Lon Michael Keeley is a financial advisor with PNC Wealth Management in Sewickley, PA, holding Series 66 and Series 63 licenses and bringing six years of industry experience. His prior roles include positions at Citizens Bank and Northwestern Mutual, as well as earlier experience in educational organizations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently available as an invitation-only pilot for PNC Bank employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists while focusing on mutual funds and ETFs.

Charles Testarella Jr. is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2016 across multiple roles. Outside of advisory work, he is a partner in Squirrel Boys LLC, a vacation rental business based in Southern Pines, NC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Andrew Sciuto is an advisor with Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been in the financial industry since 2026. His background includes prior roles at The Kelley Group and BBBSPGH. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm uses an open-architecture investment model and offers a range of services including discretionary portfolio management, financial planning, and outsourced CIO solutions.

Timothy Albert is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including 22 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and implements investment strategies via mutual funds and ETFs.

Dawn Porto is a Series 66-licensed financial advisor with 19 years of industry experience. She joined &PARTNERS in 2024 after spending eight years at Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

Micah Kelley is a financial advisor at Stratos Wealth Partners, Ltd with 18 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise before joining Stratos and LPL Financial in 2015. In addition to his advisory role, he is a partner at The Kelley Financial Group Accounting and Consulting, providing tax preparation and accounting services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutions. The firm employs an independent contractor model for most advisors and offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions, utilizing a multi-platform, open-architecture approach.

Negar Altieri is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Janney, she worked for Technology Publishing Company for seven years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs delivered through a combination of in-house portfolio management and third-party managers.

Timothy Miller is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at firms such as Merrill, Wells Fargo Clearing, and Cetera Advisor Networks. In addition to his advisory work, he teaches retirement planning classes at the Community College of Allegheny County. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Leigh Ann Chapman is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her previous work includes roles at Merrill Lynch, Bank of America, and UPMC, as well as entrepreneurial experience with Codependent Cocktails + Coffee. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple wrap programs and unified managed accounts.

Douglas Stirling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Stirling serves as a board member of the Pittsburgh Zoo. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of investment advisory and brokerage services, including in-house and third-party portfolio management across multiple wrap programs and a unified managed account overlay.

Trent Tipton is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation. Prior to his current role, his work history includes positions in the hospitality and retail sectors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Larry Marks is a financial advisor at &PARTNERS with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, utilizing a blended approach of fundamental, technical, and quantitative analysis.

Michael Grembi Jr. is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.A., and Merrill. He also engages in writing fixed and variable insurance products, including life, disability, annuities, and health-related coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with a focus on discretionary investment management and ongoing client reviews.

Alan Flick is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Beaver Falls, PA. He has 12 years of industry experience, including 10 years with Commonwealth. Outside of advisory work, he is involved in co-owning private entities related to securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides advisory support through managed-account programs, access to third-party asset managers, and custody/clearing services while managing over $212 billion in client assets.

Erinn Montanti is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her prior roles include positions at Federate Hermes and Key Bank Corp. Montanti has also worked in education, with experience at Slippery Rock University and Revere High School. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Davisson Hammond is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 22 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc., Janney Montgomery Scott, and Parker/Hunter Incorporated. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory services through an open-architecture model that integrates multiple third-party platforms and managers.

Jeffrey Kelley is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2015, following five years at Ameriprise. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a wide range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customizable portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Robert Gleyze is a CFP® professional with 31 years of industry experience and has worked at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses and is based in Sewickley (Wexford), PA. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Jessica Meek is a Series 66-licensed financial advisor with Janney Montgomery Scott, bringing 12 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Joshua Mc Coy is a Series 66-licensed financial advisor with PNC Wealth Management, bringing seven years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Mass Mutual Investors Services. He has also been involved with the Slippery Rock Office for Inclusive Excellence. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.