Tyler Solis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Monroeville, PA since 2019. His prior experience includes roles at William Penn Association, Greensburg Central Catholic High School, and Rivers Casino at Pittsburgh. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm utilizes both a digital advisory platform and managed account programs, and operates as a broker-dealer and insurance agency.

Joseph Zymroz Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, primarily utilizing mutual funds and ETFs.

Nicholas Zapatka is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds the Series 63 and Series 65 designations. His work history includes roles at Ameriprise Financial Services, LLC, and multiple positions within Huntington-affiliated entities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, combining third-party managers with proprietary Private Bank models and uses an open-architecture approach to portfolio management.

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.

Nicholas Rawlins is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. He is involved in several community and business roles, including serving as vice chairman of the Washington County Transportation Authority board of directors and as secretary of the Claysville Area Business Association. Rawlins also owns Red Bird Services, LLC, a home services company providing lawn mowing services, and is a council member of Washington Youth Baseball. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

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.

Richard Matthews is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and affiliate offerings, providing multiple wrap-fee programs through the Envestnet MAS platform.

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 with OSAIC Institutions, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2020, and previously at PNC Investments from 2016 to 2020. 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, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

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 with Empower Advisory Group, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Robert Baird & Co., Hefren-Tillotson, and AIG Retirement Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, delivering 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 licenses and bringing 26 years of industry experience. He previously worked at Huntington Investment Company for three years before joining Key Investment Services in 2019. Feitt serves as a board member for the Disciples Church Extension Fund, which funds charitable and non-profit projects within the Disciples of Christ member churches network. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence on third-party advisory products, and access to discretionary money managers.

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.