Joshua Meyer is a financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within the Citizens organization and PNC for over two decades. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and client risk assessments.

Julian Singleton is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked in various roles within PNC Investments since 2017. Outside of his financial career, Singleton served in the United States Army National Guard from 2014 to 2023 and was involved with Buckhead Saloon during that period. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Patrick Callahan is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 14 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009 and 2011, respectively. Outside of his advisory work, he serves as a board member of the Moon Industrial Development Authority and is a member of the Moon Township School Board. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing proprietary and third-party investment strategies across various account types.

Katherine Kelly is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Oppenheimer and Guardian Life Insurance Company. Her current firm, Park Avenue Securities LLC, serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Anthony Shatley is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. He has eight years of industry experience, including roles at 3Rivers Financial, PINNACLE Financial Strategies, and Citizens Securities, Inc. He is also co-owner of 3Rivers Financial and owner of Shatley Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

Daniel Lavezoli Jr. is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed account programs, and is wholly owned by Citizens Bank, N.A.

Stephen Hadad is a financial advisor at OSAIC Institutions, INC. with 12 years of industry experience. He holds a Series 66 designation and has worked at First Commonwealth Bank, Infinex Investments, PNC Investments, PNC Wealth Management, and Edward Jones. OSAIC Institutions, Inc. is an SEC‑registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker‑dealer model with a focus on firm supervision and client election of discretionary authority.

Matthew Spirko is a CFP® professional with 10 years of experience in the financial industry. He is currently with Citizens Securities, Inc., where he has worked since 2018. His prior roles include positions at Citizens Bank and PNC Investments. Citizens Securities, Inc. serves a diverse retail client base ranging from individual investors to high-net-worth clients, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary managed account programs and commission-based brokerage services, and is wholly owned by Citizens Bank, N.A.

Brian Johns is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Robert Baird & Co., Hefren-Tillotson, and AIG Retirement Services. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.

Thomas Durkin is a financial advisor with Principal Financial Services in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2019, following prior roles at UBS Financial Services and Sagemark Consulting, Inc. Durkin serves as a bank officer at Principal Bank and Principal Trust Company and is a member of his residential Homeowners Association board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Patrick Leviseur is a financial advisor at PNC Wealth Management with 28 years of industry experience. He has been with PNC Investments since 2015 and holds the Series 63 and Series 65 credentials. Based in Pittsburgh, PA, he supports clients through the firm’s wealth management services. PNC Wealth Management offers retail brokerage and advisory services via several model-based programs, including an invitation-only digital discretionary model account available to employees. The firm’s approach uses algorithm-driven risk assessment and delegates portfolio management to approved model strategists employing mutual funds and ETFs.

Richard Bopp is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. since 2003. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted for its retirement-plan advisory and pension consulting capabilities.

Theodore Feitt Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Huntington Investment Company, OSAIC Institutions, Essex National Securities, LPL Financial, and Walnut Street Securities. He serves as a board member of the Disciples Church Ext Fund, an organization that funds charitable and nonprofit projects within the Disciples of Christ member churches network. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers various wrap-fee programs with custodial and trade execution services.

Douglas Stirling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Stirling serves as a board member of the Pittsburgh Zoo. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of investment advisory and brokerage services, including in-house and third-party portfolio management across multiple wrap programs and a unified managed account overlay.

Sean Culbertson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities Inc. since 2014, with a brief tenure at Cambridge Investment Research Advisors, Inc. He is also involved as an independent insurance agent through Financial Essentials, LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in its offerings.

Alex Pawlawski is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and 65 licenses and bringing 35 years of industry experience. He has served at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2009. Outside of advisory work, he co-owns a hunting camp in Pennsylvania. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers tailored investment programs and financial planning through a network of advisors, operating with both discretionary and non-discretionary account options.

Evan Andreas is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with Citizens Securities and Citizens Bank since 2011. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs and brokerage and insurance services, including a digital advisory program and a Managed Account program.

Gary French is a financial advisor with PNC Wealth Management in New Kensington, PA, holding a Series 66 designation and 14 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and manages investments via mutual funds and ETFs.

Frank Milito is a financial advisor with Primerica Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in insurance products other than Guardian’s offerings, dedicating about 5% of his time to this business. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, financial planning, and consulting, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Trevor Smith is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at various PNC entities since 2016. Outside of his advisory role, he is the owner and therapist of The Steadfast Dad. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs.