Reginald Holt is a financial advisor with PNC Wealth Management in Monroeville, PA. He holds a Series 66 designation and has been with PNC Wealth Management since 2026. Prior to this role, he worked at PNC Bank and held positions in several other organizations including Under Armour and Nike. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital portfolio solution that relies on algorithmic risk assessment and invests via approved models using mutual funds and ETFs.

Tanner Johnson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has prior experience with Guardian Life Insurance Company and Park Avenue Investment Advisory, among other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that implements approved model strategies via mutual funds and ETFs, with annual rebalancing and algorithm-driven client risk assessment.

Jeanine Guzzardi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and delegated investment implementation.

Aaron Paolini is a financial advisor at MAI Capital Management, LLC with a ChFC® designation and over 10 years of industry experience. He has worked with Treloar & Heisel, Inc. since 2016 and was previously with WCG Wealth Advisors, LLC for six years. Outside of advisory work, he is involved in the sale of fixed and non-variable insurance products through Treloar & Heisel, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm offers a range of strategies across equity, fixed income, ETFs, and private investments, integrating financial planning and tax services, and manages significant assets including registered mutual funds and private investment vehicles.

Kellen Quackenbush is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2016. Outside of his advisory role, Quackenbush serves as Treasurer for Deer Lakes Youth Soccer Club, a nonprofit youth soccer organization. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model and customized portfolio solutions.

Paul Pantano is a financial advisor with Primerica Advisors who holds the ChFC® designation and has 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. In addition to his advisory work, he provides seasonal tax preparation services. Primerica Advisors serves a broad retail client base, offering brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Patrick Duffy is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy for employees that uses algorithmic risk assessment and delegates portfolio implementation to third-party managers.

James Remo is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and is co-owner of Remo Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business. 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 hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Daniel Vaughn is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. He has held roles at Janney Montgomery Scott since 2022 and previously worked at Northwestern Mutual and in several positions outside the financial industry. 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.

Kiersten Ambrose is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, and previously at MML Investors Services, MassMutual, and Burstin Frantz & Hicks. Park Avenue Securities LLC 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, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Nicholas Maurizi is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been in the financial services industry since 2023. Prior to joining Bankers Life, he was a principal at Ryan & Maurizi LLC for 13 years. Outside of his advisory role, he is a minority owner of Greenchain Enterprise, LLC, a logging company in central Pennsylvania. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Shawna Sklarsky is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. Her career includes multiple roles at Citizens Bank and Citizens Securities since 2017, along with prior experience at Key Investment Services LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Darren Meyers is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 29 years of industry experience. He 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 approved model strategies managed by PNC or third-party strategists.

Danica Cato is a financial advisor at PNC Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has been associated with PNC Investments since 1995. Outside of her advisory role, she is the owner and secretary of KD Cato LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary portfolio solution currently available as an invitation-only pilot for PNC Bank employees.

Kevin Daeschner is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with PNC since 2010, working across both the investments and banking divisions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments to manage portfolios with mutual funds and ETFs.

Mark Rosen is a financial advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has a career history that includes long-term roles at The Leaders Group Inc. and Underwriters Brokerage Service. Rosen is also an independent insurance agent and a partner in an insurance brokerage firm serving fee-based and fee-only advisors. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and it offers both sub-advised portfolios and a direct-to-consumer digital program, Starlight Portfolios.

Erin Mooney is a financial advisor with Osaic Institutions, Inc., holding a Series 66 credential and 12 years of industry experience. She has worked at First Commonwealth Bank and Infinex Investments since 2017, and previously at Cetera and First National Bank of Pennsylvania from 2015 to 2017. Outside of her advisory work, she is employed as a waitress at Monte Cellos of Cranberry. Osaic Institutions, Inc. serves individuals, high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

Elizabeth Connolly is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. She holds a Series 66 credential and has worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Connolly is also the proprietor of Connolly, Steele & Company, P.C., a CPA firm providing accounting and tax services to businesses and individuals. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Stephen Och is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while operating as a broker-dealer and insurance agency.

Robert Corcoran is a financial advisor at Hornor, Townsend & Kent, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2009. Corcoran also maintains a CPA designation with over 40 years in accounting and is involved in multiple life insurance brokerages and local business networking groups. He serves as a board member and secretary of TC House, Inc. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, retirement plan consulting, and uses third-party asset managers within both discretionary and non-discretionary account structures.