Stephen Hadad is a financial advisor at OSAIC Institutions, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at First Commonwealth Bank since 2020, as well as at Infinex Investments, Inc. and PNC Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model that includes discretionary and non-discretionary management, alternative investments, and lending solutions.

Thomas Durkin is a financial advisor with Principal Financial Services in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2019, following prior roles at UBS Financial Services and Sagemark Consulting, Inc. Durkin serves as a bank officer at Principal Bank and Principal Trust Company and is a member of his residential Homeowners Association board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Patrick Leviseur is a financial advisor at PNC Wealth Management with 28 years of industry experience. He has been with PNC Investments since 2015 and holds the Series 63 and Series 65 credentials. Based in Pittsburgh, PA, he supports clients through the firm’s wealth management services. PNC Wealth Management offers retail brokerage and advisory services via several model-based programs, including an invitation-only digital discretionary model account available to employees. The firm’s approach uses algorithm-driven risk assessment and delegates portfolio management to approved model strategists employing mutual funds and ETFs.

Theodore Feitt Jr. is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Key Investment Services since 2019, following three years at Huntington Investment Company. Feitt serves as a board member of the Disciples Church Extension Fund, a nonprofit that funds charitable projects within the Disciples of Christ church network. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by advisory recommendations and ongoing oversight while maintaining affiliations with KeyCorp entities for integrated financial services.

Sean Culbertson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities Inc. since 2014, with a brief tenure at Cambridge Investment Research Advisors, Inc. He is also involved as an independent insurance agent through Financial Essentials, LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in its offerings.

John Wetterau is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Frank Milito is a financial advisor with Primerica Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in insurance products other than Guardian’s offerings, dedicating about 5% of his time to this business. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, financial planning, and consulting, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Trevor Smith is a financial advisor at PNC Wealth Management with eight years of industry experience and a Series 66 designation. He has held various roles within PNC, including positions at PNC Investments and PNC Bank. In addition to his advisory work, he owns and operates The Steadfast Dad, a non-investment-related therapy practice. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for PNC Bank employees. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs with annual rebalancing.

John Cunningham is a financial advisor at GWN Securities Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining GWN Securities, he was a student at the University of Tampa. Outside of his advisory role, he is involved in marketing financial products with Kades Margolis Corporation. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm employs a range of investment programs, including both traditional asset-allocation and legacy market-timing strategies.

Michele Berteotti is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017 and has been self-employed since 2004. Outside of her advisory work, Michele provides private golf instruction. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers various proprietary and third-party investment programs and supports both discretionary and non-discretionary account management across multiple investment types.

Jacob Croft is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding the Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Hornor, Townsend & Kent since 2018 and has a concurrent affiliation with Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, Croft is active as president of a local Business Networking International chapter and is a partner at an online trading card sales business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options through a combination of in-house advice and third-party asset manager relationships, operating as both an SEC-registered advisor and FINRA-member broker-dealer.

Devin Bluemling is a financial advisor at Cerity Partners LLC in Pittsburgh, PA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Harris Williams and Rula, as well as teaching positions at the University of Pittsburgh and North Allegheny. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Richard Crist is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Diane Yee is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 14 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 1996, including roles at both firms currently. Diane also solicits and services insurance products from other carriers to meet client needs. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Rachael Gloor is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and regular rebalancing.

Joseph Tranchini is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. in Pittsburgh, PA. He has worked with Stratos Wealth Partners since 2019 and previously held positions at LPL Financial and Strategic Investment Group. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning services through an open-architecture platform integrating multiple external resources.

Eric Sluss is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. Sluss operates The Sluss Advisory Group as a DBA under Private Advisor Group, providing investment advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple platforms and third-party asset managers to meet diverse client needs.

Kiera Davis is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She previously worked at The Ayco Company, L.P./Mercer Allied and has held roles at educational institutions and financial organizations. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering specialized programs such as Executive Wealth and Private Family Office support.

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 with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co and Mass Mutual Investors Services, as well as experience at T. Rowe Price. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic risk assessments to select investment models and delegates portfolio execution to third-party managers, employing mutual funds and ETFs with annual rebalancing.