Gregory Smith is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists. The firm’s approach involves discretionary model accounts using mutual funds and ETFs with annual rebalancing, primarily serving employee clients through a pilot program.

Joseph Tranchini is a CFP® with seven years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He has been with Stratos since 2019 and also maintains a relationship with LPL Financial beginning in 2018. His work history includes a two-year period of unemployment from 2016 to 2018. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an IAR-driven, open-architecture investment approach.

Cody Lott is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to his advisory role, he worked at Bankers Life and Casualty, Inc., Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc., as well as earlier positions at Kmart Corporation and Gutter Helmet. He also works as an insurance producer and unit field trainer for Bankers Life and Casualty, focusing on life insurance, long-term care, Medicare plans, and fixed annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment process. The firm focuses on individual clients and integrates services with affiliated broker-dealer and insurance entities.

Lauren Winberg is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Farther and previously spent 15 years at Allegheny Financial Group. Based in Pittsburgh, PA, she has been with Farther since 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Benjamin Demblowski is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at MassMutual Life Insurance Co and MML Investors Services, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees. The firm utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists and employs mutual funds and ETFs with annual rebalancing.

Michael Mc Mahon is a financial advisor with Empower Advisory Group in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has previously worked at GWFS Equities, Inc. since 2017 and PNC Investments from 2016 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mark Valenti is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 22 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Dominic Scassera is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at KeyBank and the University of Pittsburgh. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios within a vertically integrated group structure.

Shannon Spisak is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Infinex Investments Inc. since 2015 and at First Commonwealth since 2011. Outside of advisory work, she is involved as a private lender to a local bar and restaurant in Greensburg, PA. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and emphasizing a decentralized approach to account management.

Kenneth Williams Jr. is a CFP®-designated financial advisor with Wealth Enhancement Advisory Services, LLC, based in Pittsburgh, PA. He has three years of industry experience and has previously worked at LPL Financial and The Prudential Insurance Company of America. Outside of his advisory role, he is employed part-time as a valet. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Darren Bonson is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Investment Professionals, and S&T Bank, among others. He is also independently licensed as an insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an approach that includes discretionary management and collaboration with third-party managers.

Cassidy Fowler is a financial advisor with Cetera Planning Partners in Finleyville, PA. Holding a Series 65 designation, Fowler has one year of experience at Cetera after two years with Avantax Planning Partners and has been involved in financial services since 2019. Outside of advising, Fowler operates a sole proprietorship providing accounting and tax-related services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios constructed from mutual funds and ETFs and provides ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Peter Scott is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63 and Series 65 designations. Prior to joining Oppenheimer, he worked at Anderson & Strudwick, Incorporated. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting, with a focus on strategic asset allocation and manager selection.

Darren Johns is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Edward Jones and Federated Investors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program and a Managed Account program.

Stephen Rohm is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 credential and 11 years of industry experience. Prior to joining Citizens Securities in 2020, he worked at PNC Investments from 2014 to 2020. Outside of his advisory role, he is a partner in Mega Collectibles and More, where he assesses the value of collectibles and merchandise and engages in buying and selling. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Justin Brahim is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Citizens Securities, Inc. and has held prior roles at Wealth Enhancement Group, LPL Financial, and BPU Investment Management. Brahim’s career includes a background in investment management and financial planning in the Pittsburgh, PA area. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with integrated banking affiliations.

Natalie Nemeth is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 65 and Series 63 registrations and one year of industry experience. She previously worked at Probity Finance and Farmers Insurance. Natalie is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, incorporating proprietary and third-party solutions.

Dustin Anewalt is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to that, he was with Infinex Investments, Inc. and First Commonwealth from 2016 to 2021. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, serving as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Danielle Patterson is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and currently co-owns 3Rivers Financial. Patterson also owns Patterson Wealth Planning, LLC, which supports her securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ronald Gestiehr is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advisory work, he is involved in operating JEG Outfitters, LLC, a non-investment-related business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products and alternative investments through its connection with Guardian Life.