Evan Horsley is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Nicholas Cancilla is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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 features both a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Michael Fetterolf is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Bpu Investment Management Inc. for 19 years and LPL Financial, LLC for five years before joining Wealth Enhancement Group and its affiliated entities in 2020. Outside of his advisory role, he is involved with Crosshair Ventures LP, a family limited partnership. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Reginald Holt is a financial advisor with PNC Wealth Management in Monroeville, PA. He holds a Series 66 designation and has been with PNC Wealth Management since 2026. Prior to this role, he worked at PNC Bank and held positions in several other organizations including Under Armour and Nike. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital portfolio solution that relies on algorithmic risk assessment and invests via approved models using mutual funds and ETFs.

Patrick Duffy is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy for employees that uses algorithmic risk assessment and delegates portfolio implementation to third-party managers.

Shawna Sklarsky is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her career includes multiple roles at Citizens Bank and Citizens Securities dating back to 2017, as well as a position with Key Investment Services LLC. 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’s advisory offerings include a digital advisory program and a Managed Account program, with a business model that combines discretionary advisory assets and commission-based brokerage activities.

Stephen Och is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while operating as a broker-dealer and insurance agency.

Eric Docherty is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Citizens Securities since 2009. Outside of his advisory role, he serves on the board of Westminster College Towering Titans, supporting student athletes and fundraising efforts. 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 offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Alexander Stramaski is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and gained broader experience in retail and service roles. In addition to his advisory work, he serves as a notary public. 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 digital and managed account programs and maintains a combination of discretionary advisory and commission-based brokerage activities.

Jacob Fuller is a CFP® professional affiliated with Citizens Securities, Inc. He has nine years of industry experience, including prior roles at Edward Jones, The Huntington Investment Company, and Huntington National Bank. Fuller has been with Citizens Securities since 2020. 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 operates both a digital advisory platform and a Managed Account program while functioning as a broker-dealer and insurance agency.

Alexander Hall is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. Hall has served as a Navy Reservist in the Military Police. 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 offerings include a digital advisory program with ETF-based portfolios and a Managed Account program.

Chad McConnell is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked extensively within Citizens Bank and Citizens Securities since 2015. Outside of his advisory role, he has experience as a notary and has worked as a server at Coast & Main. Citizens Securities, Inc. 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 operates both discretionary and non-discretionary platforms, including a digital advisory program managed in partnership with SigFig, and is wholly owned by Citizens Bank, N.A.

David Weigand is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Edward Jones, PNC Investments, and First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

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 Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC and Citizens Securities, INC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides a range of services including investment advisory, brokerage, financial planning, ERISA 3(21) consulting, retirement plan participant management, and investment banking, utilizing both proprietary models and third-party manager solutions through platforms like Envestnet.

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 previously worked at firms including Capital Analysts, Lincoln Investment, and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Vincent Mariana is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA. He holds a Series 66 designation and has seven years of industry experience. His career includes roles at Bankers Life Securities and Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

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.