Wendy Obrien is a financial advisor at PNC Wealth Management with 37 years of industry experience. She has been with PNC Investments since 2015 and holds Series 63 and Series 65 credentials. Outside of her advisory role, Obrien serves on multiple healthcare boards, including the West Penn Hospital Foundation and Forbes Hospital, and is involved with the West Penn Allegheny Health System Board of Directors. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and portfolio strategies managed by PNC or third parties.

Kraig Cawley is a CFP® professional with 17 years of industry experience. He is currently affiliated with Commonwealth Financial Network and operates Cawley Financial Advisors, LLC. His prior experience includes roles at Cetera and Cambridge Investment Research. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operates as a platform provider delivering operations, compliance, and practice-management support.

Alan Flick is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Beaver Falls, PA. He has 12 years of industry experience, including 10 years with Commonwealth. Outside of advisory work, he is involved in co-owning private entities related to securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides advisory support through managed-account programs, access to third-party asset managers, and custody/clearing services while managing over $212 billion in client assets.

Andrew Rickard is a financial advisor at MAI Capital Management, LLC with 15 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at WCG Wealth Advisors, LLC and MML Investors Services. Outside of his advisory work, he is involved with Treloar & Heisel, LLC, which offers fixed insurance and property and casualty insurance products. MAI Capital Management provides investment management, wealth management, and retirement plan consulting services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm integrates financial planning and tax services with customized portfolio strategies and serves both advisory and product-sponsor roles, managing significant assets across a variety of investment vehicles.

Jena Hampe is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Avantax Planning Partners Inc and GA Investment Management. Prior to entering financial services, she was employed at Mac's Cafe and spent time at Butler High School and Slippery Rock University. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a larger Cetera network providing affiliated custodial and pension-related services.

Jonathan Caromano is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has held his current position since 2004. Caromano holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with existing PNC Bank online credentials. The program uses algorithm-driven model strategies executed through mutual funds and ETFs with annual rebalancing.

Jessica Meek is a Series 66-licensed financial advisor with Janney Montgomery Scott, bringing 12 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Kevin Mcdonough is a Series 66-registered financial advisor with Principal Financial Services, where he has worked since 2014. He has 11 years of industry experience and is based in Mars, Pennsylvania. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Christopher Cutshall is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes 18 years at Tooling Dynamics LLC before joining Valic Financial Advisors in 2017. Outside of investment advisory, he is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm uses a technology-driven, model-based approach and manages approximately $29.2 billion across nearly 300,000 clients.

Joshua Wencil is a CFP® professional with 18 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having joined in 2025, and has prior experience at Fidelity Investments, PNC, ParenteBeard Wealth Management, BMC Financial Advisors, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, relying on Charles Schwab & Co.’s standard asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Michael Trpcic III is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC since 2016. Outside of his advisory role, he is also an owner of non-investment related investment properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm’s investment approach uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Ryan Harteis is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. At FIRST Commonwealth Bank, he also serves as a client service representative involved in opening accounts and loan services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of 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 extensive third-party relationships and a range of investment platforms.

Kevin Flick is a CFP® and ChFC® with 24 years of industry experience. He has been with Commonwealth Financial Network since 2016. Outside of his advisory role, he teaches a personal finance course at Geneva College and serves as treasurer for a local political campaign. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Dennis Jacques is a financial advisor at VALIC Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Milestone Asset Management, Optimus Technologies, Hyosung, ConvergeOne, and Reed Smith LLP. Outside of his advisory role, he is involved in insurance sales through West Financial Group Inc. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts with third-party model managers and emphasizes technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Gibson Mc Cracken is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Flick Financial, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services to individual and institutional clients.

Daniel Flick is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 43 years of industry experience. He has been with Commonwealth since 2016. Flick is a part owner of Flick Financial, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Jeffrey Decort is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an employee-only pilot that uses algorithmic risk assessment to guide investment in approved mutual funds and ETFs with annual rebalancing.

Christopher Battistone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithm-driven risk assessment to guide investment selections managed by PNC and third-party strategists, with a focus on mutual funds and ETFs.

Dylan Beam is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Eagle Strategies since 2023 and has a background including roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory duties, Dylan is involved as an independent contractor with the Innovation Career Exploration Program, a student-driven after-school initiative focused on exposing students to new careers and life skills. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a variety of program types, emphasizing tailored recommendations and managing primarily non-discretionary assets.

Daniel Ambroskiewicz is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including WCG Wealth Advisors and Equitable Advisors. He is also a Financial Service Associate at Treloar & Heisel, LLC, where he is involved in fixed and accident and health insurance sales. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers tailored portfolio management strategies across multiple asset classes and integrates financial planning and tax services into many client relationships.