Giancarlo Dorazio is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, TD Ameritrade, LPL Financial, and Health Benefit Services. Dorazio is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-managed employer retirement plans. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Mark Ament is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment to recommend investment strategies implemented with mutual funds and ETFs.

Sheyna Regets is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at LPL Financial, LLC and BPU Investment Management, Inc. She is currently affiliated with multiple entities within the Wealth Enhancement group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Jason John is a financial advisor with OSAIC Institutions, INC. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and FIRST Commonwealth Bank since 2014, with prior experience at LPL Financial. His additional role at FIRST Commonwealth Bank includes significant involvement in banking and investments. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Susan Barclay is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior work includes roles at Infinex Investments, Inc. from 2015 to the present and Mass Mutual Investors Services from 2013 to 2015. Barclay also has a part-time role with First Commonwealth Bank’s Trust Division. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model, delegating investment management to its representatives while maintaining firm supervision.

Jena Reinheimer is a financial advisor with Cetera Planning Partners and holds a Series 65 designation. She has two years of industry experience, including roles at GA Investment Management and Avantax Planning Partners. Prior to her financial services career, she worked at Mac's Cafe and has a background in education from Butler High School and Slippery Rock University. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, and estate-planning through third-party providers, with an investment process centered on diversified allocations aligned with client objectives and risk tolerance.

Jonathan Caromano is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses approved model strategies managed by PNC or third-party strategists and executed with mutual funds and ETFs.

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.

Gregory Jacobs is a financial advisor with VOYA Financial Advisors, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with VOYA since 2014 and also operates his own firm, Gregory J. Jacobs & Associates LLC, which provides financial and insurance services. Jacobs serves on the Board of Directors for the Pittsburgh Field Club. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting through multiple program structures, often providing non-discretionary recommendations, and maintains a dual role as both SEC-registered adviser and broker-dealer.

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.

Jason Fowkes is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2017 and previously worked at Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.

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.

Jack Doran II is a financial advisor with Laurel Financial Group Inc in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Laurel Financial Group since 2002 and is also affiliated with Commonwealth Financial Network since 1996. Laurel Financial Group serves individual clients, small businesses, business owners, corporate pension and profit-sharing plans, and trusts by providing investment management and comprehensive financial planning. The firm manages client accounts on a discretionary basis, employing traditional asset allocation strategies and offering both commission-based and fee-based products.

Mario Riccadonna is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He currently works at CWM, LLC and Carson Wealth, and previously held positions at Note Advisors, LLC and Mariner Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Joseph Knittel Jr. is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Guardian Life since 1991 and has maintained a CPA practice since 1986. In addition to his advisory work, he has involvement in an insurance business outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm offers both discretionary and non-discretionary management using model portfolios and digital advisory solutions.

Evan Rauh is a financial advisor at Ameritas Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Pruco Securities LLC and PNC Investments. Outside of traditional financial roles, Rauh was also engaged with Uber Rideshare for several years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Meyer Grinberg is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities since 2005 and Guardian Insurance Company since 2004. In addition to his advisory roles, he has been involved with the Jewish Education Institute since 1991 and participates in the Jewish Assistance Fund, which provides emergency grants to members of the Pittsburgh Jewish community facing financial crises. The firm serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and consulting. It employs a range of investment strategies through proprietary and third-party models and supports various account features including discretionary management, lending solutions, and tax-harvesting.