Danielle Bailey is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at several firms, including Keller Williams and IVC Wealth Advisors. Outside of her advisory role, she pursues real estate as a part-time activity, assisting friends and family with residential property transactions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and ESG overlay services.

James Luckey is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of his advisory role, he is a member of Luckey Agency, Inc., which is involved in payroll personal and commercial insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

Dominique Johnson is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Bank of America, Merrill Lynch, and several other firms. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

Jordan Kelly is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments and Commonwealth Financial Network. Prior to his advisory career, he operated a home and business organizing service called Interior Solutions for 12 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

John Soika Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Ikechukwu Pius Nwagwu is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2017. Nwagwu also has experience with Heartland Payment Systems and serves as an agent for non-securities insurance products through AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and utilizes discretionary unified managed accounts and overlay services through advanced technology platforms.

Britton Beachy is a financial advisor with PNC Wealth Management in Mars, PA, holding Series 63 and Series 65 designations and two years of industry experience. His professional background includes roles at PNC Investments LLC and Northwestern Mutual, as well as several positions at Lancaster Bible College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm uses algorithmic risk assessments to recommend portfolios managed by PNC or third-party strategists, with implementation handled by investment delegates.

Scott Slattery is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes roles at The Huntington National Bank, Citizens Securities, and Citizens Bank. Outside of financial services, he operates Scott Slattery Photography, a business active for ten years. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank portfolios.

Jonathon Pennline is a CFP® with one year of experience, currently advising at Mariner Wealth Advisors. He previously spent 12 years at Bank of New York Mellon Corporation. Mariner serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolio strategies supported by both internal and third-party managers.

Sean Ries is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory role, Ries is a limited partner in Pennsylvania Pure Distilleries and serves as a board member of the Manor Home Owners Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Aaron Paolini is a financial advisor at MAI Capital Management, LLC with a ChFC® designation and over 10 years of industry experience. He has worked with Treloar & Heisel, Inc. since 2016 and was previously with WCG Wealth Advisors, LLC for six years. Outside of advisory work, he is involved in the sale of fixed and non-variable insurance products through Treloar & Heisel, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm offers a range of strategies across equity, fixed income, ETFs, and private investments, integrating financial planning and tax services, and manages significant assets including registered mutual funds and private investment vehicles.

Cameron Hiltz is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, WesBanco Bank and Securities, Edward Jones, and Huntington National Bank. Outside of his advisory role, he operates Hiltz Auto Detailing LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that combines third-party and affiliate portfolio management options.

Larry Letterio is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Altair Management Partners for 31 years and Kistler-Tiffany Advisors for one year. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Robert Donnelly is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds.

Carol Mayer is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at First Commonwealth Bank since 2019 and has prior experience with Infinex Investments, Inc. and Key Investment Services, LLC. Mayer is also involved in the trust division at First Commonwealth Bank. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser/broker-dealer structure and supports its network of investment adviser representatives with firm supervision rather than centralized account management.

Matthew Stanley is a financial advisor at Independent Financial Partners with 14 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Grove Point Advisors, LLC and MR Financial Group. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Helene Lino is a financial advisor at Equity Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 14 years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Myles Waltonbaugh Clements is a CFP® with nine years of industry experience, currently affiliated with Mariner. He previously worked at Fort Pitt Capital Group and Ameriprise Financial Services, Inc. He is also co-owner of Pittsburgh Coffee Co., a non-investment business venture with his spouse. Mariner serves a diverse client base, offering customized investment management, financial planning, and retirement plan consulting, with a notable integration of tax and accounting services alongside traditional portfolio management.

Donald Bell is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC Investments, LLC since 2016. He holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithmic risk assessment and implements portfolios using approved model strategies with mutual funds and ETFs.

Alan Cornell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2004 and serves as a board member of the Beaver Cemetery and Mausoleum. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform designed for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.