Jeffrey Hofmann is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with VALIC Financial Advisors, Inc. since 2010 and also holds an agent position at Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

David Nemecek is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Citizens Securities since 2003. Outside of his advisory role, he coaches youth baseball and serves as fundraising and team sponsor director for Central Valley Youth Baseball. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering both advisory and brokerage services. The firm provides a digital advisory program alongside managed accounts, operating as a broker-dealer and insurance agency, and is entirely owned by Citizens Bank, N.A.

William Coates is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at LPL Financial LLC, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. Stratos Wealth Partners is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets with around 379 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Nicole Szakos is a financial advisor at Carson Wealth holding a Series 66 designation with six years of industry experience. Her career includes roles at Thrivent Financial and Advice & Planning Services, LLC. Outside of advising, she owns and manages businesses in real estate and home remodeling. Carson Wealth 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 offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored investment solutions.

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 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank in various roles since 2013. 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.

Bret Stutzman is a financial advisor at Cerity Partners LLC in Pittsburgh, PA, holding a Series 66 designation with 25 years of industry experience. He worked at XPYRIA Investment Advisors, Inc. for 18 years prior to joining Cerity Partners in 2024. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within a client-specific investment framework, alongside access to alternative and private market solutions for qualified clients.

Stephen Creps is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Citizens Securities, Inc. and Citizens Bank. Creps volunteers as a Creative Gifts Coordinator and Equip Class Facilitator in Monroeville, PA. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers financial planning, consulting, and access to proprietary and third-party advisory solutions.

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.

Michael Moschetta is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Ascensus Broker Dealer Services, CUNA Brokerage Services, CUNA Mutual Group, and Neuberger Berman. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs supported by an online planning tool and telephone access to advisors.

Jonathan Hansotte is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Kelley Financial Group and LPL Financial. Hansotte also provided administrative support to Stratos Wealth Partners, Ltd in an investment-related capacity. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients through an IAR-driven model that combines discretionary and non-discretionary portfolio management with an open-architecture investment approach.

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.

Pearl Graham is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 65 designations and with 25 years of industry experience. She has been with VALIC Financial Advisors since 2001 and is also involved as the Supervisory Committee Chairperson of her local credit union, where she assists with annual audits and compliance testing. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Benjamin Lodico is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Private Advisor Group since 2014 and also has experience at LPL Financial and Edward Jones. Outside of his advisory work, he serves as a Minority Inspector of Votes for Allegheny County and owns a business entity named Gettin’Shwifty LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

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 at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 65 and Series 66 credentials. Her prior roles include 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.