Bradley Delozier is a financial advisor at Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Citizens Securities since 2013. 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 a broker-dealer and insurance agency while being fully owned by Citizens Bank, N.A.

Evalyn Kirk is a financial advisor at SPC with 36 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her career includes roles at Sigma Planning Corporation and Sigma Financial Corporation since 2008, alongside self-employment since 1997. Kirk is chair of the Finance Council for St. Bernadette Roman Catholic Church in Monroeville, PA, and offers insurance services and agent coaching through Innovative Financial Life Solutions. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with over 460 advisors and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client needs.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Jason Laux is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2019 and has been involved with Synergy Financial since 2013. Outside of his advisory roles, he is the owner and president of Synergy Group, Inc., where he manages operations and human resources, and he also presents courses and administers the website pghretirementcourses.com. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions using various investment approaches.

Drew Wilson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, along with service in the Florida Army National Guard. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account available to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Ryan Claar is a financial advisor with GWN Securities Inc. in Greensburg, PA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at Charles Schwab and TIAA. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager introductions. The firm utilizes a mix of sub-advisers and model-based allocations, incorporating market-timing and momentum-based strategies in certain legacy programs.

Carrie Mccollim is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Prosperity Wealth Management, Fortune Financial Services, and PNC Investments. Outside of her advisory role, she is involved with Everharvest, LLC, providing online shop consulting and designer consulting services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Lawrence Hagan Jr. 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 has worked at Citizens Securities since 2019 and previously spent three years with PNC Investments. 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 based on proprietary algorithms and a Managed Account program, operating within the broader framework of its bank-owned broker-dealer and insurance operations.

Eric Brown is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Monroeville, PA, with eight years of industry experience. Before joining Citizens Securities in 2025, he held roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Genoa-Qol Healthcare Company, and Giant Eagle Pharmacy. He also serves as a notary. 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’s advisory services include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance agency functions.

William Kinmonth Jr. is a CFP® and ChFC® with 28 years of industry experience. He is currently with NewEdge Advisors and LPL Financial, having previously worked for Citizens Securities, Inc. for over two decades. Outside of his advisory roles, he serves as a soccer official. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

David Gonzales Jr. is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His career has been exclusively with Citizens Bank and Citizens Securities since 2015. Gonzales serves as power of attorney for his parents. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program with ETF-based portfolios and manages commission-based brokerage and other non-discretionary business.

Debra Dragich is a CFP® with 29 years of industry experience. She is currently with &PARTNERS, where she has worked since 2026, following an 11-year tenure at Raymond James & Associates. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing proprietary and third-party investment strategies through platforms like Envestnet, and operates in multiple roles including RIA, broker-dealer, and municipal advisor.

Brandon Fasenmyer is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at Citizens Securities and Citizens Bank since 2015. Outside of his advisory role, he serves as an Assistant Scout Master for Boy Scouts Troop III. 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 provides both a digital advisory program and a Managed Account program, and operates as a broker-dealer and insurance agency.

Geoffrey Skadra is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he held positions at Citizens Securities, Northwestern Mutual, Symmetry Financial Group, and Experior Financial Group. Outside of his advisory work, he is the owner and president of Catchpoint, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions supported by advisor recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with connections to related banking and capital markets entities.

Natasha Jativa is a financial advisor with The Huntington Investment Company in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Citizens Bank and its affiliated entities. Outside of her advisory work, she owns Opulent Occasions, a party decorating and balloon design business. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party managers alongside proprietary Private Bank portfolios.

Anita Buerkle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Her career includes roles at Bpu Investment Management, Inc. and LPL Financial before joining Wealth Enhancement in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Cameron Clay is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. His prior roles include positions at Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory work, he co-founded Cameron and Winter LLC, a ministry offering marriage, relationship, and parental coaching services. 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 provides a platform-centered investment approach combining model portfolios from multiple sources with advisor-managed solutions and offers a range of services such as financial planning, discretionary asset management, and plan consulting.

William Sangaila Borlak is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds a Series 66 designation and has two years of industry experience. His career includes roles at PNC Investments LLC since 2023, PNC Bank from 2018 to 2023, and Fitness International/LA Fitness from 2016 to 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and delegated portfolio management with mutual funds and ETFs.

Valentino Hernandez is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citizens Securities and Prudential Insurance Company of America in various capacities. Outside of his advisory role, he coaches youth hockey and lacrosse and serves as a board member for a nonprofit hockey league. 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’s offerings include a digital advisory program utilizing ETF-based portfolios and a Managed Account program, operating within a combined bank, broker-dealer, and advisory structure.

Andrew Fahner is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at PNC Bank, First Commonwealth Bank, and Infinex Investments. He is based in Pittsburgh, PA. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm uses a fiduciary approach within a vertically integrated group and acts as adviser to a donor-advised fund.