Eric Sluss is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Sluss manages advisory activities through his DBA, The Sluss Advisory Group, affiliated with LPL Financial. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary and third-party platforms.

Michael Grembi Jr. is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.A., and Merrill. He also engages in writing fixed and variable insurance products, including life, disability, annuities, and health-related coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with a focus on discretionary investment management and ongoing client reviews.

Wesley Perman is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PNC Investments since 2008. Perman works out of Wexford, PA. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implementation via approved model strategies.

Benjamin Veach is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Citizens Securities, Inc., Citizens Bank NA, and J.P. Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to select employees. The program utilizes algorithm-driven model selection and implements strategies through mutual funds and ETFs with annual rebalancing, relying on third-party managers for portfolio execution and proxy voting.

Kiera Davis is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She previously worked at The Ayco Company, L.P./Mercer Allied and has held roles at educational institutions and financial organizations. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering specialized programs such as Executive Wealth and Private Family Office support.

Lauren Winberg is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Farther and previously spent 15 years at Allegheny Financial Group. Based in Pittsburgh, PA, she has been with Farther since 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Benjamin Demblowski is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at MassMutual Life Insurance Co and MML Investors Services, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees. The firm utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists and employs mutual funds and ETFs with annual rebalancing.

Michael Mc Mahon is a financial advisor with Empower Advisory Group in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has previously worked at GWFS Equities, Inc. since 2017 and PNC Investments from 2016 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mark Valenti is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 22 years with PNC Investments. 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 invests in mutual funds and ETFs with annual rebalancing.

Erinn Montanti is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her prior roles include positions at Federate Hermes and Key Bank Corp. Montanti has also worked in education, with experience at Slippery Rock University and Revere High School. 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 sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Dominic Scassera is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at KeyBank and the University of Pittsburgh. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios within a vertically integrated group structure.

Roman Day is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and LPL Financial LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Kenneth Williams Jr. is a CFP®-designated financial advisor with Wealth Enhancement Advisory Services, LLC, based in Pittsburgh, PA. He has three years of industry experience and has previously worked at LPL Financial and The Prudential Insurance Company of America. Outside of his advisory role, he is employed part-time as a valet. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Peter Scott is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63 and Series 65 designations. Prior to joining Oppenheimer, he worked at Anderson & Strudwick, Incorporated. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting, with a focus on strategic asset allocation and manager selection.

Davisson Hammond is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 22 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc., Janney Montgomery Scott, and Parker/Hunter Incorporated. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory services through an open-architecture model that integrates multiple third-party platforms and managers.

Jeffrey Kelley is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2015, following five years at Ameriprise. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a wide range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customizable portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Justin Brahim is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Citizens Securities, Inc. and has held prior roles at Wealth Enhancement Group, LPL Financial, and BPU Investment Management. Brahim’s career includes a background in investment management and financial planning in the Pittsburgh, PA area. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with integrated banking affiliations.

Joshua Valentic is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. Outside of his advisory role, Valentic is active as an insurance agent working with multiple carriers, including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering custody, execution, brokerage services, and a platform that includes third-party asset manager relationships and various investment account options.

Melodie Roach is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. She has worked at PNC in various capacities since 1996, including roles at PNC Bank and PNC Investments. Outside of her advisory work, she is a co-owner of Soul Properties LLC, an investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account pilot for employees. The firm’s approach uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Natalie Nemeth is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 65 and Series 63 registrations and one year of industry experience. She previously worked at Probity Finance and Farmers Insurance. Natalie is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, incorporating proprietary and third-party solutions.