Matthew Binstock is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses, and has 19 years of industry experience. He has worked at Park Avenue Securities since 2007 and with Guardian Life Insurance Company of America since 2006. He serves on the Board of Directors for the Military Community Support Project. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Richard Guerrini is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an employee-only pilot digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved models using mutual funds and ETFs.

Anna Luciani is a financial advisor at PNC Wealth Management with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and manages investments via approved model strategies executed with mutual funds and ETFs.

Gerard Elijah Fernando is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney before joining PNC Investments in 2017. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio strategy for employees that utilizes algorithm-driven risk assessment and delegated investment execution.

Stephen Andros is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, Navigator Business Solutions Inc., Wilshire Associates Inc., and the University of Pittsburgh. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth, Personal Wealth, Private Family Office support, and retirement plan education.

Christina Deiboldt is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with four years of industry experience. She previously worked at XPYRIA Investment Advisors, Inc. and PNC Bank. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies supported by proprietary quantitative screens and offers services spanning portfolio management, financial planning, tax and retirement consulting, insurance placement, and access to alternative and private-market investments.

Frank Deshantz Jr. is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera, First National Bank of PA, and LPL Financial. Outside of his advisory role, he coaches softball approximately 10 hours per week. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Brian Clouse is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 21 years of industry experience. He has worked at NewEdge Advisors since 2021 and previously held roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and Ameriprise. Outside of his advisory work, Clouse is involved with disability insurance services and serves as Vice President of a local business referral network. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, utilizing a combination of in-house manager selection, model portfolios, and advisor discretion.

Mark Ceraso is a Certified Financial Planner (CFP®) with 39 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at BPU Investment Management Inc. and LPL Financial, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, guided by an internal Investment Committee and incorporating quantitative and fundamental research.

John Graves is a CFP® professional with four years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and Carson Wealth, having previously worked at Corecap Investments, Corecap Advisors, and Affinity Advisory Network. Outside of financial advising, he co-owns Graves Law Firm, where he participates in client appointments and educational seminars. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement plan solutions, employing model portfolios overseen by an internal Investment Committee and offering access to alternative investments and customized indexing.

Patricia Kovacic is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of her advisory role, she is a Notary Public in Pittsburgh, PA. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account-level services.

William Snyder is a CFP®-designated financial advisor with Edward Jones, based in Monroeville, PA. He has 14 years of industry experience and has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dennis Gump is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, with prior roles at Citizens Securities, Investors Capital Corp., and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is notable for its registration as a commodity pool operator and its use of AI and systematic methodologies.

Arron Thompson is a CFP® certified financial advisor with five years of industry experience, currently practicing at Edward Jones in Pittsburgh, PA. His prior work history includes two years at Alliance Rx Walgreens Prime and five years of service in the US Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Ryan Senka is a financial advisor with Morgan Stanley Wealth Management in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at UBS Financial Services, MassMutual of Pittsburgh, Northwestern Mutual, and Duquesne University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm‑approved tools and market analysis techniques.

Ian Fremer is a financial advisor with Merrill based in Upper Saint Clair, PA. He holds the Series 66 designation and has 25 years of industry experience. He has been with Bank of America and Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Heather Campbell is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following her time at Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

Kaitlyn Shogry is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at Leadership League LLC and Traveler's Service Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Jeffrey Reimer is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at MetLife Securities Inc. for ten years prior to joining his current firm in 2017. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life/accident/health insurance and serves as a seat attendant for the Pittsburgh Steelers’ Heinz Field. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Jeffrey Sollars is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.