Daniel Suhoski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers.

Jeanine Guzzardi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and delegated investment implementation.

Bradford Scheiman is a CFP® professional with eight years of industry experience, currently advising at PNC Wealth Management since 2018. He previously worked at Voya Financial Advisors and held roles at Kent State University and Ohio Baseball Tournaments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs under annual rebalancing.

Kellen Quackenbush is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2016. Outside of his advisory role, Quackenbush serves as Treasurer for Deer Lakes Youth Soccer Club, a nonprofit youth soccer organization. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model and customized portfolio solutions.

Paul Pantano is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including long-term service at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Outside of his advisory work, he provides seasonal tax preparation services. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.

Patrick Duffy is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy for employees that uses algorithmic risk assessment and delegates portfolio implementation to third-party managers.

Benjamin Demers is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, and has three years of industry experience. He has worked previously at Merrill and holds a marketing manager role with TechReady Professionals. Additionally, he owns a non-investment-related website, www.bendemers.com. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for PNC Bank employees. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Daniel Vaughn is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual. Outside of finance, his background includes diverse roles at Whole Foods Market and various other organizations. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Kiersten Ambrose is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and eight years of industry experience. She has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services, MassMutual, and Burstin Frantz & Hicks. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, offers 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 provides access to proprietary and third-party advisory solutions.

Nicholas Maurizi is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been in the financial services industry since 2023. Prior to joining Bankers Life, he was a principal at Ryan & Maurizi LLC for 13 years. Outside of his advisory role, he is a minority owner of Greenchain Enterprise, LLC, a logging company in central Pennsylvania. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Danica Cato is a financial advisor at PNC Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has been associated with PNC Investments since 1995. Outside of her advisory role, she is the owner and secretary of KD Cato LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary portfolio solution currently available as an invitation-only pilot for PNC Bank employees.

Mark Rosen is a financial advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has a career history that includes long-term roles at The Leaders Group Inc. and Underwriters Brokerage Service. Rosen is also an independent insurance agent and a partner in an insurance brokerage firm serving fee-based and fee-only advisors. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and it offers both sub-advised portfolios and a direct-to-consumer digital program, Starlight Portfolios.

Erin Mooney is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 12 years of industry experience. Her work history includes roles at First Commonwealth Bank, Infinex Investments, Inc., Cetera, and PNC Wealth Management. Outside of financial services, she works as a waitress at Monte Cellos of Cranberry. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive approach involving third-party promoters and lending solutions.

Stephen Drizos Jr. is a financial advisor with J.W. Cole Advisors, Inc. based in Canonsburg, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. Prior to joining J.W. Cole Advisors in 2018, he worked at PNC Investments from 2013 to 2018. Outside of his advisory role, he serves as president of Liberty Wealth Strategies, a financial planning and investment management firm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Elizabeth Connolly is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and bringing 16 years of industry experience. She is also the proprietor of Connolly, Steele & Company, P.C., a CPA firm providing accounting and tax services, and owns CSC Financial Strategies, LLC, an insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering discretionary and non-discretionary account options and maintains third-party asset manager relationships to support tailored investment strategies.

Stephen Och is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He has been with Citizens Securities since 2016 and holds Series 63 and Series 65 credentials. 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 in partnership with SigFig and a separate Managed Account program.

June Flint is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Cetera Advisors LLC before joining Private Advisor Group and LPL Financial in 2017. Flint is also a licensed notary public in Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

Robert Corcoran is a financial advisor at Hornor, Townsend & Kent, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2009. Corcoran also maintains a CPA designation with over 40 years in accounting and is involved in multiple life insurance brokerages and local business networking groups. He serves as a board member and secretary of TC House, Inc. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, retirement plan consulting, and uses third-party asset managers within both discretionary and non-discretionary account structures.

Eric Docherty is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Westminster College's Towering Titans, supporting student athletes and fundraising efforts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Elizabeth Ley is a financial advisor at Principal Financial Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Transamerica Financial Advisors, New York Life Insurance, and Principal Life Insurance. Ley is also a Certified Public Accountant and provides tax preparation and accounting services, in addition to owning TurnKey Services LLC, a group and health insurance business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.