Jena Hampe is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Avantax Planning Partners Inc and GA Investment Management. Prior to entering financial services, she was employed at Mac's Cafe and spent time at Butler High School and Slippery Rock University. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a larger Cetera network providing affiliated custodial and pension-related services.

Jonathan Caromano is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has held his current position since 2004. Caromano holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with existing PNC Bank online credentials. The program uses algorithm-driven model strategies executed through mutual funds and ETFs with annual rebalancing.

John Waterstram is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Kelli Kania is a financial advisor at PNC Wealth Management with 28 years of industry experience. She 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 a discretionary digital portfolio service currently available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Victoria Pistella is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at PNC Investments, PittMoss, Robert Morris University, and Once Upon a Child. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary account available by invitation to employees, which uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Dean Prozzoly is a financial advisor with OSAIC Institutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at First Commonwealth, Infinex Investments, Allegheny Investments, and Wells Fargo Advisors. In addition to his advisory work, he serves as an insurance broker through Simpson McCrady LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and emphasizing firm supervision alongside delegated account management.

Jessica Meek is a Series 66-licensed financial advisor with Janney Montgomery Scott, bringing 12 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC 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, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Joshua Mc Coy is a Series 66-licensed financial advisor with PNC Wealth Management, bringing seven years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Mass Mutual Investors Services. He has also been involved with the Slippery Rock Office for Inclusive Excellence. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Garrett Mac Donald is a financial advisor at Janney Montgomery Scott with two years of industry experience and a Series 66 designation. He has been with Janney Montgomery Scott since 2023 and has prior experience in renovation and restoration businesses. Outside of financial services, he is involved in New Era Premier Renovations LLC, a company he has been associated with since 2021. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Mario Riccadonna is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Carson Wealth and CWM, LLC and has previously worked at Note Advisors, LLC, Mariner Wealth Advisors, and Edward Jones. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers services including discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a range of tailored portfolio solutions.

Joseph Knittel Jr. is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 1991. In addition to his advisory role, he has been self-employed as a Certified Public Accountant since 1986. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Evan Rauh is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Pruco Securities LLC and PNC Investments. In addition to his advisory work, he was a rideshare driver with Uber for several years. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology partners.

Meyer Grinberg is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 21 years of industry experience and has worked at Park Avenue Securities since 2005 and Guardian Insurance Company since 2004. Outside of his advisory roles, he is involved with the Jewish Assistance Fund, which provides emergency grants to members of the Pittsburgh Jewish community facing financial crises. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Rich Grivas is a financial advisor with Private Advisor Group, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Private Advisor Group, he worked at Fidelity Investments in various roles from 2006 to 2025. He operates under the business name Spartan Lake Wealth for providing investment advice and is also licensed to sell insurance products on a commission basis, separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and other advisory services. The firm employs a fiduciary-based model utilizing various investment strategies and technology platforms and provides access to proprietary and third-party managed account solutions.

Travis Wellner is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations with 30 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Bank, J.P. Morgan Securities, and The Prudential Insurance Company of America. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various specialized tools.

Katherine Loheyde is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Morgan Stanley, Wells Fargo Clearing Services, and PNC Investments. Outside of her advisory role, she serves as Swim Team Chairperson for the Murrysville Swim Club, organizing and coordinating summer swim meets and practices. Janney Montgomery Scott 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, and institutional clients, and provides services through a combination of in-house and third-party portfolio management across multiple advisory programs.

Chad Nason is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameritas entities and affiliated firms since 2014, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of his advisory work, he is involved in insurance sales and works with registered representatives on insurance-related business opportunities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies, including model portfolios and individual securities, and offers multiple program platforms supported by third-party technology and asset managers.

Kevin Mcdonough is a Series 66-registered financial advisor with Principal Financial Services, where he has worked since 2014. He has 11 years of industry experience and is based in Mars, Pennsylvania. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Christopher Cutshall is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes 18 years at Tooling Dynamics LLC before joining Valic Financial Advisors in 2017. Outside of investment advisory, he is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm uses a technology-driven, model-based approach and manages approximately $29.2 billion across nearly 300,000 clients.