Pearl Graham is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 65 designations and with 25 years of industry experience. She has been with VALIC Financial Advisors since 2001 and is also involved as the Supervisory Committee Chairperson of her local credit union, where she assists with annual audits and compliance testing. 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 for portfolio construction.

Robert Pryhocki is a financial advisor at Kestra Advisory with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Kestra in 2024, he worked at Waldron Private Wealth, LLC and has experience in both private wealth and academic settings. He is a co-owner of Bent Tree Capital, a business focused on social media account creation and growth. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors and has approximately $79.8 billion in assets under management.

Ann Newcamp is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 65 and Series 66 credentials and 12 years of industry experience. Her career includes roles at Janney Montgomery Scott since 2021, as well as positions at Western & Southern Financial Group and Federated Investment Counseling. 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, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Meghan Clark is a financial advisor with TIAA-CREF, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management and Merrill Lynch Pierce, Fenner & Smith Incorporated. She is based in Pittsburgh, PA. 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. The firm operates within a vertically integrated group, providing both model-based and customized portfolio management under a fiduciary standard.

Robert Jamison is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at PNC Investments LLC and has experience in various roles including time at Uber and memberships at several golf clubs. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary portfolio solution using algorithmic risk assessment and approved model strategies with annual rebalancing.

Jennifer Zimmel is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds the Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for employees that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

John Nehrig is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 registrations with 10 years of industry experience. He has been with Citizens Securities since 2020, following prior roles at Key Investment Services and KeyBank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital platform using proprietary algorithms and managed account services, while operating as a broker-dealer and insurance agency.

Christopher Suess is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with Commonwealth since 2019 and concurrently works with Wealth Management Partners, LLC, where he also engages in fixed insurance sales as an agent. His prior experience includes roles at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Michael Muslin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been affiliated with Ameritas entities since 2002, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. Muslin is also a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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.

Mark Scholl is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott in various roles since 2005. 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, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Alexander Robenolt is a financial advisor with Eagle Strategies (New York Life) in Pittsburgh, PA. He holds Series 66 and Series 63 licenses and has three years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life, Northwestern Mutual, and the Pennsylvania State System of Education. Eagle Strategies serves 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 across multiple program types and manages a substantial non-discretionary asset base within an integrated New York Life affiliate structure.

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.

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC and holds Series 63, 65, and 66 licenses. He has 19 years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. Focus Partners Wealth serves a diverse client base ranging from individuals to institutional investors, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis alongside third-party managers.

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 based in Pittsburgh, PA, with nine years of industry experience. He has been with PNC Investments since 2016. Outside of his financial advisory role, he was involved with South Hills Bible Chapel from 2014 to 2019. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered in an invitation-only employee pilot. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Andrew Cross is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2019. Prior to his current role, he spent eleven years at Arendt's Outdoor Services, Inc. Cross serves as a volunteer member of the Finance Committee at Heritage Baptist Church, where he assists with budgeting and giving statements. 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 a range of financial planning and investment management solutions, utilizing both strategic and tactical approaches overseen by an in-house Investment Management & Research team.

Michael Campbell is a Series 66-licensed financial advisor with Primerica Advisors in Pittsburgh, PA, bringing 11 years of industry experience. He has been with Primerica Advisors since 2014 and has prior experience with Guardian Life/Luttner Financial Group Ltd dating back to 1998. Outside of his advisory role, he is involved with Conditionomics, LLC, a business he dedicates limited time to. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment programs.