Jacob Croft is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Hornor, Townsend & Kent since 2018 and has also been associated with Penn Mutual Life Insurance Company since 2016. Outside of advisory work, Croft serves as President of a local Business Networking International chapter and is a partner in an online trading card sales venture. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets under management through a network of advisers and third-party asset managers.

Devin Bluemling is a financial advisor at Cerity Partners LLC in Pittsburgh, PA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Harris Williams and Rula, as well as teaching positions at the University of Pittsburgh and North Allegheny. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Richard Crist is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 services, financial planning, consulting, and advisory programs.

Diane Yee is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 14 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 1996, including roles at both firms currently. Diane also solicits and services insurance products from other carriers to meet client needs. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Rachael Gloor is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and regular rebalancing.

Larry Marks is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm uses a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Joseph Tranchini is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. in Pittsburgh, PA. He has worked with Stratos Wealth Partners since 2019 and previously held positions at LPL Financial and Strategic Investment Group. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning services through an open-architecture platform integrating multiple external resources.

Michael Grembi Jr. is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.A., and Merrill. He also engages in writing fixed and variable insurance products, including life, disability, annuities, and health-related coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with a focus on discretionary investment management and ongoing client reviews.

Kraig Cawley is a CFP® professional with 17 years of industry experience. He is currently affiliated with Commonwealth Financial Network and operates Cawley Financial Advisors, LLC. His prior experience includes roles at Cetera and Cambridge Investment Research. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operates as a platform provider delivering operations, compliance, and practice-management support.

Wesley Perman is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PNC Investments since 2008. Perman works out of Wexford, PA. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implementation via approved model strategies.

Benjamin Veach is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Citizens Securities, Inc., Citizens Bank NA, and J.P. Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to select employees. The program utilizes algorithm-driven model selection and implements strategies through mutual funds and ETFs with annual rebalancing, relying on third-party managers for portfolio execution and proxy voting.

Lauren Winberg is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Farther and previously spent 15 years at Allegheny Financial Group. Based in Pittsburgh, PA, she has been with Farther since 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Benjamin Demblowski is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co and Mass Mutual Investors Services, as well as experience at T. Rowe Price. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic risk assessments to select investment models and delegates portfolio execution to third-party managers, employing mutual funds and ETFs with annual rebalancing.

Michael Mc Mahon is a financial advisor with Empower Advisory Group in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has previously worked at GWFS Equities, Inc. since 2017 and PNC Investments from 2016 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mark Valenti is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 22 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Erinn Montanti is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her prior roles include positions at Federate Hermes and Key Bank Corp. Montanti has also worked in education, with experience at Slippery Rock University and Revere High School. 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, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Roman Day is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 credential and six years of industry experience. He has worked at several firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, LPL Financial, and Federated Investment Counseling. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and alternatives, and maintains a broad platform that includes affiliated service companies and product relationships beyond typical custody or manager platforms.

Kenneth Williams Jr. is a CFP®-designated financial advisor with Wealth Enhancement Advisory Services, LLC, based in Pittsburgh, PA. He has three years of industry experience and has previously worked at LPL Financial and The Prudential Insurance Company of America. Outside of his advisory role, he is employed part-time as a valet. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Peter Scott is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2008. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, and acts as a qualified custodian for client assets.

Davisson Hammond is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017, following eight years at Ameriprise Financial Services. Hammond is also a partner at The Kelley Financial Group Accounting and Consulting, focusing on tax preparation and accounting. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.