Gregory Walsh is a CFP®-certified financial advisor at Citizens Securities, Inc. with 11 years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. for seven years, as well as Scottrade and PNC Investments. Outside of his advisory role, he has experience selling items on eBay as a side business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm provides investment management through a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Michael Milarski is a CFP® professional affiliated with Kestra Advisory, with 24 years of industry experience. He has held advisory roles at Kestra Advisory since 2016 and Signature Select Wealth, LLC from 2019 to 2025. Outside of his advisory work, Milarski serves on the board of the American Heart Association and participates in angel investment networks and venture capital activities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a wide range of management platforms and third-party solutions.

Susan Levi is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 designation and 18 years of industry experience. She has worked at firms including Avantax Advisory Services and Cetera Wealth Services. Outside of her advisory role, Levi serves as Executive Director of The Alliance for Infants and Toddlers, a coordination agency for children with developmental concerns, and holds several board positions in local nonprofit organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.

Armand Sperduto is a financial advisor with Centaurus Financial, Inc., holding a Series 63 registration and over 31 years of industry experience. He has been with Centaurus Financial since 2016 and has operated the Armand C Sperduto Agency since 1984. In addition to his advisory work, he is an insurance agent involved in the sales of fixed annuities, term life, and whole life insurance, as well as property and casualty coverage with Erie Insurance Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a range of analytical approaches and both discretionary and non-discretionary account management.

Sean Smith is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and KeyBank. 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 employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Jonathan Babyak is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience in staffing and energy sectors. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and delivers tailored advice through various program types within an integrated New York Life affiliate structure.

Deborah Kahn is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and with eight years of industry experience. She has worked at PNC Investments since 2016 and previously at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm utilizes algorithmic assessments to recommend risk bands and implements strategies using mutual funds and ETFs with annual rebalancing.

Anthony Caruso is a Series 66-credentialed advisor at PNC Wealth Management with 16 years of industry experience. He has worked at PNC Investments, LLC since 2017 and previously at WesBanco Securities, Inc. from 2015 to 2017. Based in Pittsburgh, PA, Caruso focuses on advisory services within an enterprise firm setting. 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 delegates portfolio management to approved strategists and third parties.

Scott Vates Jr. is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and The Huntington Investment Company. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently offered as an invitation-only employee pilot. The firm employs algorithm-driven portfolio selection and delegates investment execution to approved third-party strategists.

Jeffrey Dyer is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Cetera, including a decade at Cetera Advisor Networks LLC. Outside of his advisory role, he serves as president of Valley Brook Country Club. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.

Tara Kovach is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 65 designation and five years of industry experience. Prior to her current role, she worked at Miller McCurry LLC and spent ten years with the Pittsburgh Opera. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with back-office support, trading, technology, and compliance. The firm offers various investment solutions including discretionary model portfolios and personalized indexing options.

Andrew Sekulski is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2016. Outside of his advisory role, he is registered as a landlord but does not engage in active business hours related to that activity. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategist service for employees. The firm primarily uses algorithm-driven model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Jon Veenis is a financial advisor at NewEdge Advisors with Series 63 and Series 65 credentials and 47 years of industry experience. He has been with NewEdge Advisors since 2021 and previously worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 1997. He also serves as a principal of Three Rivers Equity Management, Inc., where he manages a hedge fund of funds and oversees manager selection and reporting. 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 advisors. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence supported by technology tools.

James Wolfinger is a financial advisor at Janney Montgomery Scott with 53 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a 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 brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Elizabeth Carlson is a financial advisor with TIAA-CREF based in Pittsburgh, PA. She holds a Series 66 designation and has eight years of industry experience. Prior to joining TIAA-CREF, she worked at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Connolly, Steele & Company, P.C. Carlson also has experience teaching at Thiel College in their Communications Department and James Pedas Communication Center. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes point-in-time planning and ongoing discretionary management, with notable services such as managing a donor-advised fund and employing a fiduciary standard in its RIA services.

Matthew Binstock is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses, and has 19 years of industry experience. He has worked at Park Avenue Securities since 2007 and with Guardian Life Insurance Company of America since 2006. He serves on the Board of Directors for the Military Community Support Project. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Richard Guerrini is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an employee-only pilot digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved models using mutual funds and ETFs.

Anna Luciani is a financial advisor at PNC Wealth Management with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. 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 employees. The firm utilizes algorithm-driven risk assessments and manages investments via approved model strategies executed with mutual funds and ETFs.

Gerard Elijah Fernando is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney before joining PNC Investments in 2017. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio strategy for employees that utilizes algorithm-driven risk assessment and delegated investment execution.

Christina Deiboldt is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with four years of industry experience. She previously worked at XPYRIA Investment Advisors, Inc. and PNC Bank. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies supported by proprietary quantitative screens and offers services spanning portfolio management, financial planning, tax and retirement consulting, insurance placement, and access to alternative and private-market investments.