Clare Frederick is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Stratos in 2011, she worked at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. She is based in Pittsburgh, PA. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and supports a variety of account management options and platforms.

Andrew Madden is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with TIAA-CREF and has previously worked at Private Client Services, Fragasso Financial Advisors, LPL Financial, and PNC Investments. Madden is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.

Bradley Hilbert is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at NewEdge Advisors since 2021. Prior to this, he was affiliated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation beginning in 2009. Outside of his advisory roles, Hilbert is involved with fixed insurance through several general agency appointments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations via a network of independent investment adviser representatives. The firm provides a broad range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing multiple program structures and technology tools to support advisors and clients.

Patrick Breidsprecher is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Voith Paper and involvement with NCFC Youth. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, utilizing strategic allocation models and both discretionary and non-discretionary implementations, supported by proprietary research and a wide range of affiliated capabilities within the Goldman Sachs ecosystem.

Bryson Edmonds is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Huntington entities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and affiliate investment strategies and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

Joseph Salpietro is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2024, he worked at XPYRIA Investment Advisors, Inc. for 18 years. Outside of his advisory role, he serves as president of The Manor Home Owners Association. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Kevin Boland is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 credential and 18 years of industry experience. His prior experience includes roles at Cetera Wealth Services and Avantax Investment Services, among others. Outside of his advisory work, Boland is involved in fiduciary appointments and serves on the boards of behavioral health and early childhood development organizations, as well as on the governing board of Seton-La Salle Catholic High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, while providing a range of investment options and back-office solutions.

Matthew Buggey is a CFP®-designated financial advisor with 11 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Buggey serves as a board member of the Baptist Homes Foundation. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

John Balestreire is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with PNC Investments since 2018 and previously spent seven years at E*Trade Securities LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account piloted for employees that utilizes algorithmic risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Susan Bell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Principal Life Insurance Company, Principal Securities, OneDigital Investment Advisors, and Huntington Investment Company. She is also formally designated as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Monica Leister is a financial advisor at Oppenheimer with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2019. Her prior experience includes roles at Quasar Distributors, LLC and Muhlenkamp & Co., Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

John Cummings Jr. is a financial advisor at Cerity Partners LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Xpyria Investment Advisors, Inc. for 18 years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and specialized private market programs.

Adam Rayburg is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017. Prior to that, he was with PNC Investments from 2012 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both model portfolio and customized investment management under a fiduciary standard within a vertically integrated structure.

Kerry Doyle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, discretionary digital portfolio strategy pilot for employees that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

Mark Luschini is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved with SAM2, LLC, a real estate development entity based in Erie, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and 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 municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

Kimberly Carroll is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at Citizens Bank and its affiliated entities prior to joining Ameritas in 2021. Outside of finance, she teaches dance to children at Michele's Dance Center, a role she has held since 2003. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Kenneth Scrima is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Murlat Abdoo is an investment advisor representative with Tlg Advisors, Inc. based in Pittsburgh, PA. He holds Series 65 and Series 63 credentials and has experience working at Schneider Downs Wealth Management and Mid Atlantic Trust Co. Abdoo is also involved with Union Bridge Capital as a financial paraplanner. Tlg Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and providing a direct-to-consumer digital program called Starlight Portfolios.

Benjamin Bannon is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Janney in 2026, he worked at NewEdge Securities Inc and HBKS Wealth Advisors, and spent 15 years at Snow Capital Management LP. 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 and retirement plan sponsors, and charitable and municipal entities, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Katherine Hay is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at PNC Investments since 2016 and previously at S&T Bank from 2014 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithmic risk assessment and discretionary model portfolios primarily invested in mutual funds and ETFs.