Robert Rodino is a financial advisor at Rodino Wealth Management LLC in Latrobe, PA, holding a Series 66 designation with two years of industry experience. Prior to founding his independent firm, he worked at Ameriprise Financial Services, LLC. His outside business activities include acting as a licensed insurance agent with limited time spent on insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment advice incorporating fundamental and technical analysis and may engage sub-advisors for portfolio management, conducting quarterly account reviews with attention to rebalancing and tax-loss harvesting.

Ashley Varner is a financial advisor at TCP Asset Management, LLC with over 30 years of industry experience. She has held roles at United Planners, H. Beck, Inc., and operated Varner Financial Group, Inc. She is also involved in non-variable insurance activities in Greensburg, PA. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing discretionary portfolio management and financial planning with a long-term investment approach. The firm manages approximately $822 million in assets across 18 advisors and does not impose an account minimum.

John Rutter is an associate wealth advisor at TCP Asset Management, LLC in Greensburg, PA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Varner Financial Group Inc. and United Planners Financial Services. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs both fundamental and technical analysis with a long-term trading approach and manages approximately $822 million in assets across 18 advisors.

Ethan Greek is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Mutual Advisors since 2019, following roles at BPU Investment Management and Indiana University of Pennsylvania. Outside of his advisory work, he is also an Independent Insurance Agent and a Notary Public. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management and consulting services using both passive and active investment strategies tailored to client objectives.

Ronald Panichelle is a ChFC® and Series 63 credentialed advisor with 44 years of industry experience. He has worked at Mutual Advisors, LLC since 2019 and previously spent over three decades at Nationwide Advisory Services, Inc. and Nationwide Insurance Company. Outside of his advisory role, he serves as Vice President of Panichelle Financial Group, LLC, an insurance agency specializing in property and casualty insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm provides asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Jacquelyn Robinson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her work history includes roles at Nationwide Insurance and Nationwide Securities, and she is also the owner of Robinsons Computer Services, a company providing computer sales, training, website design, and tax preparation. Additionally, she serves as secretary on the board of directors for All Abilities, a nonprofit organization. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm uses a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on clients other than high-net-worth individuals.

Rebecca Haugh is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Mutual Advisors, LLC and Mutual Securities, Inc., where she has worked since 2020. Prior to this, she spent a decade at BPU Investment Management, Inc. and one year at ERIKS North America. Outside of her advisory role, she is actively involved in community youth sports, serving as President of the Central Valley Youth Soccer Club and volunteering with Central Valley Hockey. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm combines passive and active investment strategies and offers a broad range of services including asset management, financial consulting, and ERISA plan advisory.

Eric Sutliff is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Uber, Grove Point Investments, Horizon Transport, Delta Global Services, and H. Beck, Inc. He also works as an independent contractor driver for vehicle transport and rideshare services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

Daniel Dunlap III is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at BPU Investment Management, Inc. for nine years before joining Mutual Advisors and Mutual Securities in 2019. Outside of his advisory role, Dunlap is involved in various non-investment activities, including serving as treasurer and deacon at Harvest Church and holding board positions with several nonprofit organizations. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management and financial consulting, and employs a combination of passive and active investment strategies tailored to client objectives.

Kris Geary is an Investment Advisor Representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2012. Outside of advisory services, Geary owns an insurance sales business and serves as a benefits consultant through Keystone Benefits Group, Inc. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Robert Montag Jr. is a financial advisor with OSAIC Institutions, INC. based in Blairsville, PA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including roles at Infinex Investments, Inc. and First Commonwealth. Outside of his advisory work, he serves as Secretary/Treasurer of New Deal Hunting and Fishing Camp, a membership-based cabin facility for hunting and fishing activities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both advisory and brokerage solutions delivered primarily by a network of investment adviser representatives utilizing fundamental and technical analysis, with a notable emphasis on non-discretionary assets.

Stephanie Morley is a financial advisor with \u0026Partners, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC, Citizens Securities, Inc., and Citizens Bank. \u0026Partners serves a diverse client base ranging from individual investors to charitable organizations and private business owners. The firm offers a variety of services including portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategy models.

Scott Miller is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, United Planners' Financial Services of America, Varner Financial Group, and H. Beck, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Jennifer Ritz is a financial advisor at Kestra Advisory with 11 years of industry experience and holds a Series 66 designation. She has worked with Kestra Advisory since 2016 and is also involved with Keystone Benefits Group, Inc. and St. Vincent College & Archabbey. Ritz serves as a board member of the YWCA, contributing to fundraising activities and supporting the organization’s mission. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves notable client types including sovereign wealth funds.

Timothy Caldwell is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC starting in 2012. Outside of his advisory role, he is a partner in a real estate business, KBG Realty, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Richard Lubecki is a financial advisor at SPC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining SPC in 2018, he worked at Investment Professionals, Inc. for 12 years and has been involved with Evergreen Insurance, LLC since 2005. He serves on the Board of Directors for the Richard A. Schaeffer Memorial Fund, which supports students and post-doctoral fellows in mass spectrometry and youth scouting activities. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and offers both discretionary and nondiscretionary investment management options.

Ioana Wagle is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior work includes roles at KeyBank and First Commonwealth Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions delivered by a large network of investment adviser representatives, with a notable focus on non-discretionary assets and access to alternative investments and lending platforms.

James Fiore III is a financial advisor with Key Investment Services LLC in Greensburg, PA, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Keybank and First Niagara Securities, spanning from 2009 to the present. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains oversight committees to review third-party strategists and program suitability.

Darren Smith is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise and Commercial Bank and Trust of PA before joining Cetera and Pakos Wealth Management in 2025. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, supported by both advisor-managed accounts and firm-sponsored model portfolios.

Jack Ellenberger is a financial advisor at Robert Baird & Co. with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 registrations. Prior to joining Robert Baird & Co., he worked at Hefren-Tillotson, Inc. Jack serves as a finance and investment committee member for Greater PGH Community Food Bank and participates as an investment committee member for Grow Pittsburgh. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning, portfolio management, and consulting services utilizing a range of investment strategies and overlay services.