Barbara Battin is a financial advisor with Confluence Financial Partners, holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at CETERA Advisor Networks LLC and CashDollar & Associates, LLC. Outside of her advisory work, she serves as a committee member at Cochranton Community Church, where she oversees the budget, expenses, and audits financial records. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm employs a fiduciary, goals-based investment process that includes a mix of active and passive strategies, detailed retirement plan consulting, and portfolio management tailored to client objectives.

Steven Sabo is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition, he independently sells life insurance and annuities through Executive Financial Group and Executive Financial Planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing active, model-driven strategies that incorporate economic data and quantitative optimization.

Jonathan Van Kirk is a financial advisor at Vicus Capital, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Iron Point Financial. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.

Benjamin Burkley is a financial advisor with LPL Financial and Stratos Wealth Partners, LTD, holding a Series 66 designation and 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and was previously with Hefren-Tillotson, Inc. from 2015 to 2017. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households, offering a variety of investment delivery options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Cathleen Beatrice is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 65 designations and has 12 years of industry experience. She has worked at Mercer County State Bank since 2017, where she serves as AVP of Branch Banking, and has prior experience with Infinex Investments, Ristvey Investment Group, and Raymond James Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions using a mix of fundamental and technical analysis, with a notable emphasis on non-discretionary assets.

Cathaleen Finn is a financial advisor with OSAIC Institutions, INC. in Grove City, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her career includes roles at Infinex Investments, Inc., Mercer County State Bank, The Huntington Investment Company, and The Huntington National Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, emphasizing customized engagements and access to alternative investments through platforms like CAIS. The firm is notable for its predominantly non-discretionary assets and its combined broker-dealer and adviser operations.

Thomas Virostek is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 36 years of industry experience and has worked with Commonwealth Financial Network since 2009. He is also involved with United Plan Consulting, LLC, and operates Q3 Capital, LLC, an entity created for securities business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while offering discretionary model portfolios and customized investment program options.

Joseph Arndt is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments, Bank of America, Merrill, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Michael Zatchey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, First Commonwealth Bank, Osaic Institutions, and Thrivent Financial. Outside of his advisory work, he serves as a soccer referee for PA West Soccer. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

Kenneth Bonus is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 credential and has previously worked at HD Vest Investment Services and KPMG. Outside of his advisory role, he owns Bonus Accounting LLC, providing accounting and tax services, and serves on several nonprofit boards including the Butler County Chamber of Commerce and the United Way of Southwestern Pennsylvania. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, and other entities, offering a range of financial planning and investment management services through both discretionary and non-discretionary accounts.

Harry Butson is a CFP®-designated financial advisor with LPL Financial, based in Grove City, PA, and has 36 years of industry experience. He has been associated with Stratos Wealth Partners, LTD since 2010, where he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a wide range of delivery options from financial planning to third-party asset management.

William Coghlan is a financial advisor with LPL Financial in Grove City, PA, holding a Series 66 designation and four years of industry experience. He has worked with Stratos Wealth Partners, Ltd and has held various roles in academia and other industries prior to his advisory career. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform accommodating both advisory and brokerage needs.

Grant Butson is a financial advisor with LPL Financial in Grove City, PA, holding a Series 66 credential and 17 years of industry experience. He has been affiliated with Stratos Wealth Partners, Ltd and LPL Financial since 2010. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Adam Bosiljevac is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He previously worked with Nationwide Securities LLC and Nationwide Financial from 2015 to 2019. Outside of his advisory role, he serves as a deputy coroner for Butler County and owns a retail distribution business named MidnightMaple. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios and third-party strategists across multiple custodians.

Evan Gorse is a CFP® professional with 11 years of industry experience, currently serving at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Hefren Tillotson from 2014 to 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Kenny Mcgee is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2022, following a long tenure at Hefren Tillotson, Inc. since 1999. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Francis Magno is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and also has a longstanding role at First National Bank of PA since 2002. Magno serves as a board member of the Enon Valley Rod and Gun Club, a nonprofit sportsman organization. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Marion Bridegam is a financial advisor with Edward Jones in Grove City, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Marion worked at Gordon Food Service for fifteen years. Outside of advisory work, Marion serves as a board member of The Bridegam Family Farm LLC in Columbia City, IN, and participates as a team member at Poland United Methodist Church in Poland, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and strategies, combining a large nationwide advisor network with affiliated investment and lending capabilities.

