Gretchen Troiano is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of her advisory role, she owns and competes with an Arabian horse in training and show events. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary programs across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and ongoing portfolio reviews.

James Wells III is a financial advisor with Stratos Wealth Partners, Ltd in Pittsburgh, PA, holding a Series 66 designation and having 20 years of industry experience. His prior firms include Mid Atlantic Financial Management, Inc. and Ameriprise. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, employing an IAR-driven, open-architecture investment approach with access to multiple third-party platforms and specialized portfolio management solutions.

Michael Haley is a CFP® with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, LLC and BPU Investment Management Inc. Outside of advisory work, he is involved in fixed insurance activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory 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, employing a strategic investment approach that blends passive and active management guided by an internal Investment Committee.

Anthony Quinlan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment to guide investment strategies executed via mutual funds and ETFs.

Dillon Hudson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with seven years of industry experience. His career includes roles at PNC Investments, Edward Jones, 1st Summit Bank, and Fastenal. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Jason Madden is a financial advisor at PNC Wealth Management in Pittsburgh, PA. He holds the Series 66 designation and has industry experience beginning in 2025. Prior to his current role, he worked at PNC Bank since 2017 and at #1 Cochran Automotive from 2011 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements investments via approved model strategies.

Kyle Richert is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 11 years of industry experience. He has been with Guardian Life since 2015 and with Park Avenue Securities since 2024. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary programs and third-party platforms to tailor client relationships.

Jared Henigin is a CFP® professional affiliated with Commonwealth Financial Network, based in Pittsburgh, PA, with nine years of industry experience. He has worked at Wealth Management Partners, LLC since 2019 and at Commonwealth Financial Network since 2018. Prior to that, he was with Northwestern Mutual and CVS Health. Commonwealth Financial Network is a national dual-registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs and advisory services, utilizing both internal model portfolios and third-party platforms.

Seth Dresbold is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Kestra Advisory. He has worked with Signature Select Wealth and Signature Financial Planning, among other roles. Outside of his advisory work, he operates a comedy production company called Not Your Turn Productions and practices law through Seth C. Dresbold Law LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving notable clients like sovereign wealth funds.

Melissa Maxwell is a CFP®-certified financial advisor with 20 years of industry experience. She has been associated with Wealth Management Partners and Commonwealth Financial Network since 2009. Melissa also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Clinton Kelly is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Eagle Strategies in 2025, he worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as President of the Knights of Mecca - Syria Shrine, supporting the Shriner's Children's Hospital in Erie, PA. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Rebecca Bryan is a financial advisor at NewEdge Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked with firms including Mid Atlantic Capital Corporation and Cetera Advisor Networks. Bryan’s background also includes entrepreneurial ventures such as Bryan Advisory Services and involvement in the energy sector with Discovery Oil & Gas. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers diverse investment solutions, combining in-house manager selection, third-party models, and advisor discretion supported by technology and centralized due diligence.

Daniel Andrews is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. His prior experience includes roles at Sheaff Brock Investment Advisors, Citizens Securities, TD Ameritrade, and Merrill. Outside of financial advising, he is involved with Seven Springs Resort, a ski resort in Champion, PA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

John Macdonald is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including 21 years with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple wrap/advisory programs with a combination of in-house and third-party portfolio management.

Thomas Siegfried is a financial advisor at Valic Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Diehl Toyota of Butler. Outside of his advisory role, he is affiliated with AGIA, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using third-party models and technology, managing approximately $29.2 billion across more than 1,200 advisors.

Anthony Ranalli is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary and non-discretionary investment options, including a digital advisory program and a managed account program.

August Consiglio Jr. is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Connecticut General Life Insurance Co. Consiglio is also president of Consiglio Financial Group, LLC, where he manages and oversees investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

William Jenkins is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mid Atlantic Capital Corporation, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He also serves as a compliance officer in an investment representative capacity. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing technology and centralized due diligence to support various advisor-managed and model-based investment programs.

Daniel King is a Series 65 licensed financial advisor with six years of industry experience. He is currently associated with OSAIC Institutions, Inc. and serves as a Senior Investment Officer at First Commonwealth Bank’s trust and wealth management division. His prior experience includes roles at Nobles Newborn, Citizens Securities Inc., and Citizens Bank. 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, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and extensive third-party partnerships.

Daniel Thompson is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Union Bridge Capital, Cantilever Wealth Management, and Monti, Thompson & Getty. In addition to his advisory roles, Thompson is also an attorney providing legal services related to family advocacy. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and platform affiliates, employing a research approach based on fundamental analysis and Modern Portfolio Theory.