Bret Stutzman is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at XPYRIA Investment Advisors, Inc. for 18 years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Stephen Creps is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Citizens Securities, Inc., and Citizens Bank. He volunteers as a Creative Gifts Coordinator and serves as an Equip Class Facilitator. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm uses a range of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

Michael Moschetta is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Ascensus Broker Dealer Services LLC, CUNA Brokerage Services, CUNA Mutual Group, and Neuberger Berman. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm serves individual investors and households, using model portfolios with tax-aware strategies and Monte Carlo simulations to support retirement planning.

Jonathan Hansotte is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at The Kelley Financial Group and LPL Financial. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets. The firm serves over 24,000 clients through a network of approximately 366 advisors, offering a range of portfolio management and financial planning services that utilize an open-architecture investment approach integrating both advisor-managed and model-based strategies.

Daniel O'Connor is a CFA® charterholder and holds the Series 66 license, with five years of industry experience. He currently works at Kestra Advisory and Kestra Investment Services, LLC, joining in 2021. Prior to that, he was employed at Federated Hermes Inc. from 2018 to 2021 and has additional work experience at Public Partnerships LLC and Saint Vincent College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of management platforms and third-party solutions.

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.

Benjamin Lodico is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Private Advisor Group since 2014 and has concurrently worked with LPL Financial since 2013. Outside of his advisory role, Lodico serves as a minority inspector of votes for Allegheny County and owns a business entity named Gettin’Shwifty LLC. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

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.

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, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at NewEdge Advisors since 2021 and has longstanding affiliations with Mid Atlantic Capital Corporation and PGH Pension Planners, Inc. Additionally, he conducts commission-based securities business as a registered representative of NewEdge Securities, 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 through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

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.