Frank Amato II is a financial advisor with Eagle Strategies (NY Life) based in Leechburg, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Eagle Strategies since 2015 and concurrently operates Amato Financial Services, a registered investment advisory firm. Outside of his advisory roles, he owns and operates a retail floor covering store. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexander Hall is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and with three years of industry experience. Prior to joining Citizens Securities, he worked at Hurley Associates and Luttner Financial Group. He also serves as a Naval Reservist in the Military Police. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm utilizes a range of strategies, including a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Jason Harnois is a financial advisor with Key Investment Services LLC in Natrona Heights, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at KeyBank, Hilton Hotels & Resorts, Hannaford Bros, and The Home Depot. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform with discretionary and non-discretionary portfolio models and integrates services from KeyCorp affiliates, offering a range of wrap programs and ancillary insurance products.

Chad McConnell is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Citizens Bank and Citizens Securities across multiple positions since 2015. Outside of his advisory work, he has experience as a server at Coast & Main. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and managed account programs while operating as a broker-dealer and insurance agency.

Robert Montag Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth since 2006. Outside of his advisory work, he serves as Secretary/Treasurer for New Deal Hunting and Fishing Camp, a members-only recreational cabin facility in Pennsylvania. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure that includes discretionary and non-discretionary management options.

Mark Balsamo is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with Premier Financial Network since 2010 and Fortune Financial Services since 2005. Outside of advisory work, he is a general partner and 50% owner of a tax preparation and insurance business. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Stephanie Morley is a financial advisor at &Partners with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services LLC, Citizens Securities, Inc., and Citizens Bank. She is based in Greensburg, PA. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using both proprietary and third-party strategies, with a structured approach to ongoing account monitoring.

Katy Demarco Biddle is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a diverse 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 provides both a digital advisory program and managed account services and operates as a broker-dealer and insurance agency.

Daniel Asti is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has been affiliated with several firms including Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, Asti is a managing partner in multiple businesses such as Alto University LLC, which provides online training for licensed insurance agents, and Elevare Debt Solutions, a debt resolution firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolios managed internally and by third parties, alongside advisor-managed models, offering a range of investment and consulting services.

Adam Buckholz is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Huntington Bank. Outside of his advisory work, he performs as a drummer in a cover band. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Justin Simmers is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at First Commonwealth Bank since 2018 and has prior experience with Infinex Investments, Inc., Key Investment Services LLC, and LPL Financial. He also serves as a banking financial advisor with First Commonwealth Bank's Trust Division. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Dennis Schilling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Fortis Investors, Inc. for 34 years before joining Osaic. He is also president of Schilling Financial Group, Inc., which sells and services fixed insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients including individuals, pension plans, corporations, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Bradley Dolhi is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2020. Prior to that, he was with Key Investment Services LLC from 2016 to 2020. Outside of his advisory role, he serves as Vice President of the Center Township Athletic Association, where he is involved in field maintenance, coaching, and organizing fundraising activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a managed account program while operating as a broker-dealer and insurance agency.

John Buggy is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Citizens Securities since 2017 and was previously with M&T Securities from 2012 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Brett Wilson is a CFP® and Series 66-registered advisor with PNC Wealth Management, based in Monroeville, PA. He has one year of industry experience, including two years at PNC Bank prior to joining the wealth management team. Before entering the financial sector, he held roles outside the industry, including work at Hello Bistro and as a homemaker. 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 invests in approved mutual funds and ETFs with annual rebalancing.

Jeremy Koenig is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Citizens Securities since 2013. Outside of his advisory role, Koenig works as a delivery driver for Wexford Farms. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios.

Scott Miller is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, United Planners' Financial Services of America, Varner Financial Group, and H. Beck, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

George Bello is a Series 66-licensed financial advisor at Citizens Securities, Inc. with 21 years of industry experience. He previously worked at Key Investment Services LLC for eight years before joining Citizens Securities in 2024. Outside of his advisory role, he acts as a fiduciary with power of attorney for a family member. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as part of a bank-owned broker-dealer and insurance agency.

Dominic Rosso is a CFP® professional with three years of experience currently affiliated with Private Advisor Group, LLC. He has worked at LPL Financial and Hoffman Wealth Management and previously held roles at Target Corporation and John Carroll University. In addition to his advisory role, Mr. Rosso provides tax advice and preparation services and holds an insurance license, offering insurance products on a commission basis separate from his investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers various managed account solutions and employs a fiduciary-based model that incorporates both proprietary and third-party strategies, utilizing multiple investment approaches and technology platforms.

Tyler Solis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Monroeville, PA since 2019. His prior experience includes roles at William Penn Association, Greensburg Central Catholic High School, and Rivers Casino at Pittsburgh. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm utilizes both a digital advisory platform and managed account programs, and operates as a broker-dealer and insurance agency.