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.

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.

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.

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.

Joseph Facciani is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at NYLife Securities LLC, New York Life, Allegheny Health Network, GBU Life, and Modern Art & Plate Glass Co., Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing the majority of assets on a non-discretionary basis.

William Laird is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding CFP® and ChFC® designations and over 28 years of industry experience. He has been with Eagle Strategies since 2011 and has worked with New York Life and Nylife Securities Inc. since 2006. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

Bradley Prosper is a financial advisor with Cerity Partners LLC in Pittsburgh, PA, holding the CFP®, CFA®, and Series 65 designations. He has nine years of industry experience, including eight years at XPYRIA Investment Advisors, Inc. prior to joining Cerity Partners. Cerity Partners serves a diverse client base, providing customized wealth management services that include investment management, financial planning, retirement plan consulting, tax services, and insurance placement. The firm’s investment approach combines client-specific profiles with quantitative screening, manager selection, and access to both third-party strategies and direct securities, along with alternative and private market solutions for qualified clients.

James Egan Jr. is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 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 brokerage services, financial planning, consulting, and various advisory programs.

Samuel Guerrini is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with one year of industry experience. Before joining PNC Wealth Management in 2026, he worked at Guggenheim Funds Distributors for two years and spent four years at the University of Dayton. Guerrini also has a decade of experience with Aviva Brick Oven. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital account that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.

Jesse Zahn is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has five years of industry experience and has been involved with Zahn Financial Services LLC since 2023. His background includes roles at Principal Life Insurance Company and Principal Securities Inc. He is also the owner of Zahn Financial Services, LLC, a team-based advisory entity formed in partnership with Roger Zahn. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. 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.

Michael Milarski is a CFP® professional affiliated with Kestra Advisory, with 24 years of industry experience. He has held advisory roles at Kestra Advisory since 2016 and Signature Select Wealth, LLC from 2019 to 2025. Outside of his advisory work, Milarski serves on the board of the American Heart Association and participates in angel investment networks and venture capital activities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a wide range of management platforms and third-party solutions.

Susan Levi is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 designation and 18 years of industry experience. She has worked at firms including Avantax Advisory Services and Cetera Wealth Services. Outside of her advisory role, Levi serves as Executive Director of The Alliance for Infants and Toddlers, a coordination agency for children with developmental concerns, and holds several board positions in local nonprofit organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.

Sean Smith is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Jonathan Babyak is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, and earlier employment in energy and staffing sectors. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.