Alex Pawlawski is a financial advisor at Hornor, Townsend & Kent, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009. Outside of his advisory role, he is the proprietor of a hunting camp. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing clients with custody, execution, brokerage capabilities, and a network of third-party asset manager relationships.

Evan Andreas is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citizens Securities and its affiliated entities since 2011. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital program that uses proprietary algorithms for ETF-based portfolios, as well as a Managed Account program, while also operating as a broker-dealer and insurance agency.

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.

Nathan Poorbaugh is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Key Investment Services in various roles since 2016 and also worked at KeyBank during 2016 and 2017. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides due diligence, ongoing monitoring, and access to third-party discretionary managers within the KeyCorp group.

John Cunningham is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked with Kades Margolis while completing his studies at the University of Tampa. In addition to his advisory role, he is involved in marketing financial products through Kades Margolis Corporation. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm utilizes a range of discretionary portfolio management strategies and combines affiliated and unaffiliated sub-advisers with model-based allocations.

Michele Berteotti is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017 and has been self-employed since 2004. Outside of her advisory work, Michele provides private golf instruction. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers various proprietary and third-party investment programs and supports both discretionary and non-discretionary account management across multiple investment types.

Trent Tipton is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation. Prior to his current role, his work history includes positions in the hospitality and retail sectors. 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 and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Stephen Ross is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at J.W. Cole Advisors since 2019. Ross is also involved with Synergy Group as a marketing director, where he has worked since 2014. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, third-party manager access, and multiple managed account solutions.

Jacob Croft is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Hornor, Townsend & Kent since 2018 and has also been associated with Penn Mutual Life Insurance Company since 2016. Outside of advisory work, Croft serves as President of a local Business Networking International chapter and is a partner in an online trading card sales venture. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets under management through a network of advisers and third-party asset managers.

Devin Bluemling is a financial advisor at Cerity Partners LLC in Pittsburgh, PA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Harris Williams and Rula, as well as teaching positions at the University of Pittsburgh and North Allegheny. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Richard Crist is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Diane Yee is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 14 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 1996, including roles at both firms currently. Diane also solicits and services insurance products from other carriers to meet client needs. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Rachael Gloor is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and regular rebalancing.

Larry Marks is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm uses a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Francis Aiello is a financial advisor at The Huntington Investment Company with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Merrill Lynch. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities by offering advisory and brokerage services through various wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary Private Bank offerings.

Gregory Smith is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists. The firm’s approach involves discretionary model accounts using mutual funds and ETFs with annual rebalancing, primarily serving employee clients through a pilot program.

Joseph Tranchini is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. in Pittsburgh, PA. He has worked with Stratos Wealth Partners since 2019 and previously held positions at LPL Financial and Strategic Investment Group. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning services through an open-architecture platform integrating multiple external resources.

Eric Sluss is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. Sluss operates The Sluss Advisory Group as a DBA under Private Advisor Group, providing investment advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple platforms and third-party asset managers to meet diverse client needs.