Daniel Lane

Mark Petro is the sole advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, holding a Series 66 credential with 23 years of industry experience. He has worked at Lakeland Investor Services since 2002 and also serves as president of Lakeland Insurance Services, LLC, which manages insurance sales and related business operations. Lakeland Investor Services, Inc. provides fee-based wealth advisory and investment management services along with financial planning and one-time consultations. The firm serves individuals, small non-profits, small businesses, and retirement plan sponsors, constructing portfolios tailored to clients’ risk tolerances and time horizons while employing tools such as Monte Carlo simulation and offering fiduciary advice for qualified plans.

Janeen Mihoci is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with IRM Distributors, Inc. since 1989 and has a long tenure with Greenville School District starting in 1978. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Angela Bowman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been with The Huntington Investment Company since 2010 and previously worked at Huntington National Bank. Outside of her advisory role, she is involved in selling cosmetics as a consultant and leases horse stalls on a small farm she owns. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and utilizes an open-architecture, model-driven platform with discretionary management and specialized overlay services.

Jon Glink is a financial advisor with LPL Financial and holds the Series 63 designation. He has 17 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Pelorus Financial Group. In addition to his advisory work, he is involved in insurance agency activities through Pelorus Financial Group and operates a non-variable insurance business. LPL Financial serves a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and both advisory and brokerage solutions.

Ally Durkovic is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses. Ally has been with Equitable Advisors since 2023 and has prior experience working in educational and service roles. Equitable Advisors serves a wide range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs and platforms.

Warren Seeley is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., and International Assets Investment Management and Advisory, LLC. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering various investment solutions supported by an in-house research team and a large network of investment adviser representatives.