Nicole Szakos is a financial advisor with CWM, LLC, holding a Series 66 designation and bringing six years of industry experience. Her prior roles include positions at Carson Wealth, Advice & Planning Services, and Thrivent Financial. Outside of advisory work, she is involved in real estate management and home remodeling through ownership and administrative roles in related businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs model portfolios governed by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan services and fiduciary processes.

Raymond Dodson is a CFP® professional with 38 years of industry experience, all spent at Commonwealth Financial Network since 1988. He holds the Series 63 designation and is based in Bethel Park, PA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Aaron Adrian is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic questionnaires to recommend risk bands and employs third-party firms for portfolio execution.

Joshua Bell is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities, Citizens Bank, and CCO Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Bret Stutzman is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at XPYRIA Investment Advisors, Inc. for 18 years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Stephen Creps is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Citizens Securities, Inc., and Citizens Bank. He volunteers as a Creative Gifts Coordinator and serves as an Equip Class Facilitator. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm uses a range of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

Kenneth Jarvis is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Raymond James Financial Services and PNC Bank. Outside of his advisory role, he is the founder and owner of Cards Collectibles and Gadgets CCG LLC, a small drop shipping company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Daniel O'Connor is a CFA® charterholder and holds the Series 66 license, with five years of industry experience. He currently works at Kestra Advisory and Kestra Investment Services, LLC, joining in 2021. Prior to that, he was employed at Federated Hermes Inc. from 2018 to 2021 and has additional work experience at Public Partnerships LLC and Saint Vincent College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of management platforms and third-party solutions.

Benjamin Lodico is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Private Advisor Group since 2014 and has concurrently worked with LPL Financial since 2013. Outside of his advisory role, Lodico serves as a minority inspector of votes for Allegheny County and owns a business entity named Gettin’Shwifty LLC. Private Advisor Group, LLC manages 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 and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

Robert Pryhocki is a financial advisor at Kestra Advisory with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Kestra in 2024, he worked at Waldron Private Wealth, LLC and has experience in both private wealth and academic settings. He is a co-owner of Bent Tree Capital, a business focused on social media account creation and growth. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors and has approximately $79.8 billion in assets under management.

Ann Newcamp is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 65 and Series 66 credentials and 12 years of industry experience. Her career includes roles at Janney Montgomery Scott since 2021, as well as positions at Western & Southern Financial Group and Federated Investment Counseling. 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, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Meghan Clark is a financial advisor with TIAA-CREF, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management and Merrill Lynch Pierce, Fenner & Smith Incorporated. She is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group, providing both model-based and customized portfolio management under a fiduciary standard.

Robert Jamison is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at PNC Investments LLC and has experience in various roles including time at Uber and memberships at several golf clubs. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary portfolio solution using algorithmic risk assessment and approved model strategies with annual rebalancing.

Samuel Coccia Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Global Financial Private Capital, LLC, GF Investment Services, LLC, and he has been involved with Coccia Group, Inc. since 2012. Outside of advising, he serves as a trustee for First Evangelical Free Church and works as an on-ice hockey referee. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

John Nehrig is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 registrations with 10 years of industry experience. He has been with Citizens Securities since 2020, following prior roles at Key Investment Services and KeyBank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital platform using proprietary algorithms and managed account services, while operating as a broker-dealer and insurance agency.

Christopher Suess is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with Commonwealth since 2019 and concurrently works with Wealth Management Partners, LLC, where he also engages in fixed insurance sales as an agent. His prior experience includes roles at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Michael Muslin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been affiliated with Ameritas entities since 2002, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. Muslin is also a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

James Wood is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been with TIAA and its related entities since 2017 and previously worked at TD Ameritrade for one year. Outside of finance, he has a long-term role as a sales associate at Sterling Jewelers Inc. TIAA-CREF Individual & Institutional Services, LLC serves individual clients, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with those connected to employer retirement plans. The firm provides financial planning and managed account programs using both model and customized portfolio management under a fiduciary standard.

Joseph Lombardo is a CFP®-designated financial advisor with 23 years of industry experience, currently practicing at Janney Montgomery Scott in Pittsburgh, PA. He has been with Janney Montgomery Scott since 2012. 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, financial planning, and advisory services.

James Wert is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at NewEdge Advisors since 2021 and has an extensive background at Mid Atlantic Capital Corporation and PGH Pension Planners, Inc., where he has been active since the 1980s. Wert also engages in commission-based securities business as a registered representative of NewEdge Securities, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple advisory program structures and technology tools to support client needs.