Robert Rodino Jr. is the sole advisor at Rodino Wealth Management LLC, holding a Series 66 designation with three years of industry experience. He previously worked at Ameriprise Financial Services, LLC for two years and was self-employed prior to founding his current firm in 2025. Rodino also maintains a licensed insurance agent activity that occupies less than 10% of his time. 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 customizes investment programs based on client goals and risk tolerance, conducts quarterly reviews including tax-loss harvesting, and manages each account separately using Charles Schwab & Co. as custodian.

Galen Bargerstock Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Encompass More Asset Management LLC, Verity Investments, Inc., and Corecap Investments Inc. He also serves as president of an insurance agency, where he focuses on insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, using a range of analytical approaches and model portfolios.

Levi Allison is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Encompass More Asset Management LLC and Stokes Retirement Ltd. Outside of advisory work, he is also licensed as an insurance agent, engaging in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies through its Signal Platform.

Nolan Stokes is a financial advisor at Signal Advisors Wealth, LLC with three years of industry experience. He holds a Series 65 license and has previously worked at Foundations Investment Advisors, Encompass More Asset Management LLC, and Forest Ridge Private Wealth LLC. Outside of advisory work, he is involved as a life and annuity insurance producer through Forest Ridge Private Wealth LLC. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a top-down, tactical asset allocation process and supports several thousand retail accounts across its multi-team structure.

Ethan Greek is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at BPU Investment Management, Inc. from 2016 to 2019 before joining Mutual Advisors in 2019. In addition to his advisory role, he is an independent insurance agent and a notary public. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale of institutional management, overseeing approximately $9.45 billion across 154 advisors.

Ronald Panichelle is a financial advisor with Mutual Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company from 1986 to 2019. 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 serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, using multiple analytical approaches and third-party tools to tailor portfolios according to clients’ 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.

Malcolm Polley is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC. His prior experience includes two decades at Stewart Capital Advisors and over 20 years at S&T Bank. Outside of his advisory role, he is an adjunct faculty member teaching finance and economics at Indiana University of Pennsylvania and co-owns a craft shop called A Lit Bit of Country, LLC. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, utilizing customized asset allocations and model portfolios.

Rebecca Haugh is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. Her prior work includes roles at BPU Investment Management, Inc. and ERIKS North America. Outside of her advisory work, she is involved in her community as the president of the Central Valley Youth Soccer Club and volunteers with Central Valley Hockey. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm manages portfolios using a mix of active and passive strategies tailored to clients’ objectives and is notable for its scale, breadth of institutional work, and specialized operational features.

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 who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He previously worked at BPU Investment Management, Inc. and Nationwide Securities, LLC. Outside of his advisory role, Dunlap manages civil construction and trucking projects as Manager of Development and Projects for Curry and Kepple, Inc. and serves as Treasurer and Deacon at Harvest Church. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and is notable for its scale, institutional expertise, and operational features such as an Outsource Insurance Desk and relationships with third-party managers.

Christopher Adams is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. His work history includes roles at Ameritas Investment Company, LLC, Upstreet Financial Advisors, Infinex Investments, Inc., and First Commonwealth Bank. He is based in Indiana, Pennsylvania. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial consulting solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Larry Catlos is a financial advisor with Eagle Strategies (New York Life) based in Indiana, PA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including over two decades at Eagle Strategies. He is also the sole proprietor of Strategic Planning Partners, a coaching and personal self-development business. Additionally, Catlos serves as Chairperson of the Mission's Committee and is a board member of Grace Church of Indiana. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Kris Geary is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2012. Outside of his advisory role, he owns Keystone Benefits Group, Inc., where he works as a benefits consultant. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary services and a range of plan support including design, compliance, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.

Richard Leasure is a financial advisor at Brookstone Capital Management LLC with 39 years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 63 license. Leasure has been with Brookstone since 2013 and also has a longstanding affiliation with Premier Financial Associates dating back to 2001. Outside of his advisory work, he serves as a business manager for Calvary Baptist Church & Ministries and co-owns College Funding Solutions, which assists families with non-security services related to college admission and financial planning. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models combined with a variety of investment vehicles, and it also serves as a sub-advisor to other advisory programs.

Alex Pettina is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and UPMC Presbyterian Hospital. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and advisory services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary management.

Melissa Herman is a financial advisor with Ameritas Advisory Services, LLC in Indiana, Pennsylvania. She holds Series 63 and Series 65 licenses and has five years of industry experience. In addition to her advisory roles, she manages Temp2Tech LLC, a staffing and recruitment firm. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm combines various investment vehicles and third-party solutions across multiple platforms to build customized portfolios.

John Kinney is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Osaic Institutions since 2013, previously associated with Apollo Trust Company and Waddell & Reed. Kinney also serves as an agent for life insurance and annuity products with the National Slovak Society Life and the Greek Catholic Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Bradley Peterson is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 66 licenses. He has 32 years of industry experience with prior roles at Infinex Investments, Inc., Grove Point Investments, LLC, Essex National Securities, LLC, LPL Financial, and Uvest Financial Services Group, Inc. Peterson is also an appointed licensed agent for the Greek Catholic Union and National Slovak Society, two fraternal insurance organizations offering life insurance and annuities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm provides customized advisory, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model with significant non-discretionary assets and a lending marketplace.

Shannon Kimmel is a financial advisor with Eagle Strategies (New York Life) in Indiana, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Eagle Strategies, Kimmel worked at Bank of America and Merrill. She serves as a general board member for the United Way of Indiana County and volunteers with the Salvation Army and the Indiana University of Pennsylvania Eberly College of Business Advisory Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individuals and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.