Kyle Richert is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Guardian Life since 2015 and currently works with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he has a minor involvement with Ash Brokerage in insurance products. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs, including both proprietary and third-party solutions.

Jared Henigin is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Wealth Management Partners, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He has also worked outside the financial sector at CVS Health. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, compliance, and practice-management resources while enabling discretionary portfolio construction across various securities and insurance products.

Seth Dresbold is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked with Signature Select Wealth, Kestra Advisory, Kestra Investment Services, and Signature Financial Planning. Outside of his advisory role, Seth owns a comedy production company, Not Your Turn Productions, which produces and promotes comedy shows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and manages complex investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

Melissa Maxwell is a CFP® with 19 years of industry experience, currently serving at Commonwealth Financial Network since 2006. She also has a concurrent role with Wealth Management Partners dating back to 2001. Maxwell holds a Series 63 license and is based in Oakdale, PA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Clinton Kelly is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Eagle Strategies in 2025, he worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as President of the Knights of Mecca - Syria Shrine, supporting the Shriner's Children's Hospital in Erie, PA. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Rebecca Bryan is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Mid Atlantic Capital Corporation, NewEdge Securities Inc, and Cetera Advisor Networks, among others. She has also been involved in entrepreneurial activities through Bryan Advisory Services and Bryan Funding Inc. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management via a wrap fee program that integrates asset management with financial planning and consulting.

Pamela Hughes is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Valic Financial Advisors since 2001 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm employs Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large client base.

Daniel Andrews is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2016. His prior roles include positions at Sheaff Brock Investment Advisors, LLC and Cco Investment Services Corp. Outside of his advisory work, he is involved with Seven Springs Resort, a ski resort in Champion, PA. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management techniques and integrated retirement plan services.

John Macdonald is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including 21 years with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple wrap/advisory programs with a combination of in-house and third-party portfolio management.

Thomas Siegfried is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and is also an agent for non-securities insurance products with Agia. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and serving a broad client base through a large advisor network.

Anthony Ranalli is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 license and bringing 19 years of industry experience. He has been with Citizens Securities since 2015. Outside of his advisory role, he is also a rental property owner. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services and operates a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

August Consiglio Jr. is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Connecticut General Life Insurance Co. Consiglio is also president of Consiglio Financial Group, LLC, where he manages and oversees investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

William Jenkins is a financial advisor with NewEdge Advisors in Pittsburg, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at NewEdge Advisors since 2021 and has been with Mid Atlantic Capital Corporation since 2008. Jenkins also serves as a compliance officer in addition to his advisory role. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Daniel King is a Series 65-licensed financial advisor with five years of industry experience, currently associated with OSAIC Institutions, Inc. He has held roles at Infinex Investments, Inc., First Commonwealth Bank, Noble Newborn, Citizens Securities Inc., and Citizens Bank. Outside of his advisory work, he is involved in real estate as an owner and principal. OSAIC Institutions, Inc. serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory and brokerage services through customized engagements and employs a network of investment adviser representatives who utilize multiple analytical approaches and access to alternative investments.

Daniel Thompson is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Union Bridge Capital, Cantilever Wealth Management, and Monti, Thompson & Getty. In addition to his advisory roles, Thompson is also an attorney providing legal services related to family advocacy. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and platform affiliates, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

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.

William Coates is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios and emphasizes active monitoring and asset allocation across multiple custodians.

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.

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.

John Yee is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Wealth Management Partners and Commonwealth Financial Network since 2002. Outside of his advisory work, he is 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 roughly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody services.