Danielle Wilson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. She has 10 years of industry experience, including over a decade with LPL Financial, LLC. Wilson also serves as a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model involves tailored investment approaches and the use of proprietary and third-party platforms and strategies.

Edward Morrissey is a financial advisor at Hornor, Townsend & Kent, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at several firms including LPL Financial and Penn Mutual Life Insurance Company. Morrissey is also the proprietor of Morrissey Wealth Management Services, a life insurance brokerage. He serves as a board member for UPMC Passavant, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory and broker-dealer services, offering clients tailored investment strategies supported by third-party asset manager relationships.

Mero Capo III is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Pensionmark Securities, CapFinancial Securities, and Axios Advisory Group, where he has been involved since 1994. In addition to his advisory work, he serves as a partner consulting on business operations for American Pension Benefits. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services through a network of independent advisers, utilizing multiple program structures and incorporating technology tools and centralized due diligence in their investment approach.

Eric Miller is a financial advisor with PNC Wealth Management in Carnegie, PA, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has worked with various PNC entities since 2015, including PNC Investments and PNC Capital Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. The program uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs, featuring annual rebalancing without client trading of individual securities.

David Joseph is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Citizens Securities since 2014. 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 with SigFig and a separate Managed Account program, while it also operates as a broker-dealer and insurance agency.

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.

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® professional with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive 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.

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.

Seth Silverman is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. He serves as chairman of the board of directors for St Margaret's Foundation in Pittsburgh, which assists hospital patients with essential needs not covered by insurance. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering financial planning, brokerage services, and multiple advisory programs.

Brendan Ward is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth and Wealth Management Partners, LLC since 2011. His other business activities include fixed insurance sales conducted under Wealth Management Partners, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, and compliance support while allowing advisors discretion in constructing client portfolios.

Santo Liberto is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group Inc. and LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a 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, third-party separate account managers, and private funds.

Nolan Dalson is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and currently based in Canonsburg, PA. He began his advisory career at Janney Montgomery Scott in 2024 and has work experience that includes roles at Sharp Raiser Limited and various educational institutions. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of internal portfolio management and third-party managers.

Ryan Hicks is a CFP® professional with 17 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Barry Dervin is a financial advisor with Lincoln Investment in Pittsburgh, PA, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves on the board of trustees for the Beth Hamedrash Hagadol-Beth Jacob Congregation. 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, retirement plan advice, and a range of advisor- and firm-managed investment programs, managing both discretionary and non-discretionary portfolios using strategic and tactical approaches supported by an Investment Management & Research team.

Edward Cehelsky is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and with 25 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. In addition to his advisory role, he is involved in life insurance brokerage through his own business, EC Wealth Design, offering insurance sales and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both an advisory and broker-dealer platform, managing a broad range of assets with a focus on tailored asset allocation and diversification strategies.

Daniel Wolfgang is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has worked at Janney since 2018. His prior roles include positions at Dominion Post, United Bank, and West Virginia University. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, and offers investment advice through a combination of in-house and third-party portfolio management.

Galen Greiner is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009. Prior to that, he was employed at Janney Montgomery Scott and Parker/Hunter Incorporated. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches.