Edward Dante Capuzzi Jr.

Earl Stevenson Jr. is a financial advisor at Chicago Capital Management Advisors, LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Forest Securities, Inc., Avellino Financial Advisors, Inc., Questar Asset Management, and Charis Financial Group. Stevenson is also an enrolled agent with the IRS and performs tax preparation services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers a range of model strategies tailored to client risk profiles, including the use of derivatives for hedging and income.

Todd Loyal is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He has held his current position since 2013 and previously worked at United Bank for three years. Todd holds Series 63 and Series 66 licenses. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs through its clearing relationship with Wells Fargo Clearing Services, employing a strategy that includes asset allocation, mutual funds and ETFs, individual securities, model portfolios, and tax-aware overlays.

Eric Luckey is a financial advisor with Stonex Advisors Inc. in Connellsville, PA, holding Series 65 and Series 66 licenses and possessing 18 years of industry experience. He has worked at StoneX Advisors Inc. since 2017 and has a background that includes roles at StoneX Securities Inc., LPL Financial, PNC Wealth Management, Natcity Investments, and Ameriprise. Outside of his advisory work, he is involved with Dilworth Financial Services, where he owns and operates an investment and insurance business and is an agent for Ameritas Life Insurance Co. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment approaches through independent advisors, an in-house Private Client Group, and uses multiple platforms and third-party money managers to implement customized strategies.

Kristin Bernard is a financial advisor at Janney Montgomery Scott with a Series 66 credential and no prior industry experience. Her work background includes roles at Elderton State Bank, Oklahoma Christian University, and various delivery services such as Instacart and DoorDash. She is currently associated with Spark Delivery alongside her advisor position. Janney Montgomery Scott LLC is a large, dually registered 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, estates, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Scott Pritchard is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Edward Jones, Mid Penn Bank, and PNC Bank. Outside of his financial advisory work, he officiates youth and high school wrestling matches in Jefferson Hills, PA. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA 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, access to alternative investments, and lending solutions, operating through a hybrid adviser/broker-dealer model that combines firm supervision with client control over transactions.

Timothy Brown is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His career includes prior roles at Bank of America and Merrill. Outside of his advisory work, he coordinates the Health Kids Running Series in Chadds Ford, PA, and serves as a trustee for the Catholic Institute and member of the investment committee for The Catholic Foundation in the Diocese of Greensburg. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.