Christopher Suess is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Financial Engines Advisors and TD Ameritrade. He is also involved in fixed insurance sales through Wealth Management Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Muslin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Ameritas entities since 2002 in various roles, including insurance and investment services. Muslin is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning solutions to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a range of model portfolios and investment vehicles across discretionary and non-discretionary programs and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

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.

Alfred Richter is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Citizens Securities, Investors Bank, and Cetera. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm combines advisory and brokerage services with multiple investment approaches and maintains affiliations with third-party platforms and insurance desks.

Alexander Robenolt is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life. His background also includes experience in education through roles with the Pennsylvania State System of Education, Slippery Rock University, and the Danville Area School District. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of programs tailored to client and plan sponsor objectives, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Richard Webb is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. He has been with Kestra Investment Services and Kestra Advisory Services since 2016. Webb is also President and Chief Investment Officer of Marbury Asset Management, LLC, where he manages client relationships and investment portfolios. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with clients that include large institutional investors and sovereign wealth funds.

Jonathan Hottle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with PNC Investments, LLC since 2016 and previously spent two years at Northwestern Mutual Investment Management. Outside of his advisory role, he serves as a director for Heroes Never Alone Inc., a nonprofit organization. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital account offering that utilizes third-party managed strategies with a focus on mutual funds and ETFs, featuring annual rebalancing and limited direct client interaction.

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, Series 65, and Series 66 designations and 19 years of industry experience. He has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Chad Firmstone is a financial advisor with TIAA-CREF based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with TIAA-CREF since 2007. Outside of his advisory role, he also works as a contract delivery driver for a web-based food delivery service. 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, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, with a range of service models including customized portfolio management.

Stewart Biro is a CFP® professional with nine years of industry experience, currently serving at PNC Wealth Management in Pittsburgh, PA. His career has been focused at PNC Investments since 2016. Outside of his advisory role, he has been involved with South Hills Bible Chapel. PNC Wealth Management offers retail brokerage and advisory services, including model-based investment programs such as the Portfolio Solutions Strategist Digital Offering, an invitation-only employee pilot designed for clients with existing PNC Bank online-banking credentials.

Michael Campbell is a financial advisor at Guardian Life with 11 years of industry experience. He holds a Series 66 designation and has worked with Guardian Life and its affiliate Luttner Financial Group Ltd since 1998. Outside of his advisory role, he is involved with Conditionomics, LLC, a non-investment-related business. Guardian Life’s affiliate, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Eric Kearsh is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Huntington Bank. He is also involved with CF Advisors Group as an investment firm employee. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods, offering access to model portfolios, mutual funds, ETFs, interval funds, and individual securities across discretionary and non-discretionary programs.

Hyojoung Kim is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 66 licenses with nine years of industry experience. She has been affiliated with New York Life Insurance Co and NYLIFE Securities since 2017 and joined Eagle Strategies LLC in 2024. Prior to her career in finance, she spent a year as a homemaker. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Jacob Forschein is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has six years of industry experience. He previously worked at Intervest International Equities Corp and Westinghouse Electric Company. Forschein serves as Board President of Steel City Shakespeare, a nonprofit theater organization focused on community education and productions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary services, plan design, and employee education, utilizing multiple management platforms and third-party solutions.

Maria Ferragonio is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs - Ayco since 2021. Her background also includes roles in academia at several universities, including California University of Pennsylvania and Eastern Kentucky University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic allocation models and offers specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging extensive resources across the Goldman Sachs organization.

Peter Di Sanza is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Ameriprise, J.P. Morgan Securities, and New York Life. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Steven Schaefer is a financial advisor at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PNC Investments, PNC Wealth Management, and Natcity Investments. Schaefer is based in Pittsburgh, PA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Eugene Disanti Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved in offering health insurance, long-term care, prescription plans, and annuities not available through Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.