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® credentialed financial advisor with 32 years of industry experience, currently associated with Guardian Life and Park Avenue Securities in Pittsburgh, PA. He holds a limited attorney role drafting wills and serves on the boards of the Andrew C. Virostek Foundation and Lifetime Financial Growth. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs including discretionary and non-discretionary portfolio management.

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.

Brenda Hohn is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Citizens Securities since 2016 and previously spent 15 years at Citizens Bank. Brenda serves as a board member of Downtown Kittanning Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory platforms include a digital advisory program managed with SigFig and a separate Managed Account program, operating alongside its broker-dealer and insurance activities.

Daniel Brady is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Thermo Fisher Scientific and Dick's Sporting Goods. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary 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.

Brian Benacci is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Scottrade Investment Management, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

William Gorman is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Primerica Advisors since 1999 and has concurrent experience with Luttner Financial Group Ltd. and Guardian Life Insurance Co. of America since 1992. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base that includes individual investors, high-net-worth clients, charitable organizations, and corporate entities. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and consulting, supported by an integrated operating model and multiple investment management platforms.

Walter Scheide Jr. is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PNC Investments, LLC since 2016 and previously spent one year with J.J.B. Hilliard, W.L. Lyons, LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

Kristy Mc Cormick is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been associated with First Command's affiliated firms since 2005. First Command Advisory Services, Inc. is a registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Jonathan Lohman is a Series 65 licensed advisor at Mariner with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent a decade with Commonwealth Advisory Group, Ltd. in various roles. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and is notable for its integration of tax, accounting, and administrative family office capabilities.

Mary Orstein is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. She previously worked at The Coury Firm and has a background that includes roles in healthcare outreach and education. Outside of finance, she is a part-time Brazilian Jiu Jitsu instructor at a martial arts gym in Pittsburgh. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm's approach involves algorithm-driven risk assessment and implementation via mutual funds and ETFs managed by PNC or third-party strategists.

Mykel Haney is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and two years of industry experience. His prior work includes roles at KeyBank, Bank of America, Merrill, and PNC Investments LLC. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals, using a multi-provider model and integrating services from KeyCorp affiliates.

Michael Steiner is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Eagle Strategies since 2022, as well as with Nylife Securities LLC and New York Life Insurance Company since 2015. He also serves as a Notary Public in Pittsburgh. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Jared Patrick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, algorithm-driven discretionary model account currently available as an employee pilot. The firm utilizes approved model strategies managed by PNC or third-party strategists and employs mutual funds and ETFs with annual rebalancing.

Jay Guyer is a CFP® and ChFC® with 36 years of experience in the financial services industry. He is currently affiliated with Janney Montgomery Scott, where he has worked since 2018. Prior to that, he spent ten years at M&T Securities and M&T Bank. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Nathan Boxx is a CFP® certificant with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis, private funds, and specialized portfolio tools.

Carrie Coghill is a financial advisor at Kestra Advisory with 39 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Her career includes roles at Commonwealth Financial Network, Coghill Investment Strategies, LLC, and Commonwealth Equity Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Adam Yofan is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, Alpern Wealth Management, LLC, and LPL Financial, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing tools such as trend-following and options overlay strategies.