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.

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.

Benjamin Demers is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, and has three years of industry experience. He has worked previously at Merrill and holds a marketing manager role with TechReady Professionals. Additionally, he owns a non-investment-related website, www.bendemers.com. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for PNC Bank employees. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

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.

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 bringing 29 years of industry experience. He worked at Fragasso Wealth Advisors for eight years before joining PNC in 2010, where he has been affiliated with both PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses approved model strategies managed by PNC or third-party strategists. The firm’s approach includes algorithm-driven model selection with annual rebalancing and relies on third parties for portfolio implementation and proxy voting.

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 designation and 12 years of industry experience. Her work history includes roles at First Commonwealth Bank, Infinex Investments, Inc., Cetera, and PNC Wealth Management. Outside of financial services, she works as a waitress at Monte Cellos of Cranberry. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 with a hybrid adviser/broker-dealer structure and a distinctive approach involving third-party promoters and lending solutions.

Stephen Drizos Jr. is a financial advisor with J.W. Cole Advisors, Inc. based in Canonsburg, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. Prior to joining J.W. Cole Advisors in 2018, he worked at PNC Investments from 2013 to 2018. Outside of his advisory role, he serves as president of Liberty Wealth Strategies, a financial planning and investment management firm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Elizabeth Connolly is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and bringing 16 years of industry experience. She is also the proprietor of Connolly, Steele & Company, P.C., a CPA firm providing accounting and tax services, and owns CSC Financial Strategies, LLC, an insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering discretionary and non-discretionary account options and maintains third-party asset manager relationships to support tailored investment strategies.

June Flint is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Cetera Advisors LLC before joining Private Advisor Group and LPL Financial in 2017. Flint is also a licensed notary public in Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

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.

Elizabeth Ley is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has six years of industry experience. Her prior roles include positions at Principal Securities, Transamerica Financial Advisors, and New York Life Insurance Company. Ley is also a certified public accountant offering tax preparation and accounting services, and she owns TurnKey Services LLC, a group and health insurance business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various arrangements.

William Bates is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been affiliated with Principal Financial Services and its related entities since 2003 and leads Bates Financial Group. Outside of his advisory work, he serves on the Board of Trustees for the Chapel of the Good Shepherd at Chautauqua Institution and is a board member of the Wrestlers in Business Network. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Scott Rosengren is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Tyler Ruby is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Eagle Strategies and Ruby Financial Group since 2020 and with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Ruby operates Ruby Financial Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailoring solutions to client objectives and provides a variety of program types, with most assets managed on a non-discretionary basis.

Albert Hopkins is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 23 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, focusing on investments via mutual funds and ETFs with annual rebalancing.