Gregory Allen Korn

Michael Adams is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he owns rental property in Canonsburg, Pennsylvania. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

Nicholas Battaglia is a CFP® with 10 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior experience includes roles at Grove Point Advisors LLC and AssetMark Financial Holdings, among others. He operates a business under the name Battaglia Associates Wealth Advisors. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients, including individuals, retirement plans, corporations, trusts, estates, and institutional investors. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and manages assets primarily on a non-discretionary basis.

Nicholas Poulos is a financial advisor with OSAIC Institutions, INC. holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has worked at several firms including Mid Penn Bank, Infinex Investments, Cetera, Riverview Bank, Sorrento Pacific Financial, and CBT Bank. Poulos serves as a board member of the Salvation Army, assisting with fundraisers since 2019. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, wrap programs, and access to alternative investments, operating a hybrid adviser/broker-dealer model with notable emphasis on client choice in transaction authority.

John Battaglia is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 registrations. He has 32 years of industry experience and has worked at firms including H. Beck, Inc., ARIS Wealth Services Inc, and AssetMark, Inc. Battaglia is also the owner of Battaglia Associates Wealth Advisors and John S. Battaglia, Jr., which involves non-variable insurance activities. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets and offers advisory and brokerage services using multiple custodians and platform programs, with a significant portion of assets managed on a non-discretionary basis.

Gregory Blaschak is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services, where he has been active since 2006. He is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm offers discretionary portfolio management and model portfolios using a blend of affiliated and unaffiliated sub-advisers, incorporating both traditional and tactical investment strategies.

Marina Stephens is a financial advisor at OSAIC Institutions, INC. with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with First Commonwealth Bank and Infinex Investments, Inc. Outside of finance, she owns a taxidermy business and is involved with the Sons and Daughters of Italy Club. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.