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.

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 Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Pittsburgh, PA. He has four years of industry experience and has previously worked at Commonwealth Financial Network, Laurel Financial Group, and Huntington Bank. 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 utilizes a range of investment strategies and program platforms, incorporating both firm-developed and third-party model portfolios, while offering services 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.

Peter Di Sanza is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Ameriprise, J.P. Morgan Securities, and New York Life. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Steven Schaefer is a financial advisor at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PNC Investments, PNC Wealth Management, and Natcity Investments. Schaefer is based in Pittsburgh, PA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

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 licenses and 13 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been employed as an on-air meteorologist with Hearst Communications Inc. since 2018. Additionally, he is a co-owner of Cinnaholic Pittsburgh, a business managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs utilizing model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio 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 credentials and 22 years of industry experience. He has worked with LPL Financial and Questar Asset Management, Inc. He is a board member of the Neurofibromatosis Clinics Association and hosts the Wealth on the Move Podcast. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using a range of investment strategies and technology platforms, and offers solutions through both proprietary and third-party 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.

Shawn Buys is a financial advisor with TIAA‑CREF in Pittsburgh, PA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with TIAA‑CREF since 2016. Outside of his advisory work, he works as a delivery driver for DoorDash on weekends. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and institutional clients, often serving those connected to TIAA‑administered retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios or customized strategies, and acts as adviser to various affiliated funds including a donor-advised fund.

Matthew Villers is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners LLC and Fidelity Investments. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Glen Oconnor is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Pensionmark Securities, Pensionmark Financial Group, Axios Advisory Group, and Capfinancial Securities. In addition to his advisory work, Oconnor is involved with American Pension Benefits, a third-party administrator. 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 investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house manager selection with third-party model portfolios and direct advisor discretion.

Scott Marshall is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes positions at Scottrade, Inc. from 2005 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, with services that include management of donor-advised funds and use of affiliated investment funds.

Talin Drabik is a financial advisor with PNC Wealth Management in Monroeville, PA, holding a Series 66 designation and 21 years of industry experience. He has been with PNC Investments LLC since 2008. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.