Bradley Shermeto is a CFP® professional with one year of industry experience, currently with Carson Wealth in Pittsburgh, PA. Prior to joining Carson Wealth and its affiliated entity CWM, LLC in 2025, he worked for Louis Plung & Company for six years and Technip FMC for one year. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services supported by a centrally managed Investment Committee.

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 Guardian Life and Park Avenue Securities, holding a Series 66 designation and five 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 role, he is a member of the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

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.

Jason Longnecker is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked with Principal Life Insurance Company since 2006 and currently serves as president of JWL Wealth Management. In addition to his advisory work, he is an adjunct professor teaching finance and business courses at Westmoreland County Community College and serves as an elder overseeing the benevolent account at Bible Alliance Church. He is also president of a local chapter of a national business networking organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money managers through various adviser and promoter arrangements.

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.

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.

Cole Lewis is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at multiple firms, including PNC Investments LLC and IC Advisory Services, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm's approach uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

John Conway is a financial advisor with PlanMember Securities Corporation based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at PlanMember since 2017 and founded Conway Wealth Management in 2015. Prior to that, he spent over two decades at Woodbury INVESTORS, INC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios, supported by education and personalized planning services.

Kimberly Weidner is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs managed by PNC or third-party strategists.

Mariano Lopez is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Securities Inc., and PNC Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

John Bachman III is a financial advisor at PNC Wealth Management with 23 years of industry experience. He has worked with PNC Investments LLC since 2009. Outside of his advisory role, he is a member of Sterling Real Estate Ventures LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithm-driven risk assessments and uses mutual funds and ETFs in its investment approach.

Brian Smith is a CFP® with 32 years of experience in the financial industry, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has spent the entirety of his career at Guardian Life and Park Avenue Securities, with overlapping roles dating back to 1994. Outside of his advisory duties, Smith serves as a board member for the Andrew C. Virostek Foundation and Lifetime Financial Growth and is involved in limited legal drafting of wills. Park Avenue Securities, part of Guardian Life, provides brokerage and advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.

Nicholas Cortazzo is a Series 66-licensed advisor with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2013. He has 21 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, using mutual funds and ETFs with annual rebalancing.

Chad Dalson is a CFP® professional with 38 years of industry experience. He has been with Janney Montgomery Scott since 2011, totaling 15 years at the firm. Janney Montgomery Scott LLC is a dually registered broker-dealer and 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 brokerage and advisory services through a combination of in-house and third-party portfolio management.