Erinn Montanti is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her prior roles include positions at Federate Hermes and Key Bank Corp. Montanti has also worked in education, with experience at Slippery Rock University and Revere High School. 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 sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Dominic Scassera is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at KeyBank and the University of Pittsburgh. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios within a vertically integrated group structure.

Roman Day is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 credential and six years of industry experience. He has worked at several firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, LPL Financial, and Federated Investment Counseling. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and alternatives, and maintains a broad platform that includes affiliated service companies and product relationships beyond typical custody or manager platforms.

Kenneth Williams Jr. is a CFP®-designated financial advisor with Wealth Enhancement Advisory Services, LLC, based in Pittsburgh, PA. He has three years of industry experience and has previously worked at LPL Financial and The Prudential Insurance Company of America. Outside of his advisory role, he is employed part-time as a valet. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Darren Bonson is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Investment Professionals, and S&T Bank, among others. He is also independently licensed as an insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an approach that includes discretionary management and collaboration with third-party managers.

Peter Scott is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2008. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, and acts as a qualified custodian for client assets.

Darren Johns is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Edward Jones and Federated Investors. 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 alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program and a Managed Account program.

Davisson Hammond is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017, following eight years at Ameriprise Financial Services. Hammond is also a partner at The Kelley Financial Group Accounting and Consulting, focusing on tax preparation and accounting. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Stephen Rohm is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 credential and 11 years of industry experience. He has worked at Citizens Securities since 2020 and previously held roles at PNC Investments from 2014 to 2020. Outside of his advisory role, he is a partner in Mega Collectibles and More, where he assesses the value of collectibles and merchandise. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Jeffrey Kelley is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2015. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Keith Crytzer is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at PNC Investments and The Huntington National Bank. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate strategies, offering various wrap-fee programs and custodial services through National Financial Services.

Justin Brahim is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with Citizens Securities, Inc. and has previously worked at Wealth Enhancement and LPL Financial. He has a background that includes both investment advisory and brokerage roles. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Joshua Valentic is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. Outside of his advisory role, Valentic is active as an insurance agent working with multiple carriers, including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering custody, execution, brokerage services, and a platform that includes third-party asset manager relationships and various investment account options.

Melodie Roach is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. She has worked at PNC in various capacities since 1996, including roles at PNC Bank and PNC Investments. Outside of her advisory work, she is a co-owner of Soul Properties LLC, an investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account pilot for employees. The firm’s approach uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Dustin Anewalt is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to that, he was with Infinex Investments, Inc. and First Commonwealth from 2016 to 2021. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, serving as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Ashlei Applegarth is a financial advisor at Mariner in Pittsburgh, PA, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Mariner Wealth Advisers, Back to Barney's, and The Gardenia Branch, as well as time spent as a full-time student. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, employing customized, discretionary portfolios supported by in-house research and third-party managers.

Danielle Patterson is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and currently co-owns 3Rivers Financial. Patterson also owns Patterson Wealth Planning, LLC, which supports her securities, advisory, and insurance business. 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 provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Andrew Geisler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Thomas A. Geisler & Co., P.C., where he is involved in tax preparation as a non-investment business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of advisors and their clients, offering a variety of advisory programs and back-office support, including investment management and practice-management services.

Ronald Gestiehr is a financial advisor with Primerica Advisors, holding a Series 66 designation and 15 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he is involved with JEG Outfitters, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, providing both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and offers various account-level services such as lending solutions and donor-advised funds.

Shannon Schlatterer is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 credential with eight years of industry experience. Her career has been entirely with Citizens Securities and its affiliated entities since 2014. 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, including a digital advisory platform managed in partnership with SigFig, as well as brokerage and insurance services.