Hyojoung Kim is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 66 licenses with nine years of industry experience. She has been affiliated with New York Life Insurance Co and NYLIFE Securities since 2017 and joined Eagle Strategies LLC in 2024. Prior to her career in finance, she spent a year as a homemaker. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Jacob Forschein is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has six years of industry experience. He previously worked at Intervest International Equities Corp and Westinghouse Electric Company. Forschein serves as Board President of Steel City Shakespeare, a nonprofit theater organization focused on community education and productions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary services, plan design, and employee education, utilizing multiple management platforms and third-party solutions.

Gregory Simpson is a CFA® charterholder with 13 years of industry experience. He is currently with Corient in Sewickley, PA, where he has worked since 2025. Prior to joining Corient, he spent 12 years at Rootstock Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Peter Di Sanza is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, J.P. Morgan Securities, and New York Life. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management and financial services. The firm follows a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a large platform and an extensive network of affiliated service companies.

Steven Schaefer is a financial advisor at Oppenheimer with 35 years of industry experience. He has held roles at PNC Investments for 11 years prior to joining Oppenheimer in 2024. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a variety of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 2025.

Eugene Disanti Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes longstanding roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved in offering insurance products outside of Guardian, including health insurance, long-term care, and prescription plans. Park Avenue Securities LLC operates as a dual-registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

Eric Cownie is a financial advisor at Kestra Advisory with 21 years of industry experience. He has held roles at Kestra Advisory Services LLC and Kestra Investment Services LLC since 2022, and previously worked at Wells Fargo Advisors for six years. He holds a Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors and sovereign wealth funds.

James Snyder is a CFP®, CFA®, and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Mariner Wealth Advisors and Executive Wealth Counselors. Snyder serves on the Boards of Trustees for the YMCA of Beaver County and the Pittsburgh Public Theater, where he also chairs the Investment Subcommittee and is a member of the Audit and Finance Committee. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management overseen by an internal Investment Committee.

Scott Wodzenski is a CFP® professional with 16 years of industry experience. He is currently with Janney Montgomery Scott and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and PNC Bank. 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 a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Michael Dibartolomeo is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at LPL Financial LLC and founding DiBartolomeo Investment Group, LLC. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting through a network of independent investment adviser representatives using an open-architecture investment approach.

Zachary Zanolli is a financial advisor with PNC Wealth Management in Bridgeville, PA, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, which is an invitation-only, employee pilot program that uses algorithm-driven model strategies managed by PNC or third-party strategists and implemented via mutual funds and ETFs.

Robert Davidson is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third-party strategists and executed with mutual funds and ETFs.

Philip Herbster is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 65 designation and has previously worked at Touchstone Capital, McKinley-Carter Wealth Services, and First National Bank, among other roles. Outside of his advisory work, he also works as a food delivery driver for DoorDash on a part-time basis. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Matthew Villers is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His work history includes roles at Kovitz Investment Group Partners LLC and Fidelity Investments. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office services, and more. The firm’s investment approach emphasizes a long-term, tax- and fee-sensitive strategy that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Glen Oconnor is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Pensionmark Securities, Pensionmark Financial Group, Axios Advisory Group, and Capfinancial Securities. In addition to his advisory work, Oconnor is involved with American Pension Benefits, a third-party administrator. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house manager selection with third-party model portfolios and direct advisor discretion.

Edward Morrissey is a financial advisor at Hornor, Townsend & Kent, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at several firms including LPL Financial and Penn Mutual Life Insurance Company. Morrissey is also the proprietor of Morrissey Wealth Management Services, a life insurance brokerage. He serves as a board member for UPMC Passavant, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory and broker-dealer services, offering clients tailored investment strategies supported by third-party asset manager relationships.

Mero Capo III is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Pensionmark Securities, CapFinancial Securities, and Axios Advisory Group, where he has been involved since 1994. In addition to his advisory work, he serves as a partner consulting on business operations for American Pension Benefits. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services through a network of independent advisers, utilizing multiple program structures and incorporating technology tools and centralized due diligence in their investment approach.

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.

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.