Eric Miller is a financial advisor with PNC Wealth Management in Carnegie, PA, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has worked with various PNC entities since 2015, including PNC Investments and PNC Capital Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. The program uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs, featuring annual rebalancing without client trading of individual securities.

Timothy Bandi is a financial advisor with Lincoln Investment in Allison Park, PA, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs managed through both discretionary and non-discretionary approaches, overseeing approximately $22.9 billion in advisory assets.

Bradley Boandl is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Agia and Northampton Country Club, where he worked as a bartender on weekends. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large client base.

Kevin Lingenfelser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked with Commonwealth since 2010. In addition to his advisory role, he conducts fixed insurance sales as an agent under the name Lingenfelser Financial Services. 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 managing over $200 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Jotie Hirkissa is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to his current role as a Licensed Branch Manager since 2026, he worked at KeyBank and Citizens Securities, Inc., among other positions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment model selection and provides ongoing monitoring and due diligence for third-party advisory products.

Michael Peters is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2024. His prior roles include positions at WCG Wealth Advisors and Treloar & Heisel, among others. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services including trust administration and insurance through affiliated entities.

Danielle Bailey is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at several firms, including Keller Williams and IVC Wealth Advisors. Outside of her advisory role, she pursues real estate as a part-time activity, assisting friends and family with residential property transactions. 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 and providing optional tax and ESG overlay services.

Bradley Shermeto is a CFP® professional currently with CWM, LLC and Carson Wealth, with a combined one year of experience in the financial advisory industry. He previously worked for Louis Plung & Company for six years and spent time at Technip FMC before entering the advisory field. CWM, LLC is an SEC-registered investment adviser serving a wide range of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses discretionary model portfolios managed by an in-house Investment Committee and offers services such as portfolio management, financial planning, sub-advisory and retirement-plan services with an emphasis on fiduciary processes and operational transparency.

Cory Phillips is a CFP® with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Edward Jones. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis and utilizes a broad set of investment strategies across managed and held-away assets.

Michael Alder is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life Insurance Company since 2014. Outside of his advisory work, Alder serves on the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies implemented through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Seth Silverman is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. He serves as chairman of the board of directors for St Margaret's Foundation in Pittsburgh, which assists hospital patients with essential needs not covered by insurance. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering financial planning, brokerage services, and multiple advisory programs.

Brendan Ward is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth and Wealth Management Partners, LLC since 2011. His other business activities include fixed insurance sales conducted under Wealth Management Partners, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, and compliance support while allowing advisors discretion in constructing client portfolios.

James Luckey is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of his advisory role, he is a member of Luckey Agency, Inc., which is involved in payroll personal and commercial insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

Santo Liberto is a financial advisor at NorthCoast Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fort Pitt Capital Group LLC and Kovitz Investment Group Partners, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, managing portfolios across a wide range of strategies including equity, income, alternatives, and private investment vehicles.

George Orr III is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 38 years of industry experience. He has been with Janney Montgomery Scott since 1997 in various capacities. Outside of his advisory role, Orr serves as a board member for C3 Compassion, a charitable organization addressing childhood poverty, and is involved in several non-compensated healthcare governance roles at Heritage Valley Health System, including patient safety, medical group, institutional review board, and board of directors committees. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Ryan Hicks is a CFP® professional with 17 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Galen Greiner is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using a range of strategies including strategic asset allocation and manager selection.

Michael Flynn is a financial advisor with Citizens Securities, Inc. in Allison Park, PA, holding Series 65 and Series 63 licenses and having seven years of industry experience. His career includes prior roles at Merrill and Foundations Investment Advisors LLC, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program that employs ETF-based portfolios with proprietary algorithms and optional tax-loss harvesting.

Cole Lewis is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at multiple firms, including PNC Investments LLC and IC Advisory Services, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm's approach uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

Kimberly Weidner is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She 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 invests via mutual funds and ETFs managed by PNC or third-party strategists.