Lisa Valli Steliotes is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and over 41 years of industry experience. She has worked at Primerica Advisors since 1999 and concurrently with The Guardian Life Insurance Company since 1994 and Aetna Life & Casualty since 1980. Outside of her advisory work, she writes fiction and romance stories. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering transaction-based brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Jeffrey Remo is a CFP® with 37 years of industry experience, currently affiliated with Commonwealth Financial Network. He has operated Remo Financial since 2005 alongside his role at Commonwealth. His credentials also include Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, compliance, and operational support, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios.

Bryan Mathie is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2016, including his current role at PNC Wealth Management since 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithm-driven risk assessment and discretionary management of approved mutual funds and ETFs.

Scott Mc Caffrey is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at TIAA-CREF, Proofpoint, Amerivest Investment Management, and TD Ameritrade. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment options and affiliated service companies.

Christian Laffey is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses. He joined PNC Wealth Management in 2024 and has prior work experience in the restaurant industry and other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement portfolios with approved model strategies via mutual funds and ETFs.

Leonard Silvester is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. Outside of his advisory role, he serves as Treasurer of the Northern Allegheny County Rotary Club. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Reginald Holt is a financial advisor with PNC Wealth Management in Monroeville, PA. He holds a Series 66 designation and has been with PNC Wealth Management since 2026. Prior to this role, he worked at PNC Bank and held positions in several other organizations including Under Armour and Nike. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital portfolio solution that relies on algorithmic risk assessment and invests via approved models using mutual funds and ETFs.

Tanner Johnson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has prior experience with Guardian Life Insurance Company and Park Avenue Investment Advisory, among other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that implements approved model strategies via mutual funds and ETFs, with annual rebalancing and algorithm-driven client risk assessment.

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 Primerica Advisors who holds the ChFC® designation and has 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. In addition to his advisory work, he provides seasonal tax preparation services. Primerica Advisors serves a broad retail client base, offering brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

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.

James Remo is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and is co-owner of Remo Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business. 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 hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

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 a Series 66 designation and three years of industry experience. He has held roles at Janney Montgomery Scott since 2022 and previously worked at Northwestern Mutual and in several positions outside the financial industry. 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.

Kiersten Ambrose is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, and previously at MML Investors Services, MassMutual, and Burstin Frantz & Hicks. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice 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.

Darren Meyers is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 29 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.