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.

Jayson Weinberg is a financial advisor with PlanMember Securities Corporation in White Oak, PA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Weinberg has been a proprietor of Jayson Weinberg CPA since 1994 and has worked with IRM Distributors, Inc. since 1995. In addition to his advisory role, he operates a tax and accounting practice. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers education and support services, including seminars and personalized retirement planning.

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.

Nelson Person is a Series 66 credentialed financial advisor with 21 years of industry experience. He has served at Apollo Trust Company since 2009 and holds roles as president, CEO, and director at Apollo Trust Company/Apollo Bancorp, Inc., a commercial bank and bank holding company. 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive non-discretionary book and lending marketplace.

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.

Anthony Shatley is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. He has eight years of industry experience, including roles at 3Rivers Financial, PINNACLE Financial Strategies, and Citizens Securities, Inc. He is also co-owner of 3Rivers Financial and owner of Shatley Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

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.