Stewart Biro is a CFP®-certified financial advisor with PNC Wealth Management in Pittsburgh, PA, bringing nine years of industry experience. He has been with PNC Investments since 2016. Outside of his advisory role, he was involved with South Hills Bible Chapel for five years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. This program uses algorithmic risk assessments and approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Andrew Cross is a financial advisor with Lincoln Investment, holding a Series 66 designation and seven years of industry experience. Prior to joining Lincoln Investment in 2019, he worked for Arendt's Outdoor Services, Inc. for eleven years. Outside of his advisory role, he serves on the Finance Committee at Heritage Baptist Church, where he volunteers on budgeting and distribution of giving statements. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and utilizes an in-house Investment Management & Research team to construct strategic and adaptive portfolios.

Michael Campbell is a financial advisor at Guardian Life with 11 years of industry experience. He holds a Series 66 designation and has worked with Guardian Life and its affiliate Luttner Financial Group Ltd since 1998. Outside of his advisory role, he is involved with Conditionomics, LLC, a non-investment-related business. Guardian Life’s affiliate, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Eric Kearsh is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Huntington Bank. He is also involved with CF Advisors Group as an investment firm employee. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods, offering access to model portfolios, mutual funds, ETFs, interval funds, and individual securities across discretionary and non-discretionary programs.

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 at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Ameriprise, J.P. Morgan Securities, and New York Life. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Steven Schaefer is a financial advisor at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PNC Investments, PNC Wealth Management, and Natcity Investments. Schaefer is based in Pittsburgh, PA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Eugene Disanti Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved in offering health insurance, long-term care, prescription plans, and annuities not available through Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Joseph Lucchino is a financial advisor with Eagle Strategies (NY Life) based in Natrona Heights, PA. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. Lucchino has been affiliated with Eagle Strategies since 2004 and operates the Lucchino Insurance & Financial Group since 2015. He is also involved in brokering non-registered insurance products and has over 20 years of experience selling health insurance through Fortis Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based hourly advice and co-advisory relationships, with the majority of its assets managed on a non-discretionary basis.

Robert Wilson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been employed as an on-air meteorologist with Hearst Communications Inc. since 2018. Additionally, he is a co-owner of Cinnaholic Pittsburgh, a business managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs utilizing model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Sara Pollock is a CFA® charterholder with nine years of industry experience. She is currently an advisor at TIAA-CREF in Pittsburgh, PA, where she has worked since 2026. Prior to this, she held roles at S&P Dow Jones Indices and Federated Hermes, among others. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides point-in-time planning services alongside ongoing portfolio management through a fiduciary advisory model.

Nicole Moses is a financial advisor with PNC Wealth Management in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has been with PNC Investments, LLC since 2016 and also has prior experience with PNC Bank, NA. Outside of her advisory role, she is involved as a health and fitness coach. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses approved model strategies and an algorithmic risk assessment process.

Michael Dibartolomeo is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, DiBartolomeo Investment Group, LLC, J.A. Sauer, Co., and PNC Wealth Management. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture model that integrates multiple third-party platforms and managers.

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.

Shawn Buys is a financial advisor with TIAA‑CREF in Pittsburgh, PA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with TIAA‑CREF since 2016. Outside of his advisory work, he works as a delivery driver for DoorDash on weekends. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and institutional clients, often serving those connected to TIAA‑administered retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios or customized strategies, and acts as adviser to various affiliated funds including a donor-advised fund.