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.

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® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His work history includes roles at Kovitz Investment Group Partners LLC and Fidelity Investments. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office services, and more. The firm’s investment approach emphasizes a long-term, tax- and fee-sensitive strategy that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Glen Oconnor is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Pensionmark Securities, Pensionmark Financial Group, Axios Advisory Group, and Capfinancial Securities. He is involved with American Pension Benefits, a third-party administrator providing advisory services. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a variety of analytic approaches and regular portfolio reviews.

Scott Marshall is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at TIAA-CREF since 2018 and previously held roles at Scottrade, Inc. and Scottrade Investment Management from 2005 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised 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.

Edward Morrissey is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 37 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Midland National Life Insurance Company. He is also the proprietor of Morrissey Wealth Management Services, a life insurance brokerage. Morrissey serves as a board member for UPMC Passavant, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services including financial planning and consulting. The firm emphasizes client-directed implementation and oversight, managing a significant portion of client assets on a non-discretionary basis.

Mero Capo III is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Pensionmark Securities, Pensionmark Financial Group (Axios Advisory Group), CapFinancial Securities, and Axios Advisory Group Ltd. Outside of advising, he is a partner in American Pension Benefits, a retirement plan administration business. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and nonprofits, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning. The firm employs a range of analytic approaches and emphasizes periodic portfolio reviews and oversight of trading and product selection practices.

Timothy Bandi is a financial advisor with Lincoln Investment in Allison Park, PA, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs managed through both discretionary and non-discretionary approaches, overseeing approximately $22.9 billion in advisory assets.

Bradley Boandl is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Agia and Northampton Country Club, where he worked as a bartender on weekends. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large client base.

Kevin Lingenfelser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked with Commonwealth since 2010. In addition to his advisory role, he conducts fixed insurance sales as an agent under the name Lingenfelser Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Jotie Hirkissa is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to his current role as a Licensed Branch Manager since 2026, he worked at KeyBank and Citizens Securities, Inc., among other positions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment model selection and provides ongoing monitoring and due diligence for third-party advisory products.

Michael Peters is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2024. His prior roles include positions at WCG Wealth Advisors and Treloar & Heisel, among others. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services including trust administration and insurance through affiliated entities.

Danielle Bailey is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at several firms, including Keller Williams and IVC Wealth Advisors. Outside of her advisory role, she pursues real estate as a part-time activity, assisting friends and family with residential property transactions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and ESG overlay services.

Shelley Coneybeer is a financial advisor with The Huntington Investment Company in Monroeville, PA, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, utilizing an open-architecture model that integrates third-party and proprietary investment strategies.

Daniel Kruper is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and 3Rivers Financial, where he is also a co-owner. Kruper operates Kruper Wealth Management, LLC, a private entity involved in securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed account programs, third-party asset manager access, retirement consulting, and custody services.

Bradley Shermeto is a CFP® professional currently with CWM, LLC and Carson Wealth, with a combined one year of experience in the financial advisory industry. He previously worked for Louis Plung & Company for six years and spent time at Technip FMC before entering the advisory field. CWM, LLC is an SEC-registered investment adviser serving a wide range of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses discretionary model portfolios managed by an in-house Investment Committee and offers services such as portfolio management, financial planning, sub-advisory and retirement-plan services with an emphasis on fiduciary processes and operational transparency.

Cory Phillips is a CFP® with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Edward Jones. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis and utilizes a broad set of investment strategies across managed and held-away assets.

Michael Alder is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life Insurance Company since 2014. Outside of his advisory work, Alder serves on the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies implemented through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Lawrence Feder is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists, with investments in mutual funds and ETFs and automated portfolio management features.