Daniel Sherman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Sherman serves as an elected Township Auditor in Slippery Rock, PA. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and integrates various investment managers, model providers, and overlay managers to implement portfolios.

Lyric Schnur is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Hefren Tillotson, Inc. since 1999 before joining Robert Baird & Co. in 2022. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with strategies ranging from traditional to complex allocations.

William Wilson is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Hefren-Tillotson, Inc. for over three decades before joining Robert Baird & Co. in 2022. 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 firm offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies tailored to client goals and risk tolerances.

Craig Caldwell is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Caldwell is involved in the food and beverage industry as the owner of Smoke & Shine, a catering business specializing in smoked meats, and serves as CEO of a distillery in Slippery Rock, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Henschel is a financial advisor at Robert W. Baird & Co. with Series 66 credentials. He joined Baird in 2025 and has no prior industry experience. Outside of his advisory role, he is the sole owner and occupant of a small rental property in Pittsburgh. He is part of the DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a blend of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.

Debbie Montag Evans is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 licenses and has 17 years of industry experience. She has worked at Robert Baird & Co. since 2022 and previously worked at Hefren Tillotson and LPL Financial. She 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 offers financial planning, portfolio management, and a range of investment strategies tailored to client goals and risk tolerances.

Robert Hoskin is a CFP®-certified financial advisor with Ameriprise in Grove City, PA, bringing 45 years of industry experience. He has been with Ameriprise since 2013 and serves as president of the Board of Directors for Pine Valley Bible Camp. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations primarily for individuals approaching or in retirement.

Michael Davis is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2019 and previously spent eight years with Raymond James Financial Services. Outside of finance, Davis is a partner and teacher at The Academy of Dance Studio LLC and serves on the board of the United Way of Mercer County. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of advisory services through independent financial professionals who utilize various account platforms and investment strategies, delivering both discretionary and non-discretionary portfolio management.

Todd Fleming is a financial advisor with Robert Baird & Co. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Robert Baird & Co., he worked at Hefren-Tillotson, Inc. from 2015 to 2021. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Marvin Gardner is a financial advisor with LPL Financial in New Castle, PA, holding a Series 63 designation and over 38 years of industry experience. He has worked with firms including Waddell & Reed and various insurance carriers, and has operated Gardners Tax & Financial Service, Inc. since 1985, providing tax preparation and accounting services. Gardner also manages Woodmere Estates, a real estate rental business. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of portfolio management options, combining large-scale advisory operations with non-advisory product activities.

Erik Lenyk is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hefren-Tillotson, Inc. since 2004 and Robert Baird & Co. since 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Eric Mozur is a financial advisor with Robert Baird & Co., holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Robert Baird & Co. since 2022 and has been with Hefren Tillotson, Inc. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management and separately managed accounts.

Trevor Mc Cance is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. He has worked at Robert Baird & Co. since 2022 and was previously with Hefren Tillotson from 2013 to 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a variety of strategies and overlays to address client goals and risk tolerances.

Amanda Taylor is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. She has worked at Robert W. Baird & Co. since 2022 and previously spent over a decade with Hefren-Tillotson. Outside of her advisory role, Taylor works part-time as a server at her parents' bar-restaurant and serves as treasurer on the board of Karn City Area Youth Football. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment advice and portfolio management through a combination of in-house and third-party managers, including traditional and non-traditional strategies, as well as municipal advisory and public finance services.

Thomas Edwards is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at Hefren-Tillotson, Inc. since 2015 before joining Robert Baird in 2022. Edwards serves as a volunteer trustee for the Consolidated Fund of The Grand Lodge of Pennsylvania, participating in the development of its long-term investment policy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment advice and a range of portfolio management services, including both traditional and non-traditional strategies, combining in-house and third-party managers.

Craig Denman is a financial advisor with Edward Jones in Grove City, PA, holding a Series 66 license and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

Joshua Knapp is a financial advisor at Robert Baird & Co. with 19 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2022, having previously been with Hefren-Tillotson, Inc. since 2006. Outside of his advisory role, Knapp owns and operates Fonts Fishing Lures, a business that designs and assembles fishing lures for retail sale. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.