Matt Robert Stearns

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

Gregory Brawn is a financial advisor with Success Wealth Management LLC in Cambridge Springs, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at Success Wealth Management and Success Financial Solutions since 2019, and previously spent 10 years with Waddell & Reed, Inc. and various insurance carriers through W & R Insurance Agencies. Success Wealth Management LLC serves individual and high-net-worth clients, providing discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory to customize asset allocation based on client goals and risk tolerances and utilizes technology tools for marketing and client meetings.

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.

Gregory Curtis is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at HBK CPAs & Consultants and Arnett Carbis Toothman. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Richard Laird is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Meghan Stone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.