior to this, she held roles at S&P Dow Jones Indices and Federated Hermes, among others. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides point-in-time planning services alongside ongoing portfolio management through a fiduciary advisory model.

Nicole Moses is a financial advisor with PNC Wealth Management in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has been with PNC Investments, LLC since 2016 and also has prior experience with PNC Bank, NA. Outside of her advisory role, she is involved as a health and fitness coach. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses approved model strategies and an algorithmic risk assessment process.

Robert Davidson is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third-party strategists and executed with mutual funds and ETFs.

Abby Smith is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with PNC Investments since 2016 and is the owner of GS# Designs, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and third-party portfolio implementation.