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, holding Series 63 and Series 66 designations and 45 years of industry experience. He has worked at Lincoln Investment Planning since 2012, with prior roles at LPL Financial, Countrywide Investment Services, and TD Ameritrade. Lincoln Investment Planning, LLC serves a diverse client base including individual investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Bradley Boandl is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Valic Financial Advisors since 2018 and also has experience as an agent at Agia and as a bartender at Northampton Country Club, where he worked on weekends handling reservations and bar service. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes a technology-driven approach with discretionary unified managed accounts and serves a high volume of clients.

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.

David Joseph is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a separate Managed Account program, while it also operates as a broker-dealer and insurance agency.

Jotie Hirkissa is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Key Investment Services, KeyBank, and Citizens Bank since 2017. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates to deliver a range of investment and advisory capabilities.

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 with one year of industry experience, currently with Carson Wealth in Pittsburgh, PA. Prior to joining Carson Wealth and its affiliated entity CWM, LLC in 2025, he worked for Louis Plung & Company for six years and Technip FMC for one year. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services supported by a centrally managed Investment Committee.

Cory Phillips is a CFP® professional with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive 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.

Michael Alder is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five 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 role, he is a member of the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities, a subsidiary of Guardian Life, 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 through proprietary and third-party platforms.

Lawrence Feder 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 has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists, with investments in mutual funds and ETFs and automated portfolio management features.

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.

Santo Liberto is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group Inc. and LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a 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, third-party separate account managers, and private funds.

Lisa Deporzio is a financial advisor at GWN Securities Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2004. Additionally, she has been affiliated with Kades-Margolis Corporation since 1996. Outside of her advisory role, she is involved in life insurance sales and serves as an unpaid officer of a family-owned handyman services business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of over 400 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

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 18 years of experience in the financial services industry. He currently works at Guardian Life and Park Avenue Securities, where he has been employed since 2019. Prior to that, he spent 11 years at MassMutual Life Insurance Company. Park Avenue Securities LLC, 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 range of advisory and consulting services, combining advisor-led discretionary management with model-based strategies and digital solutions tailored to client needs.

Barry Dervin is a financial advisor with Lincoln Investment Planning, Inc. in Pittsburgh, PA, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment since 1994. Outside of his advisory role, he serves on the board of trustees for the Beth Hamedrash Hagadol-Beth Jacob Congregation. Lincoln Investment Planning, LLC serves a wide range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers, operating through a layered delivery model with both discretionary and non-discretionary advisory services.

Galen Greiner is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009. Prior to that, he was employed at Janney Montgomery Scott and Parker/Hunter Incorporated. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches.