Daniel Thompson is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Union Bridge Capital, Cantilever Wealth Management, and Monti, Thompson & Getty. In addition to his advisory roles, Thompson is also an attorney providing legal services related to family advocacy. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and platform affiliates, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

William Coates is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at LPL Financial LLC, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. Stratos Wealth Partners is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets with around 379 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Nicole Szakos is a financial advisor at Carson Wealth holding a Series 66 designation with six years of industry experience. Her career includes roles at Thrivent Financial and Advice & Planning Services, LLC. Outside of advising, she owns and manages businesses in real estate and home remodeling. Carson Wealth 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 offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored investment solutions.

Raymond Dodson is a CFP® professional with 38 years of industry experience, all spent at Commonwealth Financial Network since 1988. He holds the Series 63 designation and is based in Bethel Park, PA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Aaron Adrian is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic questionnaires to recommend risk bands and employs third-party firms for portfolio execution.

Bret Stutzman is a financial advisor at Cerity Partners LLC in Pittsburgh, PA, holding a Series 66 designation with 25 years of industry experience. He worked at XPYRIA Investment Advisors, Inc. for 18 years prior to joining Cerity Partners in 2024. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within a client-specific investment framework, alongside access to alternative and private market solutions for qualified clients.

Stephen Creps is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Citizens Securities, Inc. and Citizens Bank. Creps volunteers as a Creative Gifts Coordinator and Equip Class Facilitator in Monroeville, PA. 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 combines advisor-led discretionary management with model-based strategies and offers financial planning, consulting, and access to proprietary and third-party advisory solutions.

Jonathan Hansotte is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including The Kelley Financial Group and LPL Financial. Hansotte also provided administrative support to Stratos Wealth Partners, Ltd in an investment-related capacity. Stratos Wealth Partners, Ltd 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 through an IAR-driven model that combines discretionary and non-discretionary portfolio management with an open-architecture investment approach.

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.

Benjamin Lodico is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Private Advisor Group since 2014 and also has experience at LPL Financial and Edward Jones. Outside of his advisory work, he serves as a Minority Inspector of Votes for Allegheny County and owns a business entity named Gettin’Shwifty LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

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 at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 65 and Series 66 credentials. Her prior roles include 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.

Christopher Suess is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Financial Engines Advisors and TD Ameritrade. He is also involved in fixed insurance sales through Wealth Management Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Muslin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Ameritas entities since 2002 in various roles, including insurance and investment services. Muslin is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning solutions to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a range of model portfolios and investment vehicles across discretionary and non-discretionary programs and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

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.

Alfred Richter is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Citizens Securities, Investors Bank, and Cetera. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm combines advisory and brokerage services with multiple investment approaches and maintains affiliations with third-party platforms and insurance desks.