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.

Abby Smith is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with PNC Investments since 2016 and is the owner of GS# Designs, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and third-party portfolio implementation.

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.

Philip Herbster is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds the Series 65 designation and has previously worked at Touchstone Capital, McKinley-Carter Wealth Services, and First National Bank, among other roles. Outside of his advisory work, he also operates as a solo contractor driver for a food delivery service. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Matthew Villers is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners LLC and Fidelity Investments. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Glen Oconnor is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Pensionmark Securities, Pensionmark Financial Group, Axios Advisory Group, and Capfinancial Securities. In addition to his advisory work, Oconnor is involved with American Pension Benefits, a third-party administrator. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house manager selection with third-party model portfolios and direct advisor discretion.

Scott Marshall is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes positions at Scottrade, Inc. from 2005 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services provides 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 offers both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, with services that include management of donor-advised funds and use of affiliated investment funds.

Danielle Wilson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. She has 10 years of industry experience, including over a decade with LPL Financial, LLC. Wilson also serves as a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model involves tailored investment approaches and the use of proprietary and third-party platforms and strategies.

Talin Drabik is a financial advisor with PNC Wealth Management in Monroeville, PA, holding a Series 66 designation and 21 years of industry experience. He has been with PNC Investments LLC since 2008. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Edward Morrissey is a financial advisor at Hornor, Townsend & Kent, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at several firms including LPL Financial and Penn Mutual Life Insurance Company. Morrissey is also the proprietor of Morrissey Wealth Management Services, a life insurance brokerage. He serves as a board member for UPMC Passavant, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory and broker-dealer services, offering clients tailored investment strategies supported by third-party asset manager relationships.

Mero Capo III is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Pensionmark Securities, CapFinancial Securities, and Axios Advisory Group, where he has been involved since 1994. In addition to his advisory work, he serves as a partner consulting on business operations for American Pension Benefits. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services through a network of independent advisers, utilizing multiple program structures and incorporating technology tools and centralized due diligence in their investment approach.

Eric Miller is a financial advisor with PNC Wealth Management in Carnegie, PA, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has worked with various PNC entities since 2015, including PNC Investments and PNC Capital Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. The program uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs, featuring annual rebalancing without client trading of individual securities.

Timothy Bandi is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 45 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and previously worked at LPL Financial, Countrywide Investment Services, and TD Ameritrade. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

David Joseph is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Citizens Securities since 2014. 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 with SigFig and a separate Managed Account program, while it also operates as a broker-dealer and insurance agency.

Jotie Hirkissa is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to his current role as a Licensed Branch Manager since 2026, he worked at KeyBank and Citizens Securities, Inc., among other positions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment model selection and provides ongoing monitoring and due diligence for third-party advisory products.

Michael Peters is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2024. His prior roles include positions at WCG Wealth Advisors and Treloar & Heisel, among others. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services including trust administration and insurance through affiliated entities.

Shelley Coneybeer is a financial advisor with The Huntington Investment Company in Monroeville, PA, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, utilizing an open-architecture model that integrates third-party and proprietary investment strategies.

Bradley Shermeto is a CFP® professional currently with CWM, LLC and Carson Wealth, with a combined one year of experience in the financial advisory industry. He previously worked for Louis Plung & Company for six years and spent time at Technip FMC before entering the advisory field. CWM, LLC is an SEC-registered investment adviser serving a wide range of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses discretionary model portfolios managed by an in-house Investment Committee and offers services such as portfolio management, financial planning, sub-advisory and retirement-plan services with an emphasis on fiduciary processes and operational transparency.

Cory Phillips is a CFP® professional with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.