Kevin Adams is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney Montgomery Scott since 2017, following two years at Oppenheimer. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs with both in-house and third-party portfolio management.

Sean Flaherty is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PNC Investments since 2015. Outside of his advisory role, Flaherty is an author. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering accessible by invitation to employees with existing PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies using mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

Danielle Bartkus is a Series 66-credentialed financial advisor at Janney Montgomery Scott with 17 years of industry experience. She has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott 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 municipal clients, offering brokerage services, financial planning, and various advisory programs.

Stephen Receski is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He previously worked at Spire Investment Partners for 17 years and has operated Receski's Tax Service, providing accounting services to businesses and individuals in the Pittsburgh area for over two decades. He holds Series 63 and Series 65 credentials. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

David Donohoe is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC investments since 2013 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s investment approach utilizes approved model strategies executed with mutual funds and ETFs, incorporating annual rebalancing and algorithm-driven risk assessment.

William Danforth 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. Janney Montgomery Scott LLC is a 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, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs.

Amie Hernandez is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved as a swim instructor at Valley Point YMCA, a swim coach at Sebco Pool, a Red Cross lifeguard instructor, and serves on the Buffalo Elementary PTO Board as 2nd Vice President. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program.

Sherry Keating is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 designations and having 33 years of industry experience. She has been with TIAA-CREF since 2009. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals and various entities, often those connected to TIAA-administered retirement plans. The firm operates within a vertically integrated structure offering client portfolios managed either through model approaches or customized strategies under fiduciary standards.

Douglas Hervey is a financial advisor at GWN Securities Inc. with 55 years of industry experience. He holds Series 65 and Series 66 licenses and has been with GWN Securities since 2009. Prior to that, he worked at Connecticut Mutual Life Insurance Company beginning in 1991. In addition to his advisory role, he is involved as a broker with ISN Network, an insurance brokerage firm specializing in life, long-term care, and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Emily Miller is a financial advisor with Ameritas Advisory Services, LLC in Pittsburgh, PA. She holds a Series 66 designation and has been with Ameritas since 2025. Prior to entering the financial industry, she worked at Beyond Meat, Inc. and Nestle USA. Miller is also involved with Prosperity Partners LLP dba The Advisors Group of Pittsburgh, where she supports client service and operational functions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment approaches, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Daniel Dietrich is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining AE Wealth Management in 2025, he worked at Encompass More Asset Management LLC and Alto Financial Group, where he is currently registered as an agent for life insurance and fixed/fixed-indexed annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services and manages approximately $49.8 billion for over 127,000 clients.

Andrea Robertson is a Series 66-registered financial advisor at Janney Montgomery Scott with 19 years of industry experience. She has been with Janney Montgomery Scott since 2006. 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.

Erin Smith is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 66 designation and co-owns Remo Financial, LLC, a private entity involved in securities, advisory, and insurance business. Erin has been with Commonwealth since 2018 and has been with Remo Financial since 2002. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Zachary Dorste is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank and Key Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary programs and is wholly owned by Citizens Bank, N.A.

Brian Bayer is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, HSBC Securities USA, and Flagstar Wealth Services. Key Investment Services LLC provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform and offers various wrap-fee programs with integrated services from KeyCorp affiliates.

Paula Kunco is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations and 27 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account designed for employees with existing PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments and third-party portfolio implementation in its investment approach.

Nikoloz Vasadze is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, entrepreneurs, and business leaders to provide tailored wealth management strategies. His expertise includes college education planning, corporate benefits, executive and equity compensation, services for endowments and non-profits, international wealth management, portfolio management, tax minimization, retirement income, and serving clients in sports and entertainment. Nikoloz holds a Bachelor's Degree from Saint Olaf College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes understanding clients' priorities to create personalized plans that align with their goals and aspirations. Outside of his professional work, Nikoloz enjoys basketball, chess, cooking, football, golfing, running, soccer, tennis, traveling, and spending time with his family.

Raymond Dunegan is a financial advisor at GWN Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2004. Outside of advisory work, he sells life insurance, long-term care insurance, and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Joseph Facciani is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life, and has held positions at Allegheny Health Network, GBU Life, and Modern Art & Plate Glass Co., Inc. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with a significant portion of its assets managed on a non-discretionary basis, and works extensively with institutional plan sponsors as well as individual investors.

Lisa Hegyes is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Citizens Securities in 2017, she worked for PNC Investments and PNC Bank from 2007 to 2017. 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 proprietary Bank Deposit Sweep Program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.