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 at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2024. 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 wide range of retail clients, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating alongside its broker-dealer and insurance agency activities.

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 and Infinex Investments, Inc. since 2018, and previously at key Investment Services LLC from 2016 to 2018. He also serves as a banking financial advisor and works with the First Commonwealth Bank Trust Division. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm employs a hybrid adviser/broker-dealer model with a focus on delegated investment management and a notable lending marketplace and platform partnerships.

Dennis Schilling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Fortis Investors, Inc. for over three decades before joining Osaic. Outside of advisory work, Schilling serves as president of Schilling Financial Group, Inc., which focuses on fixed insurance products. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Bradley Dolhi is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Key Investment Services LLC for four years before joining Citizens Securities in 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 and grants. 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 ETF-based digital advisory portfolios managed with proprietary algorithms, as well as a Managed Account program, and operates as a broker-dealer and insurance agency.

John Buggy is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Citizens Securities in 2017, he worked for M&T Securities, Inc. for five years. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brett Wilson is a financial advisor at PNC Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at PNC Bank. Outside of finance, he has experience in the food service industry and homemaking. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation for PNC Bank employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management to approved third parties.

Peter Fasciano is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Synergy Group and Pruco Securities, LLC. He is also the owner of YGQ Financial LLC, a business focused on record keeping and tax filing. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Jeremy Koenig is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Citizens Securities since 2013. Outside of his advisory role, he works as a delivery driver for Wexford Farms. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

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. in Monroeville, PA, 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 holds power of attorney for his mother. 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 advisory approach includes a digital advisory program and managed accounts, and it operates as both a broker-dealer and insurance agency.

Justin Stoupis is a Series 65-licensed financial advisor with J.W. Cole Advisors, Inc., where he has worked since 2025. He has four years of experience at J.W. Cole Financial, Inc., and previously operated a business called MyFitnessKitchen. Outside of advising, he is involved with Synergy Group, Inc. in a client service and advisor support role. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions with discretionary and non-discretionary investment options.

Dominic Rosso is a CFP® professional with three years of industry experience, currently affiliated with Private Advisor Group, LLC. He has worked at LPL Financial and Hoffman Wealth Management and previously held roles outside the financial sector, including at Target Corporation and John Carroll University. In addition to his advisory work, Mr. Rosso provides separate tax advice and tax preparation services and holds an insurance license, offering certain insurance products on a commission basis. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management along with financial planning and retirement-plan consulting. The firm offers access to third-party managers and proprietary model portfolios, utilizing a range of analytical approaches and trading strategies to align with client objectives.

Tyler Solis is a CFP® with six years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Monroeville, PA. His career includes roles at Citizens Bank and William Penn Association, as well as earlier experience outside finance at Rivers Casino in Pittsburgh. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory and brokerage services. The firm’s advisory programs include a digital platform leveraging proprietary algorithms and discretionary portfolio management, alongside commission-based brokerage and insurance offerings.

Joshua Meyer is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Citizens Bank in various roles since 2018, including prior experience at PNC Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory approach includes a digital advisory program utilizing proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Jennifer Ritz is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and has been with Kestra Advisory since 2016. In addition to her advisory role, she serves as a registered sales assistant at Keystone Benefits Group, Inc., and is a board member of the YWCA, supporting its mission to eliminate racism, empower women, and promote peace and justice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Timothy Caldwell is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2012. Outside of his advisory role, he is a partner in KBG Realty, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, offering services that include fiduciary consulting, plan design, compliance testing, and due diligence-supported investment recommendations.

Daniel Lavezoli Jr. is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program and a Managed Account program.

Matthew Spirko is a CFP® professional affiliated with Citizens Securities, Inc. in Monroeville, PA, with 10 years of industry experience. His career includes roles with Citizens Bank and PNC Investments, and he has been with Citizens Securities since 2018. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, catering to individual and high-net-worth investors as well as retirement plans.

Evan Andreas is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Citizens Securities and its related entities since 2011. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms as well as managed account services, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.