Mark Stecker is a CFP® certified financial advisor with 21 years of industry experience. He has worked with Eagle Strategies (NY Life) since 2018 and has been affiliated with NYLife Securities LLC and New York Life Insurance Company since 2004. Outside of his advisory role, he volunteers as a coach for a youth baseball team in Washington, PA. Eagle Strategies LLC serves individual clients, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Zachary Smith is a CFP® professional with six years of industry experience, currently advising at The Huntington Investment Company. His career includes various roles within Huntington entities since 2018. Outside of his advisory work, he serves as a clock operator for John Marshall High School basketball games. The Huntington Investment Company, operating as Huntington Financial Advisors, offers advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and utilizes an open-architecture, model-driven platform combining third-party and proprietary investment models.

Jeffrey Positano is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services and has operated Positano Tax & Financial Services LLC since 2008. In addition to advisory work, he is involved in tax preparation and accounting services through his own firm and sells property, casualty, and life insurance. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, supported by a range of advisor-managed accounts and model portfolio programs.

Robert Positano is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. from 1998. He has also been involved in local government as an elected official for Archer Township since 1996 and operates Positano Tax Service, providing tax preparation and financial services since 1987. Additionally, he owns a business focused on the purchase and sale of coins conducted primarily online. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both advisor-managed accounts and firm-sponsored model portfolios, with notable retirement and fiduciary capabilities integrated into its broad institutional platform.