Ryan Hicks is a CFP® professional with 17 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Galen Greiner is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using a range of strategies including strategic asset allocation and manager selection.

Michael Flynn is a financial advisor with Citizens Securities, Inc. in Allison Park, PA, holding Series 65 and Series 63 licenses and having seven years of industry experience. His career includes prior roles at Merrill and Foundations Investment Advisors LLC, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program that employs ETF-based portfolios with proprietary algorithms and optional tax-loss harvesting.

Cole Lewis is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at multiple firms, including PNC Investments LLC and IC Advisory Services, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm's approach uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

Kimberly Weidner is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She 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 invests via mutual funds and ETFs managed by PNC or third-party strategists.

David Zabela is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fort Pitt Capital Group, Key Investment Services, and TD Ameritrade, among others. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

Mariano Lopez is a financial advisor at NorthCoast Asset Management LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Securities Inc., and PNC Investments. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies including alternatives and private investment vehicles.

Dominique Johnson is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Bank of America, Merrill Lynch, and several other firms. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

Brian Smith is a CFP® credentialed financial advisor with 32 years of industry experience, currently associated with Guardian Life and Park Avenue Securities in Pittsburgh, PA. He holds a limited attorney role drafting wills and serves on the boards of the Andrew C. Virostek Foundation and Lifetime Financial Growth. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs including discretionary and non-discretionary portfolio management.

Daniel Brady is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Thermo Fisher Scientific and Dick's Sporting Goods. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary 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.

Zoe Wiest is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. She holds the Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2015. Outside of her advisory role, she is also a notary public. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and unaffiliated sub-advisors.

John Soika Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Daniel Gleyze is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 63 and Series 65 licenses. Before joining Janney Montgomery Scott, he worked at Ernst & Young for three years. Janney Montgomery Scott is a large 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, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Brian Benacci is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Scottrade Investment Management, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

William Gorman is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Primerica Advisors since 1999 and has concurrent experience with Luttner Financial Group Ltd. and Guardian Life Insurance Co. of America since 1992. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base that includes individual investors, high-net-worth clients, charitable organizations, and corporate entities. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and consulting, supported by an integrated operating model and multiple investment management platforms.

Walter Scheide Jr. is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Jonathan Lohman is a Series 65 licensed advisor at Mariner with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent a decade with Commonwealth Advisory Group, Ltd. in various roles. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and is notable for its integration of tax, accounting, and administrative family office capabilities.

Mary Orstein is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. She previously worked at The Coury Firm and has a background that includes roles in healthcare outreach and education. Outside of finance, she is a part-time Brazilian Jiu Jitsu instructor at a martial arts gym in Pittsburgh. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm's approach involves algorithm-driven risk assessment and implementation via mutual funds and ETFs managed by PNC or third-party strategists.

Michael Steiner is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Eagle Strategies since 2022, as well as with Nylife Securities LLC and New York Life Insurance Company since 2015. He also serves as a Notary Public in Pittsburgh. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Jared Patrick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, algorithm-driven discretionary model account currently available as an employee pilot. The firm utilizes approved model strategies managed by PNC or third-party strategists and employs mutual funds and ETFs with annual rebalancing